Remote CFP: Holistic Financial Planner with AI Platform
$125k - $200kDomain Money
New York, NY
- Remote job
Domain Money is seeking a CERTIFIED FINANCIAL PLANNER® to provide flat-fee financial planning and tax services remotely. The role involves onboarding clients, performing deep analysis for insurance and college funding, and ensuring seamless tax coordination with CPA teams. Candidates must have a minimum of 5 years of CFP® experience and demonstrate strong communication skills. Competitive pay ranges from $125k to $200k plus equity, along with comprehensive health benefits and flexible leave policies. #J-18808-Ljbffr Domain Money
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Remote CFP: Holistic Financial Planner with AI Platform in New York, NY vacancy
- A financial wellbeing company in the United States is seeking a part-time Certified Financial Planner to provide unbiased financial guidance using a digital platform. This remote role requires a CFP® designation and offers 5-15 hours per week, focusing on various financial...Remote jobPlatformPart time
- ...Goodfin AI Product Advisor Goodfin is an AI-native investment platform for private markets. We're building agentic AI systems... ...private investment opportunities with clarity and confidence. The Role... ...human expertise ~ Bonus: CFA, CFP, CAIA, or similar credentials...Remote workPlatformPart timeFlexible hours
goodfin
United States12 days ago $90k - $130k
...provider of workplace financial wellbeing,... ...planning with access to one-on... ...Certified Financial Planner™️ professionals... ...with unbiased, holistic financial and... ...This role is 100% remote within the US... ...digital platform Design and lead... ...should bring CFP® designation required...Remote workPlatformFull timeLocal areaMonday to FridayShift workAfternoon shiftLearnLux
Denver, CO21 days ago- ...Role As an Apella Financial Planning... ...will be charged with assisting these... ...relationships and deliver holistic financial... ...advisors and planners nationwide with... ...led by seasoned CFP® practitioners... ...meetings with some remote work... ...multiple technology platforms and rapid change...Remote workPlatformTemporary workWork at officeFlexible hours
- A financial services company in the United States is looking for a part... .../ Certified Financial Planner. In this remote role, you will review financial scenarios, evaluate AI-generated advice, and provide... ...Excellent communication skills and CFP® certification are preferred....Remote jobPart time
$80k - $110k
...Senior Financial Planner, Advisor Services Formative... ...) Location: Remote or in person New York... ...since 1988 with over $1B in AUM. Through... ...modern, tech-enabled platform purpose-built for... ...the world with holistic financial life planning... ...Required ~ CFP® certification (active...Remote workPlatformFull timeYourStake
Brooklyn, NY3 days ago- ...Marketing Platform Benefits/Perks... ...Technology & AI Tools: CRM,... ...Network: Work with experts across... ...Proxy Financial helps advisors... ...experienced advisor or planner, you will:... ...Way” — a holistic, client-first... ...(Series 7 or CFP preferred).... ...This is a remote position....Remote workPlatform
Proxy Financial
Dallas, TX2 days ago $100k - $115k
...wealth. Powered by AI and advanced analytics, Nayya's platform transforms... ...Northstar is a financial wellness benefit... ...journey. We partner with employers to reach... ...FINANCIAL PLANNER® professionals with... ...join our team of CFP® professionals,... ...of agency in a remote, fast-moving environment...Remote workPlatformWork at officeFlexible hoursNayya
New York, NY9 days ago- ...Financial Advisor - Kansas City (5206) ( 2500... ...strategies - they thrive with the right people... .... Our management platform affords you the... ...University Columbia Holistic Financial Coach... ...Financial Planner (CFP®) Compensation &... ...to a full suite of remote-work technology solutions...Remote workPlatformTemporary workLocal area
Equitable Services
Kansas City, KS2 days ago $40 - $60 per hour
A leading freelance platform is seeking experienced finance professionals for part-time remote work supporting AI research. Candidates should have advanced finance qualifications and at least 5 years of experience. The role involves creating finance problems, reviewing...Remote jobPlatformHourly payPart timeFreelance$4,000 per month
...Financial Advisor (CPA Required) Wisepath... ...Location: Remote / Hybrid Options... ...to delivering holistic, client-first financial... ...closely with financial advisors... ...scale its advisory platform. Position... ...Accredited Estate Planner) designation... ...designations (CFP®, ChFC®, RICP®,...Remote workPlatformFlexible hoursGrabJobs
United States21 hours ago- ...Advisor in Wealth Management to join their Financial Services team. This role involves... ...client portfolios using an integrated advice platform. The ideal candidate will have 5 years... ...software are essential. This position is remote and offers full-time employment. #J-1880...Remote jobPlatformFull time
$28k - $125k
...experience — talk with your recruiter to... ...clients secure their financial well-being... ...to a full suite of remote-work technology solutions... ...FINANCIAL PLANNER (CFP) professional and... ...Advisors offers a Holistic Financial Coach certification... ...Life Planning platform. We also have management...Remote workPlatformFull timeTemporary workLocal areaEquitable Advisors LLC
New York, NY2 days ago- ...for a Senior CERTIFIED FINANCIAL PLANNER™ Professional to walk... ...driven advice. Our Senior CFP® Advisor will be... ...details and provides a holistic approach to financial... ...Responsibilities Meet with clients and prospects... ...2 (In person only, no remote work). Company...Remote workMonday to Friday
Tocco Financial Services Inc
Tucson, AZ11 days ago $200k
...and inefficient with low technology... ...penetration. 75% of financial advisors don't... ...-centric platform in wealth management... ...Savvy tap into AI-powered... ...retention CFA or CFP certification (... ...brand name Remote and hybrid flexibility... ...Access to holistic medical, dental...Remote workPlatformWork at officeSavvy Wealth
New York, NY3 days ago$80 - $120 per hour
...connects elite creative and technical talent with leading AI research labs. Headquartered in San... ...: $80–$120/hour Location: Remote Role Responsibilities Evaluate AI... ...details about the interview process and platform information, please check: For any help...Remote workPlatformContract workSummer workWork at officeMercor
Charlotte, NC2 days ago$90 - $110 per hour
...creative and technical talent with leading AI research labs. Headquartered... ...0–$110/hour Location: Remote Commitment: 15–20 hours... ...to test AI reasoning over financial documents, ensuring precise... ...the interview process and platform information, please check:...Remote workPlatformContract workSummer workMercor
Charlotte, NC2 days ago- ...Expert for a project-based AI data labeling initiative with a US-based tech company. If... ...general ledger management and financial close processes, keep reading! 100% Remote Salary in USD LATAM Project-... ...Athyna is a Global Talent Platform, helping align world-class talent...Remote workPlatform
Athyna
United States4 days ago - Financial Advisor - Kansas City Leaders are critical... ...- they thrive with the right people... ...them. Our management platform affords you the... ...University Columbia Holistic Financial Coach... ...Certified Financial Planner (CFP) Compensation &... ...to a full suite of remote-work technology...Remote workPlatformTemporary workLocal area
$80k - $100k
...Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence,... ...: $80,000 – $100,000, commensurate with experience and credentials ~... ...oriented Experience with eMoney platforms a plus FPQP or CFP designations not required, but would...Remote workPlatformSummer workWork at officeLeading Financial Advisory Firm
United States19 hours ago$170k - $210k
...achieve their financial goals. Unlike other... ...technology platform and a team of experts... ...alignment with Mercer's values... ...insurance—to deliver holistic wealth... ...Manager, Financial Planner, or Certified... ...Financial Planner (CFP) designation... ...combination of remote and office work...Remote workPlatformTemporary workWork at officeMonday to FridayMercer Advisors
Portland, OR2 days ago- ...This Is Not Your Average Financial Planner Role - This Is Your... ...Insanely Exciting Work with the Best of the Best:... ...” clients here. Fully Remote, Limitless Flexibility... ...Matter: Whether you’re a CFP, CFA, CPA, EA, MBA,... ...just a job - this is a platform for you to reach your...Remote workPlatformFor contractorsWork at officeShift work
$100 - $120 per hour
...Location: US, UK, Canada, France, Portugal (remote) We are seeking a Strategic Finance AI Expert to bridge advanced analytics with high-impact financial decision-making. This role sits at... .... Exposure to SaaS, marketplace, or platform business models. Ability to work in...Remote workPlatformHourly payContract workPart timeWeekday work$220k - $415k
...Present to clients a holistic approach, leveraging the entire Deutsche Bank platform Determine the right... ...to meet targets coupled with very good sales and negotiation... ...of regional and local financial markets Skills That... .... #LI-HYBRID #LI-REMOTE #LI-ONSITE We...Remote workPlatformWork at officeLocal areaWork from homeDeutsche Bank
New York, NY2 days ago- ...market leader, bringing innovative AI-enhanced technology to over 8,... .... Our intelligent cloud-based platform seamlessly connects people,... ...engagement teams - consulting with customers and configuring a... ...trust. Work personas (flexible, remote, or required in office) are...Remote workPlatformContract workWork at officeFlexible hours
ServiceNow
Addison, TX19 hours ago $55 per hour
...ethically shape the future of AI. What We Do The Mindrift platform, launched and powered by... ..., connects domain experts with cutting‑edge AI projects... ...complexity? Does an async, remote, flexible opportunity... ...firms, banks, consulting, financial institutions, ministries)....Remote workPlatformPermanent employmentPart timeFreelanceFlexible hours$70k - $118.75k
...the first open front-to-back platform - State Street Alpha, that was... ...using emerging technologies like AI and Blockchain sounds like a... ...software provider. Experience with managed account (SMA/UMA) programs... ...to work effectively when remote from clients. Travel of 20%-40...Remote workPlatformTemporary workFlexible hours- ...product and thought leadership platform along with cutting edge digital... ...investment solutions to meet their financial needs. As a Private Client... ...investments Provide a holistic view of clients’ needs and financial... ...Financial Planning (CFP) certification is preferred...Platform
- ...provider of workplace financial wellbeing,... ...planning with access to one-on... ...Certified Financial Planner™️ professionals... ...with unbiased, holistic financial... ...This role is 100% remote within Puerto... ...LearnLux digital platform Lead engagement... ...Planner (CFP) designation is...Remote workPlatformFor contractorsLocal area
$146k - $182k
...a global data and AI platform empowering investment... ...to turn complex financial information into... ...platform integrates with nearly 650... ...mapping them to a holistic technical vision that... ...such as the CFA, CFP and Masters Degree... ...accounts, conducting remote “interviews,” and...Remote workPlatformH1bWorldwideVisa sponsorshipWork visaGrabJobs
United States3 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote CFP: Holistic Financial Planner with AI Platform. Be the first to apply!
Related searches
- finance associate New York, NY
- oracle cloud financials consultant New York, NY
- financial advisor development program New York, NY
- entry level financial advisor New York, NY
- financial planner cfp New York, NY
- financial advisor part time New York, NY
- financial advisor internship New York, NY
- work from home financial advisor New York, NY
- financial planning administrator New York, NY
- strategic finance associate New York, NY