ZipRecruiter

Log In

2

Remote Cfp Jobs (NOW HIRING)

Kaplan, Inc.

Adjunct Faculty, CFP Education

$3K/wk

Job Title Adjunct Faculty, CFP Education Instructors are responsible for all aspects of CFP© ... Location Remote/Nationwide, USA Additional Locations Employee Type Employee Job Functional Area ...

Raven Ridge

Wealth Advisor

Portsmouth, VA · On-site +1

Financial Advisor with CFP needed for full-time position offering 100% employer paid and generous ... This role is offering remote flexibility, however; it is NOT FULLY remote. Training will be done on ...

SLP Wealth LLC

Paraplanner (Remote)

Manhattan, NY · Remote

This is a fully remote position, offering the flexibility to work from anywhere with a reliable ... CFP, CSLP, CFA, CPA, Profession specific degree, etc. Do you have any experience working with a ...

next page

Showing results 1-20

People also search for

All JobsRemote Cfp Jobs

Remote Cfp information

See salary details

$61K

$101.9K

$141K

How much do remote cfp jobs pay per year?

As of Jun 5, 2026, the average yearly pay for remote cfp in the United States is $101,940.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,000.00 and $114,500.00 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 cities are hiring for Remote Cfp jobs? Cities with the most Remote Cfp job openings:
What are the most commonly searched types of Cfp jobs? The most popular types of Cfp jobs are:
What states have the most Remote Cfp jobs? States with the most job openings for Remote Cfp jobs include:
What job categories do people searching Remote Cfp jobs look for? The top searched job categories for Remote Cfp jobs are:
Remote Cfp jobs near you
Infographic showing various Remote Cfp job openings in the United States as of May 2026, with employment types broken down into 96% Full Time, and 4% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.
Adjunct Faculty, CFP Education

Adjunct Faculty, CFP Education

Kaplan, Inc.

Remote

$3K/wk

Part-time

Posted 24 days ago

Job description

Job Title
Adjunct Faculty, CFP Education
Job Description
Instructors are responsible for all aspects of CFP© education course delivery. The instructor will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to Kaplan students. Kaplan provides the instructor with excellent educational content; the instructor is responsible for delivering that content in a compelling and effective manner. Our goal is have our students pass the CFP© exam the first time and to become better financial planners.
Primary Responsibilities
  • Cover program and course learning outcomes in the College for Financial Planning materials, and ensure instruction is delivered at the appropriate level.
  • Use best pedagogical practices to create engaging educational experiences and encourage critical thinking, academic rigor and intellectual curiosity.
  • Remain current with trends, techniques, and advances in technology that are applicable to the program and pedagogy.
  • Create outstanding, engaging educational experiences in College courses.
  • Stay current in College trainings, including but not limited to annual trainings necessary for continued employment.
  • Demonstrate respect for students and set expectations for students to engage in respectful academic discourse.
  • Maintain open communication with students, respond promptly and provide constructive feedback. Refer students with questions regarding their program and/or personal issues or concerns to the appropriate departments.
  • Maintain regular communication with the College to stay informed of course schedules, class changes, technological updates, curriculum updates, and other useful information or requests.
  • Always be aware of the nature of interaction with students. Avoid conflicts of interest and situations that may give the appearance of such.
  • Complete other duties as assigned by or agreed to with deans, chairs, or program coordinators.

Minimum Qualifications
A terminal degree with 18 graduate credit hours in the discipline OR a master's degree with 18 graduate credit hours in the discipline AND at least five years of financial services industry experience AND At least 2 of the following:
  • Certifications or licensures directly related to the discipline area (such as CFP®)
  • Publications, presentations, or other intellectual works related to the discipline
  • At least 200 hours of teaching contact hours AND evidence of teaching excellence demonstrated via teaching evaluations, teaching awards, or student letters of support.

Area of Study:
  • Financial planning process
  • Investments and wealth management
  • Insurance and risk management
  • Income tax planning
  • Retirement and employee benefit planning
  • Estate and legacy planning
  • Behavioral finance
  • Financial analysis
  • Portfolio management
  • Security analysis
  • Economic and quantitative analysis
  • Analysis of alternative investments/classes

Additional Requirements:
  • 1+ industry and higher education instruction experience
  • Exceptional computer skills using Microsoft Office Suite, Google applications, Adobe and learning management systems
  • Excellent oral, written and interpersonal communication skills, self-starter with high energy and diligent work ethic, ability to meet tight deadlines, extremely high reasoning ability, ability to work in a fast-paced environment

Preferred Qualifications
A terminal degree with 18 graduate credit hours in the discipline accompanied by
  • Certifications or licensures directly related to the discipline area (such as CFP®)
  • Industry and teaching experience

#LI-Remote
The salary rate for this position is approximately $3K per course dependent on education and experience.
Location
Remote/Nationwide, USA
Additional Locations
Employee Type
Employee
Job Functional Area
Faculty Management
Business Unit
BU00117 College for Financial Planning
Diversity & Inclusion Statement:
Kaplan is committed to cultivating an inclusive workplace that values diversity, promotes equity, and integrates inclusivity into all aspects of our operations. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of age, race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, veteran status, nationality, or sex. We believe that diversity strengthens our organization, fuels innovation, and improves our ability to serve our students, customers, and communities. Learn more about our culture here.
Kaplan considers qualified applicants for employment even if applicants have an arrest or conviction in their background check records. Kaplan complies with related background check regulations, including but not limited to, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. There are various positions where certain convictions may disqualify applicants, such as those positions requiring interaction with minors, financial records, or other sensitive and/or confidential information.
Kaplan is a drug-free workplace and complies with applicable laws.

Apply