ZipRecruiter

Log In

1

Flexible Cfp Jobs in Boca Raton, FL (NOW HIRING)

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

Expected to have or be pursuing professional designations including CFP, MBA and similar evidence ... You will be part of a flexible and collaborative work culture in an organization where financial ...

Bank of America

Senior Trust Officer

Palm Beach, FL · On-site

... flexible benefits. We value the unique perspectives individuals bring from all backgrounds and ... Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA * Bachelor's Degree or equivalent ...

Bank of America

Senior Trust Officer

Palm Beach, FL

... flexible benefits. We value the unique perspectives individuals bring from all backgrounds and ... Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA * Bachelor's Degree or equivalent ...

next page

Showing results 1-20

All JobsCfp JobsFlexible Cfp JobsFlexible Cfp Jobs in Boca Raton, FL

Flexible Cfp information

See Boca Raton, FL salary details

$57.9K

$96.7K

$133.8K

How much do flexible cfp jobs pay per year?

As of Sep 6, 2026, the average yearly pay for flexible cfp in Boca Raton, FL is $96,737.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,600.00 and $108,700.00 per year, depending on experience, location, and employer.

What is a flexible CFP?

A Flexible CFP, or Certified Financial Planner, is a financial advisor who holds the CFP certification and offers flexible service options to clients. This flexibility can include offering virtual meetings, customized financial planning packages, or variable scheduling to accommodate clients’ unique needs. Flexible CFPs help individuals and businesses create financial plans, manage investments, and achieve financial goals while adapting their services to fit clients’ lifestyles and preferences.

How does a flexible CFP adapt to clients' diverse schedules and needs?

As a Flexible CFP, you will often work with clients who have varying availability and financial goals, requiring adaptability in your scheduling and approach. This role typically involves a mix of in-person meetings, virtual consultations, and ongoing digital communication to ensure clients receive timely advice. You may collaborate closely with other financial professionals, such as accountants and insurance agents, to provide holistic solutions. Balancing multiple clients with different needs can be challenging, but it also offers the opportunity to build strong, lasting relationships and develop expertise in a variety of financial planning scenarios.

What are the key skills and qualifications needed to thrive as a Certified Financial Planner, and why are they important?

To thrive as a Certified Financial Planner (CFP), you need a solid grasp of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree and CFP certification. Familiarity with financial planning software, portfolio management tools, and financial analysis systems is commonly required. Strong interpersonal skills, ethical judgment, and clear communication help build trust with clients and effectively convey complex information. These skills and qualifications are crucial for delivering sound financial advice and maintaining long-term client relationships.

What is the difference between Flexible Cfp vs Financial Planner?

AspectFlexible CfpFinancial Planner
CertificationsCertified Financial Planner (CFP) certification, flexible work optionsCFP certification, often full-time
Work EnvironmentFlexible hours, remote or part-time rolesTypically office-based, full-time roles
Industry UsageUsed in financial advisory firms, independent consultingCommon 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 are the most commonly searched types of Cfp jobs in Boca Raton, FL?

The most popular types of Cfp jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Flexible Cfp jobs?

Cities near Boca Raton, FL with the most Flexible Cfp job openings:

Flexible Cfp jobs near you

0161 - Investment Advisor

Crafted Staff

Palm Springs, FL • On-site

$130K/yr

Full-time

Retirement

Re-posted 24 days ago

Job description

We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with significant independence while collaborating with a small, high-performing team of 9.You'll focus on building referral pipelines, leveraging your network, and developing Centers of Influence (COIs) to fuel sustainable growth. This is an ideal opportunity for an experienced advisor approaching retirement or in transition who wants a stable, meaningful role with strong earning potential.Key Responsibilities

  • Generate new business through proactive outreach, networking, and relationship-building
  • Leverage Schwab and Fidelity networks to identify and pursue qualified opportunities
  • Build and maintain a strong referral pipeline with strategic partners
  • Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.)
  • Provide advisory services and portfolio management to assigned clients
  • Work independently while maintaining collaboration with the in-office team
  • Contribute to a client-first culture focused on long-term relationships

Required QualificationsEducation:

  • Bachelor's degree (required)

Professional Credentials & Experience:Candidates must meet one of the following:

  • SAN eligible with 4+ years as a registered IAR, OR
  • CFP in good standing for 3+ years

Additional Requirements:

  • No disclosures on your public regulatory profile (BrokerCheck/IAPD)
  • No non-compete agreements with Schwab or Fidelity (or willing to wait out 3-year restriction)

Preferred Qualifications

  • Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors)
  • CFP certification (or willingness to pursue if not yet obtained)
  • Approaching retirement or in a career transition seeking stability
  • Comfortable and enthusiastic about in-person, relationship-based work

Compensation & Benefits

  • Base Salary: $130,000
  • Bonus Potential: Up to $150,000 (performance-based)
  • Compensation Model: Transition over time from salary to fee-based revenue (roll-down structure)

Work Environment

  • Location: Rocky Point, Tampa, FL
  • Schedule: Hybrid - 3 days per week in-office; flexible remote arrangement for the remaining days
  • Team Size: Small, collaborative office of approximately 9 people
  • Culture: Client-first, independent-minded, relationship-focused

Why Join Us?

  • Work with a boutique RIA focused on quality over volume
  • Operate with high autonomy while supported by a collaborative team
  • Leverage established networks (Schwab, Fidelity) for growth
  • Competitive compensation with strong bonus upside
  • Flexible hybrid arrangement with meaningful in-person connection
  • Ideal for advisors seeking stability and purpose in their next chapter
Employment Type: FULL_TIME

Apply