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Online Financial Planner Jobs (NOW HIRING)

Financial Planner

Liberty, MO ยท 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 ...

Financial Planner

Ridgeland, MS

$66K - $88K/yr

Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive ...

Financial Planner

Leawood, KS

$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 ...

Financial Planner

Lees Summit, MO ยท 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 ...

Financial Planner

Lenexa, KS

$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 ...

$65K - $87K/yr

Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive ...

Financial Planner

Saint Louis, MO ยท On-site

$73K - $99K/yr

The Financial Planner is responsible for helping clients achieve their financial goals through comprehensive financial planning, personalized recommendations, and exceptional client service. This ...

Financial Planner

Ridgeland, MS ยท On-site

$66K - $88K/yr

Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive ...

Financial Planner

Mobile, AL ยท On-site

$75K - $101K/yr

Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive ...

Financial Planner

Kansas City, KS ยท 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 ...

Financial Planner

Lafayette, IN ยท On-site

$73K - $98K/yr

The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients ...

Financial Planner

Jackson, MS ยท On-site

$66K - $88K/yr

The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients ...

Financial Planner

Ridgeland, MS ยท On-site

$66K - $88K/yr

Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive ...

Financial Planner

Santa Rosa Beach, FL ยท On-site

$68K - $92K/yr

Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive ...

Showing results 41-60

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 8, 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:
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

WealthBridge Financial Group

Liberty, MO โ€ข On-site

$71K - $96K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 7 hours ago


Job description

Description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. 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, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support