RIA Enterprise National Account Manager
Baltimore, MD · On-site +1
CFA, CIMA or CFP preferred FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full-time remote work.
RIA Enterprise National Account Manager
Baltimore, MD · On-site +1
CFA, CIMA or CFP preferred FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full-time remote work.
Sales Director (In Territory), Eastern Central, Defined Contribution Investment Only (DCIO)
Baltimore, MD · Remote
CIMA * MBA * CFP * CFA * Extensive knowledge of DC industry including DCIO and/or Retirement Plan ... Work Flexibility This role is eligible for full time remote work.
Sales Director (In Territory), Eastern Central, Defined Contribution Investment Only (DCIO)
Baltimore, MD · Remote
CIMA * MBA * CFP * CFA * Extensive knowledge of DC industry including DCIO and/or Retirement Plan ... Work Flexibility This role is eligible for full time remote work.
Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (DCIO)
Baltimore, MD · Remote
CIMA * MBA * CFP * CFA * Extensive knowledge of DC industry including DCIO and/or Retirement Plan ... Work Flexibility This role is eligible for full time remote work.
Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (DCIO)
Baltimore, MD · Remote
CIMA * MBA * CFP * CFA * Extensive knowledge of DC industry including DCIO and/or Retirement Plan ... Work Flexibility This role is eligible for full time remote work.
Sr. Financial Planning Strategist
Columbia, MD · 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
Sr. Financial Planning Strategist
Columbia, MD · 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
$65K - $108K/yr
Professional designations such as CLU, ChFC, CFP, CLTC, LUTCF are a plus. Preferred Qualifications ... Referenced Salary Location USA, Texas - Full Time Remote Working Arrangement Remote Salary range is ...
$65K - $108K/yr
Professional designations such as CLU, ChFC, CFP, CLTC, LUTCF are a plus. Preferred Qualifications ... Referenced Salary Location USA, Texas - Full Time Remote Working Arrangement Remote Salary range is ...
This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities ... D., LL.M., MBA, CPA, CFA, CFP, CLU, or ChFc) * 5-7+ years of experience in life insurance or ...
This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities ... D., LL.M., MBA, CPA, CFA, CFP, CLU, or ChFc) * 5-7+ years of experience in life insurance or ...
Advanced Markets Consultant
California, MD · On-site +1
This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities ... D., LL.M., MBA, CPA, CFA, CFP, CLU, or ChFc) * 5-7+ years of experience in life insurance or ...
Advanced Markets Consultant
California, MD · On-site +1
This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities ... D., LL.M., MBA, CPA, CFA, CFP, CLU, or ChFc) * 5-7+ years of experience in life insurance or ...
This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities ... D., LL.M., MBA, CPA, CFA, CFP, CLU, or ChFc) * 5-7+ years of experience in life insurance or ...
This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities ... D., LL.M., MBA, CPA, CFA, CFP, CLU, or ChFc) * 5-7+ years of experience in life insurance or ...
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote.
CFP, AFC, ChFC, CPFA, CRPC, or similar credential. * Experience with workplace financial wellness, participant education, or financial planning. * Experience presenting to employee groups or ...
CFP, AFC, ChFC, CPFA, CRPC, or similar credential. * Experience with workplace financial wellness, participant education, or financial planning. * Experience presenting to employee groups or ...
CFP, AFC, ChFC, CPFA, CRPC, or similar credential. * Experience with workplace financial wellness, participant education, or financial planning. * Experience presenting to employee groups or ...
CFP, AFC, ChFC, CPFA, CRPC, or similar credential. * Experience with workplace financial wellness, participant education, or financial planning. * Experience presenting to employee groups or ...
CFA, CFP, CIMA, or MBA FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work.
CFA, CFP, CIMA, or MBA FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work.
Wealth Management Advisor Employment Type: Full-Time Position NASD Series 7 Series 65 or 66 State Variable, Life & Health License Seven plus years of industry experience CFP designation strongly ...
Wealth Management Advisor Employment Type: Full-Time Position NASD Series 7 Series 65 or 66 State Variable, Life & Health License Seven plus years of industry experience CFP designation strongly ...
Remote Cfp information
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?
| Aspect | Remote Cfp | Remote Financial Advisor |
|---|---|---|
| Certifications | Certified Financial Planner (CFP) | Typically holds CFP or similar certifications |
| Work Environment | Remote, client-facing, planning-focused | Remote, client-facing, investment and planning services |
| Industry Usage | Financial planning, wealth management | Financial advisory, investment management |
| Common Search Intent | Financial planning, certification, remote work | Investment 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 Maryland?
The most popular types of Cfp jobs in Maryland are:
What are popular job titles related to Remote Cfp jobs in Maryland?
For Remote Cfp jobs in Maryland, the most frequently searched job titles are:
What job categories do people searching Remote Cfp jobs in Maryland look for?
The top searched job categories for Remote Cfp jobs in Maryland are:
What cities in Maryland are hiring for Remote Cfp jobs?
Cities in Maryland with the most Remote Cfp job openings:
Full-time
Re-posted 27 days ago
T. Rowe Price rating
9.1
Based on 21 frontline employees who took The Breakroom Quiz
Job description
Role Summary
Responsible for the overall coverage of the home offices national accounts gatekeepers in the Enterprise RIA segment. This includes the development and collaborative implementation of the business strategy for the assigned accounts, including sales and revenue generation, achievement of sales goals, and successful implementation of strategic initiatives with and for client firms. This includes working closely with many of our clients' business teams including investment research, product development, RIA field leadership, marketing, and alternative investments while bringing in appropriate experts and resources from our firm to carry out the business strategy. Must manage the assigned key client relationships effectively, with swift response time and efficient problem resolution, ensuring overall client satisfaction. This role seeks to maintain and grow our AUM with the client firms while appropriately managing expenses and resource allocation.
Responsibilities
- Use industry experience and company knowledge to effectively build a comprehensive business plan with each Enterprise RIA firm.
- Effectively represent the organization's investment and service solutions to clients to retain existing placement and identify new pipeline opportunities.
- Create distribution and marketing strategy in partnership with internal counterparts and ensure implementation of strategy across these functions.
- Conduct effective prep and follow-up meetings with investment and executive leaders when meeting with client firms to ensure optimal client experience, retention, and opportunity pipeline wins.
- Apply a unique understanding of the clients' business to serve as the voice of client to many internal business units.
- Work effectively with client relationship managers and other internal team members with appropriate collaboration, role clarity, and transparent communication.
- Stay current in understanding of our investment solutions to retain business.
- Analyze highly complex data, trends, plans, and strategies to keep up to date with sales/relationship performance.
Qualifications
Required:
- Bachelor's degree
- 5+ years of national accounts management/research coverage experience
- Series 7, 63, 3 (can obtain 3 in role)
Preferred:
- CFA, CIMA or CFP preferred
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full-time remote work.
What T. Rowe Price employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About T. Rowe Price
Sourced by ZipRecruiter
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Baltimore, MD, US
Year founded
1937