... Advisor to join our team. This is an exciting opportunity to build a career in the financial ... Certified Financial Planner (CFP) certification preferred but not required * Excellent ...
... Advisor to join our team. This is an exciting opportunity to build a career in the financial ... Certified Financial Planner (CFP) certification preferred but not required * Excellent ...
Financial Advisor
Midland, MI · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
Financial Advisor
Midland, MI · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
Financial Advisor
Fort Wayne, IN · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
Financial Advisor
Fort Wayne, IN · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
Financial Advisor
Albany, GA · On-site
Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required. * Proven track record in financial advising and business development.
Quick apply
Financial Advisor
Albany, GA · On-site
Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required. * Proven track record in financial advising and business development.
Financial Advisor - Manassas, VA
$110K - $145K/yr
Position: Financial Advisor Firm: Legacy Wealth Management Location: Manassas, VA Overview: At ... CFP or License to sell securities What You'll Get: Pay amp; Perks: * Base salary: $110,000/year ...
Financial Advisor - Manassas, VA
$110K - $145K/yr
Position: Financial Advisor Firm: Legacy Wealth Management Location: Manassas, VA Overview: At ... CFP or License to sell securities What You'll Get: Pay amp; Perks: * Base salary: $110,000/year ...
Financial Advisor
Miami, FL · On-site
$100K/yr
Financial Advisor Position Overview/Summary: The Associate Advisor provides support to the Lead ... Advanced degree or professional designation such as CFP or CFA, or work towards it is highly ...
Quick apply
Financial Advisor
Miami, FL · On-site
$100K/yr
Financial Advisor Position Overview/Summary: The Associate Advisor provides support to the Lead ... Advanced degree or professional designation such as CFP or CFA, or work towards it is highly ...
Financial Advisor
$95K - $250K/yr
We are looking for someone with a proven success record advising long-term clients, with superb ... Current professional license CPA, or CFP (Certified Financial Planner license from Certified ...
Quick apply
Financial Advisor
$95K - $250K/yr
We are looking for someone with a proven success record advising long-term clients, with superb ... Current professional license CPA, or CFP (Certified Financial Planner license from Certified ...
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... CFP designation or Series 65 required Skills & Knowledge * Understanding of wealth management ...
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... CFP designation or Series 65 required Skills & Knowledge * Understanding of wealth management ...
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... CFP designation or Series 65 required Skills & Knowledge * Understanding of wealth management ...
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... CFP designation or Series 65 required Skills & Knowledge * Understanding of wealth management ...
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... CFP designation or Series 65 required Skills & Knowledge * Understanding of wealth management ...
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... CFP designation or Series 65 required Skills & Knowledge * Understanding of wealth management ...
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... CFP designation or Series 65 required Skills & Knowledge * Understanding of wealth management ...
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... CFP designation or Series 65 required Skills & Knowledge * Understanding of wealth management ...
Financial Advisor
Independence, OH · On-site +1
$100K - $150K/yr
Financial Advisor - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth ... CFP or ChFC preferred Hiring Process Qualified candidates will begin with a 15-30-minute Zoom ...
Financial Advisor
Independence, OH · On-site +1
$100K - $150K/yr
Financial Advisor - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth ... CFP or ChFC preferred Hiring Process Qualified candidates will begin with a 15-30-minute Zoom ...
Financial Advisor
Midland, MI · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
Quick apply
Financial Advisor
Midland, MI · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
Financial Advisor
$100K - $120K/yr
Job Summary We are seeking an experienced Financial Advisor to join our team. The successful ... Professional certifications, such as CFP or CIMA * Hold an active Series 7, Series 66 securities ...
Quick apply
Financial Advisor
$100K - $120K/yr
Job Summary We are seeking an experienced Financial Advisor to join our team. The successful ... Professional certifications, such as CFP or CIMA * Hold an active Series 7, Series 66 securities ...
Title: Financial Service Advisor - Licensed Series 65. Functions: Client Servicing & Advisor ... FINRA Series 65 Required, CFP designation required. Reports To: Principal of Practice. Location:
Quick apply
Title: Financial Service Advisor - Licensed Series 65. Functions: Client Servicing & Advisor ... FINRA Series 65 Required, CFP designation required. Reports To: Principal of Practice. Location:
Financial Advisor
Fort Wayne, IN · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
Quick apply
Financial Advisor
Fort Wayne, IN · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as ...
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... CFP designation or Series 65 required Skills & Knowledge * Understanding of wealth management ...
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... CFP designation or Series 65 required Skills & Knowledge * Understanding of wealth management ...
Entry-Level Financial Advisor
Greenville, SC · On-site
$75K/yr
Description Are you an experienced financial advisor who thrives on providing excellent service to ... or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards ...
Entry-Level Financial Advisor
Greenville, SC · On-site
$75K/yr
Description Are you an experienced financial advisor who thrives on providing excellent service to ... or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards ...
Financial Advisor Cfp information
See salary details
$36K - $45.8K
3% of jobs
$45.8K - $55.6K
3% of jobs
$55.6K - $65.5K
10% of jobs
$65.5K - $75.3K
9% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$75.3K - $85.1K
11% of jobs
$85.1K - $94.9K
8% of jobs
The median wage is $101.3K / yr.
$94.9K - $104.7K
11% of jobs
$104.7K - $114.5K
10% of jobs
$114.5K - $124.4K
10% of jobs
$126.8K is the 75th percentile. Wages above this are outliers.
$124.4K - $134.2K
8% of jobs
$134.2K - $144K
19% of jobs
$36K
$102.1K
$144K
How much do financial advisor cfp jobs pay per year?
What is the difference between Financial Advisor Cfp vs Financial Planner?
| Aspect | Financial Advisor Cfp | Financial Planner |
|---|---|---|
| Certifications | Certified Financial Planner (CFP) | Often holds CFP or other certifications like ChFC, CFA |
| Work Environment | Financial firms, banks, independent advisory practices | Financial planning firms, independent practices, or as part of larger financial services |
| Primary Focus | Investment management, financial planning, client advising | Comprehensive 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.

Full-time
Posted 15 days ago
Job description
New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives.
- Develop customized financial plans to help clients achieve their financial goals
- Manage investment portfolios and monitor market trends and economic conditions
- Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning
- Actively participate in business development activities to build new client relationships and expand the Firm's network
- Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues
- Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions
- Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients
Requirements
- Bachelor's degree in finance, accounting, economics, or a related field preferred but not required
- Minimum of 2 years of experience in the financial industry
- Certified Financial Planner (CFP) certification preferred but not required
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously
- Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work