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Remote Financial Planner Jobs in Utah (NOW HIRING)

Nearmap

Financial Analyst (GTM/Commercial)

Lehi, UT · Remote

Fully remote within the continental United States. Join Nearmap's GTM Finance team as the Analyst ... You'll support planning discussions, and your numbers will shape what GTM departments actually do ...

Nearmap

Financial Analyst (GTM/Commercial)

Lehi, UT · Remote

Fully remote within the continental United States. Join Nearmap's GTM Finance team as the Analyst ... You'll support planning discussions, and your numbers will shape what GTM departments actually do ...

Nearmap

Financial Analyst (GTM/Commercial)

Lehi, UT · On-site +1

Fully remote within the continental United States. Join Nearmap's GTM Finance team as the Analyst ... You'll support planning discussions, and your numbers will shape what GTM departments actually do ...

Energy Exemplar

FP&A Analyst

Salt Lake City, UT · On-site +1

About the Role We are seeking a highly analytical FP&A Analyst to join our growing finance team. This is an exciting opportunity for a finance professional who enjoys solving complex business ...

InsuraTec

Sales Representative (Remote)

Logan, UT · 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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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Utah

Remote Financial Planner information

See Utah salary details

$46K

$88K

$127K

How much do remote financial planner jobs pay per year?

As of Jul 27, 2026, the average yearly pay for remote financial planner in Utah is $88,016.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,200.00 and $92,900.00 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 Utah? The most popular types of Financial Planner jobs in Utah are:
What are popular job titles related to Remote Financial Planner jobs in Utah? For Remote Financial Planner jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Utah look for? The top searched job categories for Remote Financial Planner jobs in Utah are:
What cities in Utah are hiring for Remote Financial Planner jobs? Cities in Utah with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Utah as of July 2026, with employment types broken down into 82% Full Time, 12% Part Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $88,016 per year, or $42.3 per hour.

Financial Education Specialist - Utah

All Financial Freedom

Salt Lake City, UT • On-site, Remote

$33K - $62K/yr

Part-time

Posted 13 days ago

Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.
In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.
Position Overview
This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.
Key Responsibilities
  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications
  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits
  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path
Growth into education leadership, training, or management roles.

Apply