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Remote Financial Planner Jobs in Washington (NOW HIRING)

Intelligence Planner

Washington, DC ยท On-site +1

$77K - $176K/yr

Remote Work: No Job Number: R0247843 Location: Washington,DC,US Share job via: Share Intelligence ... Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ...

Chief Financial Officer

Washington, DC ยท On-site +1

$170K/yr

Remote, U.S.-based Reports to:President & Chief Executive Officer Status:Full-time, exempt Salary ... Strengthen Strategic Financial Planning.Partner with the CEO, COO, Board, and senior team to ...

Location: Remote, U.S.-based Reports to: President & Chief Executive Officer Status: Full-time, ... Strengthen Strategic Financial Planning. Partner with the CEO, COO, Board, and senior team to ...

Exercise Planner

Washington, DC ยท On-site +1

$55K - $126K/yr

Remote Work: Hybrid Job Number: R0247466 Location: Washington,DC,US Share job via: Share Exercise ... Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ...

Exercise Planner

Washington, DC ยท On-site +1

$48K - $98K/yr

Remote Work: Hybrid Job Number: R0247462 Location: Washington,DC,US Share job via: Share Exercise ... Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ...

Showing results 41-60

Remote Financial Planner information

See Washington salary details

$57.2K

$109.5K

$158K

How much do remote financial planner jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote financial planner in Washington is $109,501.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,100.00 and $115,500.00 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 Washington?

The most popular types of Financial Planner jobs in Washington are:

What are popular job titles related to Remote Financial Planner jobs in Washington?

For Remote Financial Planner jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Washington look for?

The top searched job categories for Remote Financial Planner jobs in Washington are:

What cities in Washington are hiring for Remote Financial Planner jobs?

Cities in Washington with the most Remote Financial Planner job openings:

Infographic showing various Remote Financial Planner job openings in Washington as of August 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 100% Remote job distribution, with an average salary of $109,501 per year, or $52.6 per hour.

Chief Financial Officer

Management Sciences for Health

Washington, DC โ€ข Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago


Job description

Reporting to the President and Chief Executive Officer (CEO), the Chief Financial Officer (CFO) is a strategic enterprise leader responsible for shaping the financial direction of Management Sciences for Health (MSH) and helping position the organization for long-term sustainability and growth.

The CFO serves as the CEO's principal advisor on financial strategy, business performance, organizational investments, enterprise risk, pricing, and capital allocation. Beyond ensuring sound financial stewardship, the CFO helps the Leadership Team make better strategic decisions by translating financial information into clear insights, challenging assumptions, evaluating tradeoffs, andidentifyingopportunities to strengthen organizational performance.

The CFO leads the transformation of MSH's finance function into a high-performing strategic partner that supports innovation, growth, and operational excellence. This includes modernizing financial planning, forecasting, reporting, costing, pricing, and performance management while ensuring the highest standards of financial integrity, compliance, and accountability.

The successful candidate will combine deep nonprofit financialexpertisewith strong commercial judgment, an entrepreneurial mindset, and the ability to influence decisions across a complex global organization. They will be equally comfortableengagingthe Board of Directors on long-term financial strategy, coaching senior leaders through difficult resource decisions, and building a finance organization capable of supporting MSH's next phase of growth.

This position is US-based remote position with Arlington, VAas a preferred location.

RESPONSIBILITIES:

Strategic Enterprise Leadership

  • Serve as a key member of the Executive Leadership Team, helping shape and execute MSH's strategy, growth agenda, and long-term sustainability plans.

  • Act as the President and CEO's principal advisor on financial strategy, business performance, organizational investments,strategicpricing, enterprise risk, and capital allocation.

  • Provide independent, data-driven counsel that improves strategic decision-making and promotes accountability for organizational performance.

  • Evaluate strategic opportunities, investments, partnerships, restructuring initiatives, and business models to ensure alignment with MSH's mission and long-term financial sustainability.

  • Partner with senior executives,countryleaders, and operational teams to strengthen business performance and improve decision quality.

  • Challenge assumptions, evaluate trade-offs, and ensure that leadership decisions are informed by sound financial analysis.

  • Adviseonresource allocation and investment priorities, balancing mission impact, financial performance, and organizational capacity.

Financial Strategy, Planning, and Performance

  • Lead the development and execution of MSH's long-range financial strategy and multi-year financial plans.

  • Establish the vision and systems necessary for robustorganizationalfinancial planning, budgeting, forecasting, scenario modeling, and performance management capabilities.

  • Establish financial and operational performance metrics that enable leadership to assess organizational health, profitability, efficiency, and growth.

  • Provide forward-looking analysis and recommendationsregardingfinancial trends, funding risks, cost structures, and revenue diversification opportunities.

  • Develop financial scenarios and strategic options that support informed decision-making under changing market and donor conditions.

Growth, Innovation, and Revenue Strategy

  • Collaborate with executive leadership toidentifyand evaluate new revenue streams, partnerships, and funding opportunities.

  • Ensure pricing, cost recovery, indirect cost management, and business development strategiessupportorganizational growth and sustainability.

  • Partner with business development and program leaders to evaluate market opportunities and ensure financial viability of strategic initiatives.

  • Foster an entrepreneurial culture that encourages innovation, disciplined risk-taking, and continuous improvement.

Financial Stewardship and Risk Management

  • Ensure the financial integrity, stability, and sustainability of the organization through effective stewardship of resources.

  • Maintain effective systems of internal control that safeguard organizational assets and ensure accountability.

  • Oversee cash flow, treasury management, investments, liquidity planning, and working capital optimization.

  • Continuously assess financial risks and develop mitigation strategies to strengthen organizational resilience.

Compliance, Governance, and Board Relations

  • Ensure compliance with nonprofit accounting standards, donor regulations, tax requirements, and all applicable legal and regulatory obligations.

  • Provide strategic financial guidance and analysis to the Board of DirectorsandAudit Committee. Serve astheliaison with the BoardFinance Committee.

  • Present financial performance, forecasts, strategic investments, and enterprise risks in a clear and compelling manner to governance bodies.

  • Serve as a trusted advisor to the Board on financial sustainability, growth strategy, capital deployment, and risk oversight.

  • Oversee external audits and ensuretimelyresolution of audit findings and management recommendations.

Global Financial Operations

  • Provide executive oversight of accounting, financial reporting, budgeting, treasury, payroll, financial systems, grantsfinancial management, and related finance functions.

  • Ensureaccurate,timely, and transparent financial reporting for leadership, donors, regulatory bodies, and the Board.

  • Drive standardization, simplification, and harmonization of finance processes across MSH's global operations.

  • Foster a culture of continuous improvement, innovation, accountability, and customer service within the finance function.

Leadership and Talent Development

  • Build, develop, and lead ahigh-performing global finance organization.

  • Establish clear expectations, performance standards, and development opportunities for finance staff.

  • Strengthenleadership capabilities across the finance team anddevelopsuccession plans for critical roles.

  • Promote collaboration and strong partnerships across functions, geographies, and organizational levels.

  • Model MSH's leadership values and organizational culture while fostering an inclusive and accountable work environment.

QUALIFICATIONS

  • Advanceddegreein Business Administration, Accounting, or Financerequired.

  • Minimum of 20 yearsof experienceof progressive financial leadership experience

  • Experience working in a complex, high-performing non-profit organization with the ability to maketimelydecisions and obtain effective buy-in from colleagues and staff.Experience with diverse donorsrequired.

  • Proven experiencesuccessfullyworking with boards, audit committees, and executive leadership teams.

  • Demonstrated success leading complex budgeting, forecasting, and financial planning processes.

  • Proven cross-functional leadership and business partnership skills

  • Strong budgetary experience including developing budgets for organizations with multiple segments and diverse funding streams

  • Ability to review and communicate financial results, balance sheets, statements of cash flows, and to build financial models.

  • Strongunderstandingnonprofit accounting principles, financial controls, and regulatory compliance.

  • Experience managing and/or coordinating global partnerships and collaborative working relationships at both executive and operational levels among multiple organizations,donorsand international counterparts.

  • Experience in international developmentpreferred.

  • Ability to work in an office environment; ability to travel to and work in countries in whichMSH operates (10%).


The expected salary range for this position is: $220,000.00 - $275,000.00 annually (U.S. locations only).


MSH considers multiple job-related factors when determining an offer, including but not limited to, business and organizational needs, candidate qualifications, internal equity, location, and internal budget.


Salary is just one of many aspects of our total rewards package; at MSH, our goal is to provide you with a comprehensive set of competitive benefits that includes a substantial vacation, sick and holiday policies, training and development programs, competitive insurance coverage for health, vision, dental, life, short-term and long-term disability, 401k plan, Flexible Spending Account, among others.

The selected candidateisauthorized to work in the US and can perform their job remotely within the USA.

MSH is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. MSH complies with Section 503 of the Rehabilitation Act, Section 4212 of the Vietnam Era Readjustment Assistance Act, as amended, and all related applicable regulations.

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