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Remote Cfp Jobs in Oregon (NOW HIRING)

Nayya

Financial Planner (US)

OR · Remote

$75K - $101K/yr

We're hiring a Financial Planner to join our team of CFP professionals, working directly with ... A high level of agency in a remote, fast-moving environment and a bias toward action * An ...

Aprio

Wealth Advisor

Portland, OR · 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 ...

Equitable

Financial Professional Advisor (REMOTE)

OR · On-site +1

$47K/yr

... remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customerfocused service during our core hours (8:30 AM-5:30 PM EST). Periodic office visits may be ...

Equitable

Financial Professional - NJ, Secaucus (5247)

OR · On-site +1

$250 - $1.0K/wk

... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing ...

Baylor Scott & White Health

Financial Advisor 2

$77K/yr

Are you a financial expert with a passion for healthcare? This role is expected to be a fully remote position. We're seeking a seasoned financial advisor with at least 2 years of experience and a ...

Grant Engine

Key Advisor

US Based, remote Overview: * Serve as a strategic advisor and subject matter expert for our marketing, sales, delivery, and executive Leadership Team. * Deliver strategic insights that enhance Grant ...

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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.
More about Remote Cfp jobs
What are the most commonly searched types of Cfp jobs in Oregon? The most popular types of Cfp jobs in Oregon are:
What are popular job titles related to Remote Cfp jobs in Oregon? For Remote Cfp jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Remote Cfp jobs in Oregon look for? The top searched job categories for Remote Cfp jobs in Oregon are:
What cities in Oregon are hiring for Remote Cfp jobs? Cities in Oregon with the most Remote Cfp job openings:
Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Oregon as of July 2026, with employment types broken down into 5% Locum Tenens, 2% Internship, 79% Full Time, 7% Part Time, and 7% Nights. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.
Financial Planner (US)

Financial Planner (US)

Nayya

OR • Remote

$75K - $101K/yr

Other

Retirement

Re-posted 14 days ago

Job description

About Northstar (Powered by Nayya):

Northstar is a financial wellness benefit that provides personalized guidance to support every employee on their unique financial journey. We partner with employers to reach employees at the start of their relationship with money-their paycheck-combining 1-on-1 advice from CERTIFIED FINANCIAL PLANNER professionals with easy-to-use tools and education.

In 2025, Northstar was acquired by Nayya to build a unified health and wealth experience-combining Nayya's benefits intelligence and AI-driven guidance with Northstar's financial planning capabilities and planner team. Together, we're making benefits simpler, more personalized, and more actionable for employees year-round.

Financial Planner, US Overview:

The Financial Planning team delivers 1-on-1 advice that helps employees make confident financial decisions across core planning topics and workplace benefits.

We're hiring a Financial Planner to join our team of CFP professionals, working directly with Northstar members (employees of our employer clients) to provide client-first financial guidance via text-based chat and video calls. We're most importantly looking for someone who is excited about our vision and mission-we're redefining how financial wellness works and are passionate about making real financial planning accessible to everyone.

What you'll do:

  • Build customized financial plans and provide actionable guidance to improve members' financial health
  • Provide education that empowers members to maximize their employer benefits, including health plans, equity programs (ISOs, NSOs, RSUs, ESPP), and related tax implications
  • Offer guidance on cash flow, debt payoff, saving, and investing-tailored to each member's life stage and goals
  • Support members and build trusting relationships via text-based chat, phone, and video calls
  • Proactively engage members through various life events, providing both financial and emotional support
  • Consult with cross-functional teams as a subject-matter expert on financial planning
  • Navigate an evolving platform that integrates 1-on-1 interaction, asynchronous communication, and AI-assisted guidance

Who you are:

  • Active CFP certification required (CPA/PFS, ChFC, or CFA a plus)
  • This is a registered position (S65) and must be eligible for IAR registration in your state of residence
  • Expertise in all major financial planning topics: budgeting, saving, and paying down debt; risk management, insurance, and employee benefits; investments; tax planning; retirement savings and income planning; estate planning
  • A track record of providing client-first, comprehensive financial plans to customers in all life stages and from all walks of life
  • Strong qualities of empathy, kindness, and emotional intelligence-you know when to take a quantitative approach and when to take an emotional one
  • Experience using financial planning software, adaptability to proprietary tech, and proficiency with custom spreadsheet analysis
  • Excellent written and verbal communication skills
  • A high level of agency in a remote, fast-moving environment and a bias toward action
  • An established process for delivering accurate and compliant financial plans, and the confidence to stand behind them

Why you might be excited about us:

  • We're mission-driven. We believe every person deserves objective, personalized, and affordable financial guidance-we don't make money from referral fees and are fully aligned with the people we serve.
  • You'll do "real" financial planning centered around the needs of the employee-no business development, no investment trading.
  • You'll be at the forefront of how financial planning evolves, working at the intersection of 1-on-1 advice and AI-driven guidance.
  • We have passionate, paying customers and are scaling quickly.
  • We are 100% remote, with flexible work schedules.

Nayya is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

The salary range for for New York based candidates for this role is $100,000-$115,000. We use a location factor to adjust this range for candidates that are located outside of geographic region of our New York office. Placement within the salary band is determined based on experience.

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