We are in search of individuals who are Certified Financial Planners (CFP), Certified Public ... Flexible hours and work from anywhere : Partnering with Addition Wealth means you work the hours ...
We are in search of individuals who are Certified Financial Planners (CFP), Certified Public ... Flexible hours and work from anywhere : Partnering with Addition Wealth means you work the hours ...
Personal Finance & Tax Expert - AI Training
San Francisco, CA · On-site
$50/hr
Our client is seeking United States-based personal finance professionals for an AI training project ... Advising on student loans, mortgage refinancing, credit-card payoff, home affordability, or college ...
Personal Finance & Tax Expert - AI Training
San Francisco, CA · On-site
$50/hr
Our client is seeking United States-based personal finance professionals for an AI training project ... Advising on student loans, mortgage refinancing, credit-card payoff, home affordability, or college ...
Financial Planner
Owings Mills, MD · Hybrid
$72K - $97K/yr
Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors ... CFP designation - Must be current and active to be considered for this role * FINRA Series 7 and 66
Financial Planner
Owings Mills, MD · Hybrid
$72K - $97K/yr
Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors ... CFP designation - Must be current and active to be considered for this role * FINRA Series 7 and 66
Financial Consultant- Bellevue, WA
Bellevue, WA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant- Bellevue, WA
Bellevue, WA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant- Bellevue, WA
Bellevue, WA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant- Bellevue, WA
Bellevue, WA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Wealth Planner - Thousand Oaks, CA
Thousand Oaks, CA · On-site
$96K - $210K/yr
CFP highly preferred * Active FINRA Series 7 & 66 licensed and hold appropriate state registrations ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Wealth Planner - Thousand Oaks, CA
Thousand Oaks, CA · On-site
$96K - $210K/yr
CFP highly preferred * Active FINRA Series 7 & 66 licensed and hold appropriate state registrations ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Investment Consultant - Tukwila, WA
$59K - $74K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Investment Consultant - Tukwila, WA
$59K - $74K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
VP, Regional Planning Consultant- Brea/ Torrance, CA
Torrance, CA · On-site
$118K - $226K/yr
CFP certification preferred * Planning skills and in-depth knowledge of financial product offerings ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
VP, Regional Planning Consultant- Brea/ Torrance, CA
Torrance, CA · On-site
$118K - $226K/yr
CFP certification preferred * Planning skills and in-depth knowledge of financial product offerings ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant - Santa Barbara, CA
Santa Barbara, CA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant - Santa Barbara, CA
Santa Barbara, CA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Vice President, Wealth Planner - San Diego (Rancho Bernardo)
San Diego, CA · On-site
$96K - $210K/yr
CFP highly preferred * Active FINRA Series 7 & 66 licensed and hold appropriate state registrations ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Vice President, Wealth Planner - San Diego (Rancho Bernardo)
San Diego, CA · On-site
$96K - $210K/yr
CFP highly preferred * Active FINRA Series 7 & 66 licensed and hold appropriate state registrations ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Vice President, Wealth Planner - San Diego (Rancho Bernardo)
San Diego, CA · On-site
$96K - $210K/yr
CFP highly preferred * Active FINRA Series 7 & 66 licensed and hold appropriate state registrations ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Vice President, Wealth Planner - San Diego (Rancho Bernardo)
San Diego, CA · On-site
$96K - $210K/yr
CFP highly preferred * Active FINRA Series 7 & 66 licensed and hold appropriate state registrations ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant- Bellevue, WA
Seattle, WA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant- Bellevue, WA
Seattle, WA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Investment Consultant - Tukwila, WA
Tukwila, WA · On-site
$59K - $74K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Investment Consultant - Tukwila, WA
Tukwila, WA · On-site
$59K - $74K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant - Del Mar, CA
Del Mar, CA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant - Del Mar, CA
Del Mar, CA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
VP, Regional Planning Consultant- Brea/ Torrance, CA
Brea, CA · On-site
$118K - $226K/yr
CFP certification preferred * Planning skills and in-depth knowledge of financial product offerings ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
VP, Regional Planning Consultant- Brea/ Torrance, CA
Brea, CA · On-site
$118K - $226K/yr
CFP certification preferred * Planning skills and in-depth knowledge of financial product offerings ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant - Lynnwood, WA
Lynnwood, WA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant - Lynnwood, WA
Lynnwood, WA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant - Del Mar, CA
San Diego, CA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant - Del Mar, CA
San Diego, CA · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant- Oakdale, MN
Oakdale, MN · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant- Oakdale, MN
Oakdale, MN · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant- Oakdale, MN
Oakdale, MN · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Financial Consultant- Oakdale, MN
Oakdale, MN · On-site
$60K - $75K/yr
... a CFP or degree, our Tuition Reimbursement program can help you acquire one * Ability to ... Placement in the range will vary based on job responsibilities and scope, geographic location ...
Home Based Cfp information
See salary details
$47K - $56.2K
3% of jobs
$56.2K - $65.5K
6% of jobs
$65.5K - $74.7K
4% of jobs
$74.7K - $83.9K
11% of jobs
$84.3K is the 25th percentile. Wages below this are outliers.
$83.9K - $93.1K
17% of jobs
The median wage is $99.7K / yr.
$93.1K - $102.4K
13% of jobs
$102.4K - $111.6K
11% of jobs
$111.6K - $120.8K
11% of jobs
$121.1K is the 75th percentile. Wages above this are outliers.
$120.8K - $130K
9% of jobs
$130K - $139.3K
9% of jobs
$139.3K - $148.5K
6% of jobs
$47K
$103.1K
$148.5K
How much do home based cfp jobs pay per year?
What cities are hiring for Home Based Cfp jobs?
Cities with the most Home Based 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 Home Based Cfp jobs?
States with the most job openings for Home Based Cfp jobs include:
BILINGUAL - Experienced Financial Professional (US Only; Professional Designations Required)
Remote
Contractor
Retirement
Re-posted 13 days ago
Job description
We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals.
What you will do
- Conduct one-on-ones with employees, and their families, at Addition Wealth's partner companies to provide education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.)
- Contribute to content development, programming and product for the company
- Partner with Addition Wealth's leadership team to create frameworks for expansion
Preferred Qualifications
- Professional working proficiency to read, write, and speak English and Spanish
- CFP required
- CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
- Must operate own RIA
- At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
Why work with Addition Wealth
- Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
- Focus on what you do best: You can focus on financial planning and clients, and we'll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
- Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless.
- Help build new financial products: Help us build for today's employees. Your feedback directly impacts our technology, company and culture.
- Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business - a perfect opportunity while building out your own RIA!
About Addition Wealth
Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money.
We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to promote financial literacy and revolutionize the way individuals make financial decisions.
Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.