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Entry Level Cfp Jobs in Silver Spring, MD (NOW HIRING)

Modera Wealth Management

Advisory Manager

Mclean, VA · 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 ...

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Entry Level Cfp information

See Silver Spring, MD salary details

$48.6K

$106.6K

$153.5K

How much do entry level cfp jobs pay per year?

As of Jun 14, 2026, the average yearly pay for entry level cfp in Silver Spring, MD is $106,561.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,300.00 and $127,700.00 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 many financial advisors make $500,000 a year?

Entry-level Certified Financial Planners (CFPs) typically do not earn $500,000 annually; such high earnings are usually achieved by experienced advisors with established client bases, strong sales skills, and often involve commissions or bonuses. Most financial advisors earn between $60,000 and $150,000 per year, with top earners reaching higher levels after several years in the profession.

How to become a CFP with no experience?

To become a Certified Financial Planner (CFP) with no experience, you must complete a CFP Board-registered education program, pass the CFP exam, and fulfill the experience requirement by demonstrating financial planning work, which can include internships or related roles. Gaining relevant skills in financial planning, communication, and using financial planning software can also help prepare for certification and entry-level positions.

What job makes $10,000 a month without a degree?

An entry-level Certified Financial Planner (CFP) can potentially earn around $10,000 a month through commissions, fees, and client management, especially with experience and a strong client base. Success in this role depends on sales skills, networking, and licensing requirements, but it typically requires passing the CFP certification exam and gaining industry experience.

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 may earn additional commissions or bonuses as they develop their practice.

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 popular job titles related to Entry Level Cfp jobs in Silver Spring, MD? For Entry Level Cfp jobs in Silver Spring, MD, the most frequently searched job titles are:
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What cities near Silver Spring, MD are hiring for Entry Level Cfp jobs? Cities near Silver Spring, MD with the most Entry Level Cfp job openings:
Entry Level Cfp jobs near you
Infographic showing various Entry Level Cfp job openings in Silver Spring, MD as of June 2026, with employment types broken down into 100% Full Time. Highlights an 79% In-person, and 21% Remote job distribution, with an average salary of $106,561 per year, or $51.2 per hour.
Advisory Manager

Advisory Manager

Modera Wealth Management

Mclean, VA • On-site, Remote

$145K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Please Note: We have ONE opening for an Advisory Manager that can be based in one of our many office locations: Charlotte, NC - Atlanta, GA - Boston, MA - Westwood, NY - Wayne, PA - New York, NY - Annapolis, MD - McLean, VA

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for an Advisory Manager that will be responsible for leading a team of financial planning associates to deliver high-quality support to our advisors. This role balances direct client service with team management, including performance monitoring, and ensuring adherence to firm compliance and planning standards.

Responsibilities:

  • Coordinate the work of Planning Associates to ensure efficient distribution of financial planning deliverables to advisors
  • Monitor the quality and accuracy of planning work; enforce best practices, templates, and review protocols established by the Planning Associate Team Lead
  • Provide hands-on mentorship, coaching, and ongoing feedback to Planning Associates
  • Address day-to-day personnel needs, including scheduling, workload balancing, and performance-related concerns with the support of the Planning Associate Team Leader
  • Assist in communicating departmental goals and expectations, guide team members in their execution
  • Conduct regular one-on-one meetings with direct reports to provide coaching, support professional growth, and ensure alignment of goals, responsibilities, and development opportunities
  • Monitor progress toward team and individual SMART goals, offering course correction and support as needed
  • Conduct annual performance reviews and contribute to ongoing evaluation of team members' development
  • Collaborate with HR and Planning Associate Team Leader to support career development and make recommendations for promotions within the planning team
  • Stay current on financial planning tools, technologies, and methodology to ensure planners are equipped with the resources they need
  • Support team culture, morale, and cross-office collaboration
  • Occasional travel may be required

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:

  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues

Qualifications:

  • Bachelor's Degree
  • CFP or CFA certification
  • Minimum of 5-8 years of experience in a wealth management-related or financial services field
  • Prior leadership or supervisory experience preferred
  • Excellent communication, coaching, and conflict resolution skills
  • Strong leadership skills and a demonstrated willingness to take initiative, support others, and lead by example

Skills and Competencies:

  • Proven analytical and problem-solving skills
  • Interpersonal skills and a willingness to make decisions using sound and accurate judgement
  • Highly proficient in the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Team player, able to work well with all levels of the firm, and pitch in wherever needed

Benefits:

  • Performance-based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education
  • Partial remote work
  • Salary range: $100-145,000 annually
  • Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role

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