... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment: Based on the time it takes you to ...
... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment: Based on the time it takes you to ...
Remote Cfp information
See Michigan salary details
$53.2K - $59.5K
4% of jobs
$59.5K - $65.8K
5% of jobs
$65.8K - $72.2K
11% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$72.2K - $78.5K
9% of jobs
$78.5K - $84.9K
14% of jobs
The median wage is $87.8K / yr.
$84.9K - $91.2K
15% of jobs
$96.6K is the 75th percentile. Wages above this are outliers.
$91.2K - $97.5K
20% of jobs
$97.5K - $103.9K
12% of jobs
$103.9K - $110.2K
4% of jobs
$110.2K - $116.6K
2% of jobs
$116.6K - $122.9K
4% of jobs
$53.2K
$88.8K
$122.9K
How much do remote cfp jobs pay per year?
As of Aug 7, 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, 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?
| 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.
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.
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:
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 6 days ago
Equitable rating
8.2
Based on 22 frontline employees who took The Breakroom Quiz
Job description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States
Training & Development
FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
What Equitable employees say
Pay
Benefits
Hours and flexibility
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About Equitable
Sourced by ZipRecruiter
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
1859