Senior Financial Advisor
Responsibilities: Senior Financial Advisor offers wealth planning services and help clients with investment solutions, establishes individualized financial strategies that consider customer specifications and risk preferences, and makes it a point to have clients’ portfolios inspected and reviewed periodically to ensure they remain in line with their goals.
Salary: The average salary for a Senior Financial Advisor is $180,852 per year in United States.
Career Options for Certified Financial Planner (CFP) | CFP Jobs & Salary
Certified Financial Planner (CFP) positions make up a highly lucrative spot in the field, with the specific objective of helping CFPs establish and reach a commendable position in the financial area. Given their role as trusted advisors, experienced CFP professionals design customer-specific financial plans ranging from investments, taxes, retirement planning, and more. Partnering with clients in their efforts to realize the client’s objectives, they render personal services that are unique in helping clients secure their financial future. While the institutions that CFPs work for may include financial planning firms, wealth management agencies, or indie consultancy agencies, their main focus is helping individuals and families navigate through complex financial landscapes.
Table of Content
- CFP Jobs in US
- 1. Financial Planner
- 2. Wealth Advisor
- 3. Financial Consultant
- 4. Investment Advisor
- 5. Retirement Planner
- 6. Estate Planner
- 7. Financial Analyst (with CFP Designation)
- 8. Personal Financial Advisor
- 9. Portfolio Manager
- 10. Wealth Manager
- 11. Financial Planning Specialist
- 12. Certified Financial Planner
- 13. Financial Planning Manager
- 14. Financial Planning Associate
- 15. Retirement Planning Specialist
- 16. Trust Advisor
- 17. Tax Planner (with CFP Designation)
- 18. Senior Financial Advisor
- 19. Client Relationship Manager
- 20. Director of Financial Planning
- Conclusion
- FAQs – CFP Jobs