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Remote Financial Planner Jobs in Kentucky (NOW HIRING)

Hatch

Finance Manager

Canada, KY · Remote

... Financial support for family planning Remote office + monthly internet reimbursement ️ Friends & family discounts on Hatch products ️ Exclusive discounts on travel, entertainment, and top retail ...

Cayenta

(Remote) Support Analyst

Canada, KY · Remote

Are you interested in building your expertise in ERP support and problem-solving? At Cayenta, our ... Experience delivering solutions, services, or support within HR, payroll, finance, or accounting ...

Ceritypartners

Tax Principal

Louisville, KY · On-site +1

Role can be remote to the right person, but preferred in Louisville, KY office. What Makes This ... You'll collaborate closely with investment, estate, and financial planning professionals to ...

King's Daughters

Financial Analyst

Ashland, KY · On-site +1

Conduct in-depth analysis of financial trends, identify operational inefficiencies, and develop sophisticated models to support department-level decision-making. * Apply professional knowledge to ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Kentucky

Remote Financial Planner information

See Kentucky salary details

$43.9K

$84K

$121.2K

How much do remote financial planner jobs pay per year?

As of Jul 31, 2026, the average yearly pay for remote financial planner in Kentucky is $83,970.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,000.00 and $88,600.00 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 Kentucky? The most popular types of Financial Planner jobs in Kentucky are:
What are popular job titles related to Remote Financial Planner jobs in Kentucky? For Remote Financial Planner jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Kentucky look for? The top searched job categories for Remote Financial Planner jobs in Kentucky are:
What cities in Kentucky are hiring for Remote Financial Planner jobs? Cities in Kentucky with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Kentucky as of July 2026, with employment types broken down into 77% Full Time, 16% Part Time, and 7% Contract. Highlights an 100% Remote job distribution, with an average salary of $83,970 per year, or $40.4 per hour.

Entry-Level Financial Educator & Planner - Lexington

Traction Forge Financial

Lexington, KY • Remote

$75K - $101K/yr

Part-time

Re-posted 7 days ago

Job description

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and looking for driven, competitive individuals ready to build a real career-not just take a job.

If you're motivated, coachable, and want control over your income and growth, this is your opportunity to break into the financial services industry and make an impact.

No experience? We provide the training, mentorship, and licensing support-you bring the work ethic.

What You'll Do
  • Build and grow your own client relationships
  • Educate clients on retirement, protection, and wealth strategies
  • Conduct financial needs analyses and deliver personalized solutions
  • Utilize digital tools to manage and expand your business
  • Continuously develop your skills through training and mentorship
Who This Is For
  • Self-starters who take ownership of their results
  • Competitive individuals who want more out of their career
  • Strong communicators who can connect and influence
  • Growth-minded professionals ready to level up
  • Individuals willing to get licensed and commit to the process

If you're comfortable staying average, this isn't for you.

What You Get
  • Unlimited income potential based on performance
  • Flexible, remote schedule with full autonomy
  • Proven training system and ongoing mentorship
  • Clear path to leadership and business ownership
  • Opportunity to build a meaningful, long-term career
Requirements
  • Legal U.S. Resident, Citizen, or valid Work Permit with SSN
  • Life Insurance License preferred
    • Must be willing to obtain within 14 - 21 days if not currently licensed
  • Soft background check required
Employment Type: PART_TIME

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