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Remote Cfp Jobs in Minnesota (NOW HIRING)

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 ...

Remote Opportunity after training and licensing. No territory restrictions -- serve clients nationwide!! Benefits & Rewards * Competitive compensation structure with bonuses and incentives * Full ...

Remote Cfp information

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.
What are the most commonly searched types of Cfp jobs in Minnesota? The most popular types of Cfp jobs in Minnesota are:
What cities in Minnesota are hiring for Remote Cfp jobs? Cities in Minnesota with the most Remote Cfp job openings:
Infographic showing various Remote Cfp job openings in Minnesota as of July 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 100% Remote job distribution.
Senior Accounting (HUD Specialist) - Remote

Senior Accounting (HUD Specialist) - Remote

SUNSHINE ENTERPRISE USA LLC

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.