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Online Financial Planner Jobs (NOW HIRING)

Arcadia Financial

Financial Planner

Manchester, NH · On-site

$75K - $85K/yr

Job Summary As a Financial Planner at Arcadia Financial, you will play a critical role in guiding clients toward financial success. You will develop personalized financial plans, provide strategic ...

Arcadia Financial

Financial Planner

Manchester, NH · Hybrid

$75K - $85K/yr

Job Summary As a Financial Planner at Arcadia Financial, you will play a critical role in guiding clients toward financial success. You will develop personalized financial plans, provide strategic ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

About the Role As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial ...

Larson Financial Group, LLC

Financial Planner

Denver, CO · On-site

$100K/yr

As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

About the Role As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial ...

Larson Financial Holdings, LLC

Financial Planner

Denver, CO · On-site

$78K - $105K/yr

As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a ...

Larson Financial Group, LLC

Financial Planner

Denver, CO · On-site

$78K - $105K/yr

As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a ...

Pax Financial Group

Financial Planner

San Antonio, TX

$68K - $92K/yr

Position Overview We are seeking a growth-oriented and client-focused Financial Advisor to deliver holistic financial planning while proactively developing and expanding a book of business. This role ...

Pax Financial Group

Financial Planner

San Antonio, TX · On-site

$68K - $92K/yr

Position Overview We are seeking a growth-oriented and client-focused Financial Advisor to deliver holistic financial planning while proactively developing and expanding a book of business. This role ...

WealthBridge Financial Group

Financial Planner

Mission, KS · On-site

$70K - $95K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

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All JobsOnline Financial Planner Jobs

Online Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do online financial planner jobs pay per year?

As of Jul 16, 2026, the average yearly pay for online financial planner 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 the difference between Online Financial Planner vs Financial Advisor?

AspectOnline Financial PlannerFinancial Advisor
CredentialsCertifications like CFP, CFA often requiredSame certifications typically required
Work EnvironmentPrimarily remote, online platformsIn-person, phone, or online meetings
Employer & IndustryFinancial planning firms, online platformsBanks, independent firms, wealth management
Services OfferedFinancial planning, investment advice, retirement planningInvestment advice, estate planning, tax strategies

Online Financial Planners and Financial Advisors share similar credentials and often serve overlapping client needs. The main difference lies in their work environment: Online Financial Planners operate mainly through digital platforms, offering remote services, while Financial Advisors may work in person or via phone. Both roles are integral to financial services, but online options provide more flexibility and accessibility for clients seeking remote financial planning assistance.

Can financial planners work remotely?

Financial planners can work remotely, especially with the increasing use of digital tools for client communication, financial analysis, and planning software. Many firms and independent planners offer remote or hybrid work arrangements, provided they have the necessary certifications and secure data handling practices.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, those reaching this level typically have extensive experience, strong client bases, and often hold advanced certifications like the CFP or CFA. High earnings are more common among senior advisors in large firms or those managing substantial assets under management (AUM).

How can I make 2000 a week working from home?

An online financial planner can potentially earn $2,000 or more weekly by managing multiple client accounts, providing financial advice, and offering planning services remotely. Building a strong client base, obtaining relevant certifications, and using financial planning tools can help increase earning potential. Consistent marketing and excellent service are essential for reaching this income level from home.

What is an Online Financial Planner?

An Online Financial Planner is a professional who provides financial advice and planning services through digital platforms. They help clients manage their finances, set financial goals, create budgets, and make investment decisions all via online tools, video calls, and secure messaging. This service offers convenience and accessibility, making financial planning available to a broader range of people regardless of location. Online financial planners may work independently or with digital advisory firms, and they often use technology to streamline the planning process and offer personalized recommendations.

How can I make 100,000 a year working from home?

An online financial planner can reach a $100,000 annual income by building a strong client base, offering specialized financial advice, and obtaining relevant certifications such as CFP. Success also depends on effective marketing, excellent communication skills, and leveraging digital tools to serve clients remotely. Consistent performance and expanding your network are key to increasing earnings in this field.

What are the key skills and qualifications needed to thrive as an Online Financial Planner, and why are they important?

To thrive as an Online Financial Planner, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a relevant degree and certifications like CFP or CFA. Familiarity with financial planning software, virtual communication tools, and secure data management systems is essential. Strong interpersonal skills, active listening, and clear digital communication help build trust and rapport with clients remotely. These skills ensure you can deliver effective, personalized financial advice while maintaining compliance and strong client relationships in a virtual environment.

How does an Online Financial Planner typically collaborate with clients and other professionals in a remote setting?

As an Online Financial Planner, you will frequently use digital tools such as video conferencing, secure messaging, and cloud-based document sharing to communicate with clients and colleagues. Collaboration often involves coordinating with tax advisors, investment managers, and legal professionals to develop comprehensive financial plans. Maintaining clear, consistent communication and leveraging technology to share updates and documents are essential for building strong client relationships and ensuring seamless teamwork, even when working remotely.
What cities are hiring for Online Financial Planner jobs? Cities with the most Online Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
What states have the most Online Financial Planner jobs? States with the most job openings for Online Financial Planner jobs include:
Online Financial Planner jobs near you
Infographic showing various Online Financial Planner job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planner

Briaud Financial Planning Inc

College Station, TX • On-site

$80K - $110K/yr

Full-time

Life, Retirement

Posted 29 days ago

Job description

Description:

We are seeking a Financial Planner to contribute to the development and delivery of comprehensive financial plans while continuing to deepen their planning expertise and client relationship skills.


This role is designed for individuals who have developed a strong foundation in financial planning and are ready to take on increasing responsibility within the planning process. Financial Planners work closely with Senior Financial Planners and Advisors to develop recommendations, strengthen client relationships, and expand their ability to guide clients through complex financial decisions.


This is a role for someone who is intellectually curious, passionate about financial planning, and committed to continuous growth. You enjoy solving complex financial challenges, developing thoughtful recommendations, and helping clients make progress toward their goals. You understand that exceptional planning requires both technical expertise and practical experience, and you are motivated to continually develop both.


You will contribute to the planning process, build meaningful client relationships, and continue developing the expertise necessary to become a trusted advisor.


In this role you will:

  • Client Relationships: Develop and deepen relationships with clients through regular communication and meetings.
  • Financial Planning: Contribute to the development, presentation, and implementation of comprehensive financial plans.
  • Analysis & Recommendations: Develop retirement projections, income tax projections and estimates, risk management analyses, and estate planning recommendations.
  • Collaboration: Work alongside Senior Financial Planners and Advisors to deliver exceptional client outcomes.


If you have the following, we want to talk to you:

  • You Are a Financial Planning Nerd: You are passionate about financial planning and helping clients achieve their goals. You enjoy diving into complex planning situations and continuously expanding your knowledge.
  • You Build Trust Through Relationships: You genuinely enjoy working with people and developing meaningful client relationships. You understand that great planning begins with understanding what matters most to the client.
  • You Combine Analysis with Judgment: You can evaluate multiple options, think critically, and develop thoughtful recommendations while recognizing there is often more than one right answer.
  • You Take Ownership: You follow through on commitments, take responsibility for your work, and proactively move projects and client needs forward.
  • You Communicate Clearly: You can translate complex financial concepts into language clients and team members can understand. You keep others informed and communicate with confidence and professionalism.
  • You Thrive on Continuous Growth: You seek feedback, embrace coaching, and are committed to becoming a better planner today than you were yesterday.
  • You Believe in Team Success: You understand that exceptional client outcomes are the result of collaboration and are willing to do whatever is needed to support the team and the clients we serve.


Requirements:

Required Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ designation or Equivalent (CFA, CPA, JD)
  • 2 years of experience working with your CFP in the financial planning industry.
  • Experience within an RIA or fiduciary advisory environment strongly preferred

Briaud Benefits Include:

  • 30 Days of Leave/Paid Office Closures
  • Flexible Work Hours – We know life happens between 8 to 5 too.
  • 401(k) with Safe Harbor employer matching
  • Continuing Education – paid professional dues, conference attendance, and training


Working Conditions:

  • Position type – Full-time
  • Work schedule – 40 hours / week, Monday – Friday 8AM – 5PM
  • Work location – Onsite: Bryan/College Station, Texas
  • Work environment – Business Professional Office