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Remote Financial Planner Jobs (NOW HIRING)

Melanin Money

$70K - $94K/yr

Financial Planner (Remote) Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

EmergencyMD

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $101K/yr

Overview Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering ... If so, Melanin Money is excited to welcome a Financial Planner/Advisor to our dynamic team! At ...

Facet

Financial Planner - Remote

$95K - $110K/yr

You fully embrace technology and AI-driven tools to enhance the member experience in a remote environment. Requirements * CFP ® designation * 1+ years of member facing financial planning experience

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Remote Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do remote financial planner jobs pay per year?

As of Jun 5, 2026, the average yearly pay for remote 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 are the key skills and qualifications needed to thrive as a Remote Financial Planner, and why are they important?

To thrive as a Remote Financial Planner, you need strong analytical skills, comprehensive knowledge of financial planning, and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Exceptional interpersonal skills, self-motivation, and clear virtual communication help build trust and maintain client relationships remotely. These abilities are essential for delivering effective, compliant financial advice and fostering long-term client satisfaction from a distance.

How do Remote Financial Planners typically collaborate with clients and colleagues while working offsite?

Remote Financial Planners rely heavily on digital platforms to maintain strong client relationships and collaborate with team members. Video conferencing, secure messaging, and cloud-based financial planning tools are commonly used to conduct meetings, share documents, and track progress on client accounts. Effective communication skills and comfort with technology are essential, as much of the role involves proactive outreach, virtual presentations, and joint planning sessions with colleagues in compliance, investment, or tax advisory. While the work is flexible, staying organized and responsive helps ensure high client satisfaction and smooth teamwork.

What is a remote financial planner?

A remote financial planner is a professional who helps individuals or businesses manage their finances, investments, and long-term financial goals, but does so primarily through virtual channels such as phone calls, video conferencing, and online platforms. They provide services including budgeting advice, retirement planning, tax strategies, and investment recommendations, all without the need to meet clients in person. This remote setup offers flexibility for both the planner and client, often allowing for a broader client base and more convenient scheduling.

What is the difference between Remote Financial Planner vs Remote Financial Advisor?

AspectRemote Financial PlannerRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependently or with firms, client meetings onlineIndependently or with firms, client meetings online
Industry UsageFinancial planning, wealth managementFinancial planning, wealth management
Primary FocusCreating comprehensive financial plansProviding personalized financial advice

Remote Financial Planners and Remote Financial Advisors often share certifications and work environments. The main difference is that financial planners develop comprehensive plans, while financial advisors focus on personalized advice. Both roles serve similar client needs in the financial industry, often overlapping in duties and qualifications.

More about Remote Financial Planner jobs
What cities are hiring for Remote Financial Planner jobs? Cities with the most Remote 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 Remote Financial Planner jobs? States with the most job openings for Remote Financial Planner jobs include:
What job categories do people searching Remote Financial Planner jobs look for? The top searched job categories for Remote Financial Planner jobs are:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, 86% Full Time, and 12% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.
Remote Financial Planner & AI Evaluation Specialist

Remote Financial Planner & AI Evaluation Specialist

DataAnnotation

Springfield, IL • Remote

$50 - $60/hr

Full-time

Posted 22 days ago

Job description

A leading AI company is looking for a Financial Planner to enhance AI training by evaluating finance models and providing critical feedback. This remote position offers flexible scheduling and pays between $50-$60 per hour. Ideal candidates will have strong financial reasoning and relevant educational backgrounds, such as a Master's or PhD in finance.

Responsibilities include reviewing AI Assistant outputs and assisting in improving their performance. Only U.S. applicants will be considered.

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