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Remote Cfp Jobs in Florida (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Boca Raton, FL · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... CFP Designation * Experience delivering educational content and presenting to diverse audiences

Osaic

Sr. Financial Planning Strategist

Jacksonville, FL · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... CFP Designation * Experience delivering educational content and presenting to diverse audiences

RK Partners

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

CFP designation required Experience * 6+ years serving as a lead advisor or consultant for highnetworth clients within a wealth management firm or the tax division of an accounting firm * Proven ...

Farther

Wealth Advisor, Ultra High Net Worth

Miami, FL · On-site +1

CFP Certification or additional credentials (CFA, CPA, JD, ChFC) Why Join Us * Competitive comp package that rewards impact * Work alongside some of the brightest minds in fintech * Ground-floor ...

W3Global Inc.

Financial Advisor - Remote

Miami, FL · Remote

$60K - $75K/yr

Job Requirements: * Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending * Create sales and marketing strategies designed to generate ...

Corebridgefinancial

Advisor Assistant

Tampa, FL · On-site +1

$24/hr

Remote (Houston, TX or Tampa, FL) Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness ...

Corebridgefinancial

Advisor Assistant

Tampa, FL · On-site +1

$24/hr

Remote (Houston, TX or Tampa, FL) Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness ...

DataAnnotation

Financial Planner - AI Trainer

Tampa, FL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area ...

Huntington

Private Bank Wealth Advisor II

Tampa, FL · On-site +1

Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...

Huntington

Private Bank Wealth Advisor II

Tampa, FL · On-site +1

Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...

Huntington

Private Bank Wealth Advisor II

Tampa, FL · On-site +1

Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity ...

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Showing results 1-20

All JobsCfp JobsRemote Cfp JobsRemote Cfp Jobs in Florida

Remote Cfp information

See Florida salary details

$45.6K

$76.2K

$105.4K

How much do remote cfp jobs pay per year?

As of Sep 15, 2026, the average yearly pay for remote 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.

What is a remote CFP?

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.

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 are the key skills and qualifications needed to thrive as a remote CFP, 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 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 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.

More about Remote 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 Remote Cfp jobs in Florida?

For Remote Cfp jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Remote Cfp jobs in Florida look for?

The top searched job categories for Remote Cfp jobs in Florida are:

What cities in Florida are hiring for Remote Cfp jobs?

Cities in Florida with the most Remote Cfp job openings:

Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Florida as of September 2026, with employment types broken down into 86% Full Time, 7% Part Time, and 7% Contract. Highlights an 100% Remote job distribution, with an average salary of $76,179 per year, or $36.6 per hour.

Personal Finance Experts for AI Training

Florida City, FL • On-site, Remote

Lifted, an Upwork Company™
Software Development • 501 - 1,000 employees
Learn more about Lifted, an Upwork Company™external

Contractor

Retirement

Posted 8 days ago

Job description

Company Description
Enterprise client helps the world's most innovative companies improve their AI models by providing human feedback.
Job Description
We are seeking a high volume of personal finance experts to help design and train the next generation of autonomous agents.
Qualifications
Core requirement (must have at least one):
Hands-on professional experience serving individual clients in one or more of:
  • Personal tax- preparing individual (1040) returns, personal tax planning, capital-gains, self-employment/quarterly taxes.
    Titles: CPA, Enrolled Agent (EA), personal tax preparer.
  • Investments & retirement- advising individuals on portfolios and retirement accounts (asset allocation, rebalancing, 401(k)/IRA/Roth, Social Security).
    Titles: financial advisor, wealth advisor, retirement planner.
  • Financial planning- comprehensive personal planning (budgeting, cash flow, debt, goals). Strong signal: CFP or PFS designation, or 5+ years advising households.
  • Estate planning (non-attorney)- estate and gift tax, trust administration, beneficiary planning, fiduciary accounting.
    Titles: trust officer, CTFA, CPA/EA doing estate tax, fiduciary accountant.
  • Debt & life events- student loans, mortgage refinance, credit-card payoff, home affordability, 529/college planning.
  • Equity comp & self-employed finances- RSUs, stock options, ESPP, or freelancer/self-employed personal cash-flow. Strong signals: CFP, CPA, EA, PFS, CTFA. Client-facing advisory roles. Builds real deliverables (financial plans, Excel models, completed filings).

Additional Information
  • Working schedule is flexible
  • Talent will not need to follow any specific schedule and can work at the times of their choosing
  • There is no guaranteed volume of available tasks or work during the engagement

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