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Contractual Remote Financial Planning information

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$50.5K

$96.7K

$139.5K

How much do contractual remote financial planning jobs pay per year?

As of Jun 11, 2026, the average yearly pay for contractual remote financial planning in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What is contractual remote financial planning?

Contractual remote financial planning refers to providing financial planning services on a contract basis while working remotely, rather than as a permanent, in-office employee. Professionals in this role typically help clients manage their finances, investments, and long-term goals through virtual meetings and digital communication tools. This arrangement offers flexibility for both the advisor and the client, often allowing for a broader client base and adaptable work schedules. Contractual remote financial planners may work independently or with financial firms, and they usually handle tasks such as budgeting, retirement planning, tax strategies, and investment advice.

What are some common challenges faced by professionals in a contractual remote financial planning role, and how can they be addressed?

Contractual remote financial planners often encounter challenges such as building trust with clients virtually, managing multiple client portfolios independently, and staying up-to-date with regulatory changes across different regions. To address these, strong digital communication skills, disciplined time management, and continuous professional development are essential. Leveraging secure financial planning software and maintaining clear, transparent communication channels can also help foster client confidence and streamline workflow. Regularly participating in online industry webinars and forums can keep you informed about best practices and changing regulations.

What is the difference between Contractual Remote Financial Planning vs Freelance Financial Advisor?

AspectContractual Remote Financial PlanningFreelance Financial Advisor
CredentialsCFP or CFA often requiredCFP or similar certifications preferred
Work EnvironmentRemote, contract-based with specific clientsRemote or in-person, independent client work
Employer/Industry UsageTypically employed by financial firms or institutionsIndependent, self-employed professionals
Search/Comparison IntentSeeking structured, contract-based financial planning rolesLooking for independent financial advisory opportunities

Contractual Remote Financial Planning involves working on a contract basis for firms, often with structured roles and specific client assignments. Freelance Financial Advisors operate independently, offering personalized services to clients. Both roles require similar credentials but differ mainly in employment structure and client engagement style.

What are the key skills and qualifications needed to thrive as a Contractual Remote Financial Planner, and why are they important?

To thrive as a Contractual Remote Financial Planner, you need a strong background in finance, investment strategies, and regulatory compliance, typically supported by a relevant degree and certifications like CFP or CFA. Proficiency with financial planning software, virtual meeting platforms, and secure document management systems is essential. Excellent communication, self-motivation, and client relationship skills help you stand out in this remote, client-focused role. These skills ensure accurate guidance, trust-building, and effective service delivery from a distance.
More about Contractual Remote Financial Planning jobs
What cities are hiring for Contractual Remote Financial Planning jobs? Cities with the most Contractual Remote Financial Planning job openings:
What are the most commonly searched types of Remote Financial Planning jobs? The most popular types of Remote Financial Planning jobs are:
What states have the most Contractual Remote Financial Planning jobs? States with the most job openings for Contractual Remote Financial Planning jobs include:
What job categories do people searching Contractual Remote Financial Planning jobs look for? The top searched job categories for Contractual Remote Financial Planning jobs are:
Contractual Remote Financial Planning jobs near you
Infographic showing various Contractual Remote Financial Planning job openings in the United States as of June 2026, with employment types broken down into 2% Locum Tenens, 2% Internship, 12% As Needed, 68% Full Time, 9% Part Time, and 7% Temporary. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.
Financial/Investment Consultant

Financial/Investment Consultant

CPA Tax Advisors LLC

Atlanta, GA • On-site, Remote

Part-time

Posted 22 hours ago

Job description

We are looking for a Remote Financial/Investment Consultant!


Job Location:

  • Must be located in Georgia.
  • Although the position is remote, 10% of your work MAY need to be done on-site


Job Responsibilities:

  • Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth.
  • Deliver a full day of private financial planning expertise to clients, either individuals or couples.
  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high-net-worth clients.
  • Research and analyze investments, strategies, and market conditions, and provide sound financial advice based on findings.
  • Aptitude for applying financial planning knowledge in real-life situations.
  • Responsible for the satisfaction and retention of the organization's high-net-worth clients.
  • Participate in client meetings when appropriate and respond to executive client requests.
  • Grow and develop a client base through client referrals and outside sales.
  • Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.


Job Requirements:


  • AA degree or higher
  • Series minimum Series 65 or Series 7 certification (REQUIRED)
  • Experience with financial planning
  • Strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration.
  • Must live in GA (ability to travel to remote office, as requested, if not located in immediate area).
  • Willing to travel up to 30%, primarily between Atlanta, GA, and South GA.
  • Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude attitude.

Apply