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Remote Cfp Jobs in Utah (NOW HIRING)

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

CFP designation required Experience * 6+ years serving as a lead advisor or consultant for highnetworth clients within a wealth management firm or the tax division of an accounting firm * Proven ...

New

401GO

Regional Relationship Manager

Sandy, UT · On-site +1

Hybrid / Remote / Flexible Reports to: Director of Sales Travel: Up to 30% which also includes ... Financial and/or Retirement designations ideal (AIF, CFP, QKA, CPRC, QKC) Why 401GO? At 401GO, w ...

401GO

Regional Relationship Manager - HCM

Sandy, UT · On-site +1

Flexible (In Office, Hybrid, or Remote) Job Type: Full-time Reports to: Director of Sales Travel ... Relevant industry certifications (APA, CPP, SHRM, HRCI, CEBS, AIF, CFP, or similar) are a plus. Why ...

All JobsCfp JobsRemote Cfp JobsRemote Cfp Jobs in Utah

Remote Cfp information

See Utah salary details

$55.5K

$92.8K

$128.4K

How much do remote cfp jobs pay per year?

As of Aug 23, 2026, the average yearly pay for remote cfp in Utah is $92,803.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,200.00 and $104,200.00 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 Utah?

The most popular types of Cfp jobs in Utah are:

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

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

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

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

What cities in Utah are hiring for Remote Cfp jobs?

Cities in Utah with the most Remote Cfp job openings:

Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Utah as of August 2026, with employment types broken down into 2% Internship, 79% Full Time, 14% Part Time, and 5% Contract. Highlights an 84% Physical, 6% Hybrid, and 10% Remote job distribution, with an average salary of $92,803 per year, or $44.6 per hour.

Senior Wealth Advisor-Remote

RK Partners

Park City, UT • On-site, Remote

Full-time

Posted 3 days ago

New

Job description

Senior Wealth Manager

Presented by Rekroot on behalf of our client

About the Firm

Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of experience serving individuals, families, business owners, and institutional clients. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.

The organization manages approximately $8 billion in assets and is committed to delivering proactive, hightouch guidance across all areas of clients' financial lives.

Position Overview

Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will drive significant growth by representing the firm's value proposition, delivering whiteglove service, and serving as a trusted advisor to highnetworth clients - all with the support of a collaborative team behind you.

Senior Wealth Managers are longterm strategic hires with a clear path to ownership.

This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts in a clear, relatable way. You will lead client relationships, oversee advanced planning engagements, and contribute meaningfully to both business development and client service.

What You Bring

Education & Credentials

  • Bachelor's degree from an accredited fouryear university (social sciences or business preferred)
  • CFP designation required

Experience

  • 6+ years serving as a lead advisor or consultant for highnetworth clients within a wealth management firm or the tax division of an accounting firm
  • Proven experience as the primary relationship owner for complex client households

Lead Advisor Capabilities

  • Serve as the primary advisor and decisionmaker for highnetworth clients
  • Lead client review and discovery meetings, including advanced planning scenarios
  • Deliver strategies across tax, estate, investments, retirement, and risk management
  • Coordinate tax strategy with external CPAs
  • Experience with equity compensation planning, business owners, or other specializations is a plus
  • Guide clients through retirement income and distribution planning
  • Partner with estate attorneys on legacy planning

Technical & Analytical Skills

  • Strong understanding of investment fundamentals, securities, account types, and transaction mechanics
  • Ability to synthesize competing priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
  • Commitment to a feeonly, clientfirst planning environment
  • Belief in academically grounded investment philosophy
  • Respect for confidentiality and fiduciary responsibility

Leadership & Growth Mindset

  • Invest in the development of Planners and Wealth Managers
  • Strong communication skills - written, verbal, and interpersonal
  • Positive, clientfocused attitude
  • Selfmotivated and able to operate independently

Business Development Experience

  • Lead the full discovery and onboarding process for new clients
  • Generate new business through referrals, firmgenerated leads, and personal networks
  • Consistently contribute to revenue growth and new client acquisition
  • Act as an ambassador for the firm by clearly articulating its value proposition

Why Work With Our Client

You'll have the opportunity to learn from a team of experts, make a meaningful impact on clients' lives, and contribute to a collaborative, valuesdriven culture. The firm invests deeply in the people who take care of clients.

Compensation & Benefits

  • Competitive compensation with annual bonuses
  • Comprehensive benefits package
  • Daily catered lunch
  • Free access to an onsite workout facility
  • Professional development support

Apply