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Chartered Financial Planner Jobs (NOW HIRING)

Range

Financial Planner

New York, NY · On-site

$83K - $111K/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

Financial Planner

Bellevue, WA · On-site

$85K - $115K/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 ...

53 Stations

Financial Planner

Manhattan, NY · On-site

$83K - $112K/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

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

Bellevue, WA · On-site

$85K - $115K/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 ...

53 Stations

$56K - $75K/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 ...

53 Stations

Senior Financial Planner

Bellevue, WA · On-site

$85K - $115K/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

New York, NY · 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 ...

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 ...

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All JobsChartered Financial Planner Jobs

Chartered Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do chartered financial planner jobs pay per year?

As of Sep 13, 2026, the average yearly pay for chartered financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What is the difference between Chartered Financial Planner vs Financial Advisor?

AspectChartered Financial PlannerFinancial Advisor
CredentialsChartered status, CFP certification, advanced qualificationsVaries; may include CFP, diploma, or none
Work EnvironmentIndependent or firm-based, comprehensive financial planningBank, firm, or independent, focused on specific products or services
Industry UsageProfessional designation for comprehensive planningGeneral term for financial advice providers

The main difference is that a Chartered Financial Planner holds advanced certifications and provides comprehensive financial planning, while a Financial Advisor may have varying qualifications and offer more specific or product-focused advice. Chartered Financial Planners are recognized for their expertise and ethical standards, often serving clients with complex financial needs.

How much do chartered financial planners get paid?

Chartered financial planners typically earn between £40,000 and £80,000 annually, with experienced professionals and those working in senior roles earning higher salaries. Compensation can vary based on location, years of experience, client base, and additional certifications or specializations.

How to get a job as a Chartered Financial Planner?

To become a Chartered Financial Planner, you typically need to have relevant financial advisory experience, complete professional qualifications such as the Level 4 Diploma in Financial Planning, and obtain Chartered status through a recognized professional body like the Chartered Insurance Institute. Demonstrating strong communication skills, ethical standards, and ongoing professional development are also important for securing employment in this role.
More about Chartered Financial Planner jobs

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Cities with the most Chartered Financial Planner job openings:

What states have the most Chartered Financial Planner jobs?

States with the most job openings for Chartered Financial Planner jobs include:

What are popular job titles related to Chartered Financial Planner jobs?

For Chartered Financial Planner jobs, the most frequently searched job titles are:

Chartered Financial Planner jobs near you
Infographic showing various Chartered Financial Planner job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planner

New York, NY • On-site

Range
See more jobs at Rangeexternal

$83K - $111K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Key responsibilities

  • Craft financial plans for members and support them through asynchronous messaging.

  • Collaborate with the team and product team to provide feedback and improve proprietary tools.

  • Research and present investment strategies, and coordinate tax filing and estate planning.

Job description

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family - members can get answers to their questions anytime and feel confident that their money is working for them.
Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people!
About the role
We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.
But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Seattle. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment.
What you'll do with us
  • Gain a deep understanding of our members' unique needs and aspirations to confidently advise them on their financial goals
  • Build and implement iterative financial plans and wealth strategies
  • Maintain an in-depth understanding of financial planning, investments, and tax planning
  • Be an active part of a collaborative team and share best practices
  • Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
  • Research and present investment strategies
  • Coordinate tax filing and estate planning

What will set you apart
  • 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
  • 4-8+ years experience in a client-facing financial services roles
  • Experience with in depth tax planning and building tax projections for clients
  • Significant experience in delivering financial advice directly to consumers
  • Exceptional investment acumen and knowledge of broader planning topics
  • Significant experience using financial services technology
  • Interest in or passion for the tech space, and a desire to change the industry
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred

Benefits
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • Hybrid work environment opportunities available for select employees
  • PTO
  • Top of Market Pay
  • Paid parental leave
  • In-person team & company events

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

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