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Virtual Cfp Jobs (NOW HIRING)

CeriFi

Dalton CFP Contractor Instructor

Alpharetta, GA · On-site

$100 - $125/hr

Teach CFP exam education classes using our virtual classrooms. What You'll Do: Education and Exam Review Content * Thorough understanding of Dalton Education content, which includes our books ...

Cerifi

Dalton CFP Contractor Instructor

Teach CFP exam education classes using our virtual classrooms. What You'll Do: Education and Exam Review Content * Thorough understanding of Dalton Education content, which includes our books ...

Tundra Technical Solutions

Be Seen First

Virtual Financial Consultant

Frisco, TX · On-site

$80K - $85K/yr

CFP or working toward advanced planning credentials * Experience supporting institutional clients ... Conduct virtual consultations via phone and video to support both short- and long-term financial ...

Tundra Technical Solutions

Be Seen First

Virtual Financial Consultant

Frisco, TX · On-site

$80K - $85K/yr

CFP or working toward advanced planning credentials * Experience supporting institutional clients ... Conduct virtual consultations via phone and video to support both short- and long-term financial ...

Flagstar Bank

Virtual Financial Consultant

Troy, MI · On-site

$70 - $110/hr

The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable ... if applicable)CFP (Certified Financial Planner) designation, or active progress toward ...

Rutgers University

CFP Board Code of Ethics and Standards of Conduct Fiduciary standard and application The successful ... offer virtual office hours as needed, and comply with grade submission policies and deadlines.

Magellan Health, Inc.

$58K - $93K/yr

Virtual PFC support may only be authorized by OSD FINRED Program office. * Manages duty to warn ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...

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Virtual Cfp information

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$47K

$103.1K

$148.5K

How much do virtual cfp jobs pay per year?

As of Aug 25, 2026, the average yearly pay for virtual cfp in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.

What is a Virtual CFP?

A Virtual CFP (Certified Financial Planner) is a certified financial professional who provides financial planning services remotely, typically through online platforms, video calls, and digital communication. Unlike traditional CFPs who meet clients in person, virtual CFPs offer flexibility and accessibility for clients who prefer or require remote financial advice. They can assist with retirement planning, investment strategies, tax planning, and more, all through secure digital channels. This approach makes expert financial planning more convenient and often more affordable for a wider range of clients.

What are the key skills and qualifications needed to thrive as a Virtual CFP, and why are they important?

To thrive as a Virtual CFP, you need a solid background in financial planning, investment strategies, and regulatory compliance, supported by a CFP certification and relevant finance or accounting degree. Familiarity with financial planning software, CRM systems, and secure virtual communication platforms is typically required. Exceptional interpersonal skills, active listening, and the ability to explain complex financial concepts clearly help build trust with remote clients. These skills ensure accurate, personalized financial advice and strong client relationships in a digital advisory environment.

What are some common challenges faced by Virtual CFPs when working remotely with clients?

Virtual CFPs often navigate challenges such as building trust with clients without in-person meetings and effectively communicating complex financial concepts through digital platforms. They must also stay proactive in maintaining client engagement and leveraging technology to ensure secure information sharing. Adapting to different clients' comfort levels with virtual tools and managing time zones or flexible schedules are important aspects of the role. Successful Virtual CFPs excel by using strong communication skills, reliable digital tools, and clear processes to deliver effective financial planning remotely.

What is the difference between Virtual Cfp vs Virtual Financial Advisor?

AspectVirtual CfpVirtual Financial Advisor
CertificationsCertified Financial Planner (CFP)Typically holds CFP or similar certifications
Work EnvironmentRemote, online client meetings, financial planning softwareRemote or hybrid, client meetings, investment management
Industry UsageFinancial planning, comprehensive wealth managementInvestment advice, portfolio management, financial planning
Common Search IntentFinancial planning, certification, remote CFP jobsInvestment advice, financial advising, remote financial services

Both Virtual CFPs and Virtual Financial Advisors work remotely and often hold similar certifications like the CFP. However, Virtual CFPs primarily focus on comprehensive financial planning, while Virtual Financial Advisors may also handle investment management and portfolio strategies. The roles overlap in client interaction and industry usage, but the Virtual CFP role emphasizes holistic financial planning with certification requirements.

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What cities are hiring for Virtual Cfp jobs?

Cities with the most Virtual 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 Virtual Cfp jobs?

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Virtual Cfp jobs near you
Infographic showing various Virtual Cfp job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 33% Physical, 2% Hybrid, and 65% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Dalton CFP Contractor Instructor

CeriFi

Alpharetta, GA • On-site

$100 - $125/hr

Full-time

Posted 11 days ago

Job description

Description:

The Opportunity

Responsible for delivering CFP content to students for a class review. Instructors need to deliver classroom content in a meaningful way to foster student understanding of complex topics. Content includes our books, student handout materials, question databases, and the ability to work within the LMS to provide feedback to students. Teach CFP exam education classes using our virtual classrooms.


What You'll Do:

Education and Exam Review Content

  • Thorough understanding of Dalton Education content, which includes our books, student handout materials, online learning program, question database, and classroom PowerPoints.
  • Assist with updates and content development for slides and other materials used throughout the education process as needed.
  • Remain current on CFP regulation and tax law changes/updates.
  • Facilitate assigned CFP courses.

Classroom

  • Teach CFP exam courses using our virtual classrooms.
  • Answer student questions and coordinate with other faculty to support student questions.
  • Foster student learning and participation in class.
  • Be prepared to present material at each class.
  • Answer student questions during class.
  • Deliver classes in a virtual classroom setting.

Miscellaneous

  • Provide your availability to the Faculty Director on an ongoing basis.
  • Complete other related duties as assigned.
Requirements:

What You'll Need:

  • Advanced degree in your area of study or current CFP certification and a Bachelor's in any subject.
  • Outstanding classroom facilitation skills.
  • Familiarity with Zoom.
  • Excellent written and oral communication skills.
  • Strong analytical, problem solving, and critical thinking skills.
  • Passion for education and helping to create future CFP registered representatives.

Preferred Skills

  • PhD, JD, CPA, CFA, or FRM
  • 5 years of Financial industry experience.
  • Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint.

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