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Contractual Remote Financial Planning Jobs (NOW HIRING)

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their ... Proficiency with financial planning software and tools. * A collaborative, team-oriented mindset ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their ... Proficiency with financial planning software and tools. * A collaborative, team-oriented mindset ...

Melanin Money

Financial Planner/Advisor (Remote)

Dallas, TX · Remote

$78K - $85K/yr

Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their ... Proficiency with financial planning software and tools. * A collaborative, team-oriented mindset ...

Cardinal Health

Open to remote candidates! This person will support our OptiFreight Logistics business from an FP&A perspective. What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the ...

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Contractual Remote Financial Planning information

See salary details

$50.5K

$96.7K

$139.5K

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

As of Jul 15, 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.
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:
Contractual Remote Financial Planning jobs near you

Financial Planner (Remote)

Melanin Money

Dallas, TX • On-site, Remote

$78K - $85K/yr

Full-time

PTO

Posted 13 days ago

Job description

Financial Planner/Advisor
Location: Remote, U.S.A.
Job Type: Full-Time
Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial independence? If so, Melanin Money is excited to welcome a Financial Planner/Advisor to our dynamic team!
At Melanin Money, our mission is to close the wealth gap and provide the tools for individuals to build generational wealth. As a Financial Advisor, you'll play a pivotal role in helping clients navigate their financial journeys through customized strategies and ongoing support.
Key Responsibilities
Your day-to-day work will focus on:
  • Meeting with clients to understand their financial goals, risk tolerance, and unique challenges.
  • Developing comprehensive financial plans that include investment strategies, portfolio management, savings, insurance solutions, and tax optimization.
  • Regularly reviewing and adjusting financial plans to reflect clients' evolving needs and changing market conditions.
  • Educating and empowering clients with the knowledge and tools needed to confidently manage their finances.
  • Researching and recommending investment opportunities that align with clients' objectives.
  • Staying updated on industry trends, market shifts, and regulatory changes to provide timely and relevant advice.
  • Collaborating with our team to refine strategies and implement innovative solutions.
What You'll Bring
We're looking for someone who meets the following qualifications:
  • A Bachelor's degree in finance, economics, or a related field.
  • A Series 65 FINRA License (required).
  • 3-5 years of experience in financial planning or investment management.
  • Strong analytical skills and the ability to create effective financial solutions.
  • Excellent communication skills with a knack for building strong, trust-based client relationships.
  • Attention to detail and a commitment to delivering accurate, high-quality work.
  • Proficiency with financial planning software and tools.
  • A collaborative, team-oriented mindset with the ability to thrive in a dynamic environment.
Why Join Melanin Money?
At Melanin Money, we value our team members and their contributions. Here's what we offer:
  • Unlimited Paid Time Off (PTO): Recharge and refresh with unlimited PTO after your first 90 days.
  • Competitive Compensation: Enjoy a base salary with performance-based incentives.
  • Professional Growth: Access ongoing training, development programs, and career advancement opportunities.
  • Supportive Culture: Join a diverse, passionate team dedicated to making a positive impact.
  • Meaningful Work: Help clients achieve their financial goals and create generational wealth.
About Us
Melanin Money is more than just a financial planning firm-we're a movement. Our mission is to empower individuals, particularly in underserved communities, to achieve financial freedom and build a legacy. We're passionate about making a difference, and we're looking for a like-minded professional to join us in this journey.
How to Apply
If this role resonates with you, we'd love to hear from you! Submit your resume and a cover letter explaining your experience, qualifications, and why you're excited about joining the Melanin Money team. Together, let's empower our clients to take control of their financial futures.
Melanin Money Enterprises LLC is committed to providing a safe, productive, and ethical workplace for all employees. As part of our hiring process, all job offers are contingent upon the successful completion of a background check and/or drug test.
Background Check: The background check may include, but is not limited to, verification of employment history, educational credentials, references, criminal history, and any other relevant information to determine your qualifications and suitability for the position. By submitting your application, you authorize our company or its designated agents to perform such checks.
Drug Test: As part of our pre-employment process, candidates may be required to undergo drug testing. The test will screen for the presence of illegal substances and will be conducted in accordance with applicable federal, state, and local laws. A positive test result or refusal to submit to the test may result in withdrawal of the job offer.
Confidentiality: All information obtained through the background check and/or drug test will be treated confidentially and used solely for the purpose of determining suitability for employment with Melanin Money Enterprises LLC. This information will not be disclosed to unauthorized personnel.
Acknowledgment and Consent: By applying for a position at Melanin Money Enterprises LLC, you acknowledge that you have read and understood this disclaimer. Furthermore, you consent to the performance of the necessary background check and drug test as a condition of employment.
Our company reserves the right to rescind an offer of employment or terminate employment based on information obtained through the background check or drug test, subject to applicable laws and regulations.
If you have any questions or concerns about this process, please contact HR@melaninmoney.com

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