ZipRecruiter

Log In

2

Remote Financial Planner Jobs in Massachusetts (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Boston, MA · On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning ... Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ...

Osaic

Sr. Financial Planning Strategist

Boston, MA · On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning ... Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ...

All Financial Freedom

$40K - $85K/yr

... planning concepts. In this position, you will guide individuals through foundational financial ... Remote, flexible work environment * Training and licensing support Career Path Growth into ...

Shawmut

Financial Analyst - FP&A

Boston, MA · On-site +1

The candidate will combine traditional FP&A expertise with hands-on experience in financial systems, dashboarding, data integration, and AI-enabled automation. This role will play a critical part in ...

Shawmut

Financial Analyst - FP&A

Boston, MA · On-site +1

Shawmut is seeking a highly motivated Financial Planning & Analysis Analyst with a strong focus on finance systems management to join our Corporate Finance team. The candidate will combine ...

Reachdesk Ltd

FP&A Manager

Boston, MA · On-site +1

FP&A Manager United States (Remote) About Us Reachdesk is the first truly end-to-end SaaS global gifting and swag platform, helping B2B companies create meaningful connections with prospects ...

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site +1

$150K - $170K/yr

... financial planning and intelligent investment management. Modera is fast-growing and has a track ... Partial remote work * Salary range $150,000-170,000; exempt, plus bonuses * Pay ranges are job ...

next page

Showing results 1-20

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Massachusetts

Remote Financial Planner information

See Massachusetts salary details

$55.2K

$105.6K

$152.4K

How much do remote financial planner jobs pay per year?

As of Sep 1, 2026, the average yearly pay for remote financial planner in Massachusetts is $105,588.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,000.00 and $111,400.00 per year, depending on experience, location, and employer.

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.

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 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 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.

What are the most commonly searched types of Financial Planner jobs in Massachusetts?

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

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

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

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

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

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

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

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Massachusetts as of August 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 100% Remote job distribution, with an average salary of $105,588 per year, or $50.8 per hour.

Associate Director FP&A

Sigma Systems, Inc.

Marlborough, MA • Remote

Full-time

Posted 3 days ago

New

Job description

37605169 -Remote Associate Director, FP&A (Financial Planning & Analysis), 7 Months
Sigma Systems is currently looking for a Remote Associate Director, FP&A (Financial Planning & Analysis)

Job Overview:

We are currently seeking a dynamic, highly motivated, and experienced individual for the position of Associate Director, FP&A.

This is a hands-on business partnership role.

This position will be responsible for supporting company-wide P&L consolidation activities as well as being an FP&A partner to key leaders in G&A.

The individual will be directly responsible for coordination of consolidation activities related to planning and close. The position will also work in partnership with the team to support G&A planning, close, reporting, and analytics.

Responsibilities:

  • Lead the company-wide FP&A calendar, financial consolidations, and narrative development for forecasts, budgets, and long-range plans.
  • Own preparation of executive financial reviews, Board materials, and leadership reporting packages
  • Partner with the VP of FP&A and FP&A Leadership Team to deliver key planning, forecasting, reporting, and analysis activities.
  • Coordinate timelines, deliverables, assumptions, and stakeholder engagement across Finance and business functions.
  • Partner with IT and business teams to enhance planning, reporting, and analytics capabilities.
  • Identify and lead opportunities to reduce manual effort, eliminate duplication, and improve planning efficiency.
  • Support planning system enhancements, automation initiatives, and technology modernization efforts.
  • Design and enhance scalable P&L modeling capabilities that support scenario planning.
  • Build strong collaborative relationships across Finance and business functions to improve decision-making, operational efficiency, and financial performance.

Key Core Competencies

  • Strong cross-functional collaboration skills.
  • Appetite to learn about the business areas supported and how the financials tie into the strategy.
  • Ability to work within a team, sharing ideas for best practices and process improvements.
  • Ability to present results to multiple levels of the organization including Finance leadership and SMPA parent company in a clear and concise manner.
  • Strong problem-solving skills, especially related to financial system integration.
  • Exceptional interpersonal skills, able to establish strong rapport and partnerships at all levels of the organization.
  • Ability to work independently under general guidance, take initiative and complete tasks to deadlines.
  • Ability to spot and deliver improvements.

    Education and Experience

    • Bachelor's degree in finance or accounting
    • FP&A experience
    • Advanced expertise in Hyperion, Microsoft Excel, and PowerPoint
    • Minimum 8 – 12 (w/o Master's) or 6 – 8 years (with Master's) years of relevant experience in biotech or pharmaceutical industry
    • Experience using SAP and Oracle
    • Experience in Finance system enhancements, integrations, and/or implementation
    • Understanding of SAP master data and Planning Tool data structures