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Online Financial Planner Jobs (NOW HIRING)

Larson Financial Holdings, LLC

Financial Planner

Houston, TX · On-site

$68K - $92K/yr

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial goals while driving business growth. This is a production-focused role for a ...

Larson Financial Holdings, LLC

Financial Planner

Reno, NV · On-site

$75K - $101K/yr

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial goals while driving business growth. This is a production-focused role for a ...

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 ...

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 ...

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

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

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 ...

Arcadia Financial Group

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 ...

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 ...

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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 Aug 6, 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 an online financial planner work from home?

Yes, online financial planners often work from home, as their role primarily involves remote client consultations, financial analysis, and planning using digital tools. A home office setup with secure internet access and relevant certifications is typically required to perform the job effectively.

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.

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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% 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

Re-posted 20 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