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Remote Cfp Jobs in Texas (NOW HIRING)

Thrivent

Virtual Financial Advisor - Houston

Houston, TX · On-site +1

$23.80 - $26.45/hr

Virtual Financial Advisor - Remote Houston, Texas Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...

Huntington

Private Bank Wealth Advisor III

Dallas, TX · On-site +1

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 is an Equal Opportunity ...

Huntington

Private Bank Wealth Advisor III

Dallas, TX · On-site +1

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 is an Equal Opportunity ...

Huntington

Private Bank Wealth Advisor III

Dallas, TX · On-site +1

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 is an Equal Opportunity ...

Empower

Wealth Solutions Advisor

Houston, TX · On-site +1

This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...

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All JobsCfp JobsRemote Cfp JobsRemote Cfp Jobs in Texas

Remote Cfp information

See Texas salary details

$56.8K

$95K

$131.4K

How much do remote cfp jobs pay per year?

As of Aug 21, 2026, the average yearly pay for remote cfp in Texas is $94,972.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,100.00 and $106,700.00 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.

More about Remote Cfp jobs

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

The most popular types of Cfp jobs in Texas are:

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

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

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

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

What cities in Texas are hiring for Remote Cfp jobs?

Cities in Texas with the most Remote Cfp job openings:

Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Texas as of August 2026, with employment types broken down into 2% Internship, 87% Full Time, 6% Part Time, and 5% Contract. Highlights an 84% Physical, 6% Hybrid, and 10% Remote job distribution, with an average salary of $94,972 per year, or $45.7 per hour.

Entry-Level Financial Advisor

Texas National Financial Group

Dallas, TX • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 13 days ago

Job description

Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
  • Flexible schedule with remote and in-person work options.
  • Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
  • Training stipend and performance-based bonuses.
  • Company-sponsored travel and professional development programs.
  • Sponsorship for required licenses and continuing education.

We do not offer visa sponsorship for this position. Please apply only if you are currently authorized to work in the United States without the need for employer sponsorship, now or in the future."
Responsibilities
What You'll Do:
• Learn how to identify and connect with individuals and families in your network
• Have goal-based conversations to understand client needs
• Help clients apply for customized life insurance coverage
• Receive step-by-step training in prospecting, client engagement, and closing
• Begin your journey toward becoming a registered advisor with our sponsorship
• Build long-term client relationships with our team's guidance and mentorship
Qualifications
Who You Are:
• You're not required to have insurance or finance experience
• You're motivated, driven, and eager to grow
• You're passionate about helping others
• You want flexibility, independence, and a career with purpose
• You're excited to earn while you learn

Apply