ZipRecruiter

Log In

2

Remote Cfp Jobs in Michigan (NOW HIRING)

Huntington

Wealth Planner

Midland, MI · On-site +1

$46K - $63K/yr

CFP designation preferred. * Minimum 8 years of experience in financial planning or wealth ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Midland, MI · On-site +1

$42K - $58K/yr

Bachelor's degree CFP designation preferred. Minimum 8 years of experience in financial planning or ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Cardinal Health

Ideal candidate will be based in the Greater Columbus area, also open to remote candidates in Eastern or Central time zones with the ability to travel as needed for project work. What Financial ...

All JobsRemote Cfp JobsRemote Cfp Jobs in Michigan

Remote Cfp information

See Michigan salary details

$53.2K

$88.8K

$122.9K

How much do remote cfp jobs pay per year?

As of Jun 17, 2026, the average yearly pay for remote cfp in Michigan is $88,850.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,800.00 and $99,800.00 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 (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.

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 Michigan? The most popular types of Cfp jobs in Michigan are:
What are popular job titles related to Remote Cfp jobs in Michigan? For Remote Cfp jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Remote Cfp jobs in Michigan look for? The top searched job categories for Remote Cfp jobs in Michigan are:
What cities in Michigan are hiring for Remote Cfp jobs? Cities in Michigan with the most Remote Cfp job openings:
Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Michigan as of June 2026, with employment types broken down into 93% Full Time, and 7% Contract. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $88,850 per year, or $42.7 per hour.
Financial Advisor (CFA or CFP) - AI Trainer

Financial Advisor (CFA or CFP) - AI Trainer

micro1 AI

Ann Arbor, MI • Remote

$80 - $110/hr

Part-time

Posted yesterday

Job description

Job Title: Financial Advisor (CFA or CFP)


Job Type: Contractor - US ONLY


Location: Remote


Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Key Responsibilities:

  1. Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
  2. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
  3. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
  4. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
  5. Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
  6. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
  7. Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.


Required Skills and Qualifications:

  1. Several years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  2. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
  3. CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
  4. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
  5. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
  6. Experience mentoring others, developing workflows, or standardizing planning processes.
  7. Comfort working asynchronously and independently in a remote setting.


Preferred Qualifications:

  1. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Background designing or improving standardized planning processes or digital advisory journeys.
  3. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

Apply