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Financial Advisor Cfp Jobs (NOW HIRING)

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Currently hold or actively pursuing CFP designation. * Knowledge of basic tax and intermediate ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Dentist Advisors Relocation not required OUR PURPOSE Connect. Educate. Empower Dentist Advisors has ... CFP designation * Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)

Vangard, Inc.

Financial Advisor

Charlotte, NC

Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites ... CFP preferred, with a commitment to pursue the designation. We offer a corporate CFP program to ...

Vangard, Inc.

Financial Advisor

Scottsdale, AZ · On-site

Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites ... CFP preferred, with a commitment to pursue the designation. We offer a corporate CFP program to ...

Vangard, Inc.

Financial Advisor

Dallas, TX

Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites ... CFP preferred, with a commitment to pursue the designation. We offer a corporate CFP program to ...

Vangard, Inc.

Financial Advisor

Malvern, PA

Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites ... CFP preferred, with a commitment to pursue the designation. We offer a corporate CFP program to ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $150K/yr

Position Overview TheLead Financial Advisor is a senior, client-facing role for an experienced CFP professional with 10+ years in financial planning and relationship management. You'll help drive our ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

Position Overview TheLead Financial Advisor is a senior, client-facing role for an experienced CFP professional with 10+ years in financial planning and relationship management. Youll help drive our ...

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Financial Advisor Cfp information

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$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

Valeo Financial Advisors

Carmel, IN

Other

Medical, Retirement, PTO

Posted 5 days ago

Job description

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including unlimited PTO, 401(k) with company match, and health coverage.

Position Overview:

As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely with internal teams and external professionals to gather data, develop financial plans, and ensure the execution of follow-up action items from client meetings. Through our robust Advisor Development Program, you will receive consistent training, mentorship, and coaching to support your growth and success in the role. This is a client-focused opportunity for a motivated financial professional who values relationship-building, strategic planning, and acting in a fiduciary capacity.

This position requires consistent in-person office attendance at our Carmel, Indiana headquarters.
Duties and Responsibilities:

  • Prepare and review reports of clients investments, risk, and cash flow analyses, and tax and estate planning.
  • Facilitate tax planning by gathering, summarizing, and collaborating with internal and external tax professionals.
  • Collect data, create plans using firm standard tools, and assist in presenting results.
  • Ensure the completion of technical/investment items from client meetings by confirming trades, coordinate with other professional service providers, seek insurance quotes, and research, and analyze investment opportunities.
  • Review client financials throughout the year to optimize deductions and credits, reduce tax liabilities, and manage credit.
  • Coach clients through estate pre-planning to lessen the time needed with an estate/trust attorney, gather and assist clients in gathering information such as bank account records, income tax returns, life, and disability insurance records, retirement plan information, and wills, and help to create reports, articles, and presentations on a variety of financial planning topics.
  • Follow Valeos systems and processes.
  • Other duties as assigned.

Requirements:

  • Bachelors degree or higher from an accredited university.
  • Currently hold or actively pursuing CFP designation.
  • Knowledge of basic tax and intermediate-level financial planning questions. For more advanced questions, being able to research solutions and/or work with other team members to find an answer.
  • Ability to interpret various planning documents, including account statements, annuity contracts, life insurance policy documents, and tax returns.
  • Ability to serve as a fiduciary for every Valeo client.
  • A high degree of competence with Microsoft Office products and portfolio management and investment management software services.
  • Strong interpersonal and communication skills to convey services and short-and long-term implications of financial analysis and decisions to high-net-worth clients.
  • Demonstrate a high level of driving work ethic, organization, time management, proactivity, and strategic thinking.
  • Passion for securing clients assets and their financial goals and not focused on selling financial products.

Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.

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