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Remote Financial Planner Jobs in New York (NOW HIRING)

Chloe Vafiadis - Financial Consulting

Be Seen First

Remote Financial Advisor

Long Branch, NJ · Remote

$65K - $82K/yr

... strategies, planning for their futures, and above all else, give them financial peace of mind ... Fully remote work * Flexible scheduling (build a schedule around your existing commitments) * Full ...

New

Chloe Vafiadis - Financial Consulting

Be Seen First

Remote Financial Advisor

Long Branch, NJ · Remote

$65K - $82K/yr

... strategies, planning for their futures, and above all else, give them financial peace of mind ... Fully remote work * Flexible scheduling (build a schedule around your existing commitments) * Full ...

New

Mercor

FP&A Expert - Financial Modeling

New York, NY · Remote

$80 - $90/hr

Remote Role Responsibilities * Construct FP&A scenarios spanning budgeting, forecasting cycles, variance analysis, and strategic planning decisions. * Build tasks across financial planning ...

Mercor

FP&A Expert - Financial Strategist

New York, NY · Remote

$80 - $90/hr

Remote Role Responsibilities * Construct FP&A scenarios spanning budgeting and forecasting cycles, variance analysis, and business partnering. * Build tasks across financial planning, forecasting ...

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Remote Financial Planner information

See New York salary details

$55.2K

$105.8K

$152.6K

How much do remote financial planner jobs pay per year?

As of Aug 30, 2026, the average yearly pay for remote financial planner in New York is $105,772.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,100.00 and $111,600.00 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 New York?

The most popular types of Financial Planner jobs in New York are:

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

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

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

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

What cities in New York are hiring for Remote Financial Planner jobs?

Cities in New York with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $105,772 per year, or $50.9 per hour.

Remote Financial Advisor

Long Branch, NJ • Remote

Chloe Vafiadis - Financial Consulting
See more jobs at Chloe Vafiadis - Financial Consultingexternal

$65K - $82K/yr

Part-time

This job post has expired today. Applications are no longer accepted.

Job description

About us

On Chloe Vafiadis' Financial Consulting Team, our main goal is to help and educate individuals and families on better financial strategies, planning for their futures, and above all else, give them financial peace of mind. Through our work, we help clients from any background explore a range of financial products and solutions, including life insurance, retirement plans, business solutions, head start funds, and tax-efficient wealth building and preservation strategies. As we like to say, "No family left behind."

We're looking for highly motivated individuals interested in the financial services industry, developing their own business, and, most of all, providing people with a better future.

Whether you're looking for some side income, a career change, or an opportunity to help others and build a business for yourself, we'd love to connect with you.

No prior experience is required


THIS POSITION IS FOR U.S. RESIDENTS ONLY


Key traits

  • Highly self-motivated
  • Strong communication and interpersonal skills
  • Goal-oriented
  • Entrepreneurial mindset
  • Coachable
  • Willing to learn
  • Must be willing to obtain a Life & Health Insurance License (we'll help you)


Obligations

  • Complete required licensing and training
  • Build and maintain healthy relationships with team/clients
  • Educate clients on financial strategies
  • Manage your own schedule and workload
  • Analyze client needs/goals
  • Consistently develop product and financial services knowledge


Compensation

100% commission-based with opportunities for renewal and passive income, and an uncapped earning potential.

Estimated yearly salary for full-time producers

  • Entry level (0-3 years) - $65,000
  • Mid-level (4-7 years) - $280,000
  • Senior level (8+ years) - $500,000+


We offer:

  • Fully remote work
  • Flexible scheduling (build a schedule around your existing commitments)
  • Full training/licensing support
  • Part-time & full-time options
  • Supportive team environment
  • Many growth and leadership opportunities


What to do next

Submit an application with your resume. We will reach out to any qualified applicants and invite them to a quick 10-15-minute phone call, followed by a follow-up Zoom interview to discuss our company, your training, licensing, and compensation.