FINANCIAL PROFESSIONAL
Savannah, GA · On-site
EOE M/F/D/V 456907 CV 5/14/2014 Jim Robinson CLU, ChFC, CFP, MSFS New York Life 9 Park of Commerce ... entry-level sales, entry level sales Additional Information All your information will be kept ...
FINANCIAL PROFESSIONAL
Savannah, GA · On-site
EOE M/F/D/V 456907 CV 5/14/2014 Jim Robinson CLU, ChFC, CFP, MSFS New York Life 9 Park of Commerce ... entry-level sales, entry level sales Additional Information All your information will be kept ...
EOE M/F/D/V 456907 CV 5/14/2014 Jim Robinson CLU, ChFC, CFP, MSFS New York Life 9 Park of Commerce ... entry-level sales, entry level sales Additional Information All your information will be kept ...
EOE M/F/D/V 456907 CV 5/14/2014 Jim Robinson CLU, ChFC, CFP, MSFS New York Life 9 Park of Commerce ... entry-level sales, entry level sales Additional Information All your information will be kept ...
Advisory Manager
Atlanta, GA · On-site +1
$145K/yr
... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... CFP or CFA certification * Minimum of 5-8 years of experience in a wealth management-related or ...
Advisory Manager
Atlanta, GA · On-site +1
$145K/yr
... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... CFP or CFA certification * Minimum of 5-8 years of experience in a wealth management-related or ...
Entry Level Cfp information
See Georgia salary details
$39.7K - $47.5K
3% of jobs
$47.5K - $55.3K
6% of jobs
$55.3K - $63.1K
4% of jobs
$63.1K - $70.9K
11% of jobs
$71.2K is the 25th percentile. Wages below this are outliers.
$70.9K - $78.6K
17% of jobs
The median wage is $84.2K / yr.
$78.6K - $86.4K
13% of jobs
$86.4K - $94.2K
11% of jobs
$94.2K - $102K
11% of jobs
$102.2K is the 75th percentile. Wages above this are outliers.
$102K - $109.8K
9% of jobs
$109.8K - $117.6K
9% of jobs
$117.6K - $125.4K
6% of jobs
$39.7K
$87K
$125.4K
How much do entry level cfp jobs pay per year?
As of Jul 27, 2026, the average yearly pay for entry level cfp in Georgia is $87,039.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,500.00 and $104,300.00 per year, depending on experience, location, and employer.
What is an Entry Level CFP job?
An Entry Level CFP (Certified Financial Planner) job is a starting position in financial planning where professionals assist clients with budgeting, investments, retirement planning, and other financial goals. They typically work under the supervision of senior advisors, gaining hands-on experience while building client relationships. Responsibilities may include financial analysis, preparing reports, and helping clients develop personalized financial strategies. Most entry-level CFP professionals work in financial firms, banks, or investment companies as they work toward full certification and career advancement.
How to start a career as a CFP?
To start a career as a Certified Financial Planner (CFP), you need to meet education requirements, pass the CFP exam, gain relevant work experience, and adhere to ethical standards. Typically, this involves completing a CFP Board-registered education program and accumulating three years of financial planning experience. Obtaining the CFP certification enhances credibility and job prospects in financial planning roles.
How to make $10,000 a month with no degree?
An entry-level Certified Financial Planner (CFP) typically requires a degree and certification, but earning $10,000 a month without a degree is unlikely in this role. High earnings in finance often depend on experience, client base, and commissions, which usually require industry-specific knowledge and credentials. Alternative high-income opportunities without a degree include sales, entrepreneurship, or skilled trades, but they also involve building experience and reputation over time.
What does a first year CFP make?
A first-year Certified Financial Planner (CFP) typically earns between $50,000 and $70,000 annually, depending on location, firm size, and client base. Entry-level CFPs often focus on gaining experience, building their client portfolio, and obtaining necessary certifications while earning a salary that may include bonuses or commissions.
How to get CFP without experience?
To become a Certified Financial Planner (CFP) without prior experience, candidates must complete the required education, pass the CFP exam, and fulfill the experience requirement by working in a financial planning role or related field, which can sometimes be satisfied through internships or volunteer work. Gaining relevant skills and knowledge through coursework and certifications can also support eligibility for the CFP credential.
What types of responsibilities can I expect as an Entry Level CFP, and how will I work with other team members?
As an Entry Level CFP, your daily responsibilities often include gathering and analyzing clients' financial data, preparing initial financial plans, and assisting with portfolio reviews under the supervision of senior advisors. You will usually work as part of a collaborative team, which may include senior CFPs, client service associates, and support staff, providing opportunities to learn from experienced professionals. This teamwork not only builds your technical knowledge but also helps develop client management skills, making it a great starting point for those looking to advance within the financial planning field. You may also engage in client meetings, follow up with clients regarding documentation, and stay updated on financial markets to support client recommendations.
What are the key skills and qualifications needed to thrive in the Entry Level Cfp position, and why are they important?
To excel as an Entry Level CFP (Certified Financial Planner), candidates typically need a bachelor's degree in finance or a related field, strong analytical skills, and successful completion of the CFP certification process. Familiarity with financial planning software, CRM platforms, and proficiency in using spreadsheets like Microsoft Excel are commonly required. Effective communication, active listening, and the ability to build trust with clients are vital soft skills. These competencies enable new CFPs to deliver sound financial advice, build client relationships, and grow in the competitive financial services industry.
What are the most commonly searched types of Cfp jobs in Georgia? The most popular types of Cfp jobs in Georgia are:
What are popular job titles related to Entry Level Cfp jobs in Georgia? For Entry Level Cfp jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Entry Level Cfp jobs in Georgia look for? The top searched job categories for Entry Level Cfp jobs in Georgia are:
What cities in Georgia are hiring for Entry Level Cfp jobs? Cities in Georgia with the most Entry Level Cfp job openings:
Full-time
Medical, Life, Retirement
Posted 4 days ago
Job description
Company Description
New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance companies in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies.
Job Description
BECOME A FINANCIAL PROFESSIONAL(Agent) ...FOR OVER 169 YEARS - NEW YORK LIFE Savannah & Augusta GA, Hilton Head, Bluffton & Beaufort SC
BECOME A FINANCIAL PROFESSIONAL - NEW YORK LIFE
New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact on your community. Your collegiate experience as a student, a member of student organizations, a leader or a student athlete have given you the skills you need to launch a career in a company with an unmatched reputation and tremendous resources. Your entrepreneurial spirit and desire for personal growth can take you wherever you want to go, and New York Life can help.
Job Requirements
Our comprehensive training program will give you the tools you need to succeed and create the career success you envision.
We are looking for people who possess the following background/characteristics:
• Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
• Outgoing personality with the ability to develop relationships
• Organized, detail-oriented, and excellent time-management skills
• Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner
Here is what distinguishes this opportunity with New York Life:
• Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training.
• Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry.
• Constant Support - During and after formal training, you will receive continuous assistance from your manager and peers in your region and across the country to help you succeed. On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge and application -- we want our new agents to be successful!
• Integrity - "The Company You Keep" - Represent a company you can believe in, be proud of and begin a long-term career with.
Being a New York Life Agent has its benefits.
Benefits are an important part of your overall compensation. When you become a full-time Financial Professional with New York Life, you'll enjoy a comprehensive benefits package including a defined benefit pension plan, a 401(k) savings plan, health insurance, life insurance, tuition reimbursement, and more. New York Life's benefits package is more than an attractive feature; it's a valuable asset.
Apply Today! EOE M/F/D/V 456907 CV 5/14/2014
Jim Robinson CLU, ChFC, CFP, MSFS
New York Life
9 Park of Commerce Blvd, Suite 200
Savannah Georgia 31405-5834
Office: 912-644-5568 Cell: 301-351-8108
Qualifications
Sales, financial advisor, entrepreneur, sales rep, account executive, account manager, insurance, financial rep, inside sales, outside sales, sales manager, entry-level sales, entry level sales
Additional Information
All your information will be kept confidential according to EEO guidelines.
New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance companies in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies.
Job Description
BECOME A FINANCIAL PROFESSIONAL(Agent) ...FOR OVER 169 YEARS - NEW YORK LIFE Savannah & Augusta GA, Hilton Head, Bluffton & Beaufort SC
BECOME A FINANCIAL PROFESSIONAL - NEW YORK LIFE
New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact on your community. Your collegiate experience as a student, a member of student organizations, a leader or a student athlete have given you the skills you need to launch a career in a company with an unmatched reputation and tremendous resources. Your entrepreneurial spirit and desire for personal growth can take you wherever you want to go, and New York Life can help.
Job Requirements
Our comprehensive training program will give you the tools you need to succeed and create the career success you envision.
We are looking for people who possess the following background/characteristics:
• Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
• Outgoing personality with the ability to develop relationships
• Organized, detail-oriented, and excellent time-management skills
• Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner
Here is what distinguishes this opportunity with New York Life:
• Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training.
• Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry.
• Constant Support - During and after formal training, you will receive continuous assistance from your manager and peers in your region and across the country to help you succeed. On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing agents with prospecting and sales ideas, product knowledge and application -- we want our new agents to be successful!
• Integrity - "The Company You Keep" - Represent a company you can believe in, be proud of and begin a long-term career with.
Being a New York Life Agent has its benefits.
Benefits are an important part of your overall compensation. When you become a full-time Financial Professional with New York Life, you'll enjoy a comprehensive benefits package including a defined benefit pension plan, a 401(k) savings plan, health insurance, life insurance, tuition reimbursement, and more. New York Life's benefits package is more than an attractive feature; it's a valuable asset.
Apply Today! EOE M/F/D/V 456907 CV 5/14/2014
Jim Robinson CLU, ChFC, CFP, MSFS
New York Life
9 Park of Commerce Blvd, Suite 200
Savannah Georgia 31405-5834
Office: 912-644-5568 Cell: 301-351-8108
Qualifications
Sales, financial advisor, entrepreneur, sales rep, account executive, account manager, insurance, financial rep, inside sales, outside sales, sales manager, entry-level sales, entry level sales
Additional Information
All your information will be kept confidential according to EEO guidelines.