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Cfp Jobs in Decatur, GA (NOW HIRING)

Oxford Financial Group, Ltd.

Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

Bachelor's degree and an advanced degree in relevant field or professional designation (such as JD, LLM, CPA, EA, AEP, CFP), required. * 7+ years of experience in wealth, estate, or tax planning ...

Osaic

Sr. Financial Planning Strategist

Atlanta, GA · Hybrid

$135K - $160K/yr

CFP Designation or J.D. * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong ...

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

Senior Wealth Advisor

Atlanta, GA

Advanced educational and professional designations such as CFP, JD, MBA, or similar evidence of advanced learning and professional consulting qualifications are desired. Working with Us: As a ...

Northern Trust

Private Wealth Director

Atlanta, GA

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 ...

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Cfp information

See Decatur, GA salary details

$59.6K

$99.5K

$137.7K

How much do cfp jobs pay per year?

As of Jun 19, 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 Is the Job of a CFP Professional?

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.

Which pays more, CFP or CPA?

Generally, Certified Financial Planners (CFPs) tend to have higher average salaries than Certified Public Accountants (CPAs), especially in financial planning, investment advising, and wealth management roles. However, CPA salaries can be higher in accounting, auditing, and tax specialties, depending on experience and location. Both certifications can lead to lucrative careers, but salary differences depend on industry, role, and geographic factors.

How do Certified Financial Planners (CFPs) typically 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 job makes $10,000 a month without a degree?

High-paying sales roles, such as real estate brokers or insurance agents, can earn $10,000 or more monthly through commissions and performance. Skilled trades like commercial plumbing or electrical work, especially with experience and certifications, can also reach this income level without a college degree.

Can financial advisors make $500,000 a year?

Financial advisors, including CFPs, can potentially earn $500,000 or more annually, especially with extensive experience, a strong client base, and specialization in high-net-worth individuals. However, such earnings are typically achieved through commissions, fees, and bonuses, and are not guaranteed for all advisors. Income levels vary widely based on location, firm size, and individual performance.

What are CFPs?

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 are the key skills and qualifications needed to thrive as a Certified Financial Planner (CFP), and why are they important?

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.

What jobs does a CFP get you?

A Certified Financial Planner (CFP) can work as a financial advisor, helping clients with investment planning, retirement, estate planning, and risk management. CFPs often work in financial planning firms, banks, or independently, using their certification to demonstrate expertise and credibility in financial services.
More about Cfp jobs
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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
Wealth Management Portfolio Manager

Wealth Management Portfolio Manager

United Community Bank

Atlanta, GA • On-site

Full-time

Posted 17 days ago

Job description

The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. This position has responsibility for leading the development of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.


  • Design, construct, and manage client investment portfolios in line with clients’ financial goals.
  • Execute trades and rebalance portfolios to maintain optimal asset allocation.
  • Complete investment and client reviews annually or as required.
  • Communicate with clients to understand their financial objectives and explain investment strategies and performance.
  • Monitor investment performance of portfolios and adjust as necessary.
  • Ensure compliance with the relevant regulations and company’s standards.
  • Collaborate with the investment team and other internal partners to enhance the client experience.
  • Monitor and analyze financial markets, trends, and economic indicators.
  • Continually build a network of internal and external sources to acquire new client relationships.
  • Stay informed on legal and regulatory changes affecting investment management.
  • Drive business results and acquire new assets, both from existing client base and new client acquisition.
  • Actively participate in community activities and events with purpose of visibility in the community and prospects.



  • Undergraduate degree in business related field or equivalent experience.
  • Preferred degree or designations, MBA, CFA, CIMA, and/or CFP certification.
  • Five plus years investment management or investment advisory experience.
  • Deep knowledge of investment strategies including alternative investments.
  • Detailed understanding of performance measurement concepts and methodologies.
  • Strong knowledge of investment management and wealth planning concepts.
  • Proven track record in cultivating new and existing client relationships.
  • Good interpersonal skills to represent the bank positively in dealing with clients.
  • Excellent analytical, quantitative, verbal, and written communication skills.

  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

 

FLSA Status: Exempt

 

Ready to take your career to the next level? Apply now and become a vital part of our team!

 

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


USD $0.00 - USD $0.00 /Yr.

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