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Remote Cfp Jobs in Iowa (NOW HIRING)

siaa

Life & Health Risk Advisor (Producer)

Glenwood, IA · On-site +1

$60K - $150K/yr

Work Environment This role operates within a professional office or remote setting. The work environment is typically moderate to low noise. Disclaimer This description reflects the general nature ...

All JobsRemote Cfp JobsRemote Cfp Jobs in Iowa

Remote Cfp information

See Iowa salary details

$57.3K

$95.7K

$132.4K

How much do remote cfp jobs pay per year?

As of Jul 1, 2026, the average yearly pay for remote cfp in Iowa is $95,748.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,700.00 and $107,500.00 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.

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 Iowa? The most popular types of Cfp jobs in Iowa are:
What are popular job titles related to Remote Cfp jobs in Iowa? For Remote Cfp jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Remote Cfp jobs in Iowa look for? The top searched job categories for Remote Cfp jobs in Iowa are:
What cities in Iowa are hiring for Remote Cfp jobs? Cities in Iowa with the most Remote Cfp job openings:
Remote Cfp jobs near you

National Sales VP

Fidelity & Guaranty Life Insurance Company

Des Moines, IA • Remote

Full-time

Posted 15 days ago

Job description

Job Summary

The National Sales VP will promote the sale of annuity products (traditional fixed, FIAs and Immediate Annuities) through leading and management of group of Regional Directors. This position will work with many long-established agent relationships. This position is responsible for achieving sales targets established by the company. In addition, this position will foster production through independent insurance agents and to continually recruit and develop new agent relationships. Primary tactics include wholesaling activities and training agents on products, sales ideas, and procedures through seminars and meetings, recruiting new accounts, negotiating appropriate contract levels, developing sales and marketing plans, and developing recommendations for company "investment" in distribution opportunities. In addition, it is expected that you spend time each quarter calling on Fidelity & Guaranty Life's best agents. !!This position will help direct the activities of home office sales support to achieve stated production goals and sales objectives. This position reports to the SVP, Annuity Distribution.

Duties & Responsibilities

  • Responsible for management of Regional Directors by managing performance, providing coaching, development, feedback and holding employees accountable to specific sales goals.
  • Responsible for coordinating the development of marketing plans for each Regional Director territory.
  • Overseeing wholesaling effectiveness and of Regional Directors.
  • Develop metrics to measure and manage the activity and results of the Regional Directors.
  • Assist in the coordination of primary activities of the internal Premier Service Team
  • Generate monthly reports and deliver ad hoc projects to the SVP
  • Assist in maintaining and developing our annuity competitive intelligence
  • Represent annuity sales on various committees or project teams
  • Will take active role in partnering with operations and legal to assure positive field service experience.
  • Maintain successful business relationships with National Account VPs, National Account Managers and internal stakeholders through frequent communication.
  • Encourage, support, and participate in meetings and seminars that promote Fidelity & Guaranty Life.
  • Develop knowledge of specific agent requirements as they relate to Home Office service capabilities and procedures.
  • Coordinate activity management with Director Internal Sales and provide direction to the Senior Internal Wholesaler, focusing on new account implementation and training.
  • Coordinate action plans to assure complete coverage of agents, which represent high potential to the Company.
  • Identify opportunities for, and coordinate the development of, consistent high-quality presentations, and other promotional pieces in support of marketing efforts.
  • Research, monitor and track competitors' products and pricing and the impact they have on Fidelity & Guaranty competitive positioning.
  • Contribute suggestions and competitive intelligence to the SVP, Annuity Distribution in design, positioning and opportunity.
  • Prepare management reports as requested, to include activity reports and an extensive semi-annual review of Key Accounts.

Supervisory Responsibilities: This role has people leadership responsibilities, including managing performance, developing talent, and supporting engagement and team effectiveness.

Knowledge, Skills & Abilities

  • Demonstrated success in sales, marketing, and project management.
  • Excellent verbal and written communication skills
  • Excellent presentation skills
  • Strong project management, organization and follow up skills
  • Insurance industry knowledge
  • Ability to foster effective working relationships within the organization and with key accounts
  • Strong PC skills

Minimum Qualifications

Education Level

  • Bachelor's Degree in Business or Marketing or equivalent experience

Years of Experience

  • 10+ year of relevant experience of key account management experience

License/Certification

  • Industry recognized designation preferred such as CLU, ChFC, CFP, or Security License.

Other Requirements

  • This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
  • Perform other functions, duties and projects as assigned
  • Regular and punctual attendance

Ability to travel up to: 70% of the time

#LI-MB1 #LI-Remote

Additional Information

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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