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Remote Financial Planner Jobs in Texas (NOW HIRING)

Staccato

Director, FP&A (Hybrid)

Florence, TX · On-site +1

Description The Director, FP&A is a strategic finance leader who owns the financial planning ... growing remote sales organization. This individual partners directly with the CAO, executive ...

Aledade PBC

Senior Financial Analyst, Remote

Austin, TX · On-site +1

$84K - $105K/yr

The Senior Financial Analyst will work with the FP&A team to provide support with the annual budget ... remote-first culture - you've come to the right place. What Does This Mean for You? At Aledade PBC ...

Switch

Financial Analyst Cap Ex

Dallas, TX · On-site +1

Financial Analyst, FP&A Capex As a Financial Analyst, FP&A Capex at Switch, you will support the ... Flexibility & Remote Opportunities - Whether in-office, hybrid, or fully remote, we offer the ...

Clearwave Fiber LLC

Manager, FP&A

Dallas, TX · On-site +1

$104K - $137K/yr

This position is remote, but must be located in one of the following states: Texas, Florida ... Clearwave Fiber is seeking a Manager, FP&A and Reporting to own the company's recurring financial ...

Mercer Advisors

$130K - $150K/yr

Join us and help families amplify and simplify their financial lives with confidence. * Mercer ... planning strategies for our high new worth clients. This role is remote, with a strong preference ...

Sammons Industrial

Sr. Financial Analyst

Dallas, TX · On-site +1

$84K - $105K/yr

Remote Type: Hybrid You belong at a company that treats you like an Owner! Sammons Industrial is an ... This is a hands-on role on a small, highly collaborative FP&A team. Priorities can shift quickly ...

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 ...

Danaher

Sr. Financial Analyst

Austin, TX · On-site +1

$85K - $100K/yr

This position reports to the Sr. Financial Planning and Analysis Manager and is part of the Financial Planning and Analysis team and will be fully remote . In this r ole, you will have the ...

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

See Texas salary details

$47K

$90.1K

$130K

How much do remote financial planner jobs pay per year?

As of Sep 7, 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 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 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 81% Full Time, and 19% Part Time. Highlights an 100% Remote job distribution, with an average salary of $90,073 per year, or $43.3 per hour.

Director, FP&A (Hybrid)

Staccato

Florence, TX • On-site, Remote

Full-time

Posted 10 days ago

Job description

Description

The Director, FP&A is a strategic finance leader who owns the financial planning, forecasting, and analysis function for Staccato 2011, LLC, a premium firearms manufacturer scaling across Florence, TX; Pahrump, NV; and a growing remote sales organization. This individual partners directly with the CAO, executive leadership, and ownership to shape company strategy - translating operational and market data into the financial insight that drives decisions on capital investment, pricing, product-line profitability, and long-range growth across our guns, ammunition, small parts, CPO, and CARE businesses. The ideal candidate is a builder: someone who can operate at the board level while also rolling up their sleeves to strengthen the systems, models, and team that support a fast-growing, multi-site manufacturer.

Requirements

  Own the company's end-to-end FP&A strategy, including the annual budget, quarterly forecasts, and 3-5 year long-range strategic plan.

Serve as chief financial advisor to functional and site leaders across Florence and Pahrump, translating operational plans into financial impact and holding business partners accountable to targets.

Lead capital planning and prioritization for manufacturing capacity, equipment, and facility investments to support production growth.

Partner with the CAO/CFO on capital structure, banking and lender relationships, covenant compliance, and potential M&A or strategic investment analysis.

Own multi-entity financial consolidation and reporting across all Staccato locations and business units, ensuring clean intercompany eliminations and consistent reporting standards.

Direct pricing strategy and product/unit-economics analysis across the guns, ammunition, small parts, CPO, and CARE product lines to protect and expand margin.

Build and present the monthly and quarterly board-level reporting package, including performance narrative, risks, and strategic recommendations.

Design and govern the company-wide KPI and OKR framework, ensuring metrics cascade from corporate strategy down to plant and department level.

Own the FP&A systems and tools roadmap (ERP, planning, and BI platforms), driving automation and scalability as headcount and revenue grow.

Lead, hire, and develop the FP&A team - including the FP&A Manager and analysts - building a high-performing function that scales with the business.

Represent Finance in executive leadership meetings and act as a key strategic thought partner to the CAO and broader leadership team.



In addition to general team member expectations, this role explicitly requires the following:

Bachelor's degree in finance, accounting, or a related field; MBA or CPA strongly preferred.

10+ years of progressive FP&A or corporate finance experience, including 3+ years leading FP&A at a director level or above, with people-leadership experience over managers and analysts.

Demonstrated success owning FP&A for a manufacturing, industrial, or consumer products company; experience in firearms, defense, or another regulated industry is a strong plus.

Track record managing financial planning across multiple entities, locations, or business units.

Experience preparing and presenting directly to a Board of Directors, ownership group, lenders, or investors.

Advanced financial modeling, forecasting, and capital-planning expertise; strong command of Excel and ERP systems (e.g., NetSuite, SAP, Oracle), with BI tool fluency (Power BI or Tableau) preferred.

Strong executive presence with the ability to influence C-suite and ownership decisions using data-driven insight.

Proven ability to build, scale, and lead a finance team through a period of company growth.

High degree of business acumen, discretion, and sound judgment given exposure to sensitive company and competitive information.

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