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Remote Financial Planner Jobs in Ohio (NOW HIRING)

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 ...

Huntington

2027 Finance Rotation Analyst

Columbus, OH · On-site +1

... financial planning within a corporate environment. Engage with various departments across the ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

2027 Finance Rotation Analyst

Columbus, OH · On-site +1

... financial planning within a corporate environment. * Engage with various departments across the ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

2027 Finance Rotation Analyst

Columbus, OH · On-site +1

... financial planning within a corporate environment. * Engage with various departments across the ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

ViaQuest

Finance Manager

Dublin, OH · On-site +1

Monitor cash flow and assist the CFO with financial planning and strategic initiatives. * Recommend ... and remote work. R emote candidates will also be considered for this position based on ...

Commercial Vehicle

Finance Manager

New Albany, OH · On-site +1

... FP&A, cost accounting, or financial management, ideally in a manufacturing or industrial environment. * Proven leadership experience managing remote or multi-site teams across complex financial ...

Commercial Vehicle

Finance Manager

New Albany, OH · On-site +1

... FP&A, cost accounting, or financial management, ideally in a manufacturing or industrial environment. * Proven leadership experience managing remote or multi-site teams across complex financial ...

Commercial Vehicle Group

Finance Manager

New Albany, OH · On-site +1

... FP&A, cost accounting, or financial management, ideally in a manufacturing or industrial environment. * Proven leadership experience managing remote or multi-site teams across complex financial ...

Huntington

Incorporates comprehensive financial planning to ensure review of client's total assets, short and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

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Showing results 21-40

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 Sep 12, 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 67% Full Time, 22% Part Time, and 11% Contract. Highlights an 100% Remote job distribution, with an average salary of $91,914 per year, or $44.2 per hour.

Financial Consultant

Cleveland, OH • On-site, Remote

Relevante, Inc.
Recruiting and Staffing Services • 201 - 500 employees
Learn more about Relevante, Inc.external

$112K/yr

Full-time

Medical, Dental

Re-posted 11 days ago

Job description

Salary: $112,500.00
We have partnered with a Financial Services firm in the Cleveland, OH area to provide them with a Financial Consultant. Please review the description below and let us know if you are interested.
Prioritized Must Have Skills for the Financial Consultant:
#1. Must have Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
#2. Must have at least 5 years' experience as a Financial Sales consultant.
#3. Must be able to build a book of business
#4. No more than 3 jobs in the past 10 years.
Responsibilities of the Financial Consultant:
Collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.
  • Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
  • Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
  • Work with the advisory team to implement investment plans and coordinate adjustments
  • Monitor client investment portfolios and performance
  • Communicate insights for clients regarding essential contributors and detractors
  • Advise high net worth clients as needed and consult mid-market institutional clients
  • Coordinate the creation of detailed wealth management plans for individuals
  • Organize the creation consulting reports for institutions
  • Help present plans to clients effectively and clearly
  • Actively seek new business opportunities
  • Develop essential knowledge of our financial planning software and technology
  • Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
  • Participate in regular internal meetings
  • Work on a schedule that best suits client needs

Requirements of the Financial Consultant:
  • Bachelor's degree or higher
  • 5+ years' relevant experience
  • Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
  • Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
  • Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
  • A proven record of achieving new business a plus

Other Key Requirements:
  • Remote role but MUST be Cleveland resident.
  • No Schwab employees!
  • In office opportunity.
  • No sponsorships or visa holders. No Corp to Corp.

Benefits of the Financial Consultant:
  • Medical Insurance
  • Dental Insurance
  • Profit Sharing

About Relevante, Inc. - the Recruiting Firm Representing the Client for this Job
Relevante is an Outplacement Services and Direct Hire recruiting firm. We help our clients provide a soft landing for existing employees, consistent with their statement of values. We also help leading companies find the best talent for their mission critical positions. Our Clients are some of the best companies to work for in the US. Relevante has been consistently identified as one of the most innovative Outplacement Services and Recruiting firms. To stay connected with our network, please follow us on LinkedIn https://www.linkedin.com/company/relevante.

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