... and flexible corporate/remote environment when needed. Responsibilities * Ability to interview ... Progress towards a CFP is preferred, the short-term goal of becoming a CFP is required * Bachelor ...
... and flexible corporate/remote environment when needed. Responsibilities * Ability to interview ... Progress towards a CFP is preferred, the short-term goal of becoming a CFP is required * Bachelor ...
CFP Business Analyst
$79K - $103K/yr
Flexible working arrangements Retirement ( PERA options), Medical and dental health plans Defined ... CFP administers the United States Department of Agriculture (USDA) CACFP by reimbursing providers ...
CFP Business Analyst
$79K - $103K/yr
Flexible working arrangements Retirement ( PERA options), Medical and dental health plans Defined ... CFP administers the United States Department of Agriculture (USDA) CACFP by reimbursing providers ...
CFP Business Analyst
$79K - $103K/yr
Flexible working arrangements Retirement ( PERA options), Medical and dental health plans Defined ... CFP administers the United States Department of Agriculture (USDA) CACFP by reimbursing providers ...
CFP Business Analyst
$79K - $103K/yr
Flexible working arrangements Retirement ( PERA options), Medical and dental health plans Defined ... CFP administers the United States Department of Agriculture (USDA) CACFP by reimbursing providers ...
CFP Business Analyst
Denver, CO · On-site
$79K - $103K/yr
Flexible working arrangements * Retirement ( PERA options), Medical and dental health plans ... CFP administers the United States Department of Agriculture (USDA) CACFP by reimbursing providers ...
CFP Business Analyst
Denver, CO · On-site
$79K - $103K/yr
Flexible working arrangements * Retirement ( PERA options), Medical and dental health plans ... CFP administers the United States Department of Agriculture (USDA) CACFP by reimbursing providers ...
CFP, Financial Planner
Baltimore, MD · Remote
$85K - $130K/yr
... multiple CFP ® professionals across junior, mid-level, and senior tiers. This is a rare ... Bonus potential that grows meaningfully over time * Flexible PTO * Full benefits (medical, dental ...
Quick apply
CFP, Financial Planner
Baltimore, MD · Remote
$85K - $130K/yr
... multiple CFP ® professionals across junior, mid-level, and senior tiers. This is a rare ... Bonus potential that grows meaningfully over time * Flexible PTO * Full benefits (medical, dental ...
Certified Financial Planner Certified Financial Planner - CFP Birmingham, AL $7 0 ,000 - $ 12 0 ... and flexible corporate/remote environment when needed. Responsibilities * Ability to interview ...
Certified Financial Planner Certified Financial Planner - CFP Birmingham, AL $7 0 ,000 - $ 12 0 ... and flexible corporate/remote environment when needed. Responsibilities * Ability to interview ...
Coach Instructor
Oxon Hill, MD · On-site
$25 - $40/hr
Flexible schedule * Opportunity for advancement * Training & development Benefits/Perks ... Teaching courses for MD HQL, DC CCW, Utah CFP, Women's Self-Defense, CPR, Laser Simulation, Range ...
Quick apply
Coach Instructor
Oxon Hill, MD · On-site
$25 - $40/hr
Flexible schedule * Opportunity for advancement * Training & development Benefits/Perks ... Teaching courses for MD HQL, DC CCW, Utah CFP, Women's Self-Defense, CPR, Laser Simulation, Range ...
CFP certification preferred. Level II: Minimum five years of experience in a brokerage and/or ... Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must ...
CFP certification preferred. Level II: Minimum five years of experience in a brokerage and/or ... Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must ...
CFP certification preferred. Level II: Minimum five years of experience in a brokerage and/or ... Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must ...
CFP certification preferred. Level II: Minimum five years of experience in a brokerage and/or ... Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must ...
CFP certification preferred. Level II: Minimum five years of experience in a brokerage and/or ... Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must ...
CFP certification preferred. Level II: Minimum five years of experience in a brokerage and/or ... Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must ...
Flexible environment: Hybrid work model designed to support professional excellence and personal ... CFP designation preferred * 1-3 yearsof experience in financial services * Client advisory or ...
Flexible environment: Hybrid work model designed to support professional excellence and personal ... CFP designation preferred * 1-3 yearsof experience in financial services * Client advisory or ...
Associate Wealth Advisor
Princeton, NJ · On-site
Flexible environment: Hybrid work model designed to support professional excellence and personal ... CFP designation preferred * 13 yearsof experience in financial services * Client advisory or ...
Quick apply
Associate Wealth Advisor
Princeton, NJ · On-site
Flexible environment: Hybrid work model designed to support professional excellence and personal ... CFP designation preferred * 13 yearsof experience in financial services * Client advisory or ...
VP/Senior Wealth Advisor
Bloomington, MN · On-site
... CFP program. * A "can do" attitude with ability to work well in a team environment and take ownership of tasks and deliverables, and is generally flexible and adaptive, willing to do whatever is ...
VP/Senior Wealth Advisor
Bloomington, MN · On-site
... CFP program. * A "can do" attitude with ability to work well in a team environment and take ownership of tasks and deliverables, and is generally flexible and adaptive, willing to do whatever is ...
VP/Senior Wealth Advisor
Fargo, ND · On-site
... CFP program. * A "can do" attitude with ability to work well in a team environment and take ownership of tasks and deliverables, and is generally flexible and adaptive, willing to do whatever is ...
VP/Senior Wealth Advisor
Fargo, ND · On-site
... CFP program. * A "can do" attitude with ability to work well in a team environment and take ownership of tasks and deliverables, and is generally flexible and adaptive, willing to do whatever is ...
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
CFP in good standing for 3+ years Additional Requirements: * No disclosures on your public ... Hybrid 3 days per week in-office; flexible remote arrangement for the remaining days * Team Size:
Quick apply
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
CFP in good standing for 3+ years Additional Requirements: * No disclosures on your public ... Hybrid 3 days per week in-office; flexible remote arrangement for the remaining days * Team Size:
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
CFP in good standing for 3+ years Additional Requirements: * No disclosures on your public ... Hybrid - 3 days per week in-office; flexible remote arrangement for the remaining days * Team Size:
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
CFP in good standing for 3+ years Additional Requirements: * No disclosures on your public ... Hybrid - 3 days per week in-office; flexible remote arrangement for the remaining days * Team Size:
Team Member
Craigsville, WV · On-site
$11 - $13.75/hr
Essential Job Duties · Leads as an example of CFP's values: Customer Service, Absolute Integrity, We Are Family, Share the Success. · Provide flexible production support across Green End, Drying ...
Team Member
Craigsville, WV · On-site
$11 - $13.75/hr
Essential Job Duties · Leads as an example of CFP's values: Customer Service, Absolute Integrity, We Are Family, Share the Success. · Provide flexible production support across Green End, Drying ...
Wealth Advisor, Flexible Affiliation - Remote
Charlotte, NC · Remote
$215K - $400K/yr
CFP, CFA, CPA, ChFC, CIMA, or similar credential * RIA, IBD, wirehouse, bank wealth, or insurance ... Flexible custodian and platform options * Centralized management, advisor-directed models, or ...
Wealth Advisor, Flexible Affiliation - Remote
Charlotte, NC · Remote
$215K - $400K/yr
CFP, CFA, CPA, ChFC, CIMA, or similar credential * RIA, IBD, wirehouse, bank wealth, or insurance ... Flexible custodian and platform options * Centralized management, advisor-directed models, or ...
Wealth Advisor, Flexible Affiliation - Remote
Charlotte, NC · Remote
$215K - $400K/yr
CFP, CFA, CPA, ChFC, CIMA, or similar credential * RIA, IBD, wirehouse, bank wealth, or insurance ... Flexible custodian and platform options * Centralized management, advisor-directed models, or ...
Quick apply
Wealth Advisor, Flexible Affiliation - Remote
Charlotte, NC · Remote
$215K - $400K/yr
CFP, CFA, CPA, ChFC, CIMA, or similar credential * RIA, IBD, wirehouse, bank wealth, or insurance ... Flexible custodian and platform options * Centralized management, advisor-directed models, or ...
Business Development Officer
Saratoga Springs, NY · On-site
$120K - $150K/yr
Bachelor's degree in Business, Finance, or a related field; MBA or CFP a plus. * 5+ years of ... Flexible PTO policy * Parental Leave * Financial assistance for advanced education and professional ...
Business Development Officer
Saratoga Springs, NY · On-site
$120K - $150K/yr
Bachelor's degree in Business, Finance, or a related field; MBA or CFP a plus. * 5+ years of ... Flexible PTO policy * Parental Leave * Financial assistance for advanced education and professional ...
Flexible Cfp information
See salary details
$61K - $68.3K
4% of jobs
$68.3K - $75.5K
5% of jobs
$75.5K - $82.8K
11% of jobs
$86.7K is the 25th percentile. Wages below this are outliers.
$82.8K - $90.1K
9% of jobs
$90.1K - $97.4K
14% of jobs
The median wage is $100.7K / yr.
$97.4K - $104.6K
15% of jobs
$110.9K is the 75th percentile. Wages above this are outliers.
$104.6K - $111.9K
20% of jobs
$111.9K - $119.2K
12% of jobs
$119.2K - $126.5K
4% of jobs
$126.5K - $133.7K
2% of jobs
$133.7K - $141K
4% of jobs
$61K
$101.9K
$141K
How much do flexible cfp jobs pay per year?
How many financial advisors make $500,000 a year?
How does the role of a Flexible CFP (Certified Financial Planner) adapt to clients' diverse schedules and needs?
Is $200,000 enough to work with a financial advisor?
What is the difference between Flexible Cfp vs Financial Planner?
| Aspect | Flexible Cfp | Financial Planner |
|---|---|---|
| Certifications | Certified Financial Planner (CFP) certification, flexible work options | CFP certification, often full-time |
| Work Environment | Flexible hours, remote or part-time roles | Typically office-based, full-time roles |
| Industry Usage | Used in financial advisory firms, independent consulting | Common in financial advisory firms, banks |
The main difference is that Flexible CFPs often work with flexible hours and remote setups, focusing on client planning on a part-time or adaptable basis. Traditional Financial Planners usually work full-time in office environments. Both roles require CFP certification, but the Flexible CFP offers more work schedule flexibility.
What is a Flexible CFP?
Can a CFP work remotely?
What pays more, CPA or CFP?
What are the key skills and qualifications needed to thrive as a Certified Financial Planner (CFP), and why are they important?

Job description
Certified Financial Planner - CFP
Birmingham, AL
$90,000 - $120,000 plus bonus depending on experience
We are assisting a fast-paced, results-oriented independent investment, wealth management and financial planning firm in the Birmingham area with their search for a Certified Financial Planner. The firm works with high-net-worth individuals to develop long-term financial and investment plans based on the individual clients' values, vision and goals. The ideal candidate would have a solid understanding of the needs of high-net-worth investors and be able to effectively communicate by developing narrative to engage those individuals. Most work is done in the office located in Hoover, AL, however the company has a tremendous family-first culture and flexible corporate/remote environment when needed.
Responsibilities
- Ability to interview clients, analyze their entire financial life and recommend financial plans and monitor outcomes
- Display in-depth knowledge of Financial Planning software tools and accurate input of financial data
- Creating customized solutions for managing risk, accumulating wealth and optimal management of income and taxes
- Creating family budgets, tax-sheltered investment plans, retirement savings and major purchase timelines
Qualifications
- Progress towards a CFP is preferred, the short-term goal of becoming a CFP is required
- Bachelor's degree in Business, Finance, Accounting and/or related major
- CPA, CLU, CHFC, MBA is a plus
- Experience with Life and Health insurance
- Strong demonstrated quantitative and analytical skills
- Superior communication skills who take initiative and accountability
- Proven ability to understand client objectives and risk tolerance
- Excellent time management and strong organizational skills with the ability to prioritize multiple tasks and anticipate potential issues.
- Create client ready presentations using Excel, PowerPoint and other technology tools and software
- Strong work ethic, professional appearance, and demeanor
Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications will be considered for other open opportunities.
IND123
About PANGEATWO
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
201 - 500 Employees
Headquarters location
Birmingham, AL, US