CFP

CFP Finance Jobs

36 jobs found

Today

Senior Financial Advisor (CFP®)

TPM Placement Bellevue, WA

Bellevue, WA

Today

$200k - $250k/yr Full time Senior CFP Client Relations

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Job Description

TPM Placement is seeking a Senior Financial Advisor (CFP®) to support a portfolio of clients through comprehensive financial planning and investment management. This full-time role is based in Bellevue, WA with a hybrid schedule requiring 3 days in office per week, and it includes occasional travel to the firm’s New York City headquarters to support collaboration and team initiatives.

Role overview

In this position, you will take ownership of planning and investment management activities for a defined segment of clients, while maintaining an ongoing relationship cadence that reflects each client’s circumstances. You will also work closely with a local partner or senior advisor serving the firm’s PNW clients.

Key responsibilities

Own the full scope of financial planning and investment management for assigned clients.
Provide coordinated service to PNW clients alongside a local partner or senior advisor.
Maintain client relationships by understanding individual circumstances, connections, and interests.
Analyze client income and assets, and review or update financial situations on an ongoing basis.
Develop and present financial planning recommendations and/or alternative approaches.
Deliver proactive client service and collaborate with colleagues to support effective teamwork.
Stay current on market trends, financial products, and regulatory changes.
Collaborate with team members to improve service delivery and overall client satisfaction.
Travel to the company’s New York City headquarters several times per year to support collaboration, strategic meetings, and team engagement.

Requirements

CFP® required.
Series 65 or willingness to obtain.
Proven ability to build lasting, high-trust client relationships through exemplary client service.
Strong analytical background in planning, analysis, research, or another technical discipline, with comfort engaging clients at a deeper level.
Very team-oriented approach.
Strong and adaptive technology abilities.
Intellectual curiosity and a genuine interest in the business.
Bachelor’s degree.
10+ years preferred; 7+ years considered with experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice, and making investment recommendations.

Compensation and location

Location: Bellevue, WA (hybrid); 3 days in office per week.
Salary: USD 200,000 - 250,000 per year.
Commute requirement: Bellevue, WA 98004 (Required).

Benefits

401(k) and 401(k) matching
Retirement plan
Health insurance
Dental insurance
Vision insurance
Paid time off

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1mo ago

Certified Financial Planner

Express Employment Professionals Kalispell, MT

Kalispell, MT

1mo ago Closed

$80k - $125k/yr Full time Advisor CFP Client Relations

This position is no longer accepting applications (closed Oct 21, 2026).

Job Description

Join a client-focused Certified Financial Planner role delivering personalized planning strategies for individuals and families in Kalispell, MT (onsite).

Responsibilities

Perform comprehensive financial reviews to understand client objectives, current financial situation, and risk tolerance
Create customized financial plans covering retirement, investment management, tax strategies, insurance planning, and estate planning
Explain recommendations clearly and effectively to clients
Continuously monitor client accounts and financial progress; recommend updates and adjust plans as circumstances change
Stay current on market trends, tax regulations, and financial planning best practices
Build and maintain long-term client relationships through trust, transparency, and high service standards
Work with outside professionals such as CPAs, attorneys, and other advisors to support comprehensive solutions
Maintain accurate client records and ensure compliance with regulatory requirements and industry standards
Participate in business development, networking, and referral generation activities

Requirements

Certified Financial Planner (CFP®) certification preferred
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
Minimum 3 years of experience in financial planning, wealth management, or financial advisory services
Strong knowledge of investment strategies and financial products, including tax planning and estate planning concepts
Excellent communication, presentation, and interpersonal skills
Experience with or willingness to learn financial planning software including eMoney, MoneyGuidePro, or RightCapital
Proficiency in Microsoft Office Suite

Technologies

eMoney
MoneyGuidePro
RightCapital
Microsoft Office Suite

Benefits

Competitive salary of USD 80,000 - 125,000 per year plus performance-based bonus opportunities
Health insurance
401(k) with company match
Generous paid time off and paid holidays
Continuing education support, including CFP renewal assistance
Collaborative and supportive work environment
Opportunity for long-term professional growth

Desired Competencies

Client-service focus with a commitment to ethical practices
Strategic thinker with strong analytical and problem-solving abilities
Detail-oriented and highly organized
Ability to communicate complex financial concepts in clear, understandable terms
Commitment to ongoing professional development and continuous learning

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4mo ago

CERTIFIED FINANCIAL PLANNER® (CFP®) to serve as an Advisor or Paraplanner

ForFutures Financial Planning, Ameriprise Voorhees, NJ

Voorhees, NJ

4mo ago Closed

Full time Advisor CFP Client Service

This position is no longer accepting applications (closed Jul 19, 2026).

Job Description

A full-time CERTIFIED FINANCIAL PLANNER® (CFP®) is sought to serve as a Paraplanner or Financial Advisor for ForFutures Financial Planning, a private wealth advisory practice of Ameriprise, onsite in Voorhees, NJ.

Responsibilities

Design and deliver a holistic financial planning program covering retirement, investments, tax planning strategies, estate planning, insurance, and cash-flow management.
Lead client meetings and provide ongoing planning guidance and recommendations.
Assess financial data to craft clear, actionable planning strategies.
Collaborate with other advisors, investment teams, and operations staff.
Monitor client progress and revise plans as goals or circumstances evolve.
Remain current on financial planning strategies, regulatory developments, and best practices.

Requirements

CFP® certification is required.
Minimum 5 years of financial planning or advisory experience, with flexibility based on fit.
Strong knowledge of retirement, investments, tax, and estate planning.
Excellent communication and interpersonal skills.
High ethical standards and a client-first mindset.

Technologies

eMoney
MoneyGuidePro

Benefits

401(k) matching
Health insurance
Paid time off

About Us

We are a client-centric financial planning practice dedicated to helping individuals and families make confident, well-informed financial decisions. Our approach emphasizes comprehensive planning, lasting relationships, and personalized guidance.

The Opportunity

We are seeking a CERTIFIED FINANCIAL PLANNER® (CFP®) professional to join our growing team as either a Paraplanner or Financial Advisor. The role suits individuals who value deep client relationships, collaborative teamwork, and holistic financial planning, with a competitive salary and incentive-based compensation.

Why Join Us

Focus on holistic financial planning over product sales
Build meaningful, long-term client relationships
Join a supportive, growth-oriented team
Make a lasting impact on clients' financial lives

To Apply

Please submit your resume and a brief cover letter describing your interest to our Practice Manager at jacquelyn.haas@ampf.com.

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4mo ago

Certified Financial Planner

Navien Financial Boston, MA

Boston, MA

4mo ago Closed

$100k - $125k/yr Full time Advisor CFP Client Relations

This position is no longer accepting applications (closed Jul 17, 2026).

Job Description

Navien Financial, LLC is a forward-thinking financial services firm dedicated to empowering individuals and families to achieve their financial goals. As trusted advisors, the firm provides personalized financial planning services, helping clients navigate investments, retirement planning, and wealth management with confidence. This on-site, full-time Certified Financial Planner role is based in Boston, MA, with a salary ranging from USD 100,000 to 125,000 per year. The position focuses on working with clients to assess financial needs, deliver personalized plans, and advise on investment and retirement strategies while cultivating long-term relationships built on trust and professionalism.

Benefits

401(k) matching
Health insurance
Dental insurance
Vision insurance
Paid time off
Parental leave
Professional development assistance
Gym access

Responsibilities

Work closely with clients to assess their financial needs and goals
Provide personalized financial plans
Advise on investment and retirement strategies
Maintain long-term client relationships built on trust and professionalism

Requirements

Bachelor’s Degree or equivalent experience and expertise
Certified Financial Planner Designation
Strong understanding of the financial planning process
Ability to work independently while contributing to team success
Excellent communication, writing, and research skills
Highly organized with the ability to manage multiple projects and deadlines

Preferred Qualifications

Familiarity with eMoney Advisor software is a plus
Expertise in Financial Planning and Personal Financial Planning, ideally 3+ years
Certification as a Certified Financial Planner (CFP) with in-depth financial knowledge
Strong understanding of Finance concepts and the ability to analyze and assess financial data
Exceptional communication and interpersonal skills to build and maintain client relationships
Bachelor’s degree in Finance, Accounting, or a related field; advanced certifications or degrees preferred
Proficiency in financial planning software and tools

Key Strengths

Relationship Builder
Adaptable and Quick Thinking
Persuasive Communicator
Collaborative Mindset

Technologies used: eMoney Advisor.

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4mo ago

Certified Financial Planner

Linden Thomas & Co Charlotte, NC

Charlotte, NC

4mo ago Closed

Full time Advisor CFP Client Service

This position is no longer accepting applications (closed Jul 14, 2026).

Job Description

Linden Thomas & Co, a Charlotte-based firm delivering personalized wealth management, is seeking an accomplished financial professional to lead client-focused planning on site in Charlotte, NC. The Certified Financial Planner will convert complex financial data into comprehensive strategies, spanning retirement, tax, estate, and risk management, while cultivating meaningful relationships with clients and supporting sophisticated investment approaches.

Responsibilities

Provide tailored financial guidance aligned with the firm’s client-centered approach
Develop comprehensive financial plans covering retirement, tax, estate, and risk management
Analyze client financial data (income, expenses, assets, liabilities) to inform recommendations
Build and maintain financial models, cash-flow analyses, and planning projections
Assess risk tolerance and adjust strategies as client needs evolve
Collaborate with internal teams and external professionals (CPAs, attorneys) to create holistic plans
Present recommendations and assist clients through implementation
Monitor plans and revise based on market conditions, life events, and regulatory changes
Maintain current knowledge of tax laws, estate strategies, and financial products
Support business development efforts and deepen existing client relationships

Requirements

Licenses: Series 65 or 66 required
Education: Bachelor’s degree in Finance, Accounting, Business, or a related field
Experience: 4–6+ years in financial planning or advisory services

Licenses & Certifications

CFP designation: Preferred
Series 7: Preferred
Series 65 or 66: Required

Technologies

Microsoft Office
CRM systems
Financial planning software

Benefits

Competitive base salary
401(k) plan
401(k) matching
Health insurance
Dental insurance
Vision insurance
Paid time off (PTO)
Professional development and continuing education support

Position Overview

We are looking for a motivated and experienced Financial Advisor with CFP credentials to join our expanding advisory team. This role suits a professional who excels at building strong client relationships while delivering sophisticated financial planning and investment strategies.

Key Objectives

Serve as a trusted member of the firm’s advisory team
Develop and implement comprehensive financial plans and investment strategies
Conduct in-depth financial analysis and provide actionable recommendations
Ensure compliance with regulatory requirements and industry standards
Continuously enhance professional knowledge and contribute to team excellence

Work Schedule

Monday to Friday
In-person at our Charlotte, NC office

Work Location

On-site at the Charlotte, North Carolina office

Physical Setting

Office

Job Type

Full-time

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6mo ago

Financial Advisor / Certified Financial Planner

Trade Street Wealth Advisors Greer, SC

Greer, SC

6mo ago Closed

Full time Advisor Certified CFP

This position is no longer accepting applications (closed May 5, 2026).

Job Description

Trade Street Wealth Advisors seeks an in-office Financial Advisor (CFP or pursuing CFP) to guide clients in Greer, SC, deliver personalized financial planning, and contribute to firm growth.

Responsibilities

Provide comprehensive financial guidance by crafting and implementing tailored plans and strategies for clients.
Lead and participate in client meetings to discuss financial planning, retirement objectives, and investment approaches.
Regularly review client accounts and portfolios to ensure alignment with stated goals and objectives.
Evaluate client risk tolerance and recommend appropriate investment strategies accordingly.
Offer fiduciary guidance and uphold the best interests of clients at all times.
Build and maintain long-term client relationships through proactive communication and trusted advisory support.
Identify opportunities to strengthen existing relationships and contribute to the firm’s growth trajectory.
Proactively pursue new client relationships and support business development initiatives.
Show leadership within the team by sharing ideas, refining processes, and enhancing the client service model.

Requirements

CFP designation or active pursuit of CFP certification.
Series 7 license.
Two or more years of experience in financial services.
Strong communication and relationship-building skills.
Professional, ethical, and self-motivated demeanor.
Ability to thrive in a small, fast-paced team environment.

Benefits

Competitive salary plus bonuses.
Health care benefits.
401(k) plan with company match.
Eleven paid national holidays.
Paid vacation time.

Schedule

Monday through Thursday: 9:00 AM - 5:00 PM (1 hour lunch).
Friday: 9:00 AM - 4:00 PM (1 hour lunch).

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6mo ago

Financial Advisor / Insurance professional

New York Life Insurance Company Melville, NY

Melville, NY

6mo ago Closed

$75k - $100k/yr Full time Marketing Advisor Business Development

This position is no longer accepting applications (closed May 3, 2026).

Job Description

As a licensed financial services professional with New York Life Insurance Company, you build a financial sales and insurance practice, assist clients with retirement and college funding planning, and benefit from thorough training, ongoing guidance, and a flexible schedule with strong earning potential.

Responsibilities

Meeting and contacting new potential clients to discuss financial concerns and needs
Conducting informational gathering meetings with clients
Analyzing client needs and presenting potential financial sales solutions
Providing ongoing service to clients
Developing and implementing personal business and marketing plans
Ongoing development of professional skills and knowledge

Requirements

College degree preferred
Previous sales experience a plus
Life and health licenses within 30 days of acceptance (company will pay for costs)
Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
Organized, detail-oriented, and excellent time-management skills
Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
Ability to work in a team-based environment

Insurance and Financial Sales Professional Qualifications

College degree preferred
Sales experience is advantageous
Life and health licenses within 30 days of joining; costs covered by the company
Highly self-motivated, disciplined, capable of working with minimal supervision
Organized and detail-oriented with strong time-management capabilities
Strong sales, analytical, decision-making, interpersonal, leadership and communication skills
Able to operate effectively within a team environment

What You'll Experience Here at New York Life

A flexible lifestyle that supports balance
Opportunities for personal and professional financial growth
Potential for high earnings within the role
Giving back through valuable service to the community
Fast Track Management program available within two years for qualified applicants

Training

NYLIC University is a cornerstone of professional development, widely regarded as one of the industry's most extensive training platforms. The position includes a robust benefits package to support ongoing growth, including a defined benefit pension plan, a 401(k) savings plan, comprehensive health, dental, life and disability coverage, continuing education reimbursement, reimbursement for industry designations, and discounts from major wireless carriers.