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Remote Cfp Jobs in Florida (NOW HIRING)

Eden Capital Careers

Head of Distribution

Opa Locka, FL · On-site +1

$300K/yr

Miami, Florida (preferred) Remote considered with travel Employment Type: Full-time Compensation ... CFA, CAIA, or CFP designation. Additional Requirements * Miami, FL location is preferred but not ...

Aprio

Wealth Advisor

Fort Lauderdale, FL · On-site +1

$150K - $250K/yr

CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

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 ...

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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 Jul 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.

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 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 5% Locum Tenens, 2% Internship, 77% Full Time, 9% Part Time, 1% Temporary, and 6% Nights. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $76,179 per year, or $36.6 per hour.
Head of Distribution

Head of Distribution

Eden Capital Careers

Opa Locka, FL • On-site, Remote

$300K/yr

Full-time

Posted 5 days ago

Job description

Head of Distribution

Location:
Miami, Florida (preferred)
Remote considered with travel

Employment Type:
Full-time

Compensation:
Up to $300,000 base salary + performance incentives + equity

Overview

A fast-growing, early-stage investment platform is seeking a Head of Distribution to build and scale the investor distribution engine for a tax-efficient exchange fund focused on concentrated equity diversification.

This is a founding-level role responsible for driving capital formation, developing strategic investor relationships, and growing assets under management (AUM). The ideal candidate is a proven capital raiser with direct experience working with family offices, RIAs, and accredited investors, and a strong understanding of exchange fund structures and tax-efficient diversification strategies.

Key ResponsibilitiesDistribution Strategy & Capital Raising
  • Design and execute the exchange fund distribution strategy from the ground up.
  • Build and activate relationships with family offices, RIAs, and accredited investors.
  • Drive capital inflows and directly contribute to AUM growth.
  • Develop pipeline strategy, advisor segmentation, and investor acquisition channels.
Investor Relationships & Onboarding
  • Own the investor lifecycle from initial outreach through allocation and onboarding.
  • Present the exchange fund structure and value proposition to sophisticated investors.
  • Support investor onboarding and ongoing engagement.
Platform Partnerships
  • Develop relationships with alternative investment platforms and distribution channels.
  • Identify and secure partnerships to expand investor access.
Product & Go-To-Market Collaboration
  • Partner with leadership on fund positioning, messaging, and go-to-market strategy.
Founding-Level Execution
  • Operate with high autonomy in a startup environment.
  • Develop and present a 90-day execution plan, including pipeline strategy and allocation targets.
  • Contribute to broader business growth initiatives.
Required Qualifications
  • 5+ years of experience in wealth management, alternative investments, institutional fundraising, or investor distribution.
  • Proven track record of personally raising capital (not solely as part of a team effort).
  • Existing, activatable network of:
    • Family Offices
    • Registered Investment Advisors (RIAs)
    • Accredited Investors
  • Strong understanding of:
    • Exchange funds
    • Concentrated stock strategies
    • Tax-efficient diversification structures
  • Excellent communication, relationship-building, and closing skills.
  • Ability to operate independently in a fast-paced, entrepreneurial environment.
Preferred Qualifications
  • Series 65 license.
  • Experience with alternative investment platforms or wealth-tech ecosystems.
  • Background in venture capital, private equity, or real asset fundraising.
  • Familiarity with:
    • Reg D 506(c) offerings
    • 721 / 1031 exchange structures
    • Qualified Opportunity Zones
  • Series 7 and/or Series 24 licenses.
  • CFA, CAIA, or CFP designation.
Additional Requirements
  • Miami, FL location is preferred but not required.
  • Comfortable with frequent travel for investor meetings, conferences, and relationship-building activities.
  • Ability to develop and present a clear 90-day distribution and fundraising plan.
Whats Offered
  • Founding-level role with direct impact on fund growth and AUM expansion.
  • Base salary up to $300,000.
  • Performance-based compensation tied to fundraising success and AUM growth.
  • Meaningful equity participation.
  • High-autonomy, entrepreneurial environment with significant upside potential.