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Cfp Jobs in Raleigh, NC (NOW HIRING)

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$59.3K

$99.1K

$137.1K

How much do cfp jobs pay per year?

As of Sep 3, 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 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 banks, advisory firms, or independent practices. The certification demonstrates expertise in financial planning, investments, taxes, estate planning, and insurance.
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:

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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:

Cfp jobs near you
Infographic showing various Cfp job openings in Raleigh, NC as of August 2026, with employment types broken down into 5% Internship, 76% Full Time, 7% Part Time, and 12% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $99,093 per year, or $47.6 per hour.

Customer Education Specialist, Financial Technology - Raleigh, NC - Hybrid

Advyzon

Raleigh, NC • On-site

$65 - $75/hr

Other

Re-posted 6 days ago

Job description

Role Overview

The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding, feature adoption, and overall client success. This role works cross-functionally with Product, Service/Support, and Marketing teams to translate complex platform functionality into clear, engaging, and user-focused training experiences and resources. The ideal candidate is equal parts educator, content strategist, and product translator—someone who can turn complexity into clarity at scale.

Key ResponsibilitiesTraining Programs & Delivery
  • Support the development of scalable training initiatives, including webinars, structured learning programs, and other one-to-many education efforts
  • Continuously evaluate and improve training programs based on engagement metrics and user feedback
  • Facilitate and moderate live training sessions, workshops, webinars, and other training outlets as needed
Content Development & Strategy
  • Create and maintain high-quality product education content across formats, including video, written documentation, and live training materials
  • Ensure consistency in messaging, tone, and accuracy across all training and content resources
  • Contribute to the evolution and scalability of training programs and content strategies
Product Collaboration & Enablement
  • Partner closely with Product teams to support feature launches through training, documentation, and user-facing communications
  • Translate complex workflows and functionality into clear, actionable, and user-friendly content
  • Provide feedback to Product teams based on user interactions, training sessions, and identified documentation gaps
Systems & Process Improvement
  • Identify and recommend improvements to systems and processes that enhance training delivery and user engagement
  • Drive efficiencies and scalability across training and enablement initiatives
  • Help implement tools or workflows that improve content creation and distribution
Knowledge Base & Documentation
  • Own and continuously improve the Knowledge Base and training documentation
  • Ensure all resources are accurate, up-to-date, and aligned with product updates
  • Optimize documentation to promote user self-service and reduce support dependency
Cross-Functional Support
  • Serve as a subject matter resource for Service, Support, and Product teams on training materials and platform functionality
  • Support internal enablement initiatives and help bridge communication between product development and user experience
  • Collaborate across teams to ensure alignment in how the platform is presented and understood
Qualifications
  • 3+ years of experience in training, product education, customer enablement, or a related role in finance (CFP or financial designation a plus)
  • Experience creating multi-format educational content (video, written, live sessions)
  • Strong ability to simplify complex concepts into clear, user-friendly materials
  • Experience working cross-functionally with Product, Marketing, and Customer Success teams
  • Excellent communication, presentation, and facilitation skills
  • Strong organizational skills with the ability to manage multiple projects simultaneously
  • Familiarity with learning management systems (LMS), knowledge base tools, or content platforms is a plus
Preferred Skills
  • Experience in SaaS, fintech, or platform-based products
  • Data-driven mindset with the ability to use metrics to improve training effectiveness
  • Comfort with webinar tools, video creation software, and documentation platforms
  • Experience supporting product launches or feature rollouts
Impact & Success Metrics
  • Increased adoption of product features and core workflows
  • Improved effectiveness and scalability of training programs and documentation
  • Reduced support burden through enhanced self-service resources
  • Strong alignment across Product, Service/Support, and Training teams

Targeting a $65-$75k base, and a 15 to 25% bonus target
This is a hybrid position at our North Hills/Raleigh location.

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