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Financial Planner Cfp Jobs (NOW HIRING)

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 ...

UMB Financial

Sr Financial Planner

Kansas City, MO · Hybrid

$74.20K - $99.50K/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 ...

Trustmark Bank

Financial Planner

Ridgeland, MS

$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 ...

Range

Financial Planner

Mclean, VA · On-site

$76.80K - $103.10K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Range

Financial Planner

New York, NY · On-site

$83.10K - $111.60K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Range

Financial Planner

Bellevue, WA · On-site

$85.80K - $115.10K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Kestra Holdings

Junior Financial Planner

Madison, WI

$76.60K - $102.80K/yr

Certified Financial Planner (CFP) eligibility strongly preferred; candidates holding or pursuing other financial-related designations/licenses such as a CPA will be strongly considered. * 2+ years of ...

Kestra Financial

Senior Financial Planner

Avon, CT

CFP (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or ...

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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 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.
Financial Planner

Financial Planner

The Trust Company Of Tennessee

Knoxville, TN

$62.70K - $84.10K/yr

Full-time

Posted 2 days ago

Job description

Why We Exist

At The Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.

Our Culture

At The Trust Company of Tennessee, we are passionate about fostering a culture where all people feel valued, supported, and inspired to make a difference. We are committed to doing the right things in the right ways for our clients. We uphold the highest standards of integrity, respect, and confidentiality. We believe in the power of positive relationships built on trust and empathy. We proudly serve our clients and community with purpose and heart.


Core Purpose
The Financial/Wealth Planner will play a vital role in helping clients achieve their financial goals. This position involves developing comprehensive financial planning strategies and utilizing financial planning software such as Money Guide Pro to deliver top-tier services. This position will support a team of Relationship Managers in all aspects of the business, including new client onboarding, relationship management, planning, and routine client service.


Responsibilities

  • Shows a commitment to The Trust Company's Mission, Core Values, and Client Promise.
  • Works with a team of Relationship Manager to help develop, maintain, update, present, and execute both simple and complex financial plans to clients.
  • Sets guidelines for creating financial plans while ensuring quality control standards and providing training on best practices when creating those plans.
  • Advises Relationship Managers on financial planning software, brainstorming, development, and implementation of enhancements to client's financial plans.
  • Acts as the subject matter expert on the administration of financial planning software and troubleshooting for other users.
  • Engages with clients to understand their current financial status and financial goals.
  • Analyzes client's financial statuses to develop a strategy consistent with meeting the client's goals.
  • Effectively communicates TTC's Investment Philosophy and Processes with clients, COIs, and prospects.
  • Responds promptly to client communications and requests.
  • Provides superior client service by providing follow-up documentation and responses to clients.
  • Leads strategic efforts for financial planning.
  • Stays current on financial planning topics, current events, and answers questions for team members.
  • Maintains high standards of confidentiality of all records and information.
  • Other duties as assigned.

Qualifications

  • Bachelor's degree in finance, accounting, or related field
  • 5 to 10 years of experience in financial planning
  • CFP Professional
  • Deep analytical ability to analyze problems, test assumptions, propose solutions, and anticipate future problem areas before acting
  • Strong written and verbal communication skills with the ability to explain complex financial concepts simply
  • Organized and detail-oriented
  • Ability to work independently and in a team environment
  • Exquisite attention to detail and strong math skills
  • Experience with MoneyGuidePro required
  • Experience with Right Capital a plus

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