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Remote Financial Planner Jobs in California (NOW HIRING)

NEOGOV

Senior FP&A Analyst

El Segundo, CA · On-site +1

$91K - $113K/yr

El Segundo, CA Job Type: Full-Time Remote Employment: Flexible/Hybrid Job Number: 00935 Department ... Our FP&A team provides in-depth financial insights by overseeing reporting, forecasting, budgeting ...

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 ...

Talence Group LLC

Vice President FP&A

Santa Rosa, CA · On-site +1

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

Talence Group LLC

Vice President FP&A

Santa Rosa, CA · On-site +1

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

NEOGOV

Senior FP&A Analyst

El Segundo, CA · On-site +1

$91K - $113K/yr

Our FP&A team provides in-depth financial insights by overseeing reporting, forecasting, budgeting ... Remote working opportunities 401K Matching Autonomy to grow and find your career path with ...

DocuSign

Corporate FP&A Director

San Francisco, CA · On-site +1

$186K - $300K/yr

Employee divides their time between in-office and remote work. Access to an office location is ... Experience with financial and ERP systems, such as Oracle and Adaptive Planning Preferred * Deep ...

DocuSign

Sr. Financial Analyst

San Francisco, CA · On-site +1

$105K - $163K/yr

Lead FP&A support for Corporate including Capex & Depreciation, Business Taxes, Insurance ... Employee divides their time between in-office and remote work. Access to an office location is ...

BoxPower

FP&A Director

Bodega Bay, CA · On-site +1

This role is fully remote or hybrid eligible. Key Responsibilities: Project Finance Modeling * Own ... Scenario Planning & Decision Support * Preparethe capital allocation framework and lead strategic ...

MongoDB

Financial Analyst

San Francisco, CA · On-site +1

MongoDB is seeking a Financial Analyst, Financial Planning and Analysis (FP&A) to grow our P&T FP&A ... This will be a hybrid in-office/remote role, and we are looking for candidates who plan to be ...

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Showing results 21-40

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 Aug 7, 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 August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $95,415 per year, or $45.9 per hour.

Client Services Specialist - Financial Services

All Financial Freedom

Hillsborough, CA • Remote

$70K - $75K/yr

Part-time

Re-posted 3 hours ago

Job description

Position Overview

We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding individuals through foundational financial concepts, and supporting long-term financial planning initiatives.

The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.

Key Responsibilities
  • Facilitate virtual client meetings
  • Assist with onboarding and follow-up
  • Support financial education initiatives
  • Maintain professional client records
Required Qualifications
  • Strong organizational and communication skills
  • Client-focused mindset
  • Remote work capability
  • Licensing eligibility
Compensation & Benefits
  • Performance-based compensation
  • Remote flexibility
  • Training and licensing support
Career Path

Client services education leadership.

Employment Type: PART_TIME

Apply