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Flexible Cfp Jobs (NOW HIRING)

Ceritypartners

Business Development Officer

Boston, MA

$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 ...

Ceritypartners

Business Development Officer

New York, NY

$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 ...

SLR Search

Hybrid Financial Planner

San Francisco, CA · On-site

$140K - $190K/yr

... Flexible schedules - Focus on sophisticated planning and tax logic without hunting for leads. Hybrid Financial Planner Qualifications - Must hold an active CFP license with 5+ years of experience ...

rebel Financial

Financial Coach

Groveport, OH · On-site

$500 - $10K/mo

CFP designation preferred (or willingness to obtain). * Experience: Prior financial services ... Flexible scheduling and hybrid work options * Professional development reimbursement * Long-term ...

Aprio

Tax Manager, Private Client

Houston, TX · On-site +1

$98K - $164K/yr

CFP certification or willingness to obtain CFP preferred * Bachelor's degree in Accounting, Finance ... You will be rewarded with competitive compensation, industry-leading benefits and a flexible work ...

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Flexible Cfp information

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$61K

$101.9K

$141K

How much do flexible cfp jobs pay per year?

As of Aug 19, 2026, the average yearly pay for flexible cfp in the United States is $101,940.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,000.00 and $114,500.00 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 cities are hiring for Flexible Cfp jobs?

Cities with the most Flexible Cfp job openings:

What are the most commonly searched types of Cfp jobs?

The most popular types of Cfp jobs are:

What states have the most Flexible Cfp jobs?

States with the most job openings for Flexible Cfp jobs include:

Flexible Cfp jobs near you
Infographic showing various Flexible Cfp job openings in the United States as of July 2026, with employment types broken down into 17% Locum Tenens, 9% Internship, 66% Full Time, 4% Part Time, and 4% Summer. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.

Business Development Officer

Ceritypartners

Conshohocken, PA

$120K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

Job description

Position Summary:

We are seeking a dynamic and results-driven Business Development Associate or Officer to join our Growth organization. This role is responsible for cultivating new client relationships and supporting the firm's growth initiatives in high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. The ideal candidate will have deep experience engaging, converting, and managing perspective clients as well as a solid understanding of executive compensation and benefits, financial, tax, estate and risk management planning, within the wealth management industry.

Primary Responsibilities

  • Engage and convert high quality prospective clients (introduce through internal and external lead sources), including delivering the appropriate inbound and outbound effort

  • Managing on-going client relationships and expanding those relationships where appropriate

  • Collaborating with other internal stakeholders to ensure a smooth onboarding experience for new clients.

  • Effectively manage prospect pipeline with activity-based metrics and qualitative engagement

  • Track and report key business development metrics, including pipeline progress, conversion, and revenue growth.

Required Qualifications:

  • Bachelor's degree in Business, Finance, or a related field; MBA or CFP a plus.

  • 5+ years of experience in business development, sales and relationship management experience within financial services or wealth management.

  • Proven track record of meeting or exceeding growth targets.

  • Strong understanding of investment products, financial planning, and regulatory environment.

  • Experience in workplace solutions and conversion process

  • Excellent communication, negotiation, and interpersonal skills.

  • Self-motivated, with the ability to work independently and collaboratively.

  • FINRA Series 7 and 66 (or 63 & 65)

  • Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar credentials

Compensation Range:

$120,000-150,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financial assistance for advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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