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

... or CFP is preferred Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office ...

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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:

College Financial Representative, Internship Program

Northwestern Mutual

Fort Lauderdale, FL • On-site

Contractor, Internship

Medical, Life

Re-posted 10 days ago


Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

172nd of 315 rated insurance


Job description

Overview

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!

Responsibilities

Our internship program mimics our full-time Financial Representative career, allowing you to:

  • Learn how to prospect and network to build your business and client base
  • Develop and execute on a business strategy
  • Call on potential clients and set meetings to understand their financial goals
  • Prepare plans and offer useful recommendations
  • Gain exposure to proprietary planning software platforms
  • Engage in weekly coaching, training, and development meetings
  • Receive Risk Product State Licensing: Life, Accident, and Health
  • Build life skills that create future career opportunities

As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

#LI-Onsite

Qualifications

Are you a fit for this internship?

  • Full-time student; juniors and seniors preferred
  • Entrepreneurial ambitions and curiosity for sales
  • Highly involved on campus (leader, athlete, campus orgs, student government, etc)
  • Excellent time-management skills
  • Interest in financial literacy and planning tools
  • Business savvy and desire to increase critical thinking abilities

Compensation & Benefits

  • Performance-based earnings and revenue
  • Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
  • Productivity Bonuses
  • Support for insurance licensing (life, health, DI, LTC)
  • Support for SIE, Series 6, Series 63 registrations (eligibility required)

About Us

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual

  • Fortune 500 company (2023)
  • Top 100 Internship Programs, Yello x WayUp (2022)
  • 5.0+ million clients and growing2
  • $257 billion retail investment client assets held or managed by Northwestern Mutual3
  • Forbes' Best Employers for Diversity (2018-2021)
  • Unsurpassed financial strength4
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.

2 As of June 30, 2023

3 Combined client assets of NMIS and NMWMC as of June 30, 2023

4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)

Pay RangeUSD $500.00 - USD $1,000.00 /Yr.Employment Type: INTERN

What Northwestern Mutual employees say

Pay

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Hours and flexibility

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Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US