ZipRecruiter

Log In

2

Remote Cfp Jobs in Utah (NOW HIRING)

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 ...

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 Jul 26, 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.

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 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 July 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $92,803 per year, or $44.6 per hour.
Regional Relationship Manager

Regional Relationship Manager

401GO

Sandy, UT • On-site, Remote

Full-time

Posted 4 days ago

Job description

Role: Regional Relationship Manager

Job Type: Full-time
Location: Hybrid / Remote / Flexible
Reports to: Director of Sales
Travel: Up to 30% which also includes attending various conferences and/or partner events

The Regional Relationship Manager (RRM) manages Advisory firms, Regional Broker Dealers, Independent Broker Dealers, and individual advisors looking at growing their retirement plan business. This RRM will be assigned to a specific region; driving growth, deeper engagements, and satisfaction from our existing and new clients.


What You’ll Be Doing:

  • Build and maintain relationships with advisory firms and individual advisors in the assigned territory.
  • Serve as the primary point of contact and firm level engagement for existing & new advisor relationships.
  • 20% traveling when needed from the National Account Manager (NAM) and/or Regional/National Retirement and Advisor conferences
  • Drive advisory education and training on 401GO products, retirement trends, pricing negotiations, processes, technology, and sales tools.
  • Manage territory pipeline, including recruiting new advisors, developing new plan opportunities, and increasing wallet share.
  • Coordinate with Partner Support to set up investment lineups (3(38) support) and pricing configurations for advisors.
  • Partner with Inside Sales to ensure lead follow-up, advisor activation, and efficient movement of opportunities.
  • Conduct regular, structured reviews with advisory firms and advisors to assess the health of the firm, advisor group, and overall territory; identify risks, opportunities, and engagement trends.
  • Support National Account Managers on national or multi-territory firms as assigned.
  • Manage only advisors or firms with three (3) or more active retirement plans; advisors with fewer than three plans are supported directly by Inside Sales.

What You Bring:

  • 10+ years in retirement advisory channel sales, account management, or practice consulting.
  • Strong retirement and financial industry experience.
  • Strong consultative sales and relationship-building skills.
  • Territory management and pipeline development experience.
  • HubSpot experience or willingness to adopt and master HubSpot CRM.
  • Metrics driving with monthly/quarterly goals to attain.
  • Financial and/or Retirement designations ideal (AIF, CFP, QKA, CPRC, QKC)


Why 401GO?
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.


What We Offer

  • A standout 401(k) plan (naturally!).
  • Generous stock options—share in our growth and success.
  • Flexible work environment—choose where you’re most productive.
  • Excellent benefits, including medical, dental, and vision.
  • Flexible hours—because great work doesn’t always happen 9–5.
  • Plenty of PTO—we value work-life balance.
  • A fully stocked kitchen when you’re in the office.


At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.
We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.


E04JI800lnui4092h69