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Cfp Jobs in Edison, NJ (NOW HIRING)

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$63.1K

$105.5K

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How much do cfp jobs pay per year?

As of Aug 21, 2026, the average yearly pay for cfp in Edison, NJ is $105,533.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,100.00 and $118,500.00 per year, depending on experience, location, and employer.

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 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 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.

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 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 financial services firms, banks, or independent practices. The certification demonstrates expertise in areas like estate planning, tax strategies, and investment management, and typically requires strong communication skills and knowledge of financial tools.
More about Cfp jobs

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Cfp jobs near you
Infographic showing various Cfp job openings in Edison, NJ as of August 2026, with employment types broken down into 100% Full Time. Highlights an 88% In-person, 3% Hybrid, and 9% Remote job distribution, with an average salary of $105,533 per year, or $50.7 per hour.

Senior Financial Advisor

ECG Resources

Morristown, NJ

Full-time

Re-posted 23 days ago

Job description

UHNW Wealth Management Firm in Northern New Jersey seeks a highly experienced Senior Financial Advisor with a minimum of 10 years in the financial services industry, particularly in private banking. The ideal candidate will have a deep understanding of investment management and trust services, with the ability to manage client assets ranging from $1 million to $10 million.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, providing personalized financial advice and solutions tailored to their individual needs.
  • Offer comprehensive investment management services, including portfolio analysis, risk assessment, and strategic asset allocation.
  • Provide trust and estate planning services, guiding clients through the complexities of wealth transfer and tax optimization.
  • Maintain a thorough understanding of market trends and investment products to deliver informed advice without pushing specific products.
  • Collaborate with internal teams and external partners to ensure a holistic approach to client financial planning.
  • Stay compliant with regulatory requirements and adhere to industry best practices.

Qualifications:

  • Minimum of 10 years of experience in financial advisory or private banking.
  • Proven track record of managing client relationships and delivering exceptional client service.
  • Strong knowledge of investment management, trust services, and estate planning.
  • Excellent communication and interpersonal skills, with the ability to convey complex financial concepts in an understandable manner.
  • Relevant certifications (e.g., CFP, CFA, or equivalent) are preferred.

If you are a seasoned financial advisor looking for an opportunity to grow your practice in a supportive environment, we encourage you to apply.

Apply