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Executive Certified Financial Planner Jobs (NOW HIRING)

W3Global Inc.

Certified Financial Planner

Boston, MA

$125K - $130K/yr

The Certified Financial Planner will work closely with clients to assess their financial needs and goals, provide personalized financial plans, and advise on investment and retirement strategies.

SFB

Certified Financial Planner/Consultant

Reading, MA · On-site

Provides comprehensive financial planning advice to both banking and non-banking clients in such a ... CERTIFICATES, LICENSES, REGISTRATIONS CFP required. Appropriate securities licenses (Series 7, 65 ...

Trustmark Bank

Financial Planner

Ridgeland, MS · On-site

$66K - $88K/yr

... Client Executives, Private Bankers, and Investment Analysts. Topics may include, but are not ... Certified Financial Planner ® (CFP) or Certified Wealth Strategist (CWS) designation.

Trustmark Bank

Financial Planner

Mobile, AL · On-site

$75K - $101K/yr

... Client Executives, Private Bankers, and Investment Analysts. Topics may include, but are not ... Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants ...

Trustmark Bank

$65K - $87K/yr

... Client Executives, Private Bankers, and Investment Analysts. Topics may include, but are not ... Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants ...

Trustmark Bank

Financial Planner

Ridgeland, MS · On-site

$66K - $88K/yr

... Client Executives, Private Bankers, and Investment Analysts. Topics may include, but are not ... Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants ...

Trustmark Bank

Financial Planner

Santa Rosa Beach, FL

$68K - $92K/yr

... Client Executives, Private Bankers, and Investment Analysts. Topics may include, but are not ... Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants ...

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Executive Certified Financial Planner information

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$61K

$101.9K

$141K

How much do executive certified financial planner jobs pay per year?

As of Aug 27, 2026, the average yearly pay for executive certified financial planner in the United States is $101,940.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,000.00 and $114,500.00 per year, depending on experience, location, and employer.

What is the difference between Executive Certified Financial Planner vs Certified Financial Planner?

AspectExecutive Certified Financial PlannerCertified Financial Planner
CredentialsRequires CFP certification; may include additional executive or leadership credentialsRequires CFP certification
Work EnvironmentOften in senior advisory roles, managing teams or strategic planningAdvising clients directly on financial planning
Employer & Industry UsageFinancial firms, wealth management, corporate financeFinancial planning firms, independent advisors, banks

The Executive Certified Financial Planner typically holds the CFP credential but operates in higher-level, strategic roles within organizations, often managing teams or overseeing financial planning departments. In contrast, the Certified Financial Planner usually works directly with clients providing personalized financial advice. Both roles require CFP certification, but the executive position emphasizes leadership and strategic responsibilities.

Are executive certified financial planners in high demand?

Executive certified financial planners are in high demand due to increasing client needs for comprehensive financial advice and wealth management. Their advanced certifications and expertise in strategic planning make them valuable in financial advisory firms, private banks, and corporate settings, with job growth expected to remain strong in the coming years.

What jobs can you get with an Executive Certified Financial Planner certification?

An Executive Certified Financial Planner certification qualifies individuals for roles such as financial planner, wealth manager, financial advisor, or financial analyst. These positions involve providing financial planning, investment advice, and portfolio management, often requiring strong communication skills and knowledge of financial tools and regulations.

What cities are hiring for Executive Certified Financial Planner jobs?

Cities with the most Executive Certified Financial Planner job openings:

What are the most commonly searched types of Certified Financial Planner jobs?

The most popular types of Certified Financial Planner jobs are:

What states have the most Executive Certified Financial Planner jobs?

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

Executive Certified Financial Planner jobs near you

Certified Financial Planner

Red Bank, NJ

Integrated Financial Concepts
See more jobs at Integrated Financial Conceptsexternal

$95K - $250K/yr

Full-time

Posted 16 days ago

Job description

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!Compensation:

$95,000 - $250,000 commission based


Responsibilities:
  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations

Qualifications:
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • A Bachelor’s degree in business administration, finance, or a related field is required
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.