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Cfp Jobs in Reston, VA (NOW HIRING)

Range

Senior Account Executive

Mclean, VA · On-site

SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred * Bachelor's degree or equivalent experience Benefits * Health & Wellness : 100% employer-covered medical insurance for ...

Range

Investment Specialist

Mclean, VA · On-site

CFP, CFA, Series 65 or Series 66 designation * 7+ years experience in a similar role * Passion for the markets and strong investment acumen * Organizational and written communication skills * BS or ...

Aon

Associate, Advisor

Reston, VA · On-site

Completed or pursuing CFP, CFA or JD. * Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred

New

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Range

Senior Financial Planner

Mclean, VA · On-site

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Curi Capital

Wealth Advisor

Washington, DC · On-site

$120K - $200K/yr

Certified Financial Planner (CFP) designation - required * Five years of relevant experience managing all facets of wealth management - required * Bachelor's degree - required * Experience serving ...

Lockton, Inc.

Benefits Analyst

Washington, DC · On-site

Completes the Career Foundations Program (CFP) within 2 years * Attends all training sessions; drive engagement and build a relationship with mentor * Gains entry level knowledge of employee benefits ...

Range

Investment Analyst

Mclean, VA · On-site

CFA or CFP designations * Series 7 and/or Series 65 or Series 66 licenses * 5+ years of experience in a similar role * Member-facing experience with HNW and UHNW individuals of all ages * Passion for ...

Range

Account Manager

Mclean, VA · On-site

SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred. Benefits * Health & Wellness : 100% employer-covered medical insurance for employees (75% for dependents), plus dental and ...

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All JobsCfp JobsCfp Jobs in Reston, VA

Cfp information

See Reston, VA salary details

$63.5K

$106.1K

$146.7K

How much do cfp jobs pay per year?

As of Aug 6, 2026, the average yearly pay for cfp in Reston, VA is $106,053.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,500.00 and $119,100.00 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
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What cities near Reston, VA are hiring for Cfp jobs? Cities near Reston, VA with the most Cfp job openings:
Cfp jobs near you
Infographic showing various Cfp job openings in Reston, VA as of July 2026, with employment types broken down into 92% Full Time, 7% Part Time, and 1% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $106,053 per year, or $51 per hour.

Wealth Advisor, Annapolis, DC or No.VA area.

Wilmington Trust

Falls Church, VA

$128K - $213K/yr

Full-time

Re-posted 23 days ago

Job description

This position may be based out of DC, Baltimore, Annapolis, or No. Virginia. Overview:

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.

Primary Responsibilities:
  • Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis.
  • Responsible for leading the development of sales strategies to grow client base . Promote and sell the full array of financial services distributed by the Company to current and new clients.
  • Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.
  • Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions.
  • Leads client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved.
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
  • Complete other related duties as assigned.
Scope of Responsibilities:

This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.

Education and Experience Required:

Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth client segment

Proven track record of implementing wealth management strategies

Education and Experience Preferred:

Securities licensing, CFP, CTFA, CPA designation

MBA (Master's degree in Business Administration) or JD (Juris Doctor)

#LI-LA1

#wealthmanagement

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Baltimore, Maryland, United States of America

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