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Part Time Cfp Jobs in Miami, FL (NOW HIRING)

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Part Time Cfp information

See Miami, FL salary details

$58.3K

$97.5K

$134.9K

How much do part time cfp jobs pay per year?

As of Sep 2, 2026, the average yearly pay for part time cfp in Miami, FL is $97,499.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,200.00 and $109,500.00 per year, depending on experience, location, and employer.

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 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.

What are the key skills and qualifications needed to thrive as a part-time CFP, 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.
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What are the most commonly searched types of Cfp jobs in Miami, FL?

The most popular types of Cfp jobs in Miami, FL are:

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For Part Time Cfp jobs in Miami, FL, the most frequently searched job titles are:

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Cities near Miami, FL with the most Part Time Cfp job openings:

Part Time Cfp jobs near you
Infographic showing various Part Time Cfp job openings in Miami, FL as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution, with an average salary of $97,499 per year, or $46.9 per hour.

Financial Advisors, P&C Agents & Realtors | Add a Life Production Platform | Remote

Choate Agency

Miami, FL • On-site, Remote

$6.0K - $20K/mo

Part-time

Medical, Dental, Vision, Life

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

**FINANCIAL ADVISORS, P&C PROFESSIONALS & REAL ESTATE AGENTS: ADD A PRODUCTION PLATFORM - NOT ANOTHER JOB**
**Choate Agency | Symmetry Financial Group | Remote | U.S. Residents Only**
This posting is not for entry-level applicants.
We're looking for licensed - or license-ready - professionals who already sit in front of clients and are leaving life insurance revenue on the table.
If any of these describe you, keep reading:
📈 You're a **financial advisor, wealth manager, or CFP** who refers life business out - and you're ready to keep that revenue inside your practice.
🏠 You're a **property & casualty agent** writing home and auto every week. Your clients already trust you with insurance. Most of them still have little or no life coverage.
🏡 You're a **real estate agent** who walks families through the biggest purchase of their lives. The mortgage gets closed. The income-protection conversation often never happens.
💼 You're an **established life agent** whose production deserves better comp, more carriers, or a lead platform you don't have now.
⏰ 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.
**WHAT WE PROVIDE**
Choate Agency, powered by Symmetry Financial Group, gives you a complete life-insurance production platform you can run beside your current career:
- Multiple top-rated carriers - recommend the right product, not the only product you have
- Proprietary warm-lead platform - families who requested information, delivered to you
- Use your existing book and relationships - plus leads if you want more conversations
- Competitive, 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 YOUR PROFESSION**
**FINANCIAL ADVISORS & WEALTH MANAGERS**
Stop referring life revenue out of the practice. You already have the relationship and the planning conversation. We provide the carriers, underwriting support, and back office. You add a product line without changing your model, your brand, or your current firm relationships where permitted.
**PROPERTY & CASUALTY PROFESSIONALS**
Your clients already buy insurance from you. Home and auto protect the property. Life protects the income that pays for it. Most P&C books have a large, natural life gap. Keep your agency. Add a life platform. If you don't hold a life license yet, we contribute $100 toward the course and walk you through it.
**REAL ESTATE AGENTS**
A new mortgage is one of the clearest life-insurance needs a family will ever have. You are already in the room at the moment it matters. This is not a career change and not a desk job. It's a part-time, phone-based way to help clients protect the home you just helped them buy - and get paid for work you're close to already doing. Evenings, weekends, and gaps between showings work.
**ESTABLISHED LIFE PRODUCERS**
Bring your production to a structure that pays what it's worth. Multiple carriers, strong comp, lead flow you don't have to create from scratch, and a book you own. Many producers find the comp comparison alone is worth a 20-minute conversation.
**PART-TIME LICENSE HOLDERS**
Keep the license working 10-15 hours a week. Warm leads. No cold calling. No full-time grind. Consistent part-time producers on this system often earn $2,000-$6,000+/month. If the license is inactive, we'll help you finish CE and reactivate.
**EARNING POTENTIAL**
This is a 1099 independent contractor, commission-based role 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 stack on top of new production year after year
Results vary based on effort, activity, and existing book or network. Income is not guaranteed.
**REQUIREMENTS**
- Active life license, inactive life license you're willing to reactivate, **or** current work as a financial advisor, P&C professional, or real estate agent with willingness to obtain a life license (we contribute $100 toward the course)
- U.S. residency and work authorization - no visa sponsorship
- 18+ and able to pass a background check
- Professional, client-first communication
**APPLY**
No cover letter.
Answer these two questions with your application:
1. What is your current role and licensing status? (Financial advisor / P&C / real estate / active life license / inactive life license)
2. What would this platform need to deliver to be worth your time - comp, leads, flexibility, or keeping more revenue inside your existing book?
Qualified applicants are contacted within 48 hours for a brief, no-pressure comparison call.
**Choate Agency | Powered by Symmetry Financial Group**
Remote | U.S. Residents Only
This is a 1099 independent contractor position. Commission-based. Earnings are not guaranteed and depend on individual effort, activity, and existing production capability.

Apply