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Remote Financial Planner Jobs in Utah (NOW HIRING)

HirexHire

Director of Finance

Salt Lake City, UT · Remote

Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...

HirexHire

Director of Finance

Salt Lake City, UT · Remote

Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...

EnerSys

Senior Finance AI & Automation Developer

Salt Lake City, UT · On-site +1

$95K - $119K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Remote * Tuesday-Thursday: Onsite at our Reading, PA location Candidates outside the Reading, PA ... planning systems (i.e., SAP), etc. * Power BI, Power Automate, & Power Query experience preferred ...

Draper

Program Finance Analyst 2

Clearfield, UT · On-site +1

$75K - $156K/yr

Provides timely completion of the Estimate at Complete (EAC) process, processing time-phased estimate to complete updates, and EAC package support for Program Financial Planning and Reporting.

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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 Aug 16, 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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $88,016 per year, or $42.3 per hour.

Director of Finance

HirexHire

Salt Lake City, UT • Remote

Full-time

Re-posted 10 days ago

Job description


ABOUT US

HirexHire (pronounced hire by hire) is a Chicago-based recruiting and talent consultancy that integrates with companies short-term to provide long-term talent solutions. We take a seat in our client’s everyday operations to understand their people's goals, gaps, and challenges. We then develop and implement processes and technologies to execute a sustainable, scalable talent plan.

We partner with companies expecting or experiencing high growth who need to hire at scale or fill a critical role rapidly. Our clients are not looking for quick-fix placements but are thoughtfully building a hiring strategy to scale their businesses.

OUR CLIENT

Location: Remote (US-based)

Industry: VC-backed SaaS

Company Size: 20-50


THE ROLE

Our client is seeking a strategic and hands-on Director of Finance to join its leadership team during an exciting stage of growth. This is a highly visible role with the opportunity to build and shape the company’s financial foundation from the ground up—serving as the primary owner of all finance-related functions. Reporting directly to the CEO, this individual will play a key role in driving financial strategy, leading forecasting and budgeting processes, establishing KPI reporting, and delivering insights that inform critical business decisions. As a trusted partner to leadership, the Director of Finance will have a meaningful voice in shaping the company’s direction while building scalable processes to support continued growth.


WHAT YOU WILL DO

  • Collaborate with the CEO on annual and long-term business planning, budgeting, and operational analysis.

  • Drive annual financial planning and rolling forecasts with the executive team.

  • Provide financial support to department leaders, developing and managing models for accurate budgeting.

  • Spearhead monthly financial and KPI reporting, analyzing trends in revenue, expenses, and employee count.

  • Ensure data integrity among various sources, manage bookkeeping functions, and oversee audits.

  • Manage customer billing, payables, and vendor relationships, addressing past-due collections.

  • Lead the development of the finance department as our client’s company scales.

WHAT YOU WILL NEED

  • Bachelor’s degree in Finance, Accounting, Economics, or related discipline

  • 6+ years of relevant finance and accounting experience, with a minimum of 2 years in FP&A specifically

  • Start-up experience in an early-stage B2B SaaS-based company

  • Excellent proficiency in financial theory, forecasting, and financial accounting

  • Data-driven with exceptional quantitative analysis skills, including advanced Excel modeling

  • Outstanding communication and interpersonal skills

  • Strong work ethic with an ability to focus on complex financial problems, with a strong attention to detail and commitment to accuracy

  • Excellent communication and interpersonal skills

  • Experience with QuickBooks, HubSpot, a plus