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Remote Financial Planner Jobs in Utah (NOW HIRING)

Enterprise

$75K - $90K/yr

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

RainFocus

Project Manager (Remote)

Lehi, UT · On-site +1

Planning * Align with clients on key project milestones * Build and maintain project plans[1] * ... Monitor and manage project financial performance against targets * Manage and present change orders ...

Enterprise

$75K - $90K/yr

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

$75K - $90K/yr

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

$75K - $90K/yr

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Deloitte

Netsuite Financials Manager

Salt Lake City, UT · On-site +1

This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash ... Drive test planning, execution, and optimization support * Troubleshoot configuration issues and ...

Bread Financial

Senior Staff Agentic AI Engineer

Draper, UT · On-site +1

$99K - $134K/yr

They will build productionready agent runtimes-state and memory systems, planners, and toolrouting ... Normal office environment. (Remote or Hybrid), 3 to 4 days per month are required in office if ...

Kodiak Cakes

Trade Analyst

Park City, UT · On-site +1

$62K - $72K/yr

Park City, Utah or Remote Individual base salary for this role ultimately will depend on numerous ... This role bridges finance, sales, and operations to support trade processes, monitor customer ...

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Remote Financial Planner information

See Utah salary details

$46K

$88K

$127K

How much do remote financial planner jobs pay per year?

As of Aug 17, 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 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 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.

Licensed Mortgage Protection Agent - Remote Position

GIA Legacy Planning

Eagle Mountain, UT • On-site, Remote

Full-time

Re-posted yesterday

Job description

Location: Remote Position/Work from Home
Job Type: Full-Time/Part-Time
Compensation: 100% Uncapped Commission-Based
About Us:
We're excited to invite ambitious, friendly go-getters to join our dynamic team as Mortgage Protection Life Insurance Agents. This isn't a cookie-cutter job-it's a career built for people who want flexibility, purpose, and real earning potential. You'll have the freedom to work from anywhere, create a schedule that fits your life, and build a clear path toward financial independence.
This opportunity is perfect for career-driven professionals who want room to grow, sharpen leadership and business skills, and truly own their success. You'll have access to an exclusive CRM, a fully digital platform with up-to-date resources, and the ability to be contracted with multiple carriers, offering in-demand products like living benefits and more. With clear growth opportunities and a performance-based model, you're not just clocking in-you're building a future that scales with your goals.
Responsibilities:
  • Identify client needs and recommend tailored insurance solutions
  • Develop and maintain strong client relationships
  • Generate leads through networking, referrals, and company-provided resources
  • Educate clients on available policies and coverage options
  • Follow up with prospects to close sales and maintain customer satisfaction
  • Stay informed about industry trends and product offerings
  • Work independently while collaborating with a supportive team

What We Offer:
  • Competitive commission structure with potential for bonuses
  • Flexible work schedule (remote position)
  • Comprehensive training and mentorship programs
  • Access to top-rated insurance carriers and products
  • Opportunities for career growth and leadership development
  • Supportive team culture with ongoing coaching and professional development

Requirements:
  • Sales or customer service experience is a plus (but not required)
  • Insurance license (or willingness to obtain one - we provide guidance)
  • Strong communication and interpersonal skills
  • Self-motivated with a results-driven mindset
  • Ability to work independently and manage time effectively
  • Basic computer skills for CRM and client management

Department Mortgage Protection Life Insurance Agent Locations Eagle Mountain, UT, 84043 Remote status Fully Remote

Apply