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Financial Planner Cfp Jobs (NOW HIRING)

PangeaTwo

Certified Financial Planner

Birmingham, AL · On-site

Certified Financial Planner Certified Financial Planner - CFP Birmingham, AL $7 0 ,000 - $ 12 0 ,000 plus bonus depending on experience Are you a CFP or a CPA with dreams of becoming a CFP? Do you ...

Trustmark Bank

Financial Planner

Ridgeland, MS

$66K - $88K/yr

Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of ...

Trustmark Bank

Financial Planner

Santa Rosa Beach, FL · On-site

$68K - $92K/yr

Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of ...

Trustmark Bank

$65K - $87K/yr

Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of ...

Trustmark Bank

Financial Planner

Mobile, AL

$75K - $101K/yr

Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of ...

Arcadia Financial

Financial Planner

Manchester, NH · On-site

$75K - $85K/yr

Certified Financial Planner (CFP) or similar certification preferred but not required. * Series 65 certification required. * 2-5+ years of experience in financial advising, wealth management, or a ...

TIAA

Financial Planner - Central Advice Group

Dallas, TX

$74K - $90K/yr

Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire Physical Requirements * Physical Requirements: Sedentary Work Career Level 6IC NOTE: * Certified ...

TIAA

Financial Planner - Central Advice Group

Dallas, TX · On-site

$74K - $90K/yr

Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire Physical Requirements * Physical Requirements: Sedentary Work Career Level 6IC NOTE: * Certified ...

Arcadia Financial

Financial Planner

Manchester, NH · Hybrid

$75K - $85K/yr

Certified Financial Planner (CFP) or similar certification preferred but not required. * Series 65 certification required. * 2-5+ years of experience in financial advising, wealth management, or a ...

The Trust Company of Tennessee

Financial Planner

Knoxville, TN · On-site

$62K - $84K/yr

Core Purpose The Financial/Wealth Planner will play a vital role in helping clients achieve their ... CFP Professional * Deep analytical ability to analyze problems, test assumptions, propose solutions ...

Robert Half

Financial Planner

Chattanooga, TN · On-site

$100K - $120K/yr

Financial Planner (CPA / CFP) Chattanooga, TN | Onsite/Hybrid We are partnering with a well-established, fee-only Registered Investment Advisor firm to add a Financial Planner to their collaborative ...

UMB Financial

Sr Financial Planner

Kansas City, MO · Hybrid

$74K - $99K/yr

As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial ... CFP or advanced designation * FINRA Series 65 licensed MINIMUM: Job Skills: * Great communicator ...

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Financial Planner Cfp information

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$50.5K

$96.7K

$139.5K

How much do financial planner cfp jobs pay per year?

As of Jun 21, 2026, the average yearly pay for financial planner cfp in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

How does a Financial Planner CFP typically build and maintain long-term client relationships?

A Financial Planner CFP builds lasting client relationships by establishing trust, maintaining regular communication, and providing tailored financial advice based on clients’ evolving needs. This often involves conducting annual or semi-annual reviews, proactively updating financial plans as life circumstances change, and staying informed about relevant financial regulations and market trends. Effective planners also collaborate with other professionals, such as accountants and estate attorneys, to deliver comprehensive solutions and ensure clients feel supported throughout their financial journeys.

What is a Financial Planner CFP?

A Financial Planner CFP is a professional who helps individuals and businesses create strategies to manage their finances and achieve their financial goals. CFP stands for Certified Financial Planner, which is a respected certification that requires rigorous education, exams, and experience in financial planning. CFPs advise clients on topics such as investments, retirement, taxes, insurance, and estate planning. Their advice is tailored to each client's unique financial situation and objectives, and they are held to strict ethical standards. Working with a CFP can help individuals make informed decisions and plan for a secure financial future.

How much do financial planners make with a CFP?

Financial planners with a Certified Financial Planner (CFP) credential typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $150,000 depending on experience, location, and client base. Those with more experience or working in high-cost areas tend to earn higher salaries, and additional skills or specialization can also impact earnings.

Is $200,000 enough to work with a financial advisor?

For a financial planner with CFP certification, $200,000 can be a sufficient investment amount to start working with a professional, especially if the goal is comprehensive financial planning or wealth management. Many advisors have minimum account sizes ranging from $25,000 to $250,000, depending on their fee structure and services offered. However, the suitability depends on individual financial goals and the advisor's policies.

Can financial advisors make $500,000 a year?

Financial planners with the CFP designation can potentially earn $500,000 or more annually, especially those with extensive experience, a high-net-worth client base, or in specialized niches. However, such earnings are typically achieved through a combination of salary, commissions, and fees, and are not guaranteed for all financial advisors. Income levels vary widely based on location, firm size, and individual performance.

What are the key skills and qualifications needed to thrive as a Financial Planner (CFP), and why are they important?

To thrive as a Financial Planner (CFP), you need a solid grasp of financial analysis, investment strategies, and retirement and tax planning, backed by a bachelor's degree and Certified Financial Planner (CFP) certification. Familiarity with financial planning software, portfolio management tools, and regulatory compliance systems is typically required. Outstanding interpersonal skills, active listening, and ethical judgment help build trust and lasting client relationships. These skills are crucial for creating effective financial plans and delivering confident, client-centered advice in a highly regulated industry.

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

AspectFinancial Planner CfpFinancial Advisor
CertificationsCFP certification requiredMay hold various certifications or none
Work EnvironmentIndependent or firm-based financial planning firmsBank, brokerage, or independent firms
Primary FocusComprehensive financial planning and adviceInvestment management, sales, or specific financial products
RegulationRegulated by CFP Board and SEC/FINRA if applicableRegulated by SEC/FINRA, varies by role

Financial Planner Cfp professionals focus on comprehensive financial planning, including retirement, estate, and tax strategies, often requiring CFP certification. Financial Advisors may provide investment advice and sell financial products, with or without CFP credentials. While both work in financial services, CFPs typically offer broader planning services, whereas Financial Advisors may specialize in specific investment or product areas.

Is CFP harder than CPA?

The Financial Planner CFP certification and the CPA license are different professional credentials; the CFP focuses on financial planning and wealth management, while the CPA emphasizes accounting and auditing. The difficulty depends on individual skills and background, but both require passing rigorous exams and meeting experience requirements. Generally, the CFP exam covers financial planning topics over multiple sessions, whereas the CPA exam tests accounting knowledge across four sections, each with distinct content areas.
More about Financial Planner Cfp jobs
What cities are hiring for Financial Planner Cfp jobs? Cities with the most Financial Planner Cfp job openings:
What states have the most Financial Planner Cfp jobs? States with the most job openings for Financial Planner Cfp jobs include:
What job categories do people searching Financial Planner Cfp jobs look for? The top searched job categories for Financial Planner Cfp jobs are:
Financial Planner Cfp jobs near you
Infographic showing various Financial Planner Cfp job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 9% Full Time, 75% Part Time, 3% Temporary, 11% Contract, and 1% Nights. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Certified Financial Planner - CFP

PangeaTwo

Birmingham, AL • On-site

Full-time

Posted 22 days ago

Job description

Certified Financial Planner - CFP
Certified Financial Planner - CFP
Birmingham, AL
$90,000 - $120,000 plus bonus depending on experience
We are assisting a fast-paced, results-oriented independent investment, wealth management and financial planning firm in the Birmingham area with their search for a Certified Financial Planner. The firm works with high-net-worth individuals to develop long-term financial and investment plans based on the individual clients' values, vision and goals. The ideal candidate would have a solid understanding of the needs of high-net-worth investors and be able to effectively communicate by developing narrative to engage those individuals. Most work is done in the office located in Hoover, AL, however the company has a tremendous family-first culture and flexible corporate/remote environment when needed.
Responsibilities
  • Ability to interview clients, analyze their entire financial life and recommend financial plans and monitor outcomes
  • Display in-depth knowledge of Financial Planning software tools and accurate input of financial data
  • Creating customized solutions for managing risk, accumulating wealth and optimal management of income and taxes
  • Creating family budgets, tax-sheltered investment plans, retirement savings and major purchase timelines

Qualifications
  • Progress towards a CFP is preferred, the short-term goal of becoming a CFP is required
  • Bachelor's degree in Business, Finance, Accounting and/or related major
  • CPA, CLU, CHFC, MBA is a plus
  • Experience with Life and Health insurance
  • Strong demonstrated quantitative and analytical skills
  • Superior communication skills who take initiative and accountability
  • Proven ability to understand client objectives and risk tolerance
  • Excellent time management and strong organizational skills with the ability to prioritize multiple tasks and anticipate potential issues.
  • Create client ready presentations using Excel, PowerPoint and other technology tools and software
  • Strong work ethic, professional appearance, and demeanor

Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications will be considered for other open opportunities.
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