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Freelance Certified Financial Planner Jobs (NOW HIRING)

W3Global Inc.

Certified Financial Planner

Boston, MA · On-site

$125K - $130K/yr

The Certified Financial Planner will work closely with clients to assess their financial needs and goals, provide personalized financial plans, and advise on investment and retirement strategies.

WizeHire, Inc

Certified Financial Planner

Red Bank, NJ · On-site

$150 - $200/hr

Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required * Success as a financial ...

Vets2industry

Certified Financial Planner

Yancey, TX · On-site

$80 - $100/hr

Role: The Certified Financial Planner is a full-time/part-time, remote role responsible for delivering comprehensive financial planning services to a diverse client base. Day-to-day tasks include ...

SFB

Certified Financial Planner/Consultant

Reading, MA · On-site

Provides comprehensive financial planning advice to both banking and non-banking clients in such a ... CERTIFICATES, LICENSES, REGISTRATIONS CFP required. Appropriate securities licenses (Series 7, 65 ...

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Freelance Certified Financial Planner information

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$61K

$101.9K

$141K

How much do freelance certified financial planner jobs pay per year?

As of Sep 7, 2026, the average yearly pay for freelance certified financial planner 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 freelance certified financial planner?

Freelance Certified Financial Planners (CFPs) are independent professionals who provide financial planning and advice to individuals or businesses without being tied to a specific company or financial institution. They help clients manage their finances, create investment strategies, plan for retirement, and achieve other financial goals. Unlike planners who work for banks or firms, freelance CFPs operate on their own, often offering flexible services and personalized attention. They hold the Certified Financial Planner credential, ensuring they meet rigorous education, experience, and ethical standards. Clients typically hire freelance CFPs for objective, tailored financial advice.

What skills and qualifications are needed to thrive as a freelance certified financial planner?

To thrive as a Freelance Certified Financial Planner, you need deep expertise in financial planning, investment strategies, and tax regulations, typically demonstrated by earning the CFP certification. Familiarity with financial planning software (like eMoney or MoneyGuidePro) and proficiency in spreadsheet tools are commonly required. Outstanding interpersonal skills, trustworthiness, and the ability to explain complex concepts clearly help build strong client relationships. These skills are essential for delivering tailored advice, managing client portfolios effectively, and maintaining a reputable independent practice.

How does a freelance certified financial planner typically build and maintain a client base?

Freelance Certified Financial Planners often build their client base through networking, referrals, and targeted marketing efforts such as seminars or online content. Maintaining strong client relationships requires consistent communication, excellent follow-up, and regularly reviewing clients’ financial plans to ensure they remain aligned with changing goals or market conditions. Since freelancers do not have the backing of a large firm, establishing trust and credibility is crucial—this can be achieved by demonstrating expertise, transparency in fees, and personalized service. Over time, satisfied clients frequently lead to additional referrals, helping to grow the practice.

What is the difference between Freelance Certified Financial Planner vs Financial Advisor?

AspectFreelance Certified Financial PlannerFinancial Advisor
CertificationsCFP certification requiredMay or may not hold CFP; other certifications possible
Work EnvironmentIndependent, self-employed, flexible schedulingTypically employed by firms, banks, or advisory companies
Employer & Industry UsageServes clients independently or through networksWorks within financial institutions or firms
Services OfferedComprehensive financial planning, investment adviceFinancial advice, investment management, sometimes specialized

Freelance Certified Financial Planners operate independently, offering personalized financial planning services with CFP credentials. In contrast, Financial Advisors may work within firms, providing similar services but often with less flexibility. Both roles require financial expertise, but the freelance CFP has more autonomy and typically serves clients directly.

More about Freelance Certified Financial Planner jobs

What cities are hiring for Freelance Certified Financial Planner jobs?

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What are the most commonly searched types of Certified Financial Planner jobs?

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What states have the most Freelance Certified Financial Planner jobs?

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The top searched job categories for Freelance Certified Financial Planner jobs are:

Freelance Certified Financial Planner jobs near you
Infographic showing various Freelance Certified Financial Planner job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.

Certified Financial Planner

Integrated Financial Concepts

Red Bank, NJ • On-site

$250K/yr (+ commission)

Full-time

Posted 27 days ago

Job description

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!Compensation:

$95,000 - $250,000 commission based


Responsibilities:
  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations

Qualifications:
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • A Bachelor’s degree in business administration, finance, or a related field is required
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.