Remote Fractional Financial Advisor - Fee-Only (CFP/CFA)
Gofractional
Gofractional is looking for experienced Financial Advisors to join our remote team. You will create comprehensive financial plans, support clients with ongoing services, and teach them financial concepts. We value simplicity and empowerment in financial advice and are dedicated to helping clients thrive. Qualified candidates must have CFP or CFA certification, and 5 years of experience in financial advising. Compensation includes hourly rates and payments per delivered plans. #J-18808-Ljbffr
- JMG Financial Group, Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison... ...minimum of 5 years of client-facing experience and a CFP designation. This position offers competitive compensation...SuggestedFull time
- ...Description About Us Impact Financial is a growing, fee-only independent wealth... ...opportunity for the right advisor. We are based out of... ...This position is primarily remote/virtual but may include occasional... ...following designations: CFP®, CPA, EA, CFA. ~5+ years of experience...Remote jobPart timeWork at officeLocal areaFlexible hoursShift work
- ...A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The role involves reviewing financial planning scenarios, evaluating... ...budgeting and retirement planning. CFP certification is preferred, ensuring...Remote workPart time
$125k - $200k
...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... ...Candidates must have a minimum of 5 years of CFP® experience and demonstrate strong communication...Remote workFlexible hours$50 - $110 per hour
...Position: Personal Finance Advisor / Certified Financial Planner Type: Part-time Compensation: $50-$110/hour Location: Remote Role Responsibilities Review realistic financial planning... ...education savings, and risk management. CFP certification preferred, or CFP exam...Remote workPart time$50 - $110 per hour
...Position: Personal Finance Advisor / Certified Financial Planner® Type: Hourly contract Compensation: $50 - $110/hour Location: Remote Commitment: 10–40 hours/week Role Responsibilities... ...debt management, and retirement planning. CFP® certification or equivalent financial...Remote workHourly payContract work- ...Summary The Senior Wealth Advisor role is designed for... ..., and leading complex financial conversations. Our... ...of AUM, insurance, or fee-based business).... ...required. Series 7 or CFP®, CPA, CFA, ChFC®, or similar advanced... ...: Hawaii and Seattle. This is a remote position.Remote workFlexible hours
- ...seeks a full-time Wealth Advisor who is prepared to help... ...provide comprehensive financial planning, investment... ...or related field. ~ CFP® designation or passed... ...several days per week with remote work on other weekdays.... ...this end, Allodium is a fee-only Registered...Remote workFull timeWork at officeMonday to FridayFlexible hoursWeekday work
$100k
Certified Financial Planner (CFP® or CFA required) - Jacksonville, FL Be among the first 25 applicants. Recruiting: #twiceasnice . Pay range: $100,000 - $100,000 per year. Our client, a dynamic and growth-oriented wealth management firm, is looking for a strategic Certified...Full timeImmediate startRelocation packageMonday to Friday$423.5k
...Vegas Capstone Partners Financial is a financial planning... ...role for a Financial Advisor at Capstone Partners Financial... ...flexibility for some remote work. Join our team of... ..., SIE, Life, Accident, CFP, CFA, or CPA are a plus... ...wealth management and fee-based financial planning...Remote workFull timeTemporary workInternshipLocal area- ...We are looking for a Senior CERTIFIED FINANCIAL PLANNER™ Professional to walk alongside... ...providing experience driven advice. Our Senior CFP® Advisor will be attentive to the needs of the... ..., Tucson, AZ 85712 (In person only, no remote work). Company Description Tocco...Remote workMonday to Friday
- ...A financial wellness company is seeking Certified Financial Planners to educate employees on... ...experience in financial planning and hold a CFP certification. The position offers flexible hours and the opportunity to work remotely, making it ideal for those looking to build...Remote workFlexible hours
$200k - $250k
Lead Advisor — Values-Driven, Fee-Only RIA (NYC) Location: New York, NY (Midtown... ...(4 days in office, 1 day remote) | Compensation: $200,000... ...Lead Advisor will own financial planning and investment management... ...recommendations CFP® required ; CFA, CPA, or CIMA preferred...Remote workFull timeWork at office$65k - $85k
...Canaan) Reports to: Senior Financial Planner / Lead Advisor Role Summary We are a boutique... ...credentials (e.g. CFP, CFA, CPA). Personal Attributes &... ...education support (e.g. CFP exam fees), professional memberships, possible remote/hybrid flexibility. Why Join...Remote workInternship- ...Financial Advisor Senior The Huntington Financial Advisors group seeks professionals... ...: Bachelor's Degree CFP At least 2-3 years of... ..., and do their best work. Remote roles will also have the... ...Huntington Bank will not pay a fee for any placement resulting from...Remote workTemporary workWork at officeWork from homeFlexible hours
- ...A financial services firm is seeking a remote CFP Wealth Advisor to manage financial planning, investment guidance, and wealth management services. The role offers a steady stream of new advisory prospects and includes fully digital client onboarding. The ideal candidate...Remote work
- ...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 workPart time
- ...A financial consulting firm is seeking a Personal Finance Advisor / Certified Financial Planner® to provide expert financial guidance remotely. The ideal candidate should possess strong experience in client... ...advisory roles and have a CFP® certification. Responsibilities...Remote workHourly payContract work
$50 - $110 per hour
...Crossing Hurdles is looking for a Personal Finance Advisor / Certified Financial Planner to work remotely. Responsibilities include reviewing financial planning... ...has strong experience in financial planning, CFP certification, and excellent communication skills. This...Remote workHourly payContract work10 hours per week- ...Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team... ...role, with flexibility for remote work. We offer competitive... ...services Certifications such as CFP, CFA, or CPA are a plus Strong...Remote workFull time
$60k - $80k
...Financial Advisor | Burlington or Torrington, CT (remote possibility) A leading financial advisory and portfolio management... ...the benefits of the firm's fee-only, fiduciary model to prospective... ...licenses) Master's degree, MBA, CFP designation, or additional financial...Remote work- ...Financial Advisor Opportunities Are you an experienced Financial Advisor looking for your next... ...: We have openings that are fully remote, hybrid, or location-specific depending... ...those holding professional designations (CFP®, CFA®, or ChFC®) and relevant FINRA licenses...Remote workImmediate startRelocation package
$100k - $150k
...Financial Advisor – Tempo Wealth Location: Independence, OH Website: TempoWealth.com ( Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are... ...worker – we do not micromanage CFP or ChFC preferred Hiring Process...Remote workSummer workWork at office$95 per hour
...Compensation: $70–$95/hour Location: Remote Duration: 1–2 months... ...Responsibilities Evaluate AI-generated financial plans and advisory outputs... ...experience as a Financial Advisor, Wealth Manager, or in... ...field; advanced certifications (CFP, CFA, CPA, CHF) are a strong advantage...Remote workHourly payContract workPart timeFlexible hours$85k - $145k
...Why Work at Mercer Advisors? For 40 years, Mercer Advisors... ...and simplify their financial lives. How? By integrating... ...and others. No fee was paid for participation... ...Certified Financial Planner (CFP) designation;... ...Chartered Financial Analyst (CFA) or Chartered Investment...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Company MassMutual NJNYC is a financial planning firm with offices... ...role for a Senior Financial Advisor with expertise in Wealth... ...Hybrid role with opportunity for remote work. This is a 1099/W2/... ...Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus Bachelor...Remote workFull time
- ...Role Description Analog Capital Partners is seeking a remote CFP Wealth Advisor. Analog provides a steady stream of new wealth advisory prospects... ...your client pipeline. Day-to-day tasks include providing financial planning, retirement planning, investment guidance, and...Remote workFull timeWork at office
$140k - $200k
...Senior Financial Advisor San Jose, CA Salary: $140,000 - $200,000 per year Hybrid -... ...WHY US? Clients First: We are a 100% fee-only fiduciary firm. No product sales, corporate... ...QUALIFICATIONS: Credentials: Active CFP® designation required Experience:...Remote workLocal area1 day per week$69.24k - $266.23k
...seeking a dedicated and knowledgeable Financial Advisor to join our team. In this role, you will... ...Relevant certifications or licenses (e.g., CFP, CFA) are a plus but not required. Join... ...insurance Work Location: Hybrid remote in New York, NY 10017 The ideal...Remote workFull timeFlexible hours$100k - $157.5k
...client is a fast-growing, independent, and fee-only wealth management firm located in... .... They are looking for an experienced Financial Advisor (CFP®) to serve as a primary advisor in... ...Flexibility: 4 days in-office and 1 day remote. Community: Matching gifts program to...Remote workWork at officeShift work
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