Part-Time Remote CFP® | 20 hrs/week | 1099 Contractor

Part-Time Remote CFP® | 20 hrs/week | 1099 Contractor Location: Remote (U.S.) Hours: ~20 per week Type: 1099 Contractor About InVestra: InVestra is a boutique, women-owned wealth management firm serving high-net-worth individuals, families, business owners, and women. We provide deeply personalized financial planning, investment management, and multi-generational wealth strategies. Our team values collaboration, integrity, and delivering meaningful impact to every client. Role Overview: We are seeking an experienced CFP® to join our team as a part-time, remote 1099 contractor. This is an ideal role for a hands-on financial planner who thrives on building and analyzing client plans, leveraging their expertise in eMoney or WealthVision, and supporting a high-performing advisory team without the demands of full-time production. Key Responsibilities: • Build, maintain, and update comprehensive financial plans using eMoney or WealthVision • Conduct scenario analyses, retirement modeling, and “what-if” projections • Assist advisors in preparing client presentations, charts, graphs, and worksheets • Support ongoing client communications, documentation, and follow-up on planning recommendations • Collaborate remotely with advisors and operations to ensure seamless client experiences • Maintain compliance and accurate documentation of client plans and workflows Required Qualifications: • CFP® certification required • 3+ years of hands-on experience with eMoney or WealthVision (non-negotiable) • Strong analytical, problem-solving, and communication skills • Proven ability to manage multiple projects and meet deadlines independently • Experience in a planning-focused advisory firm preferred Preferred Skills & Experience: • Knowledge of investment strategies, cash flow modeling, tax planning, insurance, and estate planning • Experience supporting client relationships and preparing detailed planning reports • Ability to thrive in a remote, collaborative, and fast-paced environment • High attention to detail, confidentiality, and professional integrity Compensation & Schedule: • Competitive hourly rate • Flexible ~20 hours per week • Fully remote, contractor-based position Why You’ll Love This Role: • Work with a boutique, values-driven firm in a high-impact, client-focused role • Flexible schedule with autonomy and respect for your expertise • Collaborate remotely with a high-performing, boutique advisory team • Focus on financial planning work without sales quotas or building your own book of business Job Types: Part-time, Contract Base Pay: $35.00 per hour Expected hours: 15 – 25 per week Experience: • certified financial planning: 5 years (Required) License/Certification: • CFP (Preferred) Work Location: Remote