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Remote Financial Planner Jobs in Ohio (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Cincinnati, OH · On-site +1

$140K - $160K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

New

Osaic

Sr. Financial Planning Strategist

Columbus, OH · On-site +1

$140K - $160K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

New

CFS

Sr FP&A

Cincinnati, OH · Remote

$80K - $120K/yr

Hybrid - South Bend, Indiana (2 days onsite / 3 days remote) Salary: $80,000 - $120,000 Position Overview We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana

Sherwin-Williams

Senior Finance Analyst, FP&A

Cleveland, OH · On-site +1

$82K - $103K/yr

  • Medical

  • Retirement

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 ...

Corebridge Financial

Financial Advisor - Toledo, OH

Toledo, OH · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are an industry-leading provider of financial planning tools for community members who work in ... This position is currently designated as remote. Estimated Travel * May include up to 25% travel ...

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112K/yr

  • Medical

  • Dental

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 Aug 19, 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 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 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 August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $91,914 per year, or $44.2 per hour.

Entry-Level Financial Growth & Investment Planner (Remote) - Cincinnati

Traction Forge Financial

Cincinnati, OH • On-site, Remote

$72K - $97K/yr

Part-time

Retirement

Re-posted 27 days ago

Job description

Here at Traction Forge Financial, an affiliate of GFI, we strive to put families first by putting every family in the forefront of our decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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