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Part Time Cfp Jobs in Florida (NOW HIRING)

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Part Time Cfp information

See Florida salary details

$45.6K

$76.2K

$105.4K

How much do part time cfp jobs pay per year?

As of Jul 26, 2026, the average yearly pay for part time cfp in Florida is $76,179.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $85,600.00 per year, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

For a Part Time CFP (Certified Financial Planner), having $200,000 in assets can be sufficient to seek financial advice, as many advisors set minimum account sizes ranging from $25,000 to $100,000. The suitability depends on the advisor's policies and the complexity of your financial situation; some may offer services to clients with lower assets, especially for planning rather than investment management.

What is a part-time CFP?

A part-time CFP is a Certified Financial Planner who works fewer hours than a full-time professional, often providing financial planning and advisory services on a flexible schedule. They help clients with budgeting, retirement planning, investments, and other financial matters, but may serve fewer clients or work with firms that accommodate part-time roles. This arrangement can be ideal for professionals seeking work-life balance or those transitioning into semi-retirement, while still maintaining their certification and expertise.

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

To thrive as a Part Time CFP, you need a CFP certification, strong analytical skills, and a solid understanding of financial planning principles. Familiarity with financial planning software (like eMoney or MoneyGuidePro) and tools for portfolio management is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are crucial for building client trust, providing tailored advice, and ensuring regulatory compliance in a flexible, part-time capacity.

What are some common challenges faced by part-time CFPs, and how can they effectively manage their workload?

Part-time Certified Financial Planners (CFPs) often face the challenge of balancing client demands with limited working hours. Time management is crucial, as they must prioritize tasks such as client meetings, financial plan preparation, and ongoing research within a condensed schedule. Effective communication with clients about availability and setting clear expectations can help prevent misunderstandings. Additionally, leveraging technology for remote consultations and efficient documentation can streamline processes, allowing part-time CFPs to maintain high-quality service while managing their workload.

What Are Part-Time Jobs for a CFP?

As a part-time CFP (certified financial planner), your job is to help provide investment and insurance advice for each client or customer. In this flexible role, you may set your own schedule based on the needs of your clients, research market trends, and provide other relevant services. As a certified financial planner, you may also specialize in a specific area of the market, such as taxes or estate planning. The definition of part-time varies by company and could include working full shifts on specific days, rather than shorter shifts on many days. Certified financial planners usually work from offices, but you may be able to do some or all of your work remotely.

Can you be a part-time financial planner?

Yes, part-time financial planners can work flexible hours and may serve clients on a part-time basis. They often hold certifications like the CFP credential and use financial planning software, balancing client needs with a reduced schedule.

How can I make $2000 a week working from home?

A part-time Certified Financial Planner (CFP) can potentially earn $2000 a week by building a client base through remote consultations, offering financial planning services, and leveraging digital marketing. Success depends on experience, certifications, and the ability to attract high-net-worth clients, often requiring strong communication skills and professional tools like financial planning software.

How many financial advisors make $500,000 a year?

While some experienced financial advisors, including those with the Certified Financial Planner (CFP) credential, can earn $500,000 or more annually, such high earnings are typically achieved through a combination of client assets, commissions, and fees. Most financial advisors earn a median income significantly lower, with top earners representing a small percentage of the profession. Factors like experience, client base, and specialization influence earning potential.
More about Part Time Cfp jobs
What are the most commonly searched types of Cfp jobs in Florida? The most popular types of Cfp jobs in Florida are:
What are popular job titles related to Part Time Cfp jobs in Florida? For Part Time Cfp jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Part Time Cfp jobs in Florida look for? The top searched job categories for Part Time Cfp jobs in Florida are:
What cities in Florida are hiring for Part Time Cfp jobs? Cities in Florida with the most Part Time Cfp job openings:
Part Time Cfp jobs near you
Infographic showing various Part Time Cfp job openings in Florida as of July 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution, with an average salary of $76,179 per year, or $36.6 per hour.

Financial Advisors: Add a Life Insurance Platform to Your Practice

Choate Agency

Palm Beach, FL • On-site, Remote

$6.0K - $20K/mo

Part-time

Medical, Dental, Vision, Life

Posted 5 days ago

Job description

FINANCIAL PROFESSIONALS: ADD A PRODUCTION PLATFORM - NOT ANOTHER JOB
Choate Agency | Symmetry Financial Group | Remote | U.S. Residents Only
This posting is different from most on this board. We're not looking for entry-level applicants - we're looking for people who already hold a life insurance license or already work in financial services and want to put it to better use.
If any of these describe you, keep reading:
💼 You're an established life insurance agent whose production deserves better comp, better carrier options, or a lead platform you don't currently have.
⏰ You hold an active (or reactivatable) life license you're barely using - and you'd put it to work part-time if the structure was right: warm leads, flexible hours, no cold calling, no full-time grind.
📈 You're a financial advisor, wealth manager, or CFP who currently refers life insurance business elsewhere - and you're ready to capture that revenue with your own life platform instead of handing it to someone else.
WHAT WE PROVIDE
The Choate Agency, powered by Symmetry Financial Group - ranked #9 on Forbes' list of 25 companies hiring the most high-paying jobs - offers a complete production platform:
• Multiple top-rated carriers - find the right product for the client, not the one you're forced to sell
• Proprietary warm lead platform - families who requested information, delivered to you
• Competitive comp with uncapped commissions and advances
• Residual renewal income - your book pays you again every year, and it belongs to YOU
• Full back-office support - contracting, case management, tech platform, CRM
• Health, dental, and vision benefits - available full-time AND part-time
• Optional leadership track - build a team and earn override income
• 100% remote - work from anywhere in the U.S., on your schedule
HOW THIS WORKS FOR EACH SITUATION
ESTABLISHED PRODUCERS
Bring your production to a structure that pays you what it's worth. Multiple carriers, strong comp, lead flow you don't have to generate yourself, and a book you own. Many producers find the comp comparison alone is worth the 20-minute conversation.
PART-TIME / LICENSE HOLDERS
You've kept your license active for a reason. Put it to work 10-15 hours a week with warm leads and no cold calling. Part-time agents working our system consistently earn $2,000-$6,000+/month. If your license is inactive, we'll help you get CE completed and reactivated.
WEALTH MANAGERS & FINANCIAL ADVISORS
Stop referring life insurance revenue out of your practice. We provide the carriers, the back office, and the case support - you provide the client relationships you already have. Add a product line to your practice without changing what you've built. Life-licensed CFPs and advisors integrate our platform alongside their existing book.
EARNING POTENTIAL
This is a 1099 independent contractor, commission-based position with uncapped earnings.
• Part-time producers: $2,000-$6,000+/month
• Full-time experienced producers: $150,000-$400,000+/year
• Top leaders with teams: $750,000+/year
• Residual renewals compound year over year on top of new production
⚠ Results vary based on effort, activity, and existing book/network. Income is not guaranteed.
REQUIREMENTS
• Active life insurance license, an inactive license you're willing to reactivate (we'll guide you through CE), OR current work in financial services with willingness to obtain a license (we contribute $100 toward the course)
• Current U.S. residency and work authorization - no visa sponsorship available
• Must be 18+ and able to pass a background check
• Professional communication skills and a client-first mindset
APPLY
No cover letter needed. Just answer these two questions with your application:
1. What is your current licensing status (active / inactive / financial services professional without life license)?
2. What would this platform need to deliver for it to be worth your time - comp, leads, flexibility, or revenue capture?
Qualified applicants will be contacted within 48 hours for a brief, no-pressure comparison conversation.
Choate Agency | Powered by Symmetry Financial Group
🌐 Remote | 🇺🇸 U.S. Residents Only
⚠ 1099 independent contractor position. Commission-based. Earnings are not guaranteed and depend on individual effort, activity, and existing production capability.

Apply