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Financial Planner Cfp Jobs (NOW HIRING)

Trustmark Bank

Financial Planner

Santa Rosa Beach, FL · On-site

$68.80K - $92.40K/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

$65.50K - $87.90K/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 · On-site

$75.40K - $101.20K/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

Ridgeland, MS · On-site

$66K - $88.60K/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 ...

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 ...

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 ...

Robert W Baird & Co

Financial Planner

Franklin, TN · Hybrid

$75.10K - $100.70K/yr

The Financial Planner will provide work experience and educational opportunities to build ... Upon passing the CFP, it is expected to study for and pass the SIE, Series 7, and Series 66 ...

The Trust Company of Tennessee

Financial Planner

Knoxville, TN · On-site

$62.70K - $84.10K/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 W Baird & Co

Financial Planner

Nashville, TN · Hybrid

$73.40K - $98.50K/yr

The Financial Planner will provide work experience and educational opportunities to build ... Upon passing the CFP, it is expected to study for and pass the SIE, Series 7, and Series 66 ...

Robert W Baird & Co

Financial Planner

Murfreesboro, TN · Hybrid

$67.10K - $90K/yr

The Financial Planner will provide work experience and educational opportunities to build ... Upon passing the CFP, it is expected to study for and pass the SIE, Series 7, and Series 66 ...

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Financial Planner Cfp information

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$50.5K

$96.7K

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How much do financial planner cfp jobs pay per year?

As of May 28, 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.

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.

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.

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.

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 May 2026, with employment types broken down into 34% As Needed, 33% Full Time, and 33% Temporary. Highlights an 100% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.