... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more ...
... CFP), CIMA, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United ... Designation (CFP), CIMA, etc. 2. Banking experience helpful This position is paid solely on ...
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United ... Designation (CFP), CIMA, etc. 2. Banking experience helpful This position is paid solely on ...
... CFP), CIMA, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more ...
... CFP), CIMA, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more ...
... CFP), CIMA, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more ...
... CFP), CIMA, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more ...
Senior Trust Advisor
Richmond, VA · On-site
$135K - $135K/yr
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United ... MBA, or CFP 3. 15+ Years of fiduciary experience with a focus on business development and ...
Senior Trust Advisor
Richmond, VA · On-site
$135K - $135K/yr
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United ... MBA, or CFP 3. 15+ Years of fiduciary experience with a focus on business development and ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
Preferred Qualifications: * MBA, CFP, CFA, CIMA General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
Preferred Qualifications: * MBA, CFP, CFA, CIMA General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United ... Designation (CFP), CIMA, etc. 2. Banking experience helpful This position is paid solely on ...
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United ... Designation (CFP), CIMA, etc. 2. Banking experience helpful This position is paid solely on ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more ...
... CFP), CIMA, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
... CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent ...
Temporary Cfp information
See salary details
$61K - $68.3K
4% of jobs
$68.3K - $75.5K
5% of jobs
$75.5K - $82.8K
11% of jobs
$86.7K is the 25th percentile. Wages below this are outliers.
$82.8K - $90.1K
9% of jobs
$90.1K - $97.4K
14% of jobs
The median wage is $100.7K / yr.
$97.4K - $104.6K
15% of jobs
$110.9K is the 75th percentile. Wages above this are outliers.
$104.6K - $111.9K
20% of jobs
$111.9K - $119.2K
12% of jobs
$119.2K - $126.5K
4% of jobs
$126.5K - $133.7K
2% of jobs
$133.7K - $141K
4% of jobs
$61K
$101.9K
$141K
How much do temporary cfp jobs pay per year?
As of Jun 5, 2026, the average yearly pay for temporary 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 Temporary Cfp vs Financial Planner?
| Aspect | Temporary Cfp | Financial Planner |
|---|---|---|
| Credentials | Certified Financial Planner (CFP) certification required | Certified Financial Planner (CFP) certification required |
| Work Environment | Temporary, project-based roles often in financial firms or consulting | Full-time or part-time roles in financial advisory firms or banks |
| Employer & Industry Usage | Used by firms for short-term projects or seasonal needs | Used by clients for ongoing financial planning services |
| Search & Comparison Intent | Seeking short-term financial planning roles or project work | Looking for long-term financial planning careers or client services |
The main difference between a Temporary Cfp and a Financial Planner lies in the employment duration and purpose. Temporary Cfps are hired for short-term projects or seasonal needs, often within financial firms, while Financial Planners typically work in ongoing roles providing continuous financial advice to clients. Both roles require CFP certification, but their work environments and employment types differ significantly.
More about Temporary Cfp jobs
What cities are hiring for Temporary Cfp jobs? Cities with the most Temporary Cfp job openings:
What are the most commonly searched types of Cfp jobs? The most popular types of Cfp jobs are:
What states have the most Temporary Cfp jobs? States with the most job openings for Temporary Cfp jobs include:
What job categories do people searching Temporary Cfp jobs look for? The top searched job categories for Temporary Cfp jobs are:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 9 days ago
Truist rating
8.3
Based on 109 frontline employees who took The Breakroom Quiz
34th of 141 rated banks
Job description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
TemporaryLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Deliver personalized investment solutions to help clients work toward their long-term financial goals.
2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
5. Lead overall client relationship management strategies to deepen client connections and loyalty.
6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
9. Conduct investment product educational seminars for clients and prospects.
10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
5. Lead overall client relationship management strategies to deepen client connections and loyalty.
6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
9. Conduct investment product educational seminars for clients and prospects.
10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
3. Applicable state health and life insurance licenses.
4. Securities sales and client relationship management experience
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
6. Competent skills in Microsoft Office software products
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
3. Applicable state health and life insurance licenses.
4. Securities sales and client relationship management experience
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
6. Competent skills in Microsoft Office software products
Preferred Qualifications:
1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
2. Banking experience helpful
1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
2. Banking experience helpful
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
About Truist
Sourced by ZipRecruiter
Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
2019