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Remote Cfp Jobs in Layton, UT (NOW HIRING)

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$55.4K

$92.6K

$128.1K

How much do remote cfp jobs pay per year?

As of Aug 16, 2026, the average yearly pay for remote cfp in Layton, UT is $92,619.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $104,000.00 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 are the most commonly searched types of Cfp jobs in Layton, UT?

The most popular types of Cfp jobs in Layton, UT are:

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

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The top searched job categories for Remote Cfp jobs in Layton, UT are:

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Cities near Layton, UT with the most Remote Cfp job openings:

Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Layton, UT as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $92,619 per year, or $44.5 per hour.

Relationship Manager - Private Wealth & Tax Solutions (US only)

Wilson Hand LLC

Salt Lake City, UT • Remote

Full-time

Re-posted 4 days ago

Job description

Position Summary

The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand. This position requires an understanding of private wealth planning, tax-efficient strategies, and legal solutions tailored to affluent individuals and families. The RM represents the WH/Hancock Martin team and serves as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services. This is a commission only position only position with the potential to earn $1,000,000M annually. We also have an initial program designed to assist you in generating/earning a basic income within the first 90 days.

Relationship Managers leverage their expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base, to partner with WHHM. The RM takes a team approach, guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service expected in the private wealth industry.

Relationship Managers report directly to the Chief Operations Officer.

Remote position but MUST live in the United States, home office located in Salt Lake City, Utah.

** YOU WILL NOT BE CONSIDERED FOR THIS POSITION IF YOU LIVE OUTSIDE OF THE UNITED STATES**

Requirements

Required Background & Qualifications

Candidates must demonstrate professional expertise and credibility within the private wealth sector, including but not limited to:

Education & Credentials:

  • A demonstrated focus on private wealth, tax, or business law
  • CPA credential or significant accounting/tax background strongly preferred
  • Additional credentials such as CFP, enrolled agent status, or business valuation certifications are valued but not required.

Professional Experience:

  • Minimum 7+ years in private wealth management, tax planning, financial planning, or related advisory disciplines
  • Demonstrated success in business development and relationship management with high-net-worth individuals and families
  • Background in tax strategy development, business succession planning, wealth preservation, or estate planning
  • Experience with business brokers, M&A professionals, or transaction intermediaries
  • Proven track record of managing complex client relationships and converting prospects into long-term partnerships
  • Sales experience targeting or servicing HNWI clientele and strategic business partners

Benefits

Key Responsibilities
  • Develop, Nurture & Manage Relationships – Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning Wilson Hand as a trusted advisor for sophisticated tax and wealth planning solutions.
  • Strategic Partner Conversion – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expertise.
  • Client Portfolio Management – Maintain and grow assigned client and SP portfolios with a focus on retention, satisfaction, and expanding service utilization.
  • Tailored Solution Development – Assess client circumstances and recommend customized private wealth solutions, including core tax strategies, capital gains mitigation, alternative risk planning, and business succession planning.
  • Identify Upsell & Cross-Sell Opportunities – Actively identify additional opportunities to expand service offerings to existing clients and partners based on their evolving needs.
  • Client Issue Resolution – Serve as the primary problem-solver and advocate for clients, ensuring all requests and concerns are addressed professionally and promptly.
  • Strategic Partner Training & Support – Provide comprehensive training, marketing materials, and ongoing support to Strategic Partners regarding Wilson Hand's tax products and service offerings.
  • Cross-Functional Collaboration – Work closely with support teams, the Regional Director, and technical specialists to ensure seamless execution of client engagements and deal progression.
  • CRM Management & Reporting – Accurately document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities in Zoho to enable accurate forecasting, reporting, and relationship management.
Expectations
  • Focus on Wellness Pro product during first 90 days with the goal of signing up between 8 to 10 companies to generate greatets chance of earning basic income within 2-3 months which then allows transition to toerh long-term type products offer by the firm.
  • Conduct 10-15 prospecting meetings per week with Strategic Partner leads via Teams or other scheduled formats, targeting a 50% conversion rate to active partnerships.
  • Maintain professional relationships with all onboarded Strategic Partners and prospective leads, demonstrating Wilson Hand's commitment to partnership excellence.
  • Enter and maintain comprehensive information on all Strategic Partners, clients, activities, and deal progression in Zoho on a timely basis.
  • Provide Strategic Partners with training materials, ongoing education, and resources regarding Wilson Hand's private wealth tax products.
  • Represent Wilson Hand professionally and authoritatively in all client and partner interactions, leveraging your expertise to establish credibility and trust.
  • Maintain confidentiality and adhere to all applicable legal, regulatory, and ethical standards governing private wealth advisory services.
Key Performance Indicators

Client Development:

  • Sign up 8-10 companies with Wellness Pro during first 90 days
  • Meet with 100 Core Tax leads annually (8/month or 2/week)
  • Convert 50 Core Tax clients annually (4/month or 1/week)
  • Meet with 125 CGT leads annually (11/month or 3/week)
  • Convert 12 CGT clients annually (1/month)
  • Meet with 125 ARP leads annually
  • Convert 25 ARP clients annually (2/month)

Client Success & Growth:

  • Client retention and satisfaction scores
  • Product penetration and expansion revenue per client
  • Strategic Partner activation and ongoing engagement metrics
  • Revenue growth trajectory across assigned client base