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Remote Financial Planner Jobs in Kansas (NOW HIRING)

Global Head, Planning & Resource Management - Remote US, UK, Ireland, Poland, Canada ICON is a ... Partner closely with Finance, Human Resources, and operational leadership to evaluate the ...

GIA Legacy Planning is a life insurance distribution agency helping families protect what they have ... You have experience in sales, real estate, finance, customer service, or another client-facing role ...

GIA Legacy Planning is a life insurance distribution agency helping families protect what they have ... You have experience in sales, real estate, finance, customer service, or another client-facing role ...

Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies ... Collaborate with leadership on financial planning and strategy. Qualifications WONDER IF YOU ARE A ...

Support GL, budget, and close activities, and partner with FP&A and leadership on variance analysis ... Cell phone stipend Location Remote - USA/Canada

GIA Legacy Planning is a life insurance distribution agency helping families protect what they have ... You have experience in sales, real estate, finance, customer service, or another client-facing role ...

Remote Position/ Work from Home Job Type: Full-Time/Part-Time Compensation: Uncapped Commission ... financial independence. At its core, this role is about people-much like great customer service.

Uncapped Commission About GIA Legacy Planning At GIA Legacy Planning, we specialize in helping ... Flexible remote/work-from-home schedule * Virtual training, mentorship, and leadership development

$90K - $120K/yr

Lead and Support End User Training (EUT) and enablement planning activities * Define data migration ... Working background in finance/accounting, supply chain, or consulting services * Capable of ...

Remote (US only) Type: Full-Time About Human Agency We're scaling rapidly and have a growing ... Personalized financial advisory aligned with the AI resilience thesis. You develop strategies that ...

Showing results 21-40

Remote Financial Planner information

See Kansas salary details

$45K

$86.2K

$124.4K

How much do remote financial planner jobs pay per year?

As of Aug 14, 2026, the average yearly pay for remote financial planner in Kansas is $86,225.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,800.00 and $91,000.00 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 Kansas?

The most popular types of Financial Planner jobs in Kansas are:

What are popular job titles related to Remote Financial Planner jobs in Kansas?

For Remote Financial Planner jobs in Kansas, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Kansas look for?

The top searched job categories for Remote Financial Planner jobs in Kansas are:

What cities in Kansas are hiring for Remote Financial Planner jobs?

Cities in Kansas with the most Remote Financial Planner job openings:

Infographic showing various Remote Financial Planner job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $86,225 per year, or $41.5 per hour.

Wealth Management Associate - Retirement Benefits Group - Kansas City (5108)

Equitable

Kansas City, KS • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 20 days ago


Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**
 

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
 

Role Highlights
    Client Engagement: Cultivate and expand your network within established markets
    Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
    Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
    Work-Life Balance:  Flexible schedule to maximize productivity and personal time
    Location: Working outside the office in local schools and municipalities

Skills & Experience
    Education: Bachelor's degree or equivalent skills and work experience
    Licensing: State Life & Health, SIE, Series 7, Series 66
    Personal Attributes: values-driven with a track record of success and accomplishment
    Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
    Mindset: entrepreneurial spirit with a desire to positively impact others' lives
    Collaboration: ability to work with and learn from top performers
    Work Authorization: must be authorized to work in the United States
 

Training & Development
    FINRA Sponsorship: provided for required FINRA licensing
    Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
    Virtual University: access to Equitable Advisors' Virtual University for continuous learning
    Mentorship: opportunities for joint work and mentorship
    Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
    Leadership Development: access to Leadership Development School for those with management ambition
    Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program  
 

Compensation & Benefits
    Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP

    Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
    Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus. 
    Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.  
 

Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
 

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V.  GE-7814452.1(4/25)(Exp.4/29)


What Equitable employees say

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Get the full story on Breakroom


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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859