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Remote Cfp Jobs in Miami, FL (NOW HIRING)

Coastal Wealth

Financial Advisor - Miami, FL

Miami, FL · Remote

$75K - $125K/yr

Pursuit of relevant finance certifications (e.g., CFP, CFA) is a plus. * Prior experience in customer service or sales is advantageous. * Familiarity with financial planning software and tools.

Farther

Wealth Advisor, Ultra High Net Worth

Miami, FL · On-site +1

CFP Certification or additional credentials (CFA, CPA, JD, ChFC) Why Join Us * Competitive comp package that rewards impact * Work alongside some of the brightest minds in fintech * Ground-floor ...

W3Global Inc.

Financial Advisor - Remote

Miami, FL · Remote

$60K - $75K/yr

Job Requirements: * Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending * Create sales and marketing strategies designed to generate ...

DataAnnotation

Financial Planner - AI Trainer

Hialeah, FL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area ...

DataAnnotation

Financial Planner - AI Trainer

Miami, FL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area ...

DataAnnotation

Financial Planner - AI Trainer

Miramar, FL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area ...

DataAnnotation

Financial Planner - AI Trainer

Sunrise, FL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area ...

DataAnnotation

Financial Planner - AI Trainer

Davie, FL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area ...

All JobsCfp JobsRemote Cfp JobsRemote Cfp Jobs in Miami, FL

Remote Cfp information

See Miami, FL salary details

$58.3K

$97.5K

$134.9K

How much do remote cfp jobs pay per year?

As of Aug 22, 2026, the average yearly pay for remote cfp in Miami, FL is $97,499.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,200.00 and $109,500.00 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 Miami, FL?

The most popular types of Cfp jobs in Miami, FL are:

What are popular job titles related to Remote Cfp jobs in Miami, FL?

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

What job categories do people searching Remote Cfp jobs in Miami, FL look for?

The top searched job categories for Remote Cfp jobs in Miami, FL are:

What cities near Miami, FL are hiring for Remote Cfp jobs?

Cities near Miami, FL with the most Remote Cfp job openings:

Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Miami, FL as of August 2026, with employment types broken down into 2% Internship, 85% Full Time, 7% Part Time, and 6% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $97,499 per year, or $46.9 per hour.

Financial Advisor - Fort Lauderdale, FL

Coastal Wealth

Fort Lauderdale, FL • Remote

$75K - $125K/yr

Full-time

Re-posted 23 days ago

Job description

About Us:

Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. With a commitment to integrity, innovation, and personalized service, we foster a collaborative environment that nurtures professional growth and success.

The Opportunity:

As a Financial Advisor at Coastal Wealth, you will play a pivotal role in shaping clients' financial futures. This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives.

Job Responsibilities:
  • Assist clients in defining their financial goals and creating tailored investment plans.
  • Conduct thorough financial assessments to recommend appropriate products and services.
  • Develop and maintain strong client relationships through exceptional customer service.
  • Stay informed on market trends and investment strategies to provide informed advice.
  • Participate in ongoing training and professional development to enhance your expertise.
Desired Qualifications:
  • Bachelor’s degree in Finance, Business, Economics, or related field.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain client relationships.
  • Motivated and eager to learn about the financial services industry.
Nice-to-Haves:
  • Pursuit of relevant finance certifications (e.g., CFP, CFA) is a plus.
  • Prior experience in customer service or sales is advantageous.
  • Familiarity with financial planning software and tools.
  • Basic understanding of investment products and financial markets.
  • Community involvement or volunteer experience in finance-related initiatives.