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Financial Advisor Cfp Jobs (NOW HIRING)

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Financial Advisor, CFP Professional Department: Financial Advisory Employment Type: Full Time Location: Remote Reporting To: Principal & CEO Compensation: $85,000 - $100,000 / year Description We are ...

Sanctuary Wealth Group LLC

Financial Advisor

Carmel, IN · On-site

$150K - $250K/yr

Description Financial Advisor Location: Carmel, IN (In-office) Experience: 5+ years Credential ... CFP Designation Pay Range: Competitive base salary plus bonus and commission structure Firm: Evans ...

Weekday AI

Financial Advisor - CFA or CFP

Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote In this position, you will leverage your expertise to assist in training the next generation of AI systems. Your ...

Advisor Group

Financial Advisor

Falls Church, VA · On-site

$90K - $108K/yr

Current Employees and Contractors Apply Here Osaic Careers Financial Relationship Advisor ... Progress toward CFP, CFA, CPA, or JD designation. * Strong written and verbal communication skills.

Ritholtz Wealth Management

Financial Advisor

$250K - $800K/yr

We are seeking a CFP professional with an existing book of business that will transition to RWM. Financial Advisor responsibilities are: * Serve as the point of contact for prospective and current ...

The Perillo Group

Financial Advisor

Asheville, NC · On-site

Certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is preferred * Proven work experience as a Financial Advisor or similar role * Strong analytical ...

NHTrust

Financial Advisor

Keene, NH · On-site

Financial Advisor Location: On-site in Keene, NH *Salary based on level of experience NHTrust is ... Ability to obtain CFP designation in a timely manner We believe in building genuine partnerships ...

NHTrust

Financial Advisor

Meredith, NH · On-site

Financial Advisor Location: On-site in Meredith, NH Position Details: Full Time *Salary based on ... Ability to obtain CFP designation in a timely manner We believe in building genuine partnerships ...

Nisivoccia LLP

Financial Advisor

Mount Arlington, NJ · Hybrid

$85K - $115K/yr

... needs and financial circumstances; and advising the customer regarding the advantages and ... CFP or progress toward CFP strongly preferred; Series 65/66 or equivalent licensing required (or ...

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All JobsFinancial Advisor Cfp Jobs

Financial Advisor Cfp information

See salary details

$36K

$102.1K

$144K

How much do financial advisor cfp jobs pay per year?

As of Jun 9, 2026, the average yearly pay for financial advisor cfp in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

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

AspectFinancial Advisor CfpFinancial Planner
CertificationsCertified Financial Planner (CFP)Often holds CFP or other certifications like ChFC, CFA
Work EnvironmentFinancial firms, banks, independent advisory practicesFinancial planning firms, independent practices, or as part of larger financial services
Primary FocusInvestment management, financial planning, client advisingComprehensive financial planning, including estate, retirement, and tax strategies

While both roles involve providing financial advice, a Financial Advisor Cfp typically emphasizes investment management and client advising with CFP certification as a key credential. A Financial Planner may offer broader financial planning services, sometimes without specific certifications. The roles often overlap, but CFP designation is a common credential for both, especially in client-facing advisory roles.

What cities are hiring for Financial Advisor Cfp jobs? Cities with the most Financial Advisor Cfp job openings:
What states have the most Financial Advisor Cfp jobs? States with the most job openings for Financial Advisor Cfp jobs include:
Infographic showing various Financial Advisor Cfp job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor, CFP Professional

Tax Alchemy

Irvine, CA • On-site, Remote

$85K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

Financial Advisor, CFP Professional
Department: Financial Advisory
Employment Type: Full Time
Location: Remote
Reporting To: Principal & CEO
Compensation: $85,000 - $100,000 / year
Description
We are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and primary decision partner for the firm's clients. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.
This role is best suited for a CFP professional who brings both technical depth and exceptional interpersonal skill - someone who can translate complex financial strategies into clear, confident guidance and who takes genuine ownership of client outcomes and relationships.
Key Responsibilities
Serve as the trusted lead advisor for up to approximately 120 HNW client households - delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction.
1. Client Relationship Management
  • Serve as the primary point of contact and trusted advisor for an assigned book of up to ~120 client households
  • Lead all client meetings, reviews, and planning conversations with clarity and confidence
  • Maintain proactive, consistent communication to ensure clients remain engaged and informed
  • Foster long-term relationships built on trust, responsiveness, and demonstrated value

2. Financial Planning & Advisory Delivery
  • Interpret and refine planning outputs generated within the firm's structured planning system
  • Deliver prioritized, actionable financial guidance across:
    • Investment strategy and portfolio positioning
    • Tax-aware planning and optimization
    • Retirement income and accumulation planning
    • Risk management and insurance review
    • Estate planning fundamentals
  • Communicate complex strategies in a manner that is clear, accessible, and meaningful to each client

3. Internal Coordination & Execution
  • Collaborate closely with the Financial Planning Associate and Investment Operations Associate to ensure seamless execution of client deliverables
  • Delegate appropriately within the pod structure while maintaining accountability for overall client experience
  • Ensure all planning outputs, action items, and follow-throughs are completed accurately and on time

4. Firm Growth & Professional Representation
  • Uphold the firm's standards of excellence in every client interaction and external engagement
  • Participate in firm initiatives, process improvements, and team development as appropriate

Success in this role is measured by the quality and longevity of client relationships. Key performance indicators include:
  • Client retention and renewal rates
  • Client engagement levels and meeting participation
  • Responsiveness and follow-through on client commitments
  • Overall client confidence and satisfaction in the advisory relationship
  • Contribution to firm growth through referrals and professional representation

Qualification & Required Experience
Required
  • Active Series 65/66 or equivalent advisory license
  • 3+ years of client-facing financial planning & advisory experience
  • All licenses and designations must be valid and in good standing
  • Strong technical knowledge across investments, tax-aware planning, retirement, risk management, and estate fundamentals
  • Demonstrated ability to manage client relationships independently and with confidence

Preferred
  • CFP® designation (or actively in progress)
  • Experience working within a team-based or pod advisory model
  • Familiarity with structured financial planning systems and client engagement cadences
  • Track record of strong client retention and satisfaction

Skills & Attributes
  • Exceptional verbal and written communication skills - able to simplify complexity without losing substance
  • High emotional intelligence and genuine care for client wellbeing
  • Strong organizational discipline and ability to manage a large, active client book
  • Proactive, ownership-driven mindset with a bias toward follow-through
  • Collaborative team player who operates effectively within a structured pod model
  • Discretion and professionalism in handling sensitive financial and personal client matters
  • Comfortable operating in a high-accountability, results-oriented environment

Benefits
  • Work from home
  • Medical, dental, vision, life and voluntary life insurance
  • 401(k) with company match
  • Paid vacation and sick days
  • Paid holidays
  • Potential for bonus of up to 20% of base compensation annually, tied to client outcomes and relationship metrics
  • Unlimited upside through AUM-based and insurance revenue participation - compensation scales directly with client outcomes, relationships longevity, and overall firm growth

Apply