1

Virtual Cfp Jobs (NOW HIRING)

Sr. Systems and Cloud Engineer

Washington, DC ยท On-site

$118K - $161K/yr

Manage cloud environments (Azure, AWS), including virtual machines, storage accounts, networking ... CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and ...

This role is perfect for an early-career Certified Financial Planner (CFP) who has some experience ... Corresponding with clients via phone, email, and virtual meeting software. * Developing new client ...

next page

Showing results 1-20

Virtual Cfp information

See salary details

$47K

$103.1K

$148.5K

How much do virtual cfp jobs pay per year?

As of Jun 4, 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 are the key skills and qualifications needed to thrive as a Virtual CFP (Certified Financial Planner), 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 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 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.

More about Virtual Cfp jobs
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? States with the most job openings for Virtual Cfp jobs include:
Infographic showing various Virtual Cfp job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 93% Full Time, 1% Temporary, and 5% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.
Sr. Systems and Cloud Engineer

Sr. Systems and Cloud Engineer

CFP Board

Washington, DC โ€ข On-site

$118K - $161K/yr

Other

This job post hasย expired today.ย Applications are no longer accepted.


Job description

Senior Systems And Cloud Engineer

The Senior Systems and Cloud Engineer is responsible for the design, implementation, maintenance, and optimization of the organization's IT infrastructure, including servers, storage, networking, virtualization platforms, and cloud services. This role provides expert-level technical leadership and hands-on support to ensure stability, security, scalability, and high availability of mission-critical systems.

The Senior Systems and Cloud Engineer will work closely with IT leadership, cybersecurity teams, application owners to deliver robust, efficient, and secure technology solutions. The role requires a deep technical understanding of enterprise systems, proactive problem-solving skills, and implement complex infrastructure solutions. The successful candidate will serve as the primary technical resource for infrastructure decisions, bringing hands-on proficiency and sound technical judgment to drive operational excellence across the IT environment.

Essential Functions:

  • Design, implement, and maintain on-premises and cloud-based infrastructure systems, including servers, storage, virtualization, and networking components.
  • Ensure the availability, performance, and security of critical infrastructure services, such as Active Directory, DNS, DHCP, VPN, firewalls, and backup systems.
  • Plan and execute system upgrades, migrations, and expansions while minimizing disruption to business operations.
  • Manage cloud environments (Azure, AWS), including virtual machines, storage accounts, networking, and identity services.
  • Contribute to infrastructure-related projects, providing technical expertise through design, implementation, testing, and documentation. Provide advanced troubleshooting support for escalated infrastructure issues, performing root cause analysis and implementing preventive measures to reduce recurrence.
  • Monitor infrastructure health, capacity, and performance, using appropriate tools; preform proactive maintenance to prevent downtime and ensure scalability.
  • Implement and maintain comprehensive backup, disaster recovery, and business continuity solutions.
  • Collaborate with cybersecurity teams to ensure infrastructure components meet security standards and support vulnerability management and patching programs.
  • Develop and maintain accurate technical documentation, diagrams, and operational procedures.
  • Evaluate and recommend new technologies, tools, and practices to improve efficiency, security, and performance.
  • Participate in on-call rotation and provide after-hours support for critical infrastructure issues as needed; the rotation is shared and typically involves infrequent after-hours escalations.

Background/Skills/Abilities Preferred:

  • Bachelor's degree in Information Technology, Computer Science, Engineering, or related field preferred; equivalent experience and relevant certifications will be considered in lieu of a degree.
  • 7+ years of progressive experience in IT infrastructure engineering.
  • Expertise in managing enterprise environments, including Windows Server, Linux, VMware vSphere, Hyper-V, and storage systems (SAN/NAS).
  • Strong experience with cloud platforms, particularly Microsoft Azure and/or AWS, including networking, virtual servers, storage, and identity services.
  • Solid understanding of networking concepts (TCP/IP, VLANs, VPNs, firewalls, load balancing, DNS) and enterprise network troubleshooting.
  • Proficiency with Microsoft technologies including Active Directory, Intune, Group Policy, Exchange Online, and Microsoft 365 administration, including cloud email security standards such as MTA-STS where applicable.
  • Experience integrating and managing multi-factor authentication (MFA) across on-premises and cloud environments.
  • Experience with SSL/TLS certificate lifecycle management, including renewal, deployment, and monitoring to prevent service disruptions.
  • Proficiency in infrastructure automation and scripting (e.g., PowerShell); experience with additional scripting languages or tools is a plus. Experience with enterprise monitoring and endpoint management platforms (e.g., NinjaOne, SolarWinds, Datadog, or similar RMM tools).
  • Familiarity with NIST security frameworks, system hardening techniques, vulnerability management practices, and regulatory compliance requirements.
  • Strong organizational, analytical, and problem-solving skills with a proactive and detail-oriented approach.
  • Excellent verbal and written communication skills, with the ability to create clear technical documentation and effectively communicate with both technical and non-technical stakeholders.
  • Professional certifications preferred, such as:
    • ITIL Foundation or higher
    • Microsoft Certified: Azure Administrator Associate / Solutions Architect
    • VMware Certified Professional (VCP)
    • AWS Certified Solutions Architect
    • CompTIA Security+ or equivalent

About CFP Board

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER TM certification โ€” widely recognized by the public, advisors and firms as the standard for financial planners โ€” so that the public has access to the benefits of competent and ethical financial planning.

CFP ยฎ certification is held by over 100,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge.

This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $115,000.00 to $130,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.