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Remote Financial Planner Jobs in Kentucky (NOW HIRING)

Indiana Wesleyan University

Academic Advisor

Louisville, KY · On-site +1

$40K - $49K/yr

... Remote) Categories: Academic Advising/Academic Support Job Title: Academic Advisor Reporting ... Services provided include: academic advising, planning and scheduling out courses to degree ...

Accenture

$73K - $182K/yr

Negotiable (Remote) We are seeking an experienced accounting and finance professional to join our ... Proficiency in PeopleSoft or a comparable ERP system * Advanced Excel skills including financial ...

Sierra Club

Chapter Director

Louisville, KY · Remote

Remote within Kentucky Reports To : Deputy Regional Field Director Supervises: Chapter staff ... financial goals. All planning activity takes place in coordination with the Executive Committee ...

Sierra Club

Chapter Director

Owensboro, KY · Remote

Remote within Kentucky Reports To : Deputy Regional Field Director Supervises: Chapter staff ... financial goals. All planning activity takes place in coordination with the Executive Committee ...

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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 Aug 9, 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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $83,970 per year, or $40.4 per hour.

Head of Sales Operations & Enablement

DPL Financial Partners

Louisville, KY • Remote

Full-time

Re-posted 20 days ago

Job description

Job Title: Head of Sales Operations & Enablement

Reports to: Chief Distribution Officer

Direct reports: Sales Technology Administrator, Sales Enablement & Trainer

Location: Remote or Louisville, KY preferred

POSITION OVERVIEW

The Head of Sales Operations & Enablement serves as the operational backbone of the revenue organization and Chief of Staff to the Head of Sales. This is a critical backfill hire responsible for building and maintaining the processes, systems, and infrastructure that allow the sales organization to scale - while managing leadership through KPIs and operational cadence.

This role is designed for a builder. The ideal candidate has thrived in smaller, entrepreneurial company environments where they have created structure, process, and operational discipline from scratch. Candidates who have only operated inside large, structured organizations will not succeed here.

WHAT YOU WILL OWN

Sales Operations & Process

  • Build and maintain the sales operating rhythm - QBRs, pipeline reviews, forecast cadence, and field accountability structures
  • Own CRM governance, pipeline stage discipline, and process compliance across the sales organization
  • Drive consistency in sales execution across regions and advisor-facing teams
  • Identify and eliminate operational bottlenecks that slow advisor productivity and revenue execution
  • Partner with leadership on territory planning, headcount modeling, and capacity planning

Chief of Staff - Leadership Management Through KPIs

  • Serve as Chief of Staff to the Head of Sales, owning the operational cadence that keeps leadership aligned and accountable
  • Build and maintain the KPI dashboards and reporting infrastructure that allow the sales leader to manage the business by the numbers
  • Run the leadership operating calendar - agenda management, cross-functional alignment, strategic project execution, and meeting discipline
  • Act as proxy for the Head of Sales on operational and cross-functional matters
  • Ensure leadership has clean, timely visibility into pipeline, production, advisor activity, and team performance

Sales Enablement Strategy

  • Develop and execute the sales enablement strategy across onboarding, continuous learning, and field readiness
  • Build and iterate on training programs covering products, positioning, systems, and sales methodology
  • Partner with Sales Enablement & Trainer on program design and execution
  • Align field messaging with marketing and product through launch readiness programs

Cross-Functional Coordination

  • Serve as the central operational liaison between Sales, Marketing, Product, Operations, Compliance, and Technology
  • Lead cross-functional initiative coordination and ensure field readiness on all product and process launches
  • Own sales communications strategy and internal field engagement

WHAT WE ARE LOOKING FOR

Required

  • 7–12+ years in Sales Operations, Revenue Operations, Sales Enablement, or Commercial Strategy
  • Demonstrated experience thriving in a small company or early-stage growth environment - this is non-negotiable
  • Proven ability to build sales process, forecasting infrastructure, and KPI frameworks from the ground up
  • Strong CRM and sales technology expertise; Salesforce experience strongly preferred
  • Executive presence and communication skills - comfortable presenting to and managing senior leadership
  • Strong analytical mindset combined with hands-on execution capability

Preferred

  • Financial services, fintech, insurance, wealth management, or advisor distribution experience
  • Experience serving in a Chief of Staff, Head of RevOps, or VP Sales Operations capacity
  • Familiarity with Salesloft, Gong, and ZoomInfo ecosystems
  • Track record managing KPI governance and leadership accountability structures

The right candidate can point to a specific company where they joined with minimal structure and built the operational foundation that allowed the sales organization to scale.

COMPENSATION

Competitive base salary and performance bonus. Compensation commensurate with experience.

Apply