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Remote Financial Planner Jobs (NOW HIRING)

Financial Planner (Remote)

Dallas, TX ยท 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 ...

Financial Planner (Remote)

Dallas, TX ยท 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 ...

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

Remote Opportunity after training and licensing. No territory restrictions - serve clients nationwide!! Join Foster Klima as an Associate Financial Planner and become part of a team that empowers ...

Associate Financial Planner

Fargo, ND ยท Remote

$85K - $125K/yr

Remote Opportunity after training and licensing. No territory restrictions -- serve clients nationwide!! Join Foster Klima as an Associate Financial Planner and become part of a team that empowers ...

Senior Financial Planner

San Diego, CA ยท Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end clients. Responsibilities: * Cultivate relationships with advisors ensuring client satisfaction to ...

Senior Financial Planner

Tempe, AZ ยท Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end clients. Responsibilities: * Cultivate relationships with advisors ensuring client satisfaction to ...

Senior Financial Planner

Fort Mill, SC ยท Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end clients. Responsibilities: * Cultivate relationships with advisors ensuring client satisfaction to ...

Senior Financial Planner

Austin, TX ยท Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end clients. Responsibilities: * Cultivate relationships with advisors ensuring client satisfaction to ...

Empower Financial Planner

$77K - $104K/yr

As a Financial Planner within Empower's dedicated services model, you will provide comprehensive ... For remote and hybrid positions you will be required to provide reliable high-speed internet with a ...

Financial Planner

Vancouver, WA ยท Remote

$77K - $104K/yr

We believe financial planning is deeply personal. That's why we don't treat people like account numbers or transactions -- we take the time to truly understand their families, priorities, and ...

Personal Financial Planner

$77K - $104K/yr

Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities The ideal ...

Financial Planner

Bend, OR ยท Remote

$77K - $104K/yr

We believe financial planning is deeply personal. That's why we don't treat people like account numbers or transactions -- we take the time to truly understand their families, priorities, and ...

Personal Financial Planner

Fargo, ND ยท Remote

$80K - $105K/yr

Remote Opportunity after training and licensing. No territory restrictions -- serve clients ... Successful financial planning is rooted in excellent communication, superb math and analytical ...

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Remote Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do remote financial planner jobs pay per year?

As of Aug 29, 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 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.

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 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 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:

Infographic showing various Remote Financial Planner job openings in the United States as of August 2026, with employment types broken down into 70% Full Time, 20% Part Time, and 10% Contract. Highlights an 100% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Remote Financial Planner & Entrepreneur

A & K Financial Consultants

Wausau, WI โ€ข Remote

$81K - $109K/yr

Full-time, Part-time

This job post hasย expired today.ย Applications are no longer accepted.


Job description

A & K Financial Consultants in the United States seeks a Financial Agent/Entrepreneur to empower clients remotely, part-time to full-time. You will meet with clients virtually, assess their financial needs, and develop tailored strategies across budgeting, investments, insurance, and retirement planning. This role emphasizes education, presenting suitable financial products, and maintaining ongoing relationships to monitor progress. #J-18808-Ljbffr