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Remote Financial Planner Jobs in Florida (NOW HIRING)

Empower Careers

Benefits Planner

West Palm Beach, FL · Remote

$87K - $123K/yr

Certified Financial Planner © (CFP©) designation preferred * Experience working with highly compensated Empower plan participants preferred #PJPW2 #LI-Remote ***Applicants must be authorized to ...

Empower Careers

Benefits Planner

Jacksonville Beach, FL · Remote

$87K - $123K/yr

Certified Financial Planner © (CFP©) designation preferred * Experience working with highly compensated Empower plan participants preferred #PJPW2 #LI-Remote ***Applicants must be authorized to ...

Empower Careers

Benefits Planner

Naples, FL · Remote

$87K - $123K/yr

Certified Financial Planner © (CFP©) designation preferred * Experience working with highly compensated Empower plan participants preferred #PJPW2 #LI-Remote ***Applicants must be authorized to ...

Empower Careers

Benefits Planner

Tallahassee, FL · Remote

$87K - $123K/yr

Certified Financial Planner © (CFP©) designation preferred * Experience working with highly compensated Empower plan participants preferred #PJPW2 #LI-Remote ***Applicants must be authorized to ...

Empower Careers

Benefits Planner

Orlando, FL · Remote

$87K - $123K/yr

Certified Financial Planner © (CFP©) designation preferred * Experience working with highly compensated Empower plan participants preferred #PJPW2 #LI-Remote ***Applicants must be authorized to ...

Fay Financial

Senior Financial Reporting Analyst

Tampa, FL · On-site +1

$90K - $95K/yr

Reporting to the Senior Director, FP&A, the position is responsible for coordinating and managing ... Eligible for Hybrid Work Schedule with Remote Flex Days Compensation * The hiring range for this ...

CFS

Senior Financial Analyst

Orlando, FL · Remote

$90K - $120K/yr

Remote (Candidates must reside in the Eastern, Central, or Mountain Time Zone) #LI-Remote Why This ... Perform variance analysis, budgeting, forecasting, and financial planning activities * Partner with ...

Blossom

Financial Planning & Analysis (FPA) Manager

FL · On-site +1

$105K - $120K/yr

The Financial Planning & Analysis Manager owns and executes Blossom's budgeting, rolling ... Remote allowance: Cell phone and internet connectivity expenses support. * Flexible spending: FSA ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Florida

Remote Financial Planner information

See Florida salary details

$37.7K

$72.2K

$104.2K

How much do remote financial planner jobs pay per year?

As of Jul 26, 2026, the average yearly pay for remote financial planner in Florida is $72,249.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,800.00 and $76,200.00 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 Florida? The most popular types of Financial Planner jobs in Florida are:
What are popular job titles related to Remote Financial Planner jobs in Florida? For Remote Financial Planner jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Florida look for? The top searched job categories for Remote Financial Planner jobs in Florida are:
What cities in Florida are hiring for Remote Financial Planner jobs? Cities in Florida with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Florida as of July 2026, with employment types broken down into 78% Full Time, 16% Part Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $72,249 per year, or $34.7 per hour.

Entry-Level Financial Wellness Planner (Remote)

Traction Forge Financial

Tampa, FL • Remote

$71K - $96K/yr

Part-time

Posted 15 hours ago

Job description

Entry-Level Financial Wellness Planner (Remote)Remote | Flexible Schedule | Florida Growth Opportunity

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is growing and seeking driven, high-energy individuals looking to build a rewarding career in financial services while creating more freedom, flexibility, and long-term income potential for themselves and their families.

We are looking for motivated professionals who thrive in fast-paced environments, enjoy connecting with people, and are ready to grow both personally and professionally while helping others build stronger financial futures.

No prior financial services experience is required, though it is always welcomed. We provide comprehensive training, mentorship, and licensing support to help you develop the skills and confidence needed to succeed.

What You'll Do
  • Help individuals and families create financial game plans for retirement and protection
  • Build and grow your own client network
  • Educate clients on wealth-building strategies and financial concepts
  • Utilize digital and virtual platforms to support clients
  • Develop long-term relationships and personal brand credibility
  • Participate in ongoing leadership and professional development
Who We're Looking For
  • Motivated self-starters with big goals
  • Strong communicators who thrive around people
  • Entrepreneurial and growth-focused individuals
  • Professionals who want flexibility without sacrificing income potential
  • Coachable individuals ready to level up personally and financially

Backgrounds in hospitality, education, luxury sales, fitness, customer service, real estate, or entrepreneurship are highly transferable and encouraged.

What We Offer
  • Flexible remote schedule
  • Performance-based income with uncapped growth potential
  • Comprehensive training and mentorship
  • Leadership and business-building opportunities
  • High-energy, growth-focused culture
  • Opportunity to create long-term income and lifestyle freedom
Requirements
  • Legal U.S. Resident, Citizen, or valid Work Permit with SSN
  • Life Insurance License preferred but not required.
    • Must be willing to obtain licensing within a reasonable timeline if not already obtained
  • Soft background check required

This is not a "clock in and clock out" career.
This is for individuals ready to think bigger, move faster, and build a future on their terms.

Employment Type: PART_TIME

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