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Online Financial Planner Jobs (NOW HIRING)

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 ...

Aprio

Financial Planner

Overland Park, KS · On-site

$81K - $135K/yr

The Financial Planner will deliver comprehensive financial planning to clients. This may be a stand ... Prepare and deliver reports, presentations, and planning documents during online and in-person ...

WealthBridge Financial Group

Financial Planner

Lenexa, KS · On-site

$71K - $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 ...

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 ...

WealthBridge Financial Group

Financial Planner

Raytown, MO · On-site

$72K - $97K/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 ...

WealthBridge Financial Group

Financial Planner

Olathe, KS · On-site

$73K - $98K/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 ...

WealthBridge Financial Group

Financial Planner

Leawood, KS · On-site

$73K - $99K/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 ...

WealthBridge Financial Group

Financial Planner

Liberty, MO · On-site

$71K - $96K/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 ...

WealthBridge Financial Group

Financial Planner

Mission, KS

$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 ...

WealthBridge Financial Group

Financial Planner

Raytown, MO · On-site

$72K - $97K/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 ...

Aprio

Financial Planner

Overland Park, KS

$81K - $135K/yr

The Financial Planner will deliver comprehensive financial planning to clients. This may be a stand ... Prepare and deliver reports, presentations, and planning documents during online and in-person ...

WealthBridge Financial Group

Financial Planner

Olathe, KS · On-site

$73K - $98K/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 ...

WealthBridge Financial Group

Financial Planner

Gladstone, MO · On-site

$70K - $94K/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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Showing results 21-40

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

Pax Financial Group

San Antonio, TX • On-site

$68K - $92K/yr

Full-time

Re-posted 2 days ago

Job description

About PAX Financial Group
PAX Financial Group is a San Antonio-based Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact.
Rooted in faith and inspired by 1 Timothy 6:17-19, we believe wealth is a responsibility, not just a resource. Our team is known for blending technical excellence with a deep commitment to client service, behavioral finance, and values-based investing.
If you're looking to join a collaborative team where purpose, growth, and impact matter, we'd love to connect.
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 blends technical financial expertise with relationship management, behavioral coaching, and strategic guidance.
The ideal candidate is skilled at leading client conversations, uncovering planning opportunities, and providing clear recommendations. They are energized by business development, confident in presenting complex financial concepts, and committed to delivering a consistent, high-touch client experience within a structured planning framework.
Financial Advisors at PAX serve as fiduciaries, offering fee-based advice aligned with clients' best interests and PAX's values-driven approach to wealth management.
Key ResponsibilitiesClient Acquisition & Relationship Management
  • Proactively acquire new clients through referrals, COIs, community presence, networking, and digital engagement.
  • Build and manage a book of up to 150 households within PAX's segmentation and service model.
  • Lead discovery meetings and develop personalized financial plans that address investments, cash flow, risk management, retirement, tax strategies, and estate considerations.
  • Deliver ongoing planning reviews and provide behavioral coaching to support positive financial decision-making.
  • Maintain strong client relationships through responsive communication, trust-building, and clearly guided next steps.
Planning & Advice Execution
  • Conduct financial check-ups and diagnose planning needs using MoneyGuidePro or comparable tools.
  • Identify and communicate investment and planning opportunities, including tax-loss harvesting, model alignment, and risk management.
  • Present recommendations with clarity, confidence, and supporting rationale.
  • Collaborate with CSAs and Service Advisors to ensure smooth onboarding, service delivery, and client retention.
Business Development & Performance
  • Maintain a consistent pipeline of prospective clients and business development activities.
  • Drive annual net new asset growth targets
  • Represent PAX at events, workshops, and community initiatives as appropriate.
  • Strengthen presence through digital platforms, thought leadership, and community engagement.
Documentation, Compliance & Professional Standards
  • Maintain accurate and timely documentation of client interactions, planning notes, and follow-ups in Salesforce.
  • Adhere to fiduciary standards, regulatory requirements, and internal processes.
  • Participate in continuing education, advisor training, and internal casework discussions.
  • Support alignment with PAX's investment philosophy and planning approach.
Qualifications
  • Bachelor's degree from an accredited university
  • CFP® designation (or completion in process) - Highly Preferred
  • FINRA Series 65
  • 2-5+ years of financial planning or RIA advisory experience
  • Demonstrated success in generating and retaining business
  • Strong communication, presentation, and influencing skills
  • Ability to manage multiple clients and priorities with strong follow-through
  • High comfort using planning tools and CRM platforms
  • Strong business, financial, and economic acumen
  • Clean compliance history and ability to operate as a fiduciary
Preferred Qualifications
  • Experience with MoneyGuidePro, Orion, SmartX, or similar platforms
  • Experience working within a planning-first, model-driven advisory firm
  • Knowledge of tax strategies, risk management, and estate planning considerations
  • Background in behavioral finance or client coaching
Cultural Fit
  • You are energized by helping clients gain clarity, confidence, and peace in their financial lives.
  • You take initiative, embrace growth, and enjoy building genuine relationships.
  • You communicate with empathy, candor, and professionalism.
  • You thrive in a collaborative environment where consistency and accountability matter.
  • You are aligned with PAX's values and mission-driven approach to financial planning.
Interested in Applying?
If you believe your background and interests align with this role, we invite you to complete a short assessment as part of our application process.
The assessment helps us understand work style and role fit and is required to move forward.
Begin the assessment:
https://assessment.predictiveindex.com/bo/CQ3R/FinancialAdvisor_Dec2025_4478
We appreciate your interest in PAX Financial Group and look forward to learning more about you.

Apply