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Part Time Remote Financial Planning information

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$37K

$73.3K

$109K

How much do part time remote financial planning jobs pay per year?

As of Jun 19, 2026, the average yearly pay for part time remote financial planning in the United States is $73,285.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,500.00 and $84,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Part Time Remote Financial Planner, and why are they important?

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 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.
More about Part Time Remote Financial Planning jobs
What cities are hiring for Part Time Remote Financial Planning jobs? Cities with the most Part Time Remote Financial Planning job openings:
What are the most commonly searched types of Remote Financial Planning jobs? The most popular types of Remote Financial Planning jobs are:
What states have the most Part Time Remote Financial Planning jobs? States with the most job openings for Part Time Remote Financial Planning jobs include:
What job categories do people searching Part Time Remote Financial Planning jobs look for? The top searched job categories for Part Time Remote Financial Planning jobs are:
Part Time Remote Financial Planning jobs near you
Infographic showing various Part Time Remote Financial Planning job openings in the United States as of June 2026, with employment types broken down into 100% Part Time. Highlights an 100% Remote job distribution, with an average salary of $73,285 per year, or $35.2 per hour.
Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Data Annotation

Compton, CA • Remote

$50 - $60/hr

Full-time, Part-time, Contractor

This job post has expired today. Applications are no longer accepted.

Job description

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

  • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets
  • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work
  • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.
  • Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Benefits:

  • This is a full-time or part-time REMOTE position
  • You’ll be able to choose which projects you want to work on
  • You can work on your own schedule
  • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Apply