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Remote Financial Planner Jobs in Alabama (NOW HIRING)

GIA Legacy Planning

Uncapped Commission About GIA Legacy Planning At GIA Legacy Planning, we specialize in helping ... Flexible remote/work-from-home schedule * Virtual training, mentorship, and leadership development

GIA Legacy Planning

Uncapped Commission About GIA Legacy Planning At GIA Legacy Planning, we specialize in helping ... Flexible remote/work-from-home schedule * Virtual training, mentorship, and leadership development

CSAA

  • Retirement

Develop financial analyses and strategic business cases that support executive decision-making ... Support due diligence, contract negotiations, implementation planning, governance activities, and ...

Manulife

$73K - $122K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Knowledge of financial planning concepts, retirement planning strategies, and client investment ... Referenced Salary Location USA, Massachusetts - Full Time Remote Working Arrangement Remote Salary ...

Deckers

$66K - $89K/yr

Director, Supply Planning & Trade Procurement - Global Location: US - CA Remote Goleta Interested ... Financial Planning and wellbeing - No matter what financial goals our employees have set, we want ...

Deckers

$79K - $107K/yr

Remote - US Interested applicants must reside in one of the following approved states: Arizona ... Financial Planning and wellbeing - No matter what financial goals our employees have set, we want ...

Enterprise

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

AEVEX

Director, Tax

Huntsville, AL · Remote

$228K - $256K/yr

Partner with Treasury, Legal, and FP&A to advise on business initiatives and entity structure ... remote sensing, and analysis solutions. The company's capabilities include custom design and ...

CDK

Lead Accountant, Consolidations and Reporting

Montgomery, AL · Remote

$115K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Remote USA About Us: CDK Global is a leading provider of cloud-based software to dealerships and ... financial planning and analysis, tax, treasury, and external audit to apply accounting policy and ...

Huntington

Solutions Consultant - API/ERP

Hoover, AL · On-site +1

$93K - $189K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Bachelor's Degree in Business, finance or related field * 10+ years of proven success in a sales ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

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Showing results 41-60

All JobsFinancial Planner 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 Aug 16, 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 August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $87,630 per year, or $42.1 per hour.

Make an Impact. Build a Career with Purpose.

GIA Legacy Planning

On-site, Remote

Full-time

Re-posted 29 days ago

Job description

Job Type: Full-Time / Part-Time | Compensation: Uncapped Commission
About GIA Legacy Planning
At GIA Legacy Planning, we specialize in helping families and businesses protect their future through personalized insurance and financial protection solutions. Our culture is built on integrity, leadership, mentorship, accountability, and long-term professional growth.
We are seeking motivated, coachable, and career-driven individuals who are ready to grow both personally and professionally. We value individuals with leadership drive, strong communication skills, and the confidence to speak up, contribute ideas, and engage with others in a professional environment.
The ideal candidate is comfortable in sales, passionate about helping people, and interested in building something meaningful for the long haul - not simply looking for a job, but looking for a place to plant their flag and develop a lasting career.
Why Join Us?
  • Uncapped commission structure with bonus potential
  • Flexible remote/work-from-home schedule
  • Virtual training, mentorship, and leadership development
  • Access to top-rated insurance carriers and products
  • Career agent opportunities with advancement into leadership roles
  • Opportunity to build, mentor, and lead your own team
  • Supportive team culture with ongoing coaching and professional development

Responsibilities
  • Identify client needs and recommend tailored insurance solutions
  • Develop and maintain strong client relationships
  • Educate clients on policy options and coverage solutions
  • Stay informed on industry trends and product offerings
  • Work independently while collaborating with a supportive team
  • Assist in training and mentoring future agents as you grow into leadership

Requirements
  • Insurance license (or willingness to obtain one - we provide guidance)
  • Strong communication and interpersonal skills
  • Self-motivated with a results-driven mindset
  • Comfortable leading and working with others
  • Interested in building and leading a team
  • Ability to work independently and manage time effectively
  • Basic computer skills for CRM and client management

Locations Huntsville, AL Remote status Fully Remote

Apply