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Remote Financial Planner Jobs in Texas (NOW HIRING)

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Manager, FP&A

Dallas, TX · On-site +1

... long-range financial planning model and serve as a key partner to Finance, Investor Relations ... Flexibility & Remote Opportunities - Whether in-office, hybrid, or fully remote, we offer the ...

Farther

Financial Planning & Analysis Manager

Irving, TX · On-site +1

$101K - $133K/yr

As our FP&A Manager, you'll own the financial planning engine: budgets, forecasts, models, and the stories that tie them together. You'll be a go-to partner for senior leadership, translating complex ...

Deckers

$66K - $89K/yr

United States (Remote) Interested applicants must reside in one of the following approved states ... Support 3 to 5-year revenue and margin planning by developing consistent, well-governed assumptions ...

Deckers

$79K - $107K/yr

US Remote Interested applicants must reside in one of the following approved states: Arizona ... You'll drive the development and execution of strategic financial plans, collaborating across teams ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Texas

Remote Financial Planner information

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$47K

$90.1K

$130K

How much do remote financial planner jobs pay per year?

As of Aug 9, 2026, the average yearly pay for remote financial planner in Texas is $90,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,800.00 and $95,000.00 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 Texas? The most popular types of Financial Planner jobs in Texas are:
What are popular job titles related to Remote Financial Planner jobs in Texas? For Remote Financial Planner jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Texas look for? The top searched job categories for Remote Financial Planner jobs in Texas are:
What cities in Texas are hiring for Remote Financial Planner jobs? Cities in Texas with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $90,073 per year, or $43.3 per hour.

Senior Financial Analyst (FP&A)

DGI Supply

Houston, TX • Remote

$100K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 9 days ago

Job description

SUMMARY: 

Reporting to the VP of Finance & Accounting, the Senior Financial Analyst (FP&A) holds a critical role in capturing and reporting all financial reporting. This individual has a focus on financial planning, both short-term and long-term, of business operations to measure and forecast future business performance. They have the opportunity to make positive financial contribution by discovering cost saving opportunities and ensure a high level of reporting integrity.

DUTIES AND RESPONSIBILITIES:

  • Create the Annual Financial Plan (Operating, Financial and Capital Budgets)
  • Responsible for providing financial analysis, recommendations and decision-making support to the executive staff
  • Model the financial impacts of a variety of business decisions and presenting options to business leaders; help drive process and cost efficiencies for business operations
  • Develop and review the Rolling Forecast and Strategic Plan
  • Assist in maintaining the integrity and completeness of the Company’s data warehouse
  • Assist with the month-end close process (mainly through variance analysis)
  • Perform monthly Actual vs. Budget variance analysis and discuss with department managers
  • Manage the Company’s balanced scorecard (daily, weekly and monthly operational metrics)
  • Review monthly financial statements for each assigned business unit, identifying key trends, variances and areas of improved performance
  • Proactively provide insightful, actionable and accurate financial reporting analysis to key business owners in the organization and must be able to communicate the information so others can understand
  • Builds strong partnerships with key internal customers and cross-functional teams
  • Identify, evaluate and compare multiple projects by their ROI% and track progress
  • Perform other various ad-hoc analysis as requested by management
  • Other duties as assigned
  • Reports to the Controller

SKILLS AND EXPERIENCE REQUIRED:

  • Master’s Degree in Finance or business; CPA preferred
  • 5-7+ years of experience in Finance and Accounting
  • Advanced skills with Microsoft Office (MS Excel, MS Access, etc.)
  • A background with distribution organizations is a plus
  • Experience with Microsoft SQL Server is required
  • Experience with One Stream and CRM software a plus
  • Very strong data mining skills
  • Passionate, Adaptable, Customer Focused and Teamwork oriented
  • Strong verbal and written communication skills are required along with ability to communicate and present with internal partners
  • Strong sense of urgency and accountability
  • Strong problem solving and communication skills
  • Ability to multi-task in a fast-changing environment
  • Highly autonomous and takes individual initiative
  • Excellent organizational skills to meet deadlines; strong attention to detail and provides work that is accurate, thorough and consistent
  • Strong analytical skills to analyze complex information

EMPLOYMENT OPPORTUNITY INCLUDES:

  • Competitive benefits, including: medical, dental, vision, life, STD & LTD insurance options, FSA, 401(k) and Profit Sharing
  • Career growth
  • Target compensation: $100K-$125K

DGI Supply is an Equal Opportunity Employer. Candidates are subject to background checks and post offer drug screen.

Work Location & Eligibility

This position is remote; however, eligible candidates must reside within approximately one hour of a DoALL location in one of the following states: Illinois (IL), Wisconsin (WI), Texas (TX), Louisiana (LA), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Iowa (IA), Arkansas (AR), or Utah (UT). This proximity requirement supports occasional in-person meetings, team collaboration, or site visits as needed.

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