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Salaried Cfp Jobs (NOW HIRING)

Providence Housing Authority

$60 - $80/hr

Salary Range: $75,775.03 To $75,775.03 Annually Operations Project Manager Department: Facilities ... Reviews the status of the CFP with Department Directors monthly * Attends meetings on behalf of the ...

Vangard, Inc.

Financial Advisor, Specialist

Malvern, PA · On-site

Join Vanguard as a Situational Advisor (CFP) Are you a Certified Financial Planner (CFP) looking to ... Beyond your competitive salary, we offer a comprehensive benefits package designed to support your ...

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Salaried Cfp information

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$61K

$101.9K

$141K

How much do salaried cfp jobs pay per year?

As of Sep 9, 2026, the average yearly pay for salaried cfp in the United States is $101,940.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,000.00 and $114,500.00 per year, depending on experience, location, and employer.

What is the difference between Salaried Cfp vs Certified Financial Planner?

AspectSalaried CfpCertified Financial Planner
CredentialsTypically holds a CFP certificationMust hold CFP certification
Work EnvironmentEmployed by firms, financial institutions, or advisory companiesWorks independently or within firms, providing financial planning services
Employer & Industry UsageCommon in financial advisory firms and banksUsed across financial planning, wealth management, and advisory sectors

The main difference is that a Salaried Cfp is an employee earning a fixed salary with CFP credentials, while a Certified Financial Planner is a professional designation that can be held by both salaried employees and independent advisors. Both roles require CFP certification, but the term 'Salaried Cfp' emphasizes employment status.

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What are the most commonly searched types of Cfp jobs?

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Salaried Cfp jobs near you

Wealth Management Client Associate

Madison, WI • Hybrid

Claire Myers Consulting
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Claire Myers Consultingexternal

Full-time

Medical, Retirement, PTO

Posted 15 days ago

Key responsibilities

  • Support advisors with meeting preparation, analysis, and follow-up.

  • Learn the firm's financial planning, investment philosophy, and operational processes.

  • Prepare and update comprehensive financial plans.

Job description

Location: Madison, Wisconsin (Full-Time/Hybrid)

Compensation: Base salary + benefits



The Opportunity:


Our client is a growing independent wealth management firm looking for a Wealth Management Client Associate who is excited to build a long-term career in the industry.


You will work directly alongside two experienced CFP professionals who want to teach, mentor, and develop someone into an exceptional wealth management professional. The role will be primarily in-office while you're learning the business, with the opportunity for a hybrid schedule as you become established in the role.



Role Responsibilities (first 9-12 months):


  • Learn the business and build a strong technical foundation
  • Learn the firm's financial planning and investment philosophy
  • Become highly proficient in eMoney
  • Prepare and update comprehensive financial plans
  • Support advisors with meeting preparation, analysis, and follow-up
  • Learn the firm's technology, custodial, and operational processes
  • Cross-train in client service and operations
  • Complete your Series 7 and 66, if needed, with firm support
  • Begin or continue working toward your CFP designation



The goal is to understand how the entire client experience comes together before taking on significant client responsibility.


Role Trajectory:


  • Take ownership of more complex financial planning work
  • Participate more actively in client meetings
  • Lead planning engagements for emerging and next-generation clients
  • Build trusted relationships with existing clients
  • Help expand the firm's standalone financial planning offering
  • Earn your CFP designation with firm support



From there, your career path can evolve based on your strengths and interests. You may grow into a Wealth Advisor managing client relationships, or become a planning-focused CFP who plays an integral role in delivering sophisticated financial planning across the firm. Significant business development is not a requirement for success in this role.



Qualifications:


  • Experience in & a passion for wealth management, financial services, banking, investments, or a related field
  • A solid understanding of financial planning fundamentals
  • Strong analytical and problem-solving skills
  • Curiosity, initiative, and a desire to grow
  • The ability to take direction and then run with a project
  • A genuine interest in earning the CFP and building a career in wealth management
  • Experience with eMoney, Pershing, the SIE, Series 7, Series 66, or CFP coursework is a plus, but not required



Compensation & Benefits:


Compensation will be based on experience, licensing, and the level of responsibility you can take on from the beginning, with meaningful long-term earning potential as your role grows.



Benefits include:


  • Health insurance with approximately 90% of premiums paid by the firm
  • Safe Harbor 401(k) with a 4% employer match
  • 14 days of PTO plus paid holidays
  • Company-sponsored licensing and CFP support
  • Direct mentorship from experienced CFP professionals
  • Hybrid flexibility as you become established in the role



Why This Opportunity Is Different:


The firm's founders came through traditional advisor training programs where success was largely measured by how quickly you could produce. They want to offer someone a different path. You'll have the time to learn, strong mentorship, exposure to real financial planning, and the opportunity to grow into the role that best fits your strengths. They're not looking for someone who already knows everything. They're looking for someone who's hungry to learn, passionate about wealth management, and excited to grow with the firm.