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Remote Cfp Jobs in Raleigh, NC (NOW HIRING)

DataAnnotation

Financial Planner - AI Trainer

Cary, NC · Remote

$50 - $60/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 ...

Apply Early

DataAnnotation

Financial Planner - AI Trainer

Raleigh, NC · Remote

$50 - $60/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 ...

Apply Early

DataAnnotation

Financial Planner - AI Trainer

Durham, NC · Remote

$50 - $60/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 ...

Apply Early

Wisepath Group

Wealth Advisor

Raleigh, NC · On-site +1

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy. Most experienced advisors don't leave because they stop believing in the ...

Wisepath Group

Wealth Advisor

Durham, NC · On-site +1

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy. Most experienced advisors don't leave because they stop believing in the ...

All JobsRemote Cfp JobsRemote Cfp Jobs in Raleigh, NC

Remote Cfp information

See Raleigh, NC salary details

$59.3K

$99.1K

$137.1K

How much do remote cfp jobs pay per year?

As of Jun 30, 2026, the average yearly pay for remote cfp in Raleigh, NC is $99,093.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,600.00 and $111,300.00 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 (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.

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 Raleigh, NC? The most popular types of Cfp jobs in Raleigh, NC are:
What are popular job titles related to Remote Cfp jobs in Raleigh, NC? For Remote Cfp jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Remote Cfp jobs in Raleigh, NC look for? The top searched job categories for Remote Cfp jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Remote Cfp jobs? Cities near Raleigh, NC with the most Remote Cfp job openings:
Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Raleigh, NC as of June 2026, with employment types broken down into 82% Full Time, 9% Part Time, and 9% Contract. Highlights an 100% Remote job distribution, with an average salary of $99,093 per year, or $47.6 per hour.
Financial Planner - AI Trainer

Financial Planner - AI Trainer

DataAnnotation

Cary, NC • Remote

$50 - $60/hr

Contractor

Posted 16 days ago

Be an early applicant

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. 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 – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

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