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 ...
Financial Advisor
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
Financial Advisor
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 ...
Wealth Advisor
Raleigh, NC · On-site
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)
Wealth Advisor
Raleigh, NC · On-site
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)
Financial Advisor
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
Financial Advisor
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 ...
Financial Advisor
Chapel Hill, NC · Hybrid
CFP designation required. * 5+ years of experience in financial planning. * Strong communication and writing skills. * Demonstrated ability to build relationships and deliver client-focused solutions.
Quick apply
Financial Advisor
Chapel Hill, NC · Hybrid
CFP designation required. * 5+ years of experience in financial planning. * Strong communication and writing skills. * Demonstrated ability to build relationships and deliver client-focused solutions.
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)
Financial Advisor
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
Financial Advisor
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 ...
U.S. Private Bank - Private Banker - Executive Director or Vice President (Raleigh, NC)
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 ...
U.S. Private Bank - Private Banker - Executive Director or Vice President (Raleigh, NC)
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 ...
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 ...
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 ...
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 ...
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 ...
CFP ® designation or successful completion of the CFP exam * 5+ years of relevant work experience Candidate Qualifications: * Passionate interest in working as part of a team to serve clients' full ...
CFP ® designation or successful completion of the CFP exam * 5+ years of relevant work experience Candidate Qualifications: * Passionate interest in working as part of a team to serve clients' full ...
JD, MBA, CFP, CPA, or CTFA). 3. Experience working with Trust Financial Software General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular ...
JD, MBA, CFP, CPA, or CTFA). 3. Experience working with Trust Financial Software General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular ...
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 ...
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 ...
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 ...
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 ...
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
CFP ® designation or successful completion of the CFP exam * 5+ years of relevant work experience Candidate Qualifications: * Passionate interest in working as part of a team to serve clients' full ...
CFP ® designation or successful completion of the CFP exam * 5+ years of relevant work experience Candidate Qualifications: * Passionate interest in working as part of a team to serve clients' full ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
Cfp information
See Raleigh, NC salary details
$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 - $115.9K
12% of jobs
$115.9K - $122.9K
4% of jobs
$122.9K - $130K
2% of jobs
$130K - $137.1K
4% of jobs
$59.3K
$99.1K
$137.1K
How much do cfp jobs pay per year?
As of Jun 9, 2026, the average yearly pay for cfp in Raleigh, NC is $99,093.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,600.00 and $111,300.00 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.
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 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.
More about Cfp jobs
What are the most commonly searched types of Cfp jobs in Raleigh, NC? The most popular types of Cfp jobs in Raleigh, NC are:
What are popular job titles related to Cfp jobs in Raleigh, NC? For Cfp jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Cfp jobs in Raleigh, NC look for? The top searched job categories for Cfp jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Cfp jobs? Cities near Raleigh, NC with the most Cfp job openings:
$80K/yr
Full-time
Posted 8 days ago
Job description
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation:$80,000+ at plan earnings
Responsibilities:
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications:
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- 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 license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- Bachelor’s degree in business administration, finance, or related field is required
- A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
- You are personable and caring, with a natural ability to connect and communicate with others.
- Enthusiastic, high energy, and positive attitude.
- Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
- Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
- Must have excellent communication and interpersonal skills.
- Quick learner who is comfortable in a fast-paced, dynamic environment.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.