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Remote Financial Planner Jobs in Ohio (NOW HIRING)

Huntington

Wealth Planner

Cincinnati, OH · On-site +1

$51K - $71K/yr

Lead financial planning engagements for clients with a net worth of $1-10M. * Conduct thorough ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Cincinnati, OH · On-site +1

$52K - $72K/yr

Lead financial planning engagements for clients with a net worth of $1-10M. * Conduct thorough ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Cincinnati, OH · On-site +1

$52K - $72K/yr

This role is responsible for delivering high-quality financial planning services, conducting in ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Designer Brands

Sr Financial Analyst-REMOTE

Columbus, OH · On-site +1

$82K - $102K/yr

General Summary The Senior Financial Analyst, FP&A plays a critical role within the organization ... We offer hybrid and remote work opportunities , giving you the freedom to stay connected ...

Divert

FP&A Manager

Columbus, OH · On-site +1

The FP&A Manager is responsible for driving financial planning, forecasting, reporting, and ... Ability to work independently, manage multiple priorities, and thrive in a remote or hybrid ...

Sherwin-Williams

Senior Finance Analyst, FP&A

Cleveland, OH · On-site +1

$82K - $103K/yr

The FP&A Senior Financial Analyst - SG&A is a key contributor to Sherwin-Williams' financial ... This role is not hybrid/remote and will report to our Global Headquarters in Cleveland, OH. Because ...

Sherwin-Williams

Senior Finance Analyst, FP&A

Cleveland, OH · On-site +1

$82K - $103K/yr

The FP&A Senior Financial Analyst - SG&A is a key contributor to Sherwin-Williams' financial ... This role is not hybrid/remote and will report to our Global Headquarters in Cleveland, OH. Because ...

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112K/yr

Current investment services include: retirement planning/cash-flow modeling, estate plan reviews ... Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Ohio

Remote Financial Planner information

See Ohio salary details

$48K

$91.9K

$132.6K

How much do remote financial planner jobs pay per year?

As of Jul 20, 2026, the average yearly pay for remote financial planner in Ohio is $91,914.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,300.00 and $97,000.00 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 Ohio? The most popular types of Financial Planner jobs in Ohio are:
What are popular job titles related to Remote Financial Planner jobs in Ohio? For Remote Financial Planner jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Ohio look for? The top searched job categories for Remote Financial Planner jobs in Ohio are:
What cities in Ohio are hiring for Remote Financial Planner jobs? Cities in Ohio with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Ohio as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $91,914 per year, or $44.2 per hour.

Wealth Planner

Huntington

Cincinnati, OH • On-site, Remote

$51K - $71K/yr

Full-time

Re-posted 21 days ago

Job description

Description

Summary:
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies.


Duties And Responsibilities

  • Lead financial planning engagements for clients with a net worth of $1-10M.
  • Conduct thorough discovery conversations to identify client goals, values, and financial objectives.
  • Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
  • Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.
  • Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.
  • Ensure all financial plans meet compliance and regulatory requirements and reflect the firm's planning philosophy.
  • Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.
  • Perform other duties as assigned.

Basic Qualifications:

  • Bachelor's degree
  • CFP designation preferred.
  • Minimum 8 years of experience in financial planning or wealth management.
  • Exceptional interpersonal and communication skills.
  • Strong coaching and presentation abilities.


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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