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Remote Cfp Jobs in New Mexico (NOW HIRING)

Open to remote candidates! This person will support our OptiFreight Logistics business from an FP&A perspective. What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the ...

Remote Cfp information

See New Mexico salary details

$59.1K

$98.8K

$136.6K

How much do remote cfp jobs pay per year?

As of Aug 22, 2026, the average yearly pay for remote cfp in New Mexico is $98,787.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,300.00 and $111,000.00 per year, depending on experience, location, and employer.

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?

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 popular job titles related to Remote Cfp jobs in New Mexico?

For Remote Cfp jobs in New Mexico, the most frequently searched job titles are:

What cities in New Mexico are hiring for Remote Cfp jobs?

Cities in New Mexico with the most Remote Cfp job openings:

Infographic showing various Remote Cfp job openings in New Mexico as of August 2026, with employment types broken down into 2% Internship, 84% Full Time, 8% Part Time, 1% Temporary, and 5% Contract. Highlights an 84% Physical, 6% Hybrid, and 10% Remote job distribution, with an average salary of $98,787 per year, or $47.5 per hour.

Advisor, Financial Planning and Analysis

Cardinal Health

Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago


Cardinal Health rating

7.8

Company rating: 7.8 out of 10

Based on 338 frontline employees who took The Breakroom Quiz

128th of 891 rated healthcare providers


Job description

Open to remote candidates! This person will support our OptiFreight Logistics business from an FP&A perspective.

What Financial Planning & Analysis contributes to Cardinal Health
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.

Responsibilities

  • Consolidate monthly financial results for leaders supporting OptiFreight Logistics with a focus on P&L results
  • Prepare monthly financial presentations including detailed driver analysis and understanding of business results
  • Partner cross-functionally with internal and external stakeholders
  • Assist with the yearly budget and SFP processes
  • Manage multiple deliverables and deadlines concurrently
  • Support continuous improvement of new processes and work with key stakeholders to execute and maintain them
  • Work on Ad hoc requests and initiatives as required

Qualifications

  • Proficiency in ANAPLAN, HFM, SAP and Microsoft Office Suite
  • 3+ years of finance or related experience, preferred
  • Bachelor's degree in related field, or equivalent work experience, preferred


What is expected of you and others at this level

  • Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
  • May contribute to the development of policies and procedures
  • Works on complex projects of large scope
  • Develops technical solutions to a wide range of difficult problems
  • Solutions are innovative and consistent with organization objectives
  • Completes work; independently receives general guidance on new projects
  • Work reviewed for purpose of meeting objectives
  • May act as a mentor to less experienced colleagues

Anticipated salary range: $80,900-$115,500

Bonus eligible: No

Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.

  • Medical, dental and vision coverage
  • Paid time off plan
  • Health savings account (HSA)
  • 401k savings plan
  • Access to wages before pay day with myFlexPay
  • Flexible spending accounts (FSAs)
  • Short- and long-term disability coverage
  • Work-Life resources
  • Paid parental leave
  • Healthy lifestyle programs

Application window anticipated to close: 08/15/2026 *if interested in opportunity, please submit application as soon as possible.

The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.

#LI-SR1

#LI-Remote

Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.

Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.

To read and review this privacy notice click here


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About Cardinal Health

Sourced by ZipRecruiter

Cardinal Health Innovative Delivery Solutions With over 45 years of experience in helping hundreds of hospital and outpatient pharmacies, we provide access to best practice strategies and tactics to control costs, improve workflow and enhance safety. Cardinal Health Innovative Delivery Solutions is one of the largest employers of acute-care pharmacist in the United States. Cardinal Health is the employer of choice for pharmacists because we offer a variety of career opportunities in pharmacy leadership, clinical specialties, remote order entry, business management, medication therapy management and more.

Industry

Medical equipment and supplies manufacturing

Company size

10,000+ Employees

Headquarters location

Dublin, OH, US

Year founded

1971

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