Financial Planner - AI Trainer
Columbus, OH · Remote
$50 - $100/hr
Columbus, OH · Remote
$50 - $100/hr
Be Seen First
Columbus, OH · Remote
$54K - $150K/yr
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.
If you are interested in a job related to Remote Cfp, here are some popular related job searches with the most open positions on ZipRecruiter.

Salary range: $87,000 - $114,500
Cfp is a popular job search query. Most salaries for Cfp jobs pay between $87,000 (25th percentile) and $114,500 (75th percentile) annually. Take a look at the variety of open positions nationwide for Cfp job searches hiring now on ZipRecruiter.
Salary range: $76,000 - $102,000
Remote Financial Planner is a common job search query. Most salaries for Remote Financial Planner jobs pay between $76,000 (25th percentile) and $102,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Remote Financial Planner job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
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Freelance Certified Financial Planner is a more unusual job search query but still may give you interesting job results. Most salaries for Freelance Certified Financial Planner jobs pay between $87,000 (25th percentile) and $114,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Freelance Certified Financial Planner job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Salary range: $76,000 - $102,000
In a remote financial planning job, your role is to telecommute to advise a client about their investments. As you work from home, you create a personalized investment plan, determine the best way to meet your client's financial needs, use virtual office software to collaborate with a team, and help meet growth targets in each product line. Remote financial planners often provide short-term and long-term revenue forecasting, help with monthly accounting records, answer questions from clients, perform scenario modeling, and provide presentations to support their actions at board meetings. While you can do most of this job remotely, you may have to travel to visit clients or attend meetings at an office.
Salary range: $87,000 - $114,500
Certified Financial Planner Cfp is a typical job search query Most salaries for Certified Financial Planner Cfp jobs pay between $87,000 (25th percentile) and $114,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Certified Financial Planner Cfp job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Salary range: $75,000 - $100,000
The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.
Salary range: $52,500 - $74,500
Remote Paraplanner is a common job search query. Most salaries for Remote Paraplanner jobs pay between $52,500 (25th percentile) and $74,500 (75th percentile) annually. There are lots of open positions nationwide for Remote Paraplanner job searches hiring now on ZipRecruiter.
Salary range: $109,000 - $143,500
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As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.
Salary range: $76,000 - $102,000
As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.