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Remote Financial Planner Jobs in Alabama (NOW HIRING)

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All JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Alabama

Remote Financial Planner information

See Alabama salary details

$45.8K

$87.6K

$126.4K

How much do remote financial planner jobs pay per year?

As of Jun 28, 2026, the average yearly pay for remote financial planner in Alabama is $87,630.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,900.00 and $92,500.00 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.
What are the most commonly searched types of Financial Planner jobs in Alabama? The most popular types of Financial Planner jobs in Alabama are:
What are popular job titles related to Remote Financial Planner jobs in Alabama? For Remote Financial Planner jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Alabama look for? The top searched job categories for Remote Financial Planner jobs in Alabama are:
What cities in Alabama are hiring for Remote Financial Planner jobs? Cities in Alabama with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Alabama as of June 2026, with employment types broken down into 67% Full Time, 29% Part Time, and 4% Temporary. Highlights an 38% Physical, 3% Hybrid, and 59% Remote job distribution, with an average salary of $87,630 per year, or $42.1 per hour.
FP&A Manager - REMOTE

FP&A Manager - REMOTE

Staff Financial Group

Birmingham, AL • Remote

$120K - $125K/yr

Full-time

Posted 16 days ago

Job description

FP&A Manager – PE-Backed Company

Who: Fast-growing, private equity–backed company.
What: FP&A Manager supporting budgeting, reporting, M&A, and business development modeling.
When: Hiring immediately.
Where: Remote, ideally based in Atlanta, GA.
Why: Expanding operations and strategic growth require advanced financial support across executive and field leadership.
Office Environment: Fully remote, with preference for candidates in the Atlanta area.
Salary: Base $105K–$125K + 10–12% bonus potential + possible equity.

Position Overview:
This is a hands-on FP&A role supporting the CFO and operations leaders, responsible for key planning, analysis, and modeling efforts in a high-growth, PE-backed environment.

Key Responsibilities:
● Lead budgeting and forecasting processes across departments.
● Prepare Monthly Operating Reports and perform detailed variance analysis.
● Provide ad hoc reporting and data support to CFO and field operations.
● Build and maintain business development and pro forma M&A models.
● Extract data from payroll and operational systems to support analysis.
● Deliver clear, data-driven insights using Excel and PowerPoint.
● Manage and mentor 1 direct report.

Qualifications:
● 5+ years of experience as a financial analyst, ideally in a PE-backed company.
● Proven ability to manipulate and analyze large data sets in Excel.
● Strong presentation skills in PowerPoint for executive-level communication.
● Comfortable navigating source systems to retrieve financial and operational data.
● Experience supporting both C-level and field-based operational leaders.
● Capable of maintaining high performance in a ~60-hour workweek environment.

Key Takeaways:
● Base Salary: Competitive range for FP&A Managers in the Atlanta market is $105K–$125K.
● Bonus: Standard bonus range is 10–12%, with potential for 15% in M&A-intensive roles.
● Workload: ~60 hours/week expected; upper salary range appropriate to support retention.
● Remote Flexibility: Fully remote, with a preference for candidates based in the Atlanta area.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.