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Remote Cfp Jobs (NOW HIRING)

Remote In this position, you will leverage your expertise to assist in training the next generation ... CFP ® certification is highly preferred (or passing the CFP exam combined with significant related ...

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Remote Cfp information

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$61K

$101.9K

$141K

How much do remote cfp jobs pay per year?

As of Jun 24, 2026, the average yearly pay for remote 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.

How do Remote CFPs typically build and maintain client relationships without in-person meetings?

Remote Certified Financial Planners (CFPs) leverage digital communication tools like video conferencing, secure messaging, and collaborative financial planning software to connect with clients. Building trust remotely can be challenging, so clear communication, timely follow-ups, and personalized financial advice are essential. Many remote CFPs schedule regular virtual check-ins and use interactive dashboards to keep clients engaged and informed about their financial plans. This approach allows for flexibility and accessibility, while still fostering strong, long-term client relationships.

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

To thrive as a Remote CFP, you need a solid background in financial planning, investment strategies, and regulatory compliance, typically supported by a CFP certification and relevant finance degree. Familiarity with financial planning software (like eMoney or MoneyGuidePro), secure communication platforms, and CRM tools is essential. Strong interpersonal skills, self-motivation, and clear virtual communication distinguish outstanding professionals in this role. These capabilities are crucial for delivering trustworthy advice, building client relationships, and efficiently managing tasks in a remote environment.

How Can I Get a Remote Job as a CFP?

The primary qualifications for getting a remote job as a CFP are your CFP license and several years of experience in this field. The license itself is offered exclusively through the CFP Board, which manages the certification process and requires all applicants to meet benchmarks for education, examinations, experience, and ethics. The ethics process involves a rigorous background check, though problems in your past do not necessarily bar you from obtaining certification. Fulfilling the responsibilities and duties of a remote CFP job requires math skills, communication skills, good hearing, flexibility, reliable access to high-speed internet, and creativity when helping clients overcome their unique challenges.

What is the difference between Remote Cfp vs Remote Financial Advisor?

AspectRemote CfpRemote Financial Advisor
CertificationsCertified Financial Planner (CFP)Typically holds CFP or similar certifications
Work EnvironmentRemote, client-facing, planning-focusedRemote, client-facing, investment and planning services
Industry UsageFinancial planning, wealth managementFinancial advisory, investment management
Common Search IntentFinancial planning, certification, remote workInvestment advice, client management, remote work

Remote CFPs primarily focus on comprehensive financial planning and hold specific certifications, whereas Remote Financial Advisors may offer investment advice and wealth management services, often with overlapping certifications. Both roles are client-facing and commonly work remotely within the financial industry, but their core responsibilities differ slightly.

What are remote CFPs?

Remote CFPs are Certified Financial Planners who provide financial planning services to clients virtually, rather than meeting in person. They use technology such as video conferencing, secure messaging, and online financial tools to advise clients on investments, retirement, taxes, and other financial matters. This remote model offers flexibility and convenience for both the planner and the client, allowing access to expert advice regardless of location. Remote CFPs must still meet the same rigorous certification and ethical standards as traditional CFPs.
What cities are hiring for Remote Cfp jobs? Cities with the most Remote 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 Remote Cfp jobs? States with the most job openings for Remote Cfp jobs include:
Infographic showing various Remote Cfp job openings in the United States as of June 2026, with employment types broken down into 85% Full Time, 5% Part Time, and 10% Contract. Highlights an 100% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.
Lecturer, Certified Financial Planning (CFP) (Faculty Wage) - Remote

Lecturer, Certified Financial Planning (CFP) (Faculty Wage) - Remote

University of Virginia

Charlottesville, VA • On-site, Remote

Part-time

Posted 13 days ago


University Of Virginia rating

7.8

Company rating: 7.8 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

193rd of 539 rated colleges and universities


Job description

This job profile is only for faculty members hired to complete a short-term and/or part-time academic work assignment, such as teaching one or more courses for one or two academic terms. Wage Faculty (Adjunct) may only be paid via Period Activity Pay.
The University of Virginia's School of Continuing and Professional Studies (SCPS) seeks applicants to fill tenure-ineligible part-time, limited term lecturer positions for the Certified Financial Planning Certificate Program . SCPS anticipates at least two new hires to fulfill lecturer roles which will include teaching and may include curriculum design and advising.
The most immediate lecturer opening is for NCPR 503 Income Tax Planning: Focuses on principles and current law and practice of income taxation and its impact on financial planning for individuals, couples, and families in their roles as investors, employees, and business owners.
Curriculum Advising: SCPS also occasionally hires lecturers for curriculum advising and course (re)development. We may extend such an assignment through this hire.
CFP Program Information
Full CFP program information and course descriptions are available at the CFP program website . The program is registered with the Certified Financial Planner Board of Standards, Inc and aligns with the CFP® Certification education requirements. The SCPS certificate program is aligned with the education requirements to pursue CFP certification with the CFB Board.
The required courses in the program include:
  • NCPR 500 - PERSONAL FINANCIAL PLANNING
  • NCPR 501- INSURANCE PLANNING
  • NCPR 502 - INVESTMENT PLANNING
  • * NCPR 503 - INCOME TAX PLANNING
  • NCPR 504 - RETIREMENT PLANNING
  • NCPR 505- ESTATE PLANNING
  • NCPR 506 - CAPSTONE: FINANCIAL PLANNING

* These courses have the most immediate need for additional lecturers, though applicants will be considered for all courses. Lecturers may teach more than one course.
CFP courses are traditionally offered over 15 weeks in an online synchronous format (via Zoom, supported by online discussion and assignments in UVA Canvas learning management system). Courses are offered in fall, spring, and summer academic semesters. Courses are offered with live, synchronous class sessions that meeting one night per week (Monday - Thursday).
Qualifications
Required:
  • Bachelor's degree in a related field
  • active CFP certification

Preferred qualification:
  • Experience teaching students in live, online setting
  • Familiarity with Canvas LMS or similar online learning platforms

New hires may be initially hired for a one-time curriculum and course review contract prior to their first teaching assignment.
While this position posting is primarily motivated by the need for online instruction in the non-credit CFP program, SCPS may consider qualified applicants for instruction in other SCPS degree, certificate, and noncredit programming. All SCPS programs are listed here: https://www.scps.virginia.edu/programs
To apply, visit https://jobs.virginia.edu and search posting R0084100.
TO APPLY:
  • Complete a candidate profile
  • Attach a cover letter detailing:
    • reason for interest
    • which course(s) are of particular interest, and
    • highlighting most relevant professional and teaching experience.
  • Attach a CV or resume

OPTIONAL Submissions (not required) include:
  • Past Teaching Evaluations
  • Past Syllabus of a Course Taught

The completion and submission of all requested documents is required for consideration. Positions are open until filled.
Position Location: Remote. Applicants from within and outside of the Commonwealth of Virginia are encouraged to apply.
The department will not sponsor visas for this position.
Questions regarding this position should be directed to:
Kai Degner, Senior Program Director, Certificates
bgx4yb@virginia.edu
The University will perform background checks on all new hires prior to employment. This position will require an Education Verification (FSAKA).
Additional Information
Wage Faculty and all personnel actions associated with them are governed and approved by the EVPP and policy PROV-026: Faculty Wage Employment . Faculty wage appointments are subject to change and carry no expectation of renewal from year to year.
Faculty wage employment is usually less than 0.5 FTE (teaching fewer than 6 credits or the equivalent of no more than 19 hours per week); is offered for only one or two semesters at a time; and applies to faculty members paid solely via Period Activity Pay. Wage Faculty (Adjunct) positions are at-will and come with no expectation of renewal, and are not eligible for leave or other benefits.
Because of the significant disciplinary differences between schools, specific employment expectations vary by school and are described in local school policies. Schools may have additional expectations of Wage Faculty who have other documented responsibilities.
Physical requirements of faculty will vary, but may include some or all of the following: traveling to and from work location, other UVA or UVA Health facilities, or to other locations in the U.S. or abroad for meetings or research; using computers, specialized equipment, and other technologies; remaining stationary, moving, bending, lifting, and reaching; performing procedures using fine motor skills; communicating effectively, in writing, in person, in the classroom, online, and in clinical settings; and interacting with others such as colleagues, other academic and medical peers, students, patients, and the public.
Job Profile
J0455 - Wage Faculty (Adjunct)
Career Stream and Level
No Career Stream-No Level
The University of Virginia is an equal opportunity employer. All interested persons are encouraged to apply, including veterans and individuals with disabilities. Learn more about UVA's commitment to non-discrimination and equal opportunity employment .

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About University of Virginia

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The University of Virginia is distinctive among institutions of higher education. Founded by Thomas Jefferson in 1819, the University sustains the ideal of developing, through education, leaders who are well-prepared to shape the future of the nation.

Industry

Colleges, universities, and professional schools

Company size

10,000+ Employees

Headquarters location

Charlottesville, VA, US

Year founded

1819