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Part Time Remote Financial Planning Jobs in Ohio

CFS

Part-Time AP Specialist

Westerville, OH · Remote

$45 - $48K/hr

Work with the Finance Director on high-value approvals PREFERRED QUALIFICATIONS OF THE ACCOUNTS ... Experience with QuickBooks Online required * Tech-savvy with ERP or accounting software experience

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All JobsFinancial Planning JobsPart Time Remote Financial Planning JobsPart Time Remote Financial Planning Jobs in Ohio

Part Time Remote Financial Planning information

What is a part time remote financial planner?

A part time remote financial planner is a professional who helps clients manage their finances, investments, and long-term financial goals while working from a location outside of a traditional office and on a part-time basis. These planners often communicate with clients virtually through video calls, emails, or phone calls. Their responsibilities may include creating financial plans, offering advice on budgeting, retirement, taxes, and investments, and monitoring clients' financial progress. Working remotely allows for flexible hours, making it an attractive option for those seeking work-life balance or supplementary income.

What are the key skills and qualifications needed to thrive as a part time remote financial planner?

To thrive as a Part Time Remote Financial Planner, you need strong analytical skills, financial knowledge, and relevant certifications such as CFP or equivalent. Familiarity with financial planning software, virtual meeting tools, and secure document management systems is typically required. Excellent communication, self-motivation, and client relationship management are essential soft skills in this remote setting. These abilities ensure accurate financial advice, client trust, and effective service delivery despite working from a distance.

How do part time remote financial planners typically coordinate with clients and team members to ensure effective communication and service delivery?

Part-time remote financial planners often use a combination of video conferencing, secure messaging platforms, and cloud-based financial planning tools to communicate with clients and collaborate with colleagues. Regularly scheduled virtual meetings help maintain client relationships and keep team members aligned on client goals and regulatory requirements. Effective time management and clear communication are essential, as planners must balance multiple client portfolios and stay responsive despite having limited in-office presence. Many organizations provide structured workflows and digital resources to support seamless remote collaboration and consistent service quality.

What is the difference between Part Time Remote Financial Planning vs Part Time Remote Financial Advisor?

AspectPart Time Remote Financial PlanningPart Time Remote Financial Advisor
CredentialsCFP, ChFC, or similar certifications often preferredCFP, ChFC, or similar certifications often required
Work EnvironmentRemote, client-facing, often involves planning softwareRemote, client-facing, includes investment and portfolio advice
Industry UsageUsed by firms providing comprehensive financial plansUsed by firms offering investment and wealth management services
Common Search IntentSeeking planning-focused roles with flexible hoursLooking for client advisory roles with investment focus

Part Time Remote Financial Planning and Part Time Remote Financial Advisor roles share similar credentials and remote work environments. However, financial planning emphasizes creating comprehensive financial strategies, while financial advising often involves investment management and portfolio advice. Both roles cater to flexible, remote work settings and are sought by professionals aiming for client-focused financial services.

What are the most commonly searched types of Remote Financial Planning jobs in Ohio?

The most popular types of Remote Financial Planning jobs in Ohio are:

What are popular job titles related to Part Time Remote Financial Planning jobs in Ohio?

For Part Time Remote Financial Planning jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Part Time Remote Financial Planning jobs in Ohio look for?

The top searched job categories for Part Time Remote Financial Planning jobs in Ohio are:

What cities in Ohio are hiring for Part Time Remote Financial Planning jobs?

Cities in Ohio with the most Part Time Remote Financial Planning job openings:

Part Time Remote Financial Planning jobs near you
Infographic showing various Part Time Remote Financial Planning job openings in Ohio as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% Remote job distribution.

Remote Plans Examiner (Ohio) - Part Time

SAFEbuilt

Columbus, OH • Remote

$45 - $50/hr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

SAFEbuilt rating

6.8

Company rating: 6.8 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

285th of 494 rated business services

Job description

Remote Plans Examiner, Part Time - Ohio
*This job has flexible hours*
SAFEbuilt has the technical expertise to provide Community Development services, but the reason for our success is our people. Over 1600 experts make up our team from across the country, with experience in a full range of professional services and skills. Each Team member values integrity, improvement, service, teamwork, and respect. These Core Values are the foundation of positive relationships among coworkers, our clients, residents, and anyone invested in the continued success of their community.
We are currently seeking a talented and experienced Plans Examiner to join our team of professionals. This position offers great opportunity for dynamic, motivated self-starters to work on a variety of work assignments. You’ll be a member of our highly respected team of professionals with a full complement of resources to support you and exciting projects to keep you challenged.
JOB REQUIREMENTS:
  • Provide complete non-structural plan reviews of commercial, industrial and residential buildings for compliance with applicable codes and standards.
  • Reviews all plans and specifications for commercial, industrial, and residential projects to ensure compliance with city, state, and federal laws and regulations.
  • Initiates preconstruction conferences with contractors and/or developers and associated staff members.
  • Provides technical direction and assistance to inspection personnel relating to field problems.
  • Assess and resolve complaints received from clients, applicants, public, designers, and contractors.
  • Regularly interacts directly with municipal clients and their staff.
  • Attends meetings, educational seminars, and functions relating to building codes.
SKILLS/KNOWLEDGE:
  • Basic knowledge of land development processes including zoning regulations, land entitlements, and public infrastructure construction.
  • Extensive knowledge of local building codes and current construction procedures/technology.
  • Must possess the ability to positively interact with other staff members, the general public, contractors, governmental agencies, and other clientele.
  • Demonstrated ability to exercise initiative and a considerable amount of independent judgment.
  • Ability to prepare written plan review correspondence and update information into company software programs.
  • Candidate must be able to handle multiple projects in a fast-paced atmosphere.
  • Candidate must stay familiar and up to date with different editions of the International Building Codes.
  • Strong computer skills including Microsoft Office.
  • Excellent verbal and written communication.
  • Good time management, organization, and attention to detail.
EDUCATION/EXPERIENCE:
  • Ohio BBS Combination Plans Examiner Certification required
  • ICC Plans Examiner Certifications in multiple trades preferred
  • Experience in reviewing construction plans required
COMPENSATION amp; BENEFITS: SAFEbuilt pays competitive wages and has a comprehensive benefit offering. Benefits include health, dental, vision, life, and disability insurances, paid holidays, paid time off, matching 401K Plans, wellness programs and more. SAFEbuilt is committed to Career Progression through paid training and step increases for additional certifications and licenses.
More About SAFEbuilt: http://safebuilt.com/
Our employees are our greatest asset, with exceptionally certified individuals in all departments, including Planning amp; Zoning, Code Enforcement, Fire Prevention, and Engineering, as well as full-service and supplemental Building Department services. SAFEbuilt invests in developing our employees, exploring innovative technology, and giving back to our communities.
In partnership with over 1200 communities, our talented experts make a difference in the cities and towns where we live and work. Through quality people and consistent service, SAFEbuilt plays an important role in continually improving lives by developing safe, thriving communities.
SAFEbuilt is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, gender identity, gender expression, age, disability, veteran status or any other protected factor.
If you need assistance or an accommodation due to a disability, please contact us at jobs@safebuilt.com or you may call us directly on 970-292-2200.

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