Top 1480 Certified financial planner cfp Jobs

Certified Financial Planner
Linden Thomas & Co —Charlotte, NC
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
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Certified Financial Planner
Imperium Wealth Management —San Antonio, TX
- $125,000 - $300,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Certified Financial Planner
Compak Asset Management —Newport Beach, CA
- $100,000 - $200,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Health insurance
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Certified Financial Planner (Tax Focused)
Compak Asset Management —Newport Beach, CA
- $105,000 - $210,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Certified Financial Planner - CFP®
Falcon Wealth Planning, Inc. —Remote
- $120,000 - $150,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Finance
- Health insurance
- Dental insurance
Quick Apply
Lecturer, Certified Financial Planning (CFP) (Faculty Wage) - Remote
University of Virginia —Charlottesville, VA
- Part-time
- Remote
- Mid-level
- Bachelor's degree
- Military encouraged
Financial Advisor
Foguth Financial Group —Naples, FL
- $100,000 - $500,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Professional development assistance
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Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
- $45,000 - $85,000 a year
- Multiple hires
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Tuition reimbursement
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4d
Wealth Planner
Sunflower Bank NA —Irvine, CA
- $78,000 - $113,000 a year
- Online Application
- CPA
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Fargo, ND
- $61,000 - $119,000 a year
- Choose your own hours
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Senior Financial Planner + Fast-Paced + Omaha
Lutz and Company —Omaha, NE
- $80,000 - $125,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Licensed Financial Representative
One Team Financial Group, LLC —Tampa, FL
- $50,000 - $80,000 a year
- Choose your own hours
- Social media management
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Dickinson, ND
- $61,000 - $119,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Financial Professional - Retirement Benefits Group
Equitable Advisors —Wichita, KS
- $31,500 - $125,000 a year
- Weekends as needed
- Background check
- Mid-level
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
CFP® Planning and Strategy Consultant
Case Central, LLC —Shoreview, MN
- $85,000 - $120,000 a year
- 8 hour shift
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor - Olympia, WA
COUNTRY Financial —Olympia, WA
- Full-time
- CPA
- Mid-level
- Office
Wealth Management Associate
Equitable Advisors —Secaucus, NJ
- $32,400 - $125,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Coeur d'Alene, ID
- $61,000 - $119,000 a year
- Full-time
- Background check
- Office
- 3 years
- Paid training
- Health insurance
Quick Apply
Financial Advisor - Corvallis, OR
COUNTRY Financial —Corvallis, OR
- Full-time
- CPA
- Mid-level
- Office
Financial Consultant: Retirement Benefits Group
Equitable Advisors —Richmond, VA
- $24,850 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply

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Certified Financial Planner

Linden Thomas & Co -
Charlotte, NC

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Job Details

Full-time

Benefits

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

Qualifications

Estate planning needs analysis
Financial planning software
CFP
Data analysis skills
Series 66
Income tax planning
Series 7
Math
Bachelor's degree
Sales management systems proficiency
Financial services
CRM system proficiency
Productivity software
Estate planning
Retirement planning advisory services
Series 63
Gifting strategies

Full Job Description

At Linden Thomas & Company, we are committed to delivering personalized financial guidance that empowers our clients to achieve their immediate and long-term goals. With $3.2 billion in assets under management, our firm combines institutional-level investment management with deeply personal advisory relationships. Our team collaborates to provide comprehensive financial solutions across all aspects of wealth management.

Position Overview

We are seeking a highly motivated and experienced Financial Advisor / Certified Financial Planner (CFP®) to join our growing advisory team. This role is ideal for a professional who excels in building meaningful client relationships while delivering sophisticated financial planning and investment strategies.

The ideal candidate is analytical, detail-oriented, and client-focused, with a strong foundation in financial planning, portfolio management, and wealth strategy. You will play a key role in guiding clients through complex financial decisions, including retirement planning, tax optimization, estate planning, and generational wealth transfer.

Key Objectives

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

Responsibilities

Deliver personalized financial advice aligned with the firm’s client-centered philosophy
Develop comprehensive financial plans, including retirement, tax, estate, and risk management strategies
Analyze client financial data (income, expenses, assets, liabilities) to inform recommendations
Construct and maintain financial models, cash flow analyses, and planning projections
Evaluate client risk tolerance and adapt strategies as needs evolve
Collaborate with internal teams and external professionals (CPAs, attorneys) to build holistic plans
Present recommendations and guide clients through implementation
Monitor financial plans and adjust based on market conditions, life events, and regulatory changes
Maintain up-to-date knowledge of tax laws, estate strategies, and financial products
Support business development efforts and deepen existing client relationships

Qualifications & Requirements

Licenses: Series 65 or 66 (Required)
Certifications: CFP® designation (Preferred)
Bachelor’s degree in Finance, Accounting, Business, or related field
4–6+ years of experience in financial planning or advisory services

Strong knowledge of:

Retirement planning
Tax planning strategies
Estate and wealth transfer planning
Trusts and charitable giving strategies
Proficiency in financial planning software, Microsoft Office, and CRM systems
Exceptional analytical, communication, and presentation skills
High ethical standards and a strong client-first mindset
Experience in client relationship management and business development is a plus

Compensation & Benefits

Competitive base salary
401(k) plan
Health, dental, and vision insurance
Paid time off (PTO)
Professional development and continuing education support

Work Schedule

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

Job Type: Full-time

Benefits:

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

Physical Setting:

Office

License/Certification:

Series 7 (Preferred)
Series 65 or 66 (Required)

Work Location: In person

Quick Apply

Refine Your Search

certified financial planner cfp jobs

Certified Financial Planner

Certified Financial Planner

Certified Financial Planner

Certified Financial Planner (Tax Focused)

Certified Financial Planner - CFP®

Lecturer, Certified Financial Planning (CFP) (Faculty Wage) - Remote

Financial Advisor

Wealth Planning Liaison

Wealth Planner

Financial Advisor

Senior Financial Planner + Fast-Paced + Omaha

Licensed Financial Representative

Financial Advisor

Financial Professional - Retirement Benefits Group

CFP® Planning and Strategy Consultant

Financial Advisor - Olympia, WA

Wealth Management Associate

Financial Advisor

Financial Advisor - Corvallis, OR

Financial Consultant: Retirement Benefits Group

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