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Cfp Jobs in Decatur, GA (NOW HIRING)

W3Global Inc.

Trust Administration Manager

Atlanta, GA

$100K - $120K/yr

D., CPA, or CFP preferred. * 5+ years of experience in trust administration, settlement administration, banking, or legal finance. * Working knowledge of IRC § 468B and settlement Regulation § 1 ...

Northern Trust Corp

Private Wealth Director

Atlanta, GA · On-site

$130 - $180/hr

Professional certifications preferred (CFP, CPA, CFA, CTFA, CFM)* Series 7 and 63 licenses required**Working with Us:**As a Northern Trust partner, greater achievements await. You will be part of a ...

Osaic

Sr. Financial Planning Strategist

Atlanta, GA · Hybrid

$135K - $160K/yr

Basic Requirements: 10+ years of financial planning experience in a client- or advisor-facing capacity CFP Designation or J.D. Experience delivering educational content and presenting to diverse ...

Brighton Jones

Advisor - Atlanta

Atlanta, GA

Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required. * Baseline proficiency in Microsoft Office Suite products (Word ...

Invesco

Client Relationship Manager, Canada

Atlanta, GA · Hybrid

$90K - $110K/yr

CIMA, CFA, or CFP designations preferred * Strong client service orientation with proven skills in responsiveness, issue resolution, root cause analysis, and process improvement * Proven ability to ...

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All JobsCfp JobsCfp Jobs in Decatur, GA

Cfp information

See Decatur, GA salary details

$59.6K

$99.5K

$137.7K

How much do cfp jobs pay per year?

As of Aug 8, 2026, the average yearly pay for cfp in Decatur, GA is $99,527.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $111,800.00 per year, depending on experience, location, and employer.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in banks, advisory firms, or independent practices. Strong communication skills and knowledge of financial tools are essential in these roles.

Is being a certified financial planner a good job?

A certified financial planner (CFP) is a professional who provides financial planning and investment advice, often working in financial services firms or independently. The role typically requires passing the CFP certification exam, gaining experience, and maintaining ongoing education. It can offer a stable career with opportunities for client interaction, but income varies based on experience, location, and client base.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What jobs can I get with a certified financial planner (CFP) certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or estate planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms or independently. The certification demonstrates expertise in areas like retirement planning, tax strategies, and estate planning, and typically requires strong communication skills and knowledge of financial tools and regulations.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.
More about Cfp jobs
What are the most commonly searched types of Cfp jobs in Decatur, GA? The most popular types of Cfp jobs in Decatur, GA are:
What are popular job titles related to Cfp jobs in Decatur, GA? For Cfp jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Cfp jobs in Decatur, GA look for? The top searched job categories for Cfp jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Cfp jobs? Cities near Decatur, GA with the most Cfp job openings:
Cfp jobs near you
Infographic showing various Cfp job openings in Decatur, GA as of July 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $99,527 per year, or $47.8 per hour.

U.S. Private Bank - Private Banker - Executive Director or Vice President (Atlanta, GA)

Aumni

Atlanta, GA • On-site

$90 - $150/hr

Other

Posted 3 days ago

New

Job description

U.S. Private Bank – Private Banker – Executive Director or Vice President (Atlanta, GA)

Atlanta, GA, United States

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
  • Six plus years of work experience in Private Banking or Financial Services
  • Bachelor’s Degree required
  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Focuses on the client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, and Skills
  • MBA, JD, CFA, or CFP preferred
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

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