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Remote Financial Planner Jobs in California (NOW HIRING)

Mercor

FP&A Expert - Corporate Finance

San Francisco, CA · Remote

$80 - $120/hr

Position: FP&A / corporate finance Evaluator Type: Contract Compensation: $80-$120/hour Location ... Remote Role Responsibilities * Evaluate AI-generated artifacts against domain-specific quality ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in California

Remote Financial Planner information

See California salary details

$49.8K

$95.4K

$137.7K

How much do remote financial planner jobs pay per year?

As of Jul 26, 2026, the average yearly pay for remote financial planner in California is $95,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,700.00 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 California? The most popular types of Financial Planner jobs in California are:
What are popular job titles related to Remote Financial Planner jobs in California? For Remote Financial Planner jobs in California, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in California look for? The top searched job categories for Remote Financial Planner jobs in California are:
What cities in California are hiring for Remote Financial Planner jobs? Cities in California with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in California as of July 2026, with employment types broken down into 78% Full Time, 15% Part Time, and 7% Contract. Highlights an 100% Remote job distribution, with an average salary of $95,415 per year, or $45.9 per hour.
Senior Financial Planning Consultant

Senior Financial Planning Consultant

LPL Financial

San Diego, CA • On-site, Remote

$76K - $127K/yr

Full-time

Medical, Retirement, PTO

Posted 2 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Overview:
Are you passionate about financial planning and eager to make a meaningful impact? LPL's Financial Planning Group is looking for knowledgeable, curious, and collaborative professionals to support financial advisors through inbound calls and emails. In this role, you'll answer questions on a wide range of financial planning concepts, helping advisors deliver exceptional value to their clients. Beyond phone and email support, there may be future opportunities to contribute to educational content development and brainstorm planning strategies for unique client cases. You'll be part of an exceptional team of planning consultants dedicated to delivering timely, accurate, and actionable advice across all areas of financial planning.

Responsibilities:

  • Handle inbound calls and emails from LPL financial advisors and staff, providing clear guidance and resources on financial planning concepts and strategies.
  • Research complex planning questions using reference materials and team support and follow up with advisors to share findings.
  • Connect advisors with the right partners (LPL or external) to ensure they get the support they need.
  • Refer advisors to relevant LPL planning support such as Practice Management Coaching, Case Consulting, and Paraplanning.

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • CFP designation
  • 5+ years of experience infinancial services industry, ideally related to financial planning.

Competencies:

  • Grasp of financial planning concepts, with the humility to recognize knowledge gaps and the curiosity to seek answers.
  • Communication skills are required. Must have the ability to ask good questions and listen to understand. Must be able to communicate complex planning concepts clearly and concisely both orally and written.
  • Collaborative, positive, and committed to delivering exceptional service to advisors.
  • Microsoft Office tools (Outlook, Word, Excel, and PowerPoint) and SmartSheet.
  • Familiarity with popular financial planning software such as eMoney/WealthVision, MoneyGuide, and/or RightCapital is a plus, but not required.

Preferences:

  • Additional credentials in areas like tax or estate planning are a plus.

Pay Range:

$76,323.00 - $127,205.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.


EAC 5.19.26

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