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Cfp Jobs in Reston, VA (NOW HIRING)

RMB Capital

Wealth Advisor

Washington, DC · On-site

$115K - $325K/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 ...

Wilmington Trust

Wealth Advisor

Falls Church, VA · On-site

$128.10K - $213.50K/yr

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 ...

M&T Bank

Wealth Advisor

Falls Church, VA

$128.10K - $213.50K/yr

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 ...

Range

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

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 ...

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See Reston, VA salary details

$63.5K

$106.1K

$146.7K

How much do cfp jobs pay per year?

As of May 30, 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 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.

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.

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.
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Cfp jobs near you
Private Wealth Manager - AI Trainer - Remote

Private Wealth Manager - AI Trainer - Remote

micro1 AI

Washington, DC

$80 - $110/hr

Part-time

Retirement

Posted 7 days ago

Job description

Job Title: Personal Financial Advisor (Private Wealth)


Job Type: Contractor


Location: Remote


Job Summary: As a Personal Financial Advisor (Private Wealth), you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Key Responsibilities:

  1. Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
  2. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
  3. Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs.
  4. Communicate complex financial concepts in a client-centric, easily understandable way.
  5. Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
  6. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
  7. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.


Required Skills and Qualifications:

  1. Several years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
  2. Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
  3. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
  4. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
  5. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
  6. Exceptional judgment and decision-making capability in high-impact client scenarios.
  7. CFP, CFA, or equivalent credential required.


Preferred Qualifications:

  1. Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
  2. Exposure to AI-assisted financial planning tools or processes (helpful but not required).
  3. Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.


Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Apply