Flexible remote work environment * Comprehensive training and mentorship * Leadership and advancement opportunities * Supportive team culture * Opportunity to build a long-term professional career ...
Quick apply
Flexible remote work environment * Comprehensive training and mentorship * Leadership and advancement opportunities * Supportive team culture * Opportunity to build a long-term professional career ...
Financial Planner - AI Trainer
Springfield, MO · 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 ...
Quick apply
Financial Planner - AI Trainer
Springfield, MO · 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 ...
Remote Cfp information
See Springfield, MO salary details
$55.5K - $62.1K
4% of jobs
$62.1K - $68.7K
5% of jobs
$68.7K - $75.3K
11% of jobs
$78.8K is the 25th percentile. Wages below this are outliers.
$75.3K - $81.9K
9% of jobs
$81.9K - $88.6K
14% of jobs
The median wage is $91.6K / yr.
$88.6K - $95.2K
15% of jobs
$100.8K is the 75th percentile. Wages above this are outliers.
$95.2K - $101.8K
20% of jobs
$101.8K - $108.4K
12% of jobs
$108.4K - $115K
4% of jobs
$115K - $121.6K
2% of jobs
$121.6K - $128.3K
4% of jobs
$55.5K
$92.7K
$128.3K
How much do remote cfp jobs pay per year?
As of Aug 6, 2026, the average yearly pay for remote cfp in Springfield, MO is $92,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,100.00 and $104,200.00 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?
| Aspect | Remote Cfp | Remote Financial Advisor |
|---|---|---|
| Certifications | Certified Financial Planner (CFP) | Typically holds CFP or similar certifications |
| Work Environment | Remote, client-facing, planning-focused | Remote, client-facing, investment and planning services |
| Industry Usage | Financial planning, wealth management | Financial advisory, investment management |
| Common Search Intent | Financial planning, certification, remote work | Investment 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 popular job titles related to Remote Cfp jobs in Springfield, MO? For Remote Cfp jobs in Springfield, MO, the most frequently searched job titles are:
What job categories do people searching Remote Cfp jobs in Springfield, MO look for? The top searched job categories for Remote Cfp jobs in Springfield, MO are:
What cities near Springfield, MO are hiring for Remote Cfp jobs? Cities near Springfield, MO with the most Remote Cfp job openings:
Full-time
Re-posted 21 days ago
Job description
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding throughout Missouri and seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services while helping individuals and families create stronger financial futures.
This opportunity is ideal for individuals looking for professional growth, flexible income potential, and the ability to make a meaningful impact within their local communities.
No prior financial services experience is required. We provide training, mentorship, and support throughout the licensing process.
Responsibilities- Educate clients on retirement, wealth protection, and financial strategies
- Conduct financial needs analyses
- Help develop personalized financial game plans
- Build long-term relationships with clients and families
- Utilize virtual and digital platforms to support client needs
- Participate in ongoing training and professional development
- Motivated and self-driven
- Strong communicators who enjoy helping people
- Entrepreneurial and growth-minded
- Coachable and team-oriented
- Willing to obtain financial licensing
Backgrounds in hospitality, customer service, leadership, sales, business, or finance are helpful, but not required.
What We Offer- Flexible remote work environment
- Comprehensive training and mentorship
- Leadership and advancement opportunities
- Supportive team culture
- Opportunity to build a long-term professional career while serving families across Missouri
- Must be a Legal U.S. Resident, Citizen, or hold a valid Work Permit with SSN
- Life Insurance License preferred
- Willingness to obtain licensing within 14 days if not currently licensed
- Soft background check required
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days