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Remote Cfp Jobs in Tennessee (NOW HIRING)

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Remote Cfp information

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.

More about Remote Cfp jobs

What are the most commonly searched types of Cfp jobs in Tennessee?

The most popular types of Cfp jobs in Tennessee are:

What are popular job titles related to Remote Cfp jobs in Tennessee?

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

What job categories do people searching Remote Cfp jobs in Tennessee look for?

The top searched job categories for Remote Cfp jobs in Tennessee are:

What cities in Tennessee are hiring for Remote Cfp jobs?

Cities in Tennessee with the most Remote Cfp job openings:

Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Tennessee as of August 2026, with employment types broken down into 2% Internship, 89% Full Time, 4% Part Time, and 5% Contract. Highlights an 84% Physical, 6% Hybrid, and 10% Remote job distribution.

Advanced Planning Director

Jackson National Life Insurance Company

Nashville, TN • On-site, Remote

$150K - $171K/yr

Full-time

Medical, Retirement, PTO

Re-posted 27 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
The Advanced Planning Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The Director acts as a consultant and liaison to the sales force and a business partner to their advisors, by communicating, identifying, and helping to close sales opportunities. The Director mentors, provides guidance, and trains other staff members.
Essential Responsibilities
  • Communicates Advanced Strategies concepts to wholesalers and representatives over the phone and in person.
  • Conducts Advanced Strategies presentations on advanced sales concepts.
  • Generates specific case illustrations for wholesalers and representatives in their territory.
  • Develops and manage a business plan to enhance sales in assigned territory.
  • Develops Advanced Strategies presentations, marketing materials, and white papers.
  • Drafts summaries, articles, and presentations that address product, industry, and regulatory issues.
  • Responds to, follows up on, and makes outbound calls to support sales.
  • Conducts research and stay abreast of industry and regulatory changes to support consulting activities and the development of marketing materials.
  • Conducts continuing education programs.
  • Provides training to Sales Desk employees, external wholesalers and other associates.
  • Provides training and assistance to less experienced Advanced Strategies consultants.
  • Sets the example for Advanced Strategies conduct, commitment, and performance.

Other Duties
  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities
  • Expertise in annuities, mutual funds, and other investment related sales strategies.
  • Expertise in advanced case design including but not limited to estate planning, taxation, retirement plans and charitable giving.
  • Strong verbal and written communication skills.
  • Strong presentation skills with demonstrated experience in public speaking.
  • Solid relationship building and interpersonal skills.
  • Demonstrated sales skills.
  • Strong research and analytical skills.
  • Ability to work autonomously in a collegial environment.
  • Up 75%+ travel required.
  • If located outside a commutable distance from our Franklin, TN office, an associate may work fully remote. Those within a commutable distance would work a hybrid schedule when not traveling within their territory.

Qualifications
  • Bachelor's Degree required.
  • Advanced degree or certification, including JD, LLM, CFP, MBA, CPA, CIMA, CAIA or CFA required.
  • 8+ years experience in financial services sales or consultation required.
  • FINRA SIE, FINRA Series 6 or 7 and 63 required.
  • Applicants without the required registration(s) will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
Base Pay:
$150,000.00 - $171,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program and may be eligible to participate in our long-term incentives program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

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