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Remote Cfp Jobs in Delaware (NOW HIRING)

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site +1

$96K - $110K/yr

CFP or other professional credentials * Background at Fidelity, Vanguard, or a similar firm where ... floating remote days per year (contractor at the house? Doctor's appointment? Work from home.

All JobsCfp JobsRemote Cfp JobsRemote Cfp Jobs in Delaware

Remote Cfp information

See Delaware salary details

$61.1K

$102K

$141.1K

How much do remote cfp jobs pay per year?

As of Jul 24, 2026, the average yearly pay for remote cfp in Delaware is $102,027.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,100.00 and $114,600.00 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.

Can a CFP work remotely?

Yes, Certified Financial Planners (CFPs) can work remotely, especially with the increasing use of digital communication tools. Many CFPs provide financial advice, planning, and consultation services online, allowing for flexible work arrangements while maintaining certification requirements such as continuing education and ethical standards.

How can I make $100,000 a year working from home?

A remote Certified Financial Planner (CFP) can earn $100,000 or more annually by building a strong client base, obtaining relevant certifications, and offering comprehensive financial planning services. Success often depends on experience, specialization, and effective marketing, with many professionals working flexible hours and utilizing digital tools to expand their reach.

How can I make 2000 a week working from home?

A remote Certified Financial Planner (CFP) can potentially earn $2,000 or more weekly by building a client base, offering comprehensive financial planning services, and maintaining high client retention. Success depends on experience, certifications, marketing skills, and the ability to manage multiple clients efficiently, often through digital communication tools. Achieving this income level typically requires a combination of high-value services and a steady stream of clients.

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.

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

While some experienced financial advisors, including remote Certified Financial Planners (CFPs), can earn $500,000 or more annually, such high earnings are typically achieved through a combination of high client assets, commissions, and bonuses. Most financial advisors earn between $60,000 and $150,000 per year, with top earners in the industry reaching higher figures through extensive client portfolios and specialized expertise.

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.
More about Remote Cfp jobs
What are the most commonly searched types of Cfp jobs in Delaware? The most popular types of Cfp jobs in Delaware are:
What are popular job titles related to Remote Cfp jobs in Delaware? For Remote Cfp jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Remote Cfp jobs in Delaware look for? The top searched job categories for Remote Cfp jobs in Delaware are:
What cities in Delaware are hiring for Remote Cfp jobs? Cities in Delaware with the most Remote Cfp job openings:
Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Delaware as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $102,027 per year, or $49.1 per hour.
Financial Advisor

Financial Advisor

Bill Good Marketing

Wilmington, DE • On-site, Remote

$96K - $110K/yr

Full-time

Medical, PTO

Posted 22 days ago

Job description

You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You don't want to spend your career chasing new business. You want to do the work that actually matters: helping real people make smart decisions about their money.

That's exactly what this role is.

Wheeler Financial is a growing wealth management firm in Wilmington, Delaware. Our president, Jay Wheeler, wrote the book Unsurprised and delivered a TEDx talk on behavioral finance. We use values-based planning to help clients understand not just what to do with their money, but why.

The team is small, tight-knit, and genuinely invested in each other. We grind when we need to, we take care of clients first, and we trust that the team gives back what it gets. This hire is the missing piece that lets us keep building.

What you'll actually do

You'll work directly alongside Jay as the primary support advisor across all client relationships. This is not a back-office admin role. You'll be in the room, in the conversation, and deeply involved in client outcomes.

  • Sit in on client meetings and take detailed notes, including documenting the reasoning behind planning decisions (not just the what, but the why)
  • Build, enter, and review financial plans in eMoney, ensuring accuracy and consistency across all client data
  • Serve as a second set of eyes on every plan (because two reviews are always better than one, and our clients deserve that level of care)
  • Participate in our Investment Management Committee from day one, bringing a portfolio management perspective and challenging ideas through productive, respectful debate
  • Over time, manage some client relationships
  • Support annual strategy meeting prep, client follow-ups, and pre-meeting data confirmation
  • Serve as backup for trade execution, including rebalancing and cash management requests

Requirements

What we're looking for

Must-haves:

  • Active Series 7 and Series 66 (or equivalent)
  • 7+ years of experience in financial services. You know how this industry works and you've seen enough market cycles to stay calm when clients get nervous.
  • The kind of detail orientation where you notice when something is off in a plan before anyone else does. If you're the person your friends call "a lot" because you triple-check dinner reservations, you might be our person.
  • A genuine interest in the work, the firm, and the team. We want someone who shows up curious, asks good questions, and actually wants to know how we do things and why.
  • A positive attitude. We believe that attitude is everything.

Nice-to-haves:

  • eMoney experience
  • CFP or other professional credentials
  • Background at Fidelity, Vanguard, or a similar firm where you learned the business well
  • Familiarity with Raymond James systems
Is this the right fit?

This is a career service advisor role. The long-term opportunity here is leading our Investment Management Committee and managing a significant client relationship load; not building your own practice or prospecting your way to partnership. If you've made peace with that and you're genuinely excited by it, you'll thrive here. If you're still figuring out whether you want to go independent someday, this probably isn't your next step.

Benefits

  • What you get
  • Base salary: $96,000 - $110,000 (depending on experience)
  • Performance bonus: team-based, paid quarterly and annually (eligible after 90-day probationary period)
  • 10 floating remote days per year (contractor at the house? Doctor's appointment? Work from home.)
  • Paid time off
  • Flexible lunch policy (we're all adults here)
  • Investment Management Committee participation from day one, with the opportunity to eventually lead it
  • Direct mentorship from Jay Wheeler in a behavioral finance practice that's genuinely differentiated from the rest of the industry
  • A clear path to managing meaningful client relationships

A note on benefits: We don't offer employer-sponsored health insurance. Our salary range was built with that in mind, and when you factor in the bonus potential, total compensation is competitive with roles that do include benefits. We're happy to walk through the full picture.

How to apply

Apply through this posting. Please don't call the office or send hard-copy resumes.

Our process moves quickly but deliberately: a phone interview, two assessments (a personality evaluation and a skills test), and then a conversation with Jay and Chris. We'd rather take the time to find the right person than rush it.

Apply