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Remote Cfp Jobs in Clover, SC (NOW HIRING)

Mercor

Financial Analyst - AI Trainer

Charlotte, NC · Remote

$100 - $200/hr

Remote Role Responsibilities * Review AI-generated outputs across finance topics to ensure accuracy ... U.S.-based finance professional with a recognized credential -- CPA , EA , CFP , or CFA . * 2+ ...

LPL Financial

Senior Financial Planner

Fort Mill, SC · Remote

$76K - $127K/yr

CFP strongly preferred, equivalent experienceor working towards CFP * 5+ years of financial services experience * 3+ years of experience in the development and presentation of comprehensive financial ...

LPL Financial

AVP, Advisory Consulting

Fort Mill, SC · Remote

$103K - $172K/yr

CFP, CFA, CIMA, or CWS Pay Range: $103,515.00 - $172,525.00 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of ...

LPL Financial

AVP, Advisory Consulting

Charlotte, NC · Remote

$103K - $172K/yr

CFP, CFA, CIMA, or CWS Pay Range: $103,515.00 - $172,525.00 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of ...

All JobsCfp JobsRemote Cfp JobsRemote Cfp Jobs in Clover, SC

Remote Cfp information

See Clover, SC salary details

$52.3K

$87.5K

$121K

How much do remote cfp jobs pay per year?

As of Aug 10, 2026, the average yearly pay for remote cfp in Clover, SC is $87,452.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,600.00 and $98,200.00 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.

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 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 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 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.
More about Remote Cfp jobs
What job categories do people searching Remote Cfp jobs in Clover, SC look for? The top searched job categories for Remote Cfp jobs in Clover, SC are:
What cities near Clover, SC are hiring for Remote Cfp jobs? Cities near Clover, SC with the most Remote Cfp job openings:
Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Clover, SC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $87,452 per year, or $42 per hour.

Financial Analyst - AI Trainer

Mercor

Charlotte, NC • Remote

$100 - $200/hr

Contractor

Re-posted 21 days ago

Job description

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Financial Professional
Type: Contract
Compensation: $100–$200/hour
Location: Remote

Role Responsibilities

  • Review AI-generated outputs across finance topics to ensure accuracy and relevance.
  • Verify figures and rules against authoritative sources, performing quantitative checks.
  • Assess financial reasoning and provide structured feedback on model performance.
  • Collaborate with researchers to enhance and refine AI model outputs.
  • Work independently and asynchronously with flexible scheduling to meet project goals.

Qualifications

Must-Have

  • U.S.-based finance professional with a recognized credential — CPA, EA, CFP, or CFA.
  • 2+ years in a substantive finance role (tax, financial planning, analysis, IB/PE, or advisory).
  • Demonstrated ability to verify figures and rules against authoritative sources.
  • Strong quantitative verification skills — able to independently recompute figures.
  • Comfort checking rules in unfamiliar systems against official sources.

Compensation & Legal

  • Independent contractor engagement.
  • Paid weekly via Stripe Connect.

Application Process (Takes 20–30 mins to complete)

  • Submit your resume to begin.
  • Complete a short form outlining your credential and finance background.
  • Mercor will follow up with qualified applicants.

Resources & Support

  • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
  • For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.


#hiringmercor