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300Hours: Finance Certifications Hub for CFA, FRM & CAIA

cfp career path

CFP Career Paths: A Master Guide

Sophie Macon

15 Feb 2026

CFP

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, tax planning, and investment management.Top employers: RIA firms, banks, wirehouses (Merrill, Morgan Stanley), independent practices, and FinTech companies. Job growth projected at 17% (2023-2033). CFP career ...