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Remote Cfp Jobs in Tempe, AZ (NOW HIRING)

Aprio

Tax Manager, Private Client

Phoenix, AZ · On-site +1

$98K - $164K/yr

CFP certification or willingness to obtain CFP preferred * Bachelor's degree in Accounting, Finance ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Tax Manager, Private Client

Scottsdale, AZ · On-site +1

$98K - $164K/yr

CFP certification or willingness to obtain CFP preferred * Bachelor's degree in Accounting, Finance ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Tax Manager, Private Client

Phoenix, AZ · On-site +1

$98K - $164K/yr

CFP certification or willingness to obtain CFP preferred * Bachelor's degree in Accounting, Finance ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Osaic

Sr. Financial Planning Strategist

Scottsdale, AZ · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... CFP Designation * Experience delivering educational content and presenting to diverse audiences

LPL Financial

Senior Financial Planner

Tempe, AZ · Remote

$76K - $127K/yr

CFP strongly preferred, equivalent experienceor working towards CFP * 5+ years of financial services experience * 3+ years of experience in the development and presentation of comprehensive financial ...

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Remote Cfp information

See Tempe, AZ salary details

$58.4K

$97.6K

$135K

How much do remote cfp jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote cfp in Tempe, AZ is $97,635.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,300.00 and $109,700.00 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.

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Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in Tempe, AZ as of August 2026, with employment types broken down into 57% Full Time, 28% Part Time, and 15% Contract. Highlights an 100% Remote job distribution, with an average salary of $97,635 per year, or $46.9 per hour.

Financial Planning Capstone- Adjunct Faculty - Online (Remote) - Colangelo College of Business

Grand Canyon Education, Inc.

Phoenix, AZ • On-site, Remote

Part-time

Retirement

Posted 11 days ago

Grand Canyon Education rating

7.0

Company rating: 7.0 out of 10

Based on 33 frontline employees who took The Breakroom Quiz

30th of 78 rated education support services

Job description

Make a Difference at Grand Canyon University
Grand Canyon University is Arizona's premier private Christian university.
The Colangelo College of Business offers rewarding opportunities for adjunct faculty to teach for our online campus.
Why Work at GCU:
  • Tuition benefits specifically for the adjunct employee
  • 401(k)
  • Employee Perks and Discounts

Course: Financial Planning Capstone
This course is a synthesis of concepts learned throughout the financial planning program. A series of case studies enhances the ability to integrate and apply knowledge and skills from core financial planning domains. Students gain experience in the financial planning process, client biases and behavioral finance issues, professional standards, and ethics, and written and oral communication. Effective financial analysis techniques and client communication are employed to create and present a financial plan in accordance with a client's values and objectives. Implementation, evaluation, and updates of the plan are also addressed.
What You Will Do:
  • Facilitate weekly main discussion forums to engage students in the online classroom
  • Adhere to weekly grading requirements, deadlines, and timeframes
  • Respond to students' questions and emails within the established timeframes
  • Provide a positive example to students by supporting the University's Doctrinal Statement, Ethical Position Statement and Mission of Grand Canyon University

What You Will Bring:
  • Preferred: PhD Financial Planning and CFP(R)certification.
  • Minimum: Master's in Financial Planning, Financial Services, Finance, or related field, and CFP(R) certification.

Before submitting your application, please attach the following to review:
  • Your unofficial transcripts for any applicable conferred graduate degrees
  • Any applicable licenses/certifications

#gcu #highered #faculty #remote #onlinefaculty #INDLOPESUP

What Grand Canyon Education employees say

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About Grand Canyon Education

Sourced by ZipRecruiter

Grand Canyon Education (GCE) is a rapidly growing educational service company that has long been an industry leader in providing educational, operational and technological support services to the post-secondary education sector. Formerly part of Grand Canyon University (GCU), GCE still works closely with GCU to benefit thousands of students, families and the local inner-city community. We put people first, drive innovation, and do good in the community that we live and work in.

Industry

Education

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1983

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