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Remote Financial Planner Jobs in Delaware (NOW HIRING)

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All JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Delaware

Remote Financial Planner information

See Delaware salary details

$50.5K

$96.8K

$139.6K

How much do remote financial planner jobs pay per year?

As of Jun 13, 2026, the average yearly pay for remote financial planner in Delaware is $96,764.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,100.00 and $102,100.00 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 Delaware? The most popular types of Financial Planner jobs in Delaware are:
What are popular job titles related to Remote Financial Planner jobs in Delaware? For Remote Financial Planner jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Delaware look for? The top searched job categories for Remote Financial Planner jobs in Delaware are:
What cities in Delaware are hiring for Remote Financial Planner jobs? Cities in Delaware with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you

Producing Financial Planner

RiversEdge Advisors LLC

Wilmington, DE • On-site, Remote

$73K - $99K/yr

Full-time

Medical, Retirement

Posted 3 days ago

Job description

RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Producing Financial Planner to join our team. We are a fee-based firm located right on the Christina River. The Producing Financial Planner will support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com


Responsibilities include:

  • Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
  • Actively solicits new and existing financial planning and investments solutions from business owner, retiree, executive and young professional client segment
  • Based on individualized needs analysis, collaborates with Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.
  • Profiles clients and deliver recommendations to ensure these needs are met.
  • Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
  • Delivers a diversified set of investment and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential clients.
  • Increases assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.
  • Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
  • Follows firm process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals.
  • Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
  • Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
  • Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Completes other related duties as assigned.


Position Requirements:

  • Bachelor's degree; preferably in business
  • Prior business development experience necessary (5+ years)
  • Must have or obtain appropriate investment licenses (within 90 days of hire)
  • Vast networking skills
  • Good written and verbal communication skills
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment
  • Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion

Benefits:

  • The salary range for this position will be competitive with the market depending on experience and credentials
  • Competitive healthcare with company match to HSA
  • Ability to work remotely on an as-needed basis with manager approval
  • 401(k) after 6 months of employment
  • Personal and bereavement leave
  • Upbeat and lively working environment


A background and credit check will be required. We are an Equal Opportunity Employer.

Apply