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Remote Financial Planner Jobs in Connecticut (NOW HIRING)

iCapital

Corporate Finance, FP&A - Associate

Greenwich, CT · On-site +1

$85K - $115K/yr

The FP&A Associate will report into Firmwide FP&A,Vice President. Responsibilities * Support the budgeting and forecasting of the firm's consolidated key financial performance indicators, with ...

Icon Health

Financial Controller

Stamford, CT · On-site +1

$135K - $145K/yr

Remote (Stamford, CT) Reports To: CEO Who We Are Icon Health is a leading provider of value-based ... Financial Planning & Analysis - Budgeting, forecasting, cash flow management, variance analysis ...

InsuraTec

Sales Representative (Remote)

Milford, CT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Ansonia, CT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Norwich, CT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Sbdinc

Finance Manager - Lowes

New Britain, CT · Remote

$77K - $124K/yr

Finance Manager - Lowes - Hybrid/Remote Towson, MD, USA New Britain, CT, USA Charlotte, NC, USA ... Strong understanding of financial planning, budgeting, and forecasting processes. * Proven problem ...

InsuraTec

Sales Representative (Remote)

Bridgeport, CT · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Connecticut

Remote Financial Planner information

See Connecticut salary details

$48K

$92K

$132.7K

How much do remote financial planner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for remote financial planner in Connecticut is $91,971.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,300.00 and $97,000.00 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 Connecticut? The most popular types of Financial Planner jobs in Connecticut are:
What are popular job titles related to Remote Financial Planner jobs in Connecticut? For Remote Financial Planner jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Connecticut look for? The top searched job categories for Remote Financial Planner jobs in Connecticut are:
What cities in Connecticut are hiring for Remote Financial Planner jobs? Cities in Connecticut with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Connecticut as of August 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 100% Remote job distribution, with an average salary of $91,971 per year, or $44.2 per hour.

Entry-Level Financial Investment Planner (Remote)

Traction Forge Financial

Stamford, CT • Remote

$81K - $108K/yr

Part-time

Re-posted 18 days ago

Job description

At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions. We are committed to making financial education accessible to people from all walks of life while empowering clients to make informed and confident financial decisions.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals.

We are currently seeking motivated, growth-minded individuals to join our expanding team as Entry-Level Financial Professionals. This opportunity is ideal for candidates who are coachable, people-oriented, and passionate about helping others succeed financially while building a rewarding career of their own.

No prior experience in financial services is required. Through our comprehensive training and mentorship program, you will develop the skills and confidence needed to work with individuals, families, and business owners in areas such as:

Retirement Planning
Wealth Accumulation Strategies
College Planning
Investments
Insurance and Protection Solutions
Financial Goal Setting and Planning

You will learn how to conduct professional financial consultations, build personalized financial game plans, and educate clients on strategies designed to help them move closer to their financial goals.

Whether you are looking to transition into a new full-time career, earn supplemental part-time income, or develop valuable leadership and business skills, Traction Forge Financial offers flexible scheduling, ongoing mentorship, and opportunities for long-term growth and advancement.

If you are driven, service-focused, and excited about building meaningful relationships while making a positive impact in the lives of others, we invite you to explore a future with Traction Forge Financial.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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