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Remote Financial Planner Jobs (NOW HIRING)

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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$50.5K

$96.7K

$139.5K

How much do remote financial planner jobs pay per year?

As of Jun 7, 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.

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.

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.
More about Remote Financial Planner jobs
What cities are hiring for Remote Financial Planner jobs? Cities with the most Remote Financial Planner job openings:
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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.

Financial Planner - Remote

Facet Decision Systems, Inc.

Manhattan, NY • Remote

$80K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

As a Financial Planner at Facet, you will be a key player in helping our members receive incredible comprehensive financial planning. Your job is to provide continuity when a Senior Planner is unavailable by evaluating member situations and delivering on time and accurate advice. In this role, you will align with the Facet planning philosophy and apply your planning knowledge to member situations to provide a consistent member experience.

We are looking for people who: Love helping people reach their financial goals and are passionate about providing an exceptional, high-quality member experience as part of a team Can quickly build trust and rapport with members and guide members to take action on unbiased recommendations that are in their best interest Are process-oriented, organized, highly adaptable, and not afraid of a little chaos Are comfortable consistently evaluating the financial plans for new members with the support of in-house tools Fully embrace technology and are able to thrive and build relationships in a remote environment Day-to-Day Responsibilities: Responsible for reviewing incoming member messages while Senior Planners are out on parental leave or out of the office to determine the urgency of the request and the best course of action. Efficiently synthesize members needs and then partner with team members to coordinate solutions. Step in and meet with members on an as needed basis to address their questions and deliver recommended next steps during their planner's absence.

Become an expert on our in house tools to assist planners with building plans. Guide our Foundations members through implementation of their plan by utilizing messaging and our in house tools to answer questions and inspire them to take action. Manage a small group of members as the sole planner, guiding them through the entire planning process and motivating them to take action on advice.

Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency What makes this role different? As a financial planner, you... Learn from Senior Planners and further develop your approach to managing members Will be helping to disrupt a historically inaccessible industry and build the next great financial services company Will be providing unbiased, personalized, and affordable advice to your members Will work with cutting-edge proprietary technology built specifically to enhance the Facet Way of planning Will not be compensated on the amount of assets someone has managed with Facet Have the flexibility to live anywhere in the US CFP designation 1+ years of member facing financial planning experience Effective follow up and typing/written communication skills Excellent interpersonal skills and ability to build connections with members Exceptional time management and communication skills – these are the biggest keys to success as a Facet reserve planner Excellent computer skills and the ability to learn in-house software and tools $80,000-$95,000 base salary + bonus Equity Flexible PTO All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave Certification reimbursement program Work from anywhere in the US #J-18808-Ljbffr

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