Financial Planner, CFP

Search Results; Shaft (MD); Remote; USD 115,000 - 135,000; Full time

Job summary

Financial Finesse hires a remote CFP professional to coach employees nationwide using AI-enabled, human-centered financial coaching. The role involves delivering sessions, workshops, and onsite programs with a behavior-change methodology.

Ideal candidates hold a CFP certification, have 10+ years of industry experience, and can explain complex topics in plain language. A consultative approach and public speaking skills are valued, with travel up to 50% required.

Qualifications

• Current, active CFP certification
• 10+ years of industry experience
• Thorough knowledge of every area of financial planning
• Ability to explain complex financial topics in plain language people can act on
• A consultative approach: active listening, careful assessment of needs, and empathy
• Ability to turn research and data into clear, practical material
• Strong public speaking skills (experience facilitating financial workshops is a plus)
• Ability to travel up to 50% to deliver workshops and onsite sessions
• Willingness to forgo existing clients and any personal planning practice in order to preserve the integrity of our 100% unbiased approach

Responsibilities

• Coach. Deliver one-on-one sessions, phone coaching, workshops, webcasts, and onsite programs using our proprietary behavior-change methodology.
• Build. Develop new curriculum, bring forward ideas for new services, and try new approaches, with room to build the ones that work.
• Publish and speak. Turn data and real-world planning experience into articles, research, and presentations for financial planning and HR audiences.

Job description

Guide people to confident financial decisions, with no products to sell and no book of business to build. As a remote CFP® professional at Financial Finesse, you’ll coach employees of leading organizations nationwide and shape the future of AI-enabled, human-centered financial coaching.

What You’ll Do

• Coach. Deliver one-on-one sessions, phone coaching, workshops, webcasts, and onsite programs using our proprietary behavior-change methodology. Topics range from cash flow and debt to retirement, tax, equity compensation, estate planning, and employee benefits.
• Build. We’re a growing company, and our planners are among its builders. You’ll develop new curriculum, bring forward ideas for new services, and try new approaches, with room to build the ones that work.
• Publish and speak. Turn data and real-world planning experience into articles, research, and presentations for financial planning and HR audiences.

About the Company

At Financial Finesse, we believe financial wellness should change lives, not sell products. As the pioneering and leading provider of unbiased workplace financial wellness programs in the country, we combine expert human guidance with innovative technology and AI-enabled tools to help people make confident, informed financial decisions and build lasting financial independence. Our mission is grounded in objectivity, education, meaningful behavior change, and building smarter, more scalable ways to deliver financial wellness at scale.

What You’ll Need

• Current, active CFP® certification
• 10+ years of industry experience
• Thorough knowledge of every area of financial planning
• Ability to explain complex financial topics in plain language people can act on
• A consultative approach: active listening, careful assessment of needs, and empathy
• Ability to turn research and data into clear, practical material
• Strong public speaking skills (experience facilitating financial workshops is a plus)
• Ability to travel up to 50% to deliver workshops and onsite sessions
• Willingness to forgo existing clients and any personal planning practice in order to preserve the integrity of our 100% unbiased approach

You’ll Thrive Here If You

• Are driven by improving people’s financial lives, not by selling to them
• Take initiative and do what it takes to get results
• Seek out feedback, learn from what didn’t work, and keep raising your own bar
• Stay steady under pressure and recover quickly from setbacks
• Adapt quickly when priorities or circumstances shift
• Move smoothly between different kinds of work

Why Financial Finesse

Our planners work remotely nationwide, traveling for workshops and onsite sessions.

Financial Finesse was founded in 1999 on a simple conviction: expert, unbiased financial guidance shouldn’t be a privilege for the wealthy. We exist to serve the 99%, many of whom have never had a financial planner in their corner. To reach them, we invented workplace financial wellness, coined the term, and turned unbiased financial coaching into a mainstream employee benefit at no cost to employees. Today we reach millions of employees worldwide with no product sales and no commissions, just unbiased guidance that reduces financial stress and builds lasting security.

We’ve been named to Inc.’s Best Workplaces list three years running and to Fast Company’s 2025 Best Workplaces for Innovators.

Compensation and Benefits

Total compensation for the Financial Planner position averages between $115,000 and $135,000, including a $100,000 base salary. Additional compensation is available through promotions and a profit-sharing plan.

Benefits include employer-paid medical, dental, vision, and life insurance; HSA and FSA options; a 401(k) with company matching and immediate vesting; employee discount programs; and best-in-class financial wellness resources for you, your friends, and your family.

Equal Opportunity Statement

Financial Finesse provides equal employment opportunities to all employees and applicants in all company facilities without regard to race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status or status as a Vietnam-era or special disabled veteran, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws.

This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.