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Virtual Cfp Jobs in Florida (NOW HIRING)

Baird

Financial Advisor in Training

Merritt Island, FL · On-site

Participants will be required to complete all virtual and in-person requirements and pass all skill ... Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA ...

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Virtual Cfp information

See Florida salary details

$35.1K

$77K

$111K

How much do virtual cfp jobs pay per year?

As of Aug 10, 2026, the average yearly pay for virtual cfp in Florida is $77,031.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,400.00 and $92,300.00 per year, depending on experience, location, and employer.

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.

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 the most commonly searched types of Cfp jobs in Florida? The most popular types of Cfp jobs in Florida are:
What are popular job titles related to Virtual Cfp jobs in Florida? For Virtual Cfp jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Virtual Cfp jobs in Florida look for? The top searched job categories for Virtual Cfp jobs in Florida are:
What cities in Florida are hiring for Virtual Cfp jobs? Cities in Florida with the most Virtual Cfp job openings:
Virtual Cfp jobs near you
Infographic showing various Virtual Cfp job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $77,031 per year, or $37 per hour.

Wealth Management Associate with Future Leadership Opportunity - FL Tampa, St. Petersburg, Saras...

Equitable

Tampa, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 25 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.

Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients. 

Daily Activities may include

  • Networking to discover new talent to grow your team 
  • Coaching from your experience & training to develop new Financial Professionals
  • Collaborating with local leadership to strengthen values, mission and vision
  • Committing to personal and district goals consistent with branch and company strategy
  • Supervisory skills ensuring compliance and brand are met
  • Fostering diverse talent and enabling an inclusive work environment
  • Teambuilding through culture and events

Requirements

  • Four-year college degree preferred but not required
  • Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
  • Must pass FINRA Series 24 exam prior to stepping into leadership
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
  • Desire to help others plan for and protect their financial futures
  • Knowledge of our products & services
  • High degree of self-confidence but team first attitude
  • Authorized to work in the United States

Training & Support

  • Leadership Development School
  • Equitable Advisors' Virtual University
  • Columbia Holistic Financial Coach Program
  • Sponsorship for FINRA licensing
  • Working closely with top leadership thru 1:1 coaching
  • Joint work and mentorship opportunities
  • Personalized training and support in all areas important to building your business
  • Opportunity to earn specialized designations such as Certified Financial Planner (CFP)

Compensation & Benefits

  • Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
  • Work-life balance and access to a full suite of remote-work technology solution

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!

If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE- 7559574.1(2/25)(Exp.2/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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