CFP Tutor
Durham, NC · 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 ...
Durham, NC · 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 ...
Durham, NC · 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 ...
Chapel Hill, NC · 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 ...
Chapel Hill, NC · 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 ...
Raleigh, NC · 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 ...
Raleigh, NC · 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 ...
Raleigh, NC · On-site
CFP designation preferred * If applicant does not already have the CFP, SECU can help you obtain, often reimbursing for the full cost of the program. * Envestnet and NetX360 experience a plus
Raleigh, NC · On-site
CFP designation preferred * If applicant does not already have the CFP, SECU can help you obtain, often reimbursing for the full cost of the program. * Envestnet and NetX360 experience a plus
Raleigh, NC · Hybrid
CFP designation preferred * If applicant does not already have the CFP, SECU can help you obtain, often reimbursing for the full cost of the program. * Envestnet and NetX360 experience a plus
Raleigh, NC · Hybrid
CFP designation preferred * If applicant does not already have the CFP, SECU can help you obtain, often reimbursing for the full cost of the program. * Envestnet and NetX360 experience a plus
Raleigh, NC · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor - Raleigh, NC Grade 24 ...
Raleigh, NC · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor - Raleigh, NC Grade 24 ...
Raleigh, NC · On-site +1
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Assignment Ready Counselor PFC; NC Grade 24 Work ...
Raleigh, NC · On-site +1
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Assignment Ready Counselor PFC; NC Grade 24 Work ...
Raleigh, NC · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor - Raleigh, NC Grade 24 ...
Raleigh, NC · On-site
$58K - $93K/yr
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor - Raleigh, NC Grade 24 ...
CFP or CTFA designation required * Demonstrated success working with and marketing to high-net-worth clients * Strong communication, interpersonal, and relationship management skills * Proven ability ...
CFP or CTFA designation required * Demonstrated success working with and marketing to high-net-worth clients * Strong communication, interpersonal, and relationship management skills * Proven ability ...
Chapel Hill, NC · On-site
CFP or CTFA designation required * Demonstrated success working with and marketing to high-net-worth clients * Strong communication, interpersonal, and relationship management skills * Proven ability ...
Chapel Hill, NC · On-site
CFP or CTFA designation required * Demonstrated success working with and marketing to high-net-worth clients * Strong communication, interpersonal, and relationship management skills * Proven ability ...
Raleigh, NC · Hybrid
$107K - $141K/yr
CFP, TPCP, or Enrolled Agent (EA) * Strategic Mindset: A focus on "resource optimization"-constantly looking for ways to automate manual tasks and free up advisor time for member engagement.
Raleigh, NC · Hybrid
$107K - $141K/yr
CFP, TPCP, or Enrolled Agent (EA) * Strategic Mindset: A focus on "resource optimization"-constantly looking for ways to automate manual tasks and free up advisor time for member engagement.
Durham, NC · On-site
ALMI, CIC, CFP or other industry designation is considered a plus. Job Environment & Physical Requirements: * Work in an SECU branch location and some travel within assigned region. * Sitting for ...
Durham, NC · On-site
ALMI, CIC, CFP or other industry designation is considered a plus. Job Environment & Physical Requirements: * Work in an SECU branch location and some travel within assigned region. * Sitting for ...
Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed * CPA license, or CFP (Certified Financial Planner ...
Quick apply
Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed * CPA license, or CFP (Certified Financial Planner ...
Chapel Hill, NC · On-site
$92K - $150K/yr
Continual adherence to the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards COMPETENCIES: * Diversity - Demonstrates knowledge of EEO policy; Shows ...
Quick apply
Chapel Hill, NC · On-site
$92K - $150K/yr
Continual adherence to the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards COMPETENCIES: * Diversity - Demonstrates knowledge of EEO policy; Shows ...
CTFA or CFP designation preferred Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO)
CTFA or CFP designation preferred Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO)
Chapel Hill, NC · On-site
$92K - $150K/yr
Continual adherence to the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards COMPETENCIES: * Diversity - Demonstrates knowledge of EEO policy; Shows ...
Quick apply
Chapel Hill, NC · On-site
$92K - $150K/yr
Continual adherence to the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards COMPETENCIES: * Diversity - Demonstrates knowledge of EEO policy; Shows ...
Chapel Hill, NC · On-site
$92K - $150K/yr
Continual adherence to the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards COMPETENCIES: * Diversity - Demonstrates knowledge of EEO policy; Shows ...
Quick apply
Chapel Hill, NC · On-site
$92K - $150K/yr
Continual adherence to the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards COMPETENCIES: * Diversity - Demonstrates knowledge of EEO policy; Shows ...
... ChFC, CFP, etc.) strongly preferred. Proven track record in needs-based selling and management of consultative sales processes. Experience working in a bank, brokerage, or wealth management ...
... ChFC, CFP, etc.) strongly preferred. Proven track record in needs-based selling and management of consultative sales processes. Experience working in a bank, brokerage, or wealth management ...
Raleigh, NC · On-site
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 ...
Raleigh, NC · On-site
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 ...
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills : * Advisory
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills : * Advisory
$59.3K - $66.4K
4% of jobs
$66.4K - $73.4K
5% of jobs
$73.4K - $80.5K
11% of jobs
$84.2K is the 25th percentile. Wages below this are outliers.
$80.5K - $87.6K
9% of jobs
$87.6K - $94.6K
14% of jobs
The median wage is $97.9K / yr.
$94.6K - $101.7K
15% of jobs
$107.8K is the 75th percentile. Wages above this are outliers.
$101.7K - $108.8K
20% of jobs
$108.8K - $115.8K
12% of jobs
$115.8K - $122.9K
4% of jobs
$122.9K - $130K
2% of jobs
$130K - $137.1K
4% of jobs
$59.3K
$99.1K
$137.1K
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.
Provide personalized 1-on-1 online tutoring to students preparing for the Certified Financial Planner certification.
Guide students through CFP examination content areas and case study analyses to enhance understanding and test performance.
Adapt instruction and explain financial planning concepts using multiple approaches to meet individual student learning needs.
5.7
Based on 16 frontline employees who took The Breakroom Quiz
13th of 21 rated private schools and tutoring
Sourced by ZipRecruiter
Education
501 - 1,000 Employees
St. Louis, MO, US
2007