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Remote Financial Planner Jobs in Ohio (NOW HIRING)

1 800 Flowers

MBA Consultant, Finance

Westerville, OH · On-site +1

$35 - $45/hr

Westerville, OH (On-site/4 days in office, 1 day remote) Compensation: $35-$45 per hour Position ... Support forecasting, budgeting, and financial planning activities across business functions * Build ...

InsuraTec

Sales Representative (Remote)

Bucyrus, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Mentor, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Akron, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Lorain, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Cincinnati, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Miamisburg, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Urbana, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Norton, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Englewood, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Trenton, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Kettering, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Maumee, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Stow, OH · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

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Showing results 41-60

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.

MBA Consultant, Finance

1 800 Flowers

Westerville, OH • On-site, Remote

$35 - $45/hr

Full-time

Re-posted 3 days ago

1-800-Flowers rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Job Title: MBA Consultant, Finance
Location:Westerville, OH (On-site/4 days in office, 1 day remote)
Compensation: $35-$45 per hour

Position Overview
1-800-FLOWERS.COM, Inc., a leading provider of gourmet food and floral gifts and a family of iconic brands, is seeking a highly motivated MBA candidate or recent graduate to support a 10-week strategic project focused on financial analysis, business performance, and operational efficiency.

This role will partner with finance leadership and cross-functional teams to evaluate financial performance, analyze business trends, and support strategic decision-making across the organization. The consultant will help identify opportunities to improve profitability, optimize spending, and enhance financial visibility through data-driven insights and modeling.

This position is ideal for a current MBA student looking to gain hands-on consulting or corporate finance experience while contributing to a high-impact business initiative.

Key Responsibilities

  • Conduct research and analysis related to financial performance, budgeting, and business strategy
  • Analyze financial data, trends, and KPIs to identify risks, opportunities, and operational insights
  • Support forecasting, budgeting, and financial planning activities across business functions
  • Build financial models to evaluate revenue growth, profitability, cost optimization, and investment opportunities
  • Gather and synthesize quantitative and qualitative data to support strategic recommendations
  • Develop executive-level presentations, reports, and financial summaries for leadership stakeholders
  • Partner with cross-functional teams including finance, analytics, operations, and merchandising to validate findings and recommendations
  • Identify opportunities to improve financial reporting processes, workflows, and operational efficiencies
  • Assist with scenario planning, variance analysis, and business case development
  • Support project planning, milestone tracking, and deliverable execution
  • Present project findings and recommendations to leadership at the conclusion of the engagement
  • Currently pursuing an MBA or other postgraduate business degree preferred; recent graduates encouraged to apply
  • Strong analytical and problem-solving skills
  • Experience with financial analysis, corporate finance, business strategy, or consulting projects
  • Advanced proficiency in Excel and PowerPoint
  • Ability to translate complex financial information into clear insights and recommendations
  • Strong communication and presentation skills
  • Ability to work independently and manage priorities within a short-term project environment

Preferred

  • Prior experience in consulting, corporate finance, FP&A, investment analysis, or business analytics
  • Exposure to budgeting, forecasting, financial modeling, or profitability analysis
  • Experience with dashboards, reporting tools, or data visualization platforms
  • Experience working on academic consulting projects, internships, or strategic initiatives

Deliverables

  • Deliver a comprehensive analysis of financial performance, business trends, and operational opportunities
  • Develop financial models and reporting enhancements to support strategic decision-making
  • Provide recommendations focused on profitability improvement, cost optimization, and operational efficiency
  • Present findings, insights, and strategic recommendations to leadership

What 1-800-Flowers employees say

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