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Remote Cfp Jobs in Florida (NOW HIRING)

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 ...

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 Aug 5, 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.

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, 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 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.
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 July 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote 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 14 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