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Remote Cfp Jobs in Boston, MA (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Boston, MA · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... CFP Designation * Experience delivering educational content and presenting to diverse audiences

Osaic

Sr. Financial Planning Strategist

Boston, MA · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... CFP Designation * Experience delivering educational content and presenting to diverse audiences

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site +1

$150K - $170K/yr

CFP certification * Minimum 5-7 years of experience in a wealth management related or financial ... Partial remote work * Salary range $150,000-170,000; exempt, plus bonuses * Pay ranges are job ...

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All JobsCfp JobsRemote Cfp JobsRemote Cfp Jobs in Boston, MA

Remote Cfp information

See Boston, MA salary details

$66.3K

$110.7K

$153.2K

How much do remote cfp jobs pay per year?

As of Aug 28, 2026, the average yearly pay for remote cfp in Boston, MA is $110,747.00, according to ZipRecruiter salary data. Most workers in this role earn between $94,500.00 and $124,400.00 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 Boston, MA?

The most popular types of Cfp jobs in Boston, MA are:

What are popular job titles related to Remote Cfp jobs in Boston, MA?

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

What job categories do people searching Remote Cfp jobs in Boston, MA look for?

The top searched job categories for Remote Cfp jobs in Boston, MA are:

What cities near Boston, MA are hiring for Remote Cfp jobs?

Cities near Boston, MA with the most Remote Cfp job openings:

Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Boston, MA as of August 2026, with employment types broken down into 71% Full Time, and 29% Contract. Highlights an 100% Remote job distribution, with an average salary of $110,747 per year, or $53.2 per hour.

Director, Complex Assets Group (US Remote)

Boston, MA • On-site, Remote

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Fidelity Investmentsexternal

$95K - $186K/yr

Full-time

Medical, Retirement, PTO

Posted 9 days ago

Job description


Director, Complex Assets
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Complex Asset Group at Fidelity Charitable works with philanthropists, their professional advisors and issuer counsel to facilitate charitable donations of complex assets such as equity interests in privately held C corporations, S corporations, limited partnerships (including private equity, hedge fund and other alternative investment vehicles) and limited liability companies.
The Director of Complex Assets will manage the acceptance, oversight and liquidation of a wide variety of complex assets on behalf of Fidelity Charitable from initial inquiry to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets.
Serving at the intersection of wealth creation and philanthropy, you will help make more of a difference for business owners, private equity investors, and their professional legal, tax and financial advisors, who are increasingly seeking more strategic ways to use growth investments to improve their philanthropic impact.
The Expertise and Skills You Bring:
  • B.A. or B.S degree required
  • J.D. required
  • CFP a plus
  • Minimum of 3-5 years of law firm or in-house experience preferred
  • Experience in taxation, private equity, and the private capital ecosystem desired
  • 3-5 years of relationship management experience
  • Experience working with financial intermediaries, TE attorneys, CPAs, CFPs for wealth planning purposes
  • Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
  • Experience and high level of competence in the areas of due diligence and assessment of risk, including product liability and securities disclosure in connection with public MA activity
  • You are dynamic and personable and have a proven track record of taking the lead.
  • You have demonstrated a strong work ethic and are a continual learner.
  • You have strong oral and written communication skills.
  • You are professional and have a positive attitude.
  • You have superior time-management skills and the ability to prioritize and respond to competing requests.
  • You have excellent influencing capabilities and an interest in teaching experts new tricks

The Value You Deliver
  • You will work directly with donors and their advisors through the entire charitable giving process.
  • You will develop a high level of competence in the areas of due diligence and assessment of risk, including securities disclosure in connection with public and private MA activity.
  • You will engage with and develop strong working relationships with donors, corporate issuers, in-house and outside counsel, C-suite executives and investor relations teams.
  • You will support the charity's internal and external fundraising channels, engage and deepen relationships with the advisor community, and deliver effective practice management presentations.
  • You will work closely with internal partners to evolve, develop and deliver highly impactful practice management modules, strategic marketing and thought leadership.

About Fidelity Charitable
Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
Some travel is required*
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $95,000-186,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Category:
Relationship Management

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