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Cfp Jobs in Madison, WI (NOW HIRING)

Varsity Tutors

CFP Tutor

Madison, WI · Remote

$35 - $40/hr

About the Job The Varsity Tutors Live Learning Platform has thousands of students looking for online CFP tutors nationally. As a tutor on the Varsity Tutors Platform, you'll have the flexibility to ...

UW Credit Union

Financial Consultant I

Madison, WI

$70K/mo

CFP or other professional designation(s) preferred or progress toward or interest in perusing required * Bachelor's degree or equivalent work experience Working at UW Credit Union Join one of ...

UW Credit Union

Financial Consultant I

Madison, WI · On-site

CFP or other professional designation(s) preferred or progress toward or interest in perusing required * Bachelor's degree or equivalent work experience Working at UW Credit Union Working at UW ...

Lake Ridge Bank

Financial Advisor

Monona, WI

Advanced professional designations or licenses (e.g., CFP). * 10 years of prior experience in a financial advisory or wealth management role. * Previous financial sales experience. * Prior experience ...

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All JobsCfp JobsCfp Jobs in Madison, WI

Cfp information

See Madison, WI salary details

$61.5K

$102.7K

$142.1K

How much do cfp jobs pay per year?

As of Aug 7, 2026, the average yearly pay for cfp in Madison, WI is $102,717.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,700.00 and $115,400.00 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 Madison, WI? The most popular types of Cfp jobs in Madison, WI are:
What are popular job titles related to Cfp jobs in Madison, WI? For Cfp jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Cfp jobs in Madison, WI look for? The top searched job categories for Cfp jobs in Madison, WI are:
What cities near Madison, WI are hiring for Cfp jobs? Cities near Madison, WI with the most Cfp job openings:
Cfp jobs near you
Infographic showing various Cfp job openings in Madison, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 81% In-person, and 19% Remote job distribution, with an average salary of $102,717 per year, or $49.4 per hour.

CFP Tutor

Varsity Tutors

Madison, WI • Remote

$35 - $40/hr

Part-time

Re-posted 6 days ago

Varsity Tutors rating

5.7

Company rating: 5.7 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

14th of 23 rated private schools and tutoring

Job description

About the Job
The Varsity Tutors Live Learning Platform has thousands of students looking for online CFP tutors nationally. As a tutor on the Varsity Tutors Platform, you'll have the flexibility to set your own schedule, earn competitive rates, and make a real impact on students' academic success and understanding. All from the comfort of your home.
Why Join Our Platform?
  • Earn incrementally higher pay for each session with the same student, reaching up to $40/hour.
  • Get paid up to twice per week, ensuring fast and reliable compensation for the tutoring sessions you conduct and invoice.
  • Set your own hours and tutor as much as you'd like.
  • Tutor remotely using our purpose-built Live Learning Platform. No commuting required.
  • Get matched with students best-suited to your teaching style and expertise.
  • Our AI-powered Tutor Copilot enhances your sessions with real-time instructional support, lesson generation, and engagement features, helping you save prep time and focus on impactful teaching.
  • We handle the logistics—you just invoice for your tutoring sessions, and we take care of payments.

What We Look For In a CFP Tutor
  • Advanced Test Mastery: Deep knowledge of CFP examination content areas including general financial planning principles, risk management and insurance, investment planning, tax planning, retirement savings and planning, estate planning, and professional conduct and regulation. Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification.
  • Strategic Test-Taking & Problem-Solving: Skilled at teaching integrated financial planning analysis, case study question strategies, and quantitative calculation approaches for CFP examination. Guides students through analyzing client scenarios, computing retirement needs, evaluating insurance coverage, applying tax optimization strategies, and developing comprehensive financial plans. Emphasizes connecting individual topic knowledge across domains in multi-topic case study questions.
  • Curriculum Awareness & Adaptive Instruction: Familiar with CFP examination content outline and common challenges such as integrating multiple planning domains, performing time-value-of-money calculations, and applying ethical standards to client scenarios. Adapts instruction using CFP Board practice examinations, financial calculator drills, and case study analysis to support financial planning professionals preparing for CFP certification.
  • Effective Teaching Methods: Ability to identify concepts students commonly struggle with, explain material using multiple approaches, and adapt instruction to meet individual learning needs and styles.
  • Strong communication skills and a friendly, engaging teaching style.
  • Ability to adapt to different learning styles and student needs.

Ways To Connect With Students
  • 1-on-1 Online Tutoring - Provide personalized instruction to individual students.
  • Instant Tutoring - Accept on-demand tutoring requests whenever you're available.

About Varsity Tutors And 1-on-1 Online Tutoring
Our mission is to transform the way people learn by leveraging advanced technology, AI, and the latest in learning science to create personalized learning experiences. Through 1-on-1 Online Tutoring, students receive customized instruction that helps them achieve their learning goals. Our platform is designed to match students with the right tutors, fostering better outcomes and a passion for learning.
Please note: Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New Hampshire, North Dakota, Vermont, West Virginia or Puerto Rico.

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