How to hire a certified finance planner

How to hire a certified finance planner, step by step

Here's a step-by-step certified finance planner hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a certified finance planner job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new certified finance planner
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your certified finance planner job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a certified finance planner for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect certified finance planner also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   The following list breaks down different types of certified finance planners and their corresponding salaries.

   Type of Certified Finance Planner	Description	Hourly rate
   Certified Finance Planner	Personal financial advisors give financial advice to people. They help with investments, taxes, and insurance decisions.	$19-66
   Investment Advisor	An investment advisor is responsible for managing the clients' financial portfolios, advising them of investment options according to their financial goals and objectives, and their ability to handle risks. Investment advisors should have excellent knowledge of the investment policies, providing the clients with the best financial strategies according to their interests... Show more	$28-88
   Wealth Management Internship	In a wealth management internship, an intern's duties depend on the directives of a supervising manager or staff. Typically, their responsibilities revolve around gaining industry insights while performing support tasks for the team, such as preparing and processing documents, answering calls and correspondence, organizing and disseminating files, and running errands as needed... Show more	$21-80

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Estate Planning
   • Securities
   • Investment Management
   • Life Insurance
   • Tax Planning
   • Retirement Planning
   • Investment Portfolios
   • Client Relationships
   • Risk Management
   • Health Insurance
   • Direct Guests
   • Financial Services
   • Investment Planning
   • RIA

   Check all skills

   Responsibilities:

   • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
   • Assist individuals whom invest monies in variable annuities.
   • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
   • Analyze and test derivative modeling and dynamic hedging methods.

3. Make a budget

   Including a salary range in your certified finance planner job description is one of the best ways to attract top talent. A certified finance planner can vary based on:

   • Location. For example, certified finance planners' average salary in utah is 63% less than in new york.
   • Seniority. Entry-level certified finance planners 70% less than senior-level certified finance planners.
   • Certifications. A certified finance planner with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a certified finance planner's salary.

   Average certified finance planner salary

   $75,400yearly

   $36.25 hourly rate

   ---

   Entry-level certified finance planner salary

   $41,000 yearly salary

   Updated December 16, 2025

4. Writing a certified finance planner job description

   A certified finance planner job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of a certified finance planner job description:

   Certified finance planner job description example

   • Skills

   • Self Starter; result oriented; strong interpersonal skills.
   • Ability to read and comprehend simple instructions, short correspondence, and memos.
   • Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.

   • Ability to read, analyze and interpret financial reports and/or legal documents..
   • Ability to write routine reports and business correspondence.
   • Ability to write procedures.
   • Ability to respond in writing to customer complaints, regulatory agencies, or members of the business community.
   • Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
   • Ability to speak effectively before groups of customers or employees.
   • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

   • Education and/or Experience
   • • BS/BA Degree (four year) from an accredited university/college.
     • MBA Degree preferred
     • CFP approved educational platform
     • Four to Six years as a minimum of financial planning experience as a Planner.

   All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
   
   GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

   Copy this example

   

5. Post your job

   To find the right certified finance planner for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with certified finance planners they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit certified finance planners who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your certified finance planner job on Zippia to find and attract quality certified finance planner candidates.
   • Use niche websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with certified finance planner candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new certified finance planner

   Once you have selected a candidate for the certified finance planner position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new certified finance planner. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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