Reconcile CFP grants, operating subsidy receipts, FSS transactions, TARS, prepaid insurance, PILOT accruals, and other HUD-related accounts. Calculate asset management fees and prepare required cash ...
Reconcile CFP grants, operating subsidy receipts, FSS transactions, TARS, prepaid insurance, PILOT accruals, and other HUD-related accounts. Calculate asset management fees and prepare required cash ...
HUD Program Accounting & Compliance • Record and reconcile financial transactions for Public Housing, Capital Fund Program (CFP), and Housing Choice Voucher (HCV) programs using HUD-compliant ...
HUD Program Accounting & Compliance • Record and reconcile financial transactions for Public Housing, Capital Fund Program (CFP), and Housing Choice Voucher (HCV) programs using HUD-compliant ...
This can be a remote position within the US. DUTIES & RESPONSIBILITIES: * Own and ensure ... Advanced degree or designation (e.g., MBA, CFP). * Strong understanding of practice valuations ...
New
This can be a remote position within the US. DUTIES & RESPONSIBILITIES: * Own and ensure ... Advanced degree or designation (e.g., MBA, CFP). * Strong understanding of practice valuations ...
New
Reserve and Intraday Liquidity Manager
Minnetonka, MN · On-site +1
$93K - $189K/yr
Provide direct input into periodic Liquidity Policy and related Procedure updates (CFP, Intraday ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
New
Reserve and Intraday Liquidity Manager
Minnetonka, MN · On-site +1
$93K - $189K/yr
Provide direct input into periodic Liquidity Policy and related Procedure updates (CFP, Intraday ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
New
Wealth Advisor
Minneapolis, MN · On-site +1
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...
Wealth Advisor
Minneapolis, MN · On-site +1
$150K - $250K/yr
CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...
Virtual Financial Advisor - Remote
Minneapolis, MN · On-site +1
$21.64 - $28.85/hr
This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom. You'll also receive training and connect with your colleagues virtually, with occasional ...
Virtual Financial Advisor - Remote
Minneapolis, MN · On-site +1
$21.64 - $28.85/hr
This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom. You'll also receive training and connect with your colleagues virtually, with occasional ...
Retirement Client Advisor
Minneapolis, MN · On-site +1
$99K - $157K/yr
Certified Financial Planner - CFP - Certified Financial Planner Board of Standards, Inc. Compensation Ranges: US Employees in California, Washington DC, New Jersey, and New York: $120,750 - $189,000 ...
Retirement Client Advisor
Minneapolis, MN · On-site +1
$99K - $157K/yr
Certified Financial Planner - CFP - Certified Financial Planner Board of Standards, Inc. Compensation Ranges: US Employees in California, Washington DC, New Jersey, and New York: $120,750 - $189,000 ...
Financial Professional - MN, Minneapolis (4074)
Minneapolis, MN · On-site +1
$250 - $1.0K/wk
Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ...
Financial Professional - MN, Minneapolis (4074)
Minneapolis, MN · On-site +1
$250 - $1.0K/wk
Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ...
Wealth Management Associate - MN, Minneapolis (5182)
Minneapolis, MN · On-site +1
$250 - $1.0K/wk
Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ...
Wealth Management Associate - MN, Minneapolis (5182)
Minneapolis, MN · On-site +1
$250 - $1.0K/wk
Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ...
Wealth Management Associate - MN, Minneapolis (3686)
Minneapolis, MN · On-site +1
$250 - $1.0K/wk
Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ...
Wealth Management Associate - MN, Minneapolis (3686)
Minneapolis, MN · On-site +1
$250 - $1.0K/wk
Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ...
Wealth Management Associate - MN, Minneapolis (3050)
Minneapolis, MN · On-site +1
$250 - $1.0K/wk
Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ...
Wealth Management Associate - MN, Minneapolis (3050)
Minneapolis, MN · On-site +1
$250 - $1.0K/wk
Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ...
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 ...
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 ...
Entry-Level Financial Advisor
Minneapolis, MN · On-site +1
Remote Opportunity after training and licensing. No territory restrictions - serve clients nationwide!! Benefits & Rewards * Competitive compensation structure with bonuses and incentives * Full ...
Entry-Level Financial Advisor
Minneapolis, MN · On-site +1
Remote Opportunity after training and licensing. No territory restrictions - serve clients nationwide!! Benefits & Rewards * Competitive compensation structure with bonuses and incentives * Full ...
Entry-Level Financial Advisor
Hopkins, MN · Remote
$105K/yr
Remote Opportunity after training and licensing. No territory restrictions -- serve clients nationwide!! Benefits & Rewards * Competitive compensation structure with bonuses and incentives * Full ...
Quick apply
Entry-Level Financial Advisor
Hopkins, MN · Remote
$105K/yr
Remote Opportunity after training and licensing. No territory restrictions -- serve clients nationwide!! Benefits & Rewards * Competitive compensation structure with bonuses and incentives * Full ...
HFA Dedicated Financial Advisor - Advice Center
Minnetonka, MN · On-site +1
$52K - $101K/yr
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
HFA Dedicated Financial Advisor - Advice Center
Minnetonka, MN · On-site +1
$52K - $101K/yr
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor ...
Sr. Advisor, Financial Systems
Minneota, MN · On-site +1
Also open to remote candidates in Eastern or Central times zones! What Finance Operations and Service (FOS) contributes to Cardinal Health, Inc. Finance Operations and Service team is responsible for ...
Sr. Advisor, Financial Systems
Minneota, MN · On-site +1
Also open to remote candidates in Eastern or Central times zones! What Finance Operations and Service (FOS) contributes to Cardinal Health, Inc. Finance Operations and Service team is responsible for ...
Financial Advisor - St. Paul, MN
Minneapolis, MN · On-site +1
This position is currently designated as remote. Estimated Travel * May include up to 25% travel. #LI-CBF #LI-KE1 #LI-SAFG This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR ...
Financial Advisor - St. Paul, MN
Minneapolis, MN · On-site +1
This position is currently designated as remote. Estimated Travel * May include up to 25% travel. #LI-CBF #LI-KE1 #LI-SAFG This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR ...
Financial Advisor - St. Paul, MN
Minneapolis, MN · On-site +1
This position is currently designated as remote. Estimated Travel * May include up to 25% travel. #LI-CBF #LI-KE1 #LI-SAFG This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR ...
Financial Advisor - St. Paul, MN
Minneapolis, MN · On-site +1
This position is currently designated as remote. Estimated Travel * May include up to 25% travel. #LI-CBF #LI-KE1 #LI-SAFG This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR ...
Remote Cfp information
How do Remote CFPs typically build and maintain client relationships without in-person meetings?
Can a CFP work remotely?
How can I make $100,000 a year working from home?
How can I make 2000 a week working from home?
What are the key skills and qualifications needed to thrive as a Remote CFP (Certified Financial Planner), and why are they important?
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?
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 are remote CFPs?

Senior Accounting (HUD Specialist) - Remote
Minneapolis, MN • On-site, Remote
Full-time
Re-posted 6 days ago
Job description
Senior Accounting (HUD Specialist) HUD Public Housing, HCV & Grant Programs (Tenmast & Yardi Experienced) Position Summary The Sr. Accountant provides comprehensive, HUD-compliant accounting and financial reporting services for the Tallahassee Housing Authority's Public Housing, Capital Fund, and Housing Choice Voucher (Section 8) programs. The position is responsible for maintaining accurate general ledgers, preparing monthly and annual financial statements, ensuring compliance with HUD regulations, and supporting audits, REAC submissions, and internal control reviews.
The role utilizes Tenmast and Yardi accounting systems to ensure consistency, accuracy, and compliance across Agency programs. Core Responsibilities General Ledger & Monthly Accounting Maintain complete and accurate general ledgers in compliance with HUD accounting protocols using Tenmast and/or Yardi platforms. Post journal entries timely and accurately, including accruals, reclasses, subsidies, grants, and miscellaneous cash transactions.
Prepare and reconcile monthly trial balances, balance sheets, income statements, and general ledger detail reports. Perform monthly bank reconciliations, including interest, fees, cash accounts, and P-card activity. Maintain HUD disbursement schedules and monitor HUD-held and PHA-held reserves.
HUD Program Accounting & Compliance Record and reconcile financial transactions for Public Housing, Capital Fund Program (CFP), and Housing Choice Voucher (HCV) programs using HUD-compliant accounting structures within Yardi and Tenmast. Reconcile CFP grants, operating subsidy receipts, FSS transactions, TARS, prepaid insurance, PILOT accruals, and other HUD-related accounts. Calculate asset management fees and prepare required cash transfers accurately and timely.
Prepare and submit required HUD financial tools and schedules, including VMS/VMA Review (2-Year Tool). Financial Reporting & Analysis Prepare monthly financial statements and supporting schedules using Tenmast and Yardi reporting modules. Analyze budget-to-actual and month-to-month variances and provide clear written explanations to management.
Maintain quarterly cash summaries and financial tracking schedules. Provide custom financial reports from Yardi and Tenmast systems as requested by Agency leadership or the Board. Budgeting & Year-End Close Assist with the preparation of annual operating budgets and budget revisions in coordination with Agency management.
Support fiscal year-end closing processes, including closing revenue and expense accounts across all programs. Prepare year-end closing statements and documentation in advance of HUD and regulatory deadlines. REAC, FDS & Audit Support Prepare and submit the unaudited Financial Data Schedule (FDS) to HUD REAC.
Generate and organize audit workbooks and backup documentation from Yardi and Tenmast systems. Perform ongoing pre-audit reviews to mitigate potential audit findings. Coordinate directly with external auditors and assist Agency staff in responding to HUD audits, reviews, and inquiries.
Internal Controls & Advisory Support Review accounting processes within Yardi and Tenmast environments and recommend improvements to internal controls. Advise the Executive Director and Board on financial impacts of operational or policy decisions. Identify and promptly report any fiscal anomalies or compliance concerns requiring management attention.
Training & Collaboration Train Agency accounting staff on HUD accounting requirements and best practices within Yardi and Tenmast software. Provide procedural documentation and user guidance to support consistency and compliance. Maintain professional communication and collaboration with Agency leadership, staff, and auditors.
Required Qualifications Minimum 5 years of professional accounting or bookkeeping experience, with at least 3 years supporting HUD-funded housing programs. Demonstrated experience with Public Housing, Capital Fund, and Housing Choice Voucher (Section 8) accounting. Hands-on experience using Yardi accounting software, including general ledger, reporting, and reconciliation functions.
Working knowledge of Tenmast financial modules or comparable HUD-compliant housing authority software. Strong understanding of HUD regulations, REAC/FDS submissions, and federal grant accounting requirements. Preferred Qualifications Bachelor's degree in Accounting, Finance, or a closely related field.
CPA, CMA, or other relevant professional certification. Prior experience supporting housing authority executive leadership and boards. Performance Standards & Quality Assurance Accurate, timely monthly and annual financial reporting using Yardi and Tenmast systems.
Consistent compliance with HUD reporting deadlines and regulatory requirements. Proactive discrepancy resolution prior to audit review. Professional, responsive service to Agency leadership and stakeholders.
Reporting Relationship Reports directly to the Executive Director or designated Agency representative.