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Remote Cfp Jobs in Spring, TX (NOW HIRING)

Huntington

Wealth Planner

Houston, TX · On-site +1

$51.60K - $70.70K/yr

CFP designation preferred. * Minimum 8 years of experience in financial planning or wealth ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Aprio

Wealth Advisor

Houston, TX · On-site +1

$150K - $250K/yr

CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Houston, TX · On-site +1

$150K - $250K/yr

CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an ... Flexible working environment including remote and hybrid options What's in it for you: * Working ...

DataAnnotation

Financial Planner

Conroe, TX · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety ...

DataAnnotation

Financial Planner

Houston, TX · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety ...

DataAnnotation

Financial Planner

Pasadena, TX · Remote

$40 - $60/hr

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety ...

Thrivent

Virtual Financial Advisor - Houston

Houston, TX · On-site +1

$23.80 - $26.45/hr

Virtual Financial Advisor - Remote Houston, Texas Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...

Witt O'Brien's

Senior Fiscal Advisor

Houston, TX · Remote

Remote Position Type: Regular Full Time FLSA Status: Exempt Pay: Salary Compensation: Commensurate with experience Travel Requirements: None Essential Job Functions: * Managing portions of the ...

Empower

Wealth Solutions Advisor

Houston, TX · On-site +1

This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...

People also search for

All JobsRemote Cfp JobsRemote Cfp Jobs in Spring, TX

Remote Cfp information

See Spring, TX salary details

$54.3K

$90.7K

$125.5K

How much do remote cfp jobs pay per year?

As of May 28, 2026, the average yearly pay for remote cfp in Spring, TX is $90,715.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,400.00 and $101,900.00 per year, depending on experience, location, and employer.

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 (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 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 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.

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 Spring, TX? The most popular types of Cfp jobs in Spring, TX are:
What are popular job titles related to Remote Cfp jobs in Spring, TX? For Remote Cfp jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Remote Cfp jobs in Spring, TX look for? The top searched job categories for Remote Cfp jobs in Spring, TX are:
What cities near Spring, TX are hiring for Remote Cfp jobs? Cities near Spring, TX with the most Remote Cfp job openings:
Remote Cfp jobs near you

Wealth Planner

Huntington

Houston, TX • On-site, Remote

$51.60K - $70.70K/yr

Full-time

Posted 19 hours ago

Job description

Description

Summary:
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies.


Duties And Responsibilities

  • Lead financial planning engagements for clients with a net worth of $1-10M.
  • Conduct thorough discovery conversations to identify client goals, values, and financial objectives.
  • Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
  • Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.
  • Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.
  • Ensure all financial plans meet compliance and regulatory requirements and reflect the firm's planning philosophy.
  • Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.
  • Perform other duties as assigned.

Basic Qualifications:

  • Bachelor's degree
  • CFP designation preferred.
  • Minimum 8 years of experience in financial planning or wealth management.
  • Exceptional interpersonal and communication skills.
  • Strong coaching and presentation abilities.


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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