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Financial Advisor Cfp Jobs (NOW HIRING)

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 ...

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

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 ...

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 ...

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 ...

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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.

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.


Responsibilities
  • 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