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Remote Financial Planner Jobs in Chicago, IL (NOW HIRING)

Synergy Financial

Financial Representative (Remote)

Chicago, IL · Remote

$75K - $100K/yr

  • Medical

  • Life

  • Retirement

???? Remote Insurance & Financial Services Agent (Licensed Preferred) - Commission-Based | Synergy ... legacy planning , and tax-advantaged solutions Grow your book of business and manage client ...

New

DataAnnotation

Financial Planner - AI Trainer

Elgin, IL · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

Rise25

Financial Planning Analyst (Remote)

Chicago, IL · Remote

We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business. You will review ...

Rush Street Interactive

Senior Financial Analyst

Chicago, IL · Remote

$88K - $109K/yr

We are looking for a Senior Financial Analyst to join our Financial Planning & Analysis team ... Located in Chicago-area a MUST but we are remote first with all the perks of working from home. ...

CareAllies

Mgr Financial Planning & Analysis

Oak Brook, IL · On-site +1

$102K - $184K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Job Summary The Manager, Financial Planning & Analysis (FP&A) will play a key role within the finance team, supporting the growth and achievement of CareAllies financial and business objectives ...

Fay Financial

Senior Financial Reporting Analyst

Chicago, IL · On-site +1

$90K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Reporting to the Senior Director, FP&A, the position is responsible for coordinating and managing ... Eligible for Hybrid Work Schedule with Remote Flex Days Compensation * The hiring range for this ...

Alight Solutions

VP Corporate FP&A

Deerfield, IL · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Remote-only arrangements are not available. The Vice President, Financial Planning & Analysis will lead Alight's enterprise FP&A function and serve as a strategic partner to the SVP Finance as well ...

CIBC

Financial Planning Strategist

Chicago, IL · On-site +1

$110K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed * Perform financial planning analyses, including reviewing ...

CIBC US

Financial Planning Strategist

Chicago, IL · On-site +1

$110K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed * Perform financial planning analyses, including reviewing ...

The Rockridge Group

Financial Analyst

Chicago, IL · On-site +1

Chicago, IL (open to remote as well) Duration: 6+ months This position provides dedicated ... This individual will liaise with other internal groups such as Corporate Accounting, FP&A, HR, Tax ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Chicago, IL

Remote Financial Planner information

See Chicago, IL salary details

$52K

$99.6K

$143.7K

How much do remote financial planner jobs pay per year?

As of Aug 17, 2026, the average yearly pay for remote financial planner in Chicago, IL is $99,595.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,300.00 and $105,100.00 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 Chicago, IL?

The most popular types of Financial Planner jobs in Chicago, IL are:

What are popular job titles related to Remote Financial Planner jobs in Chicago, IL?

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

What job categories do people searching Remote Financial Planner jobs in Chicago, IL look for?

The top searched job categories for Remote Financial Planner jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Remote Financial Planner jobs?

Cities near Chicago, IL with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $99,595 per year, or $47.9 per hour.

Financial Representative (Remote)

Synergy Financial

Chicago, IL • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted yesterday

New

Job description

???? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting


✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.



???? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets



???? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors



???? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset



???? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.



???? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.



???? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
???? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

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