CFP Career Paths: A Master Guide
CFP careers split into two main tracks: (1) Client Relationship Manager (business development focus, commission-based, higher earning potential) or (2) Financial Planning Specialist (analytical focus, salary-based, more stable). Career progression: Analyst ($60K-$70K) → Associate Advisor ($70K-$80K) → Service Advisor ($80K-$122K) → Lead Advisor ($127K-$213K) → Principal/Partner ($170K-$346K). Specializations include retirement planning, estate planning, wealth management, …