Certified Financial Planner (CFP)

March 7, 2026

Other Jobs To Apply

No other job posts for this day.

Certified Financial Planner (CFP) – Heart Centered Advisor at Holistic Finance Location: Remote Type: Full-time At Holistic Finance, we believe that true financial planning goes beyond numbers. It is about helping people align their money with their values, purpose, and overall wellbeing. As we continue to grow, we are seeking a Certified Financial Planner (CFP) who combines professional excellence with empathy, authenticity, and charisma to add to our licensed financial team. Our client base consists primarily of doctors, medical professionals, and self employed individuals who are also heart centered. Many of our clients come from Student Loan Tutor, the nation’s largest student loan advisory company with approximately 10,000 active clients and thousands of professionals served each year. This creates a steady flow of qualified clients and gives Holistic Finance the support of a larger established ecosystem. Who You Are: You are a CFP who values connection as much as strategy. You enjoy guiding clients to feel empowered and confident in their financial journey. You are the kind of person who listens deeply, communicates with warmth, and genuinely cares about helping others thrive financially and personally. What You Will Do: • Partner with clients to develop holistic financial plans that reflect both their goals and values. • Provide ongoing guidance around investments, cash flow, retirement, tax strategy, and legacy planning. • Build lasting, trust based relationships through empathy, insight, and clear communication. • Collaborate with our team to refine and enhance our client experience. • Contribute to a culture rooted in integrity, compassion, and genuine service.What We ---Are Looking ForCurrent CFP certification (required) • A charismatic and heart centered communicator • Three or more years of financial planning or advisory experience • Strong ethical standards and a genuine desire to help clients thrive • Experience with eMoney preferred • Alignment with our holistic approach to wealth and wellbeing A Plus if You Have: CFA or CPA or Enrolled Agent Why Join Holistic Finance: • Work with a mission driven firm where profit is not our only barometer of success. • Supportive, values based team environment. • Opportunities for personal and professional growth. • Competitive compensation. • Base salary plus commission and bonuses. • No prospecting required. • All work is fully remote. To Apply: Send your résumé and a short note about what heart centered financial planning means to you. Job Type: Full-time Pay: 80,000.00 - 140,000.00 per year plus commission and bonuses Work Location: Remote Apply tot his job Apply tot his job

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...