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Remote Cfp Jobs in Kentucky (NOW HIRING)

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Remote Cfp information

See Kentucky salary details

$53K

$88.5K

$122.5K

How much do remote cfp jobs pay per year?

As of Jul 29, 2026, the average yearly pay for remote cfp in Kentucky is $88,537.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,600.00 and $99,400.00 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 popular job titles related to Remote Cfp jobs in Kentucky? For Remote Cfp jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Remote Cfp jobs in Kentucky look for? The top searched job categories for Remote Cfp jobs in Kentucky are:
What cities in Kentucky are hiring for Remote Cfp jobs? Cities in Kentucky with the most Remote Cfp job openings:
Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Kentucky as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $88,537 per year, or $42.6 per hour.

Regional Vice President, Enterprise Partnerships

DPL Financial Partners

Louisville, KY • On-site, Remote

Full-time

Re-posted 17 days ago

Job description

Regional Vice President, Enterprise Partnerships (Investments)

Location: Remote / Hybrid

Employment Type: Full-Time

Reports to: SVP, Advisor & Firm Growth

Role Overview

DPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead enterprise relationship development and drive growth across the largest RIAs in the industry. This individual will operate as a strategic investment partner to advisory firms, combining deep investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions.

This is a high-impact, quota-carrying role focused on building C-suite relationships, influencing portfolio construction decisions, and driving large-scale enterprise partnerships.

Key Responsibilities

Enterprise Sales & Relationship Management

  • Own and grow relationships with large RIA firms ($1B–$50B+ AUM) within an assigned territory
  • Develop and execute a targeted business plan to drive membership adoption and product flows
  • Establish credibility as a trusted investment resource to CIOs, Heads of Investment, and Financial Planning leadership
  • Lead complex, multi-stakeholder sales cycles from initial engagement through close and onboarding
  • Drive asset conversion opportunities (e.g., 1035 exchanges, new allocations) into fee-based annuity solutions

Investment-Led Consulting

  • Serve as a subject matter expert on portfolio construction, retirement income strategies, and annuity integration
  • Position annuities within broader investment frameworks (e.g., alternatives, fixed income replacement, income sleeves)
  • Partner with firms to solve for client outcomes: income, downside protection, tax efficiency, and diversification
  • Deliver investment-focused presentations to investment committees and advisor teams

Business Development & Market Presence

  • Proactively source and engage new enterprise opportunities through networking, referrals, and industry presence
  • Represent DPL at industry conferences, events, and executive meetings
  • Identify and capitalize on trends across the RIA and wealth management landscape

Strategic Influence & Leadership

  • Provide field insights to senior leadership on product gaps, competitive dynamics, and advisor needs
  • Contribute to go-to-market strategy, including messaging, segmentation, and enterprise engagement models
  • Mentor and support internal sales team members on advanced sales strategies and investment positioning

Qualifications

Experience

  • 7–12+ years of experience in financial services, asset management, or annuity distribution
  • Proven success in enterprise or institutional sales, particularly within the RIA channel
  • Demonstrated ability to build and close large, complex deals with senior stakeholders
  • Strong background in investments, portfolio construction, or retirement income strategies

Technical & Professional Expertise

  • Deep understanding of:
    • Annuities (RILAs, fixed indexed, advisory solutions)
    • Investment portfolios and asset allocation frameworks
    • Retirement income planning and tax-aware strategies
  • Ability to translate complex investment concepts into clear, compelling client solutions

Licensing & Education

  • Bachelor's degree required (Finance, Economics, or related field preferred)
  • FINRA Series 6/7 and 63 (or ability to obtain)
  • Life & Health Insurance licenses required
  • CFA, CFP, or CAIA designation is a strong plus

Key Attributes

  • Executive presence with the ability to engage C-suite and investment committees
  • Highly self-motivated with a "must win" mentality and ownership mindset
  • Strong communicator with the ability to influence both technical and non-technical audiences
  • Strategic thinker who can operate at both enterprise and tactical levels

Travel

  • Travel required up to 30–40%, focused on client meetings, conferences, and key events

What Success Looks Like

  • Consistent achievement of sales and asset growth targets
  • Expansion of DPL's footprint within top-tier RIA firms
  • Recognition as a go-to investment partner for advisors and home offices
  • Measurable impact on enterprise adoption and long-term revenue growth

Apply