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Remote Financial Planner Jobs in Virginia (NOW HIRING)

All Financial Freedom

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions ... Flexible, remote work environment • Comprehensive training and mentorship • Advancement ...

InsuraTec

Sales Representative (Remote)

Dale City, VA · 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 ...

InsuraTec

Sales Representative (Remote)

Leesburg, VA · 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 ...

InsuraTec

Sales Representative (Remote)

Fort Hunt, VA · 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 ...

InsuraTec

Sales Representative (Remote)

Henrico, VA · 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 ...

InsuraTec

Sales Representative (Remote)

Salem, VA · 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 ...

InsuraTec

Sales Representative (Remote)

Glen Allen, VA · 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 ...

InsuraTec

Sales Representative (Remote)

Fairfax, VA · 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 ...

InsuraTec

Sales Representative (Remote)

Bristow, VA · 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 ...

InsuraTec

Sales Representative (Remote)

Tuckahoe, VA · 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 ...

InsuraTec

Sales Representative (Remote)

Staunton, VA · 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 ...

InsuraTec

Sales Representative (Remote)

Glen Allen, VA · 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 ...

InsuraTec

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 ...

InsuraTec

Sales Representative (Remote)

Woodlawn, VA · 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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Showing results 41-60

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Virginia

Remote Financial Planner information

See Virginia salary details

$50.1K

$95.9K

$138.3K

How much do remote financial planner jobs pay per year?

As of Aug 6, 2026, the average yearly pay for remote financial planner in Virginia is $95,852.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,300.00 and $101,100.00 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 Virginia? The most popular types of Financial Planner jobs in Virginia are:
What are popular job titles related to Remote Financial Planner jobs in Virginia? For Remote Financial Planner jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Virginia look for? The top searched job categories for Remote Financial Planner jobs in Virginia are:
What cities in Virginia are hiring for Remote Financial Planner jobs? Cities in Virginia with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Virginia as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 100% Remote job distribution, with an average salary of $95,852 per year, or $46.1 per hour.

Financial Strategist

All Financial Freedom

Vienna, VA • On-site, Remote

$60K - $75K/yr

Part-time

Re-posted 19 days ago

Job description

About the Role
We're expanding our financial education team and looking for motivated individuals who want to make a real impact helping families protect their income, plan for the future, and build financial confidence.
This role is ideal for career pivoters, parents returning to the workforce, or professionals who want flexible income while doing meaningful work. Training and mentorship are provided.
What You'll Do
• Educate individuals and families on financial protection and planning solutions
• Help clients understand options such as retirement strategies, life insurance, and debt solutions
• Conduct virtual consultations
• Build long-term client relationships based on trust and education
• Participate in ongoing training and professional development
• Mentor and support new team members as you advance
What We're Looking For
• Strong communication skills and emotional intelligence
• Coachable, self-motivated, and professional
• Desire to help others and make a positive impact
• Willingness to obtain a state insurance license (we guide you through the process)
• Comfortable working remotely and managing your own schedule
What We Offer
• Flexible, remote work environment
• Comprehensive training and mentorship
• Advancement opportunities based on performance, not tenure
• Supportive team culture, no high-pressure sales tactics
• Opportunity to build long-term income and leadership skills
Who This Is For
• Career pivoters
• Parents seeking flexibility
• Professionals burned out by traditional sales roles
• Individuals passionate about education and impact

Apply