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

Senior Financial Analyst

Chicago, IL · Remote

$88K - $109K/yr

Position Summary The Senior FP&A Analyst will be a member of the Operations Finance team at ... This is a remote position in the US. We are open to candidates in various states, with the ...

Senior Financial Analyst, Commercial Finance

Chicago, IL · On-site +1

$88K - $109K/yr

Chicago, IL (Hybrid, 2 days per week) or Remote within the Central or Eastern Time Zones Essential ... Experience working with enterprise reporting, planning, and analytics platforms preferred. Physical ...

Summary We are currently seeking a Manager, Financial Planning & Analysis to drive Cresa's budgeting & forecasting and management reporting. The role will partner closely with executive leadership to ...

Summary We are currently seeking a Manager, Financial Planning & Analysis to drive Cresa's budgeting & forecasting and management reporting. The role will partner closely with executive leadership to ...

Manager - Financial Analysis

Chicago, IL · Remote

$108K - $142K/yr

This position is a remote role, however we prefer candidates in the Milwaukee, WI and Chicago, IL ... Planning: * Clarify the business plan by formulating specific department goals that are in ...

Manager - Financial Analysis

Chicago, IL · Remote

$108K - $142K/yr

This position is a remote role, however we prefer candidates in the Milwaukee, WI and Chicago, IL ... Planning: * Clarify the business plan by formulating specific department goals that are in ...

Manager - Financial Analysis

Chicago, IL · On-site +1

$108K - $142K/yr

This position is a remote role, however we prefer candidates in the Milwaukee, WI and Chicago, IL ... Planning: * Clarify the business plan by formulating specific department goals that are in ...

Legacy and Major Gift Planner

Aurora, IL · Remote

$69K - $79K/yr

Approved Remote Location Type of Role: Full-time; Salaried/Exempt Date: July 2026 About TEAM: TEAM ... Build and nurture strong relationships with financial, legal and tax advisors; and * Travel up to ...

Legacy and Major Gift Planner

Aurora, IL · On-site +1

$65K - $74K/yr

Approved Remote Location Type of Role: Full-time; Salaried/Exempt Date: July 2026 About TEAM: TEAM ... Bachelor's degree preferably in finance, philanthropy, communications or like field; * CFRE, CSPG ...

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 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 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 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 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 ...

Showing results 21-40

Remote Financial Planner information

See Chicago, IL salary details

$52.1K

$99.7K

$143.8K

How much do remote financial planner jobs pay per year?

As of Sep 3, 2026, the average yearly pay for remote financial planner in Chicago, IL is $99,674.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,400.00 and $105,200.00 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 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:

Infographic showing various Remote Financial Planner job openings in Chicago, IL as of August 2026, with employment types broken down into 81% Full Time, and 19% Part Time. Highlights an 100% Remote job distribution, with an average salary of $99,674 per year, or $47.9 per hour.

Senior Financial Analyst, Commercial Finance

Ocean Spray

Chicago, IL • On-site, Remote

$78K - $98K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Ocean Spray rating

9.0

Company rating: 9.0 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

13th of 443 rated food and drinks producers


Job description

Ocean Spray is hiring for a(n) Senior Financial Analyst, Commercial Finance! We're a team of farmers, thinkers, creators, and doers. Whatever your title, whatever your role - it always comes back to this: we're a farmer-owned co-op where everyone rolls up their sleeves to get the job done. Three maverick farmers started it all - and we've been making our own way ever since.

Position Location: We're all about flexibility. This will be a remote role based out of our corporate headquarters in Lakeville, MA. We are open to remote candidates.

The Senior Financial Analyst, Commercial Finance will partner with cross-functional teams to provide financial analysis, reporting, and insights that support informed business decision-making. This role supports end-to-end P&L management by driving forecasting, planning, and performance management processes, while helping identify risks and opportunities. The ideal candidate is analytical, detail-oriented, and able to translate data into actionable insights to commercial and finance leadership.

A Day in the Life...

  • Lead month-end close, consolidating and analyzing monthly variances across the business. Assume ownership for management reporting package and tracking of various key performance metrics.
  • Support forecasting and budgeting routines (monthly forecasts, annual plans, and multi-year strategic outlook) by partnering with cross functional teams to incorporate key assumptions, risks, and opportunities. Continuously improve forecast accuracy by identifying trends, gaps, and process enhancements
  • Own the preparation and delivery of management reporting by providing specific, actionable, and forward-looking commentary on the changes and guidance on potential risk and opportunities.
  • Demonstrate a comprehensive understanding of the business drivers across the full P&L (volume/sales, trade, COGS, marketing, SG&A) and price/volume/mix analysis
  • Support sales finance activities as needed, including promotion effectiveness, pricing, and trade investment analysis in partnership with Trade Planning and RGM teams
  • Build financial models and scenario analyses to support key decision making, leveraging advanced data processing and automation functionalities (e.g. Power Query, Power Pivot)
  • Develop partnership with the business teams for new product innovation, work cross-functionally to build P&Ls and assess financial viability of projects.
  • Champion an analytical mindset and discipline to provide data-driven financial advisory across cross-functional teams.

What We Are Looking For:

  • 3-5+ years of work experience in relevant fields (e.g. FP&A, Finance Decision Support, Corporate Finance, Data Analytics)
  • Consumer packaged goods (CPG) industry experience and strong understanding of business, brand, & customer strategy
  • Demonstrated ability to analyze financial statements, validate accruals, and ensure adherence to accounting principles
  • Robust analytical skills, with focus on problem-solving and continuous process improvement
  • Strong emphasis on business partnership, with ability to effectively communicate and work cross-functionally
  • Results oriented, with ability to manage multiple projects in a fast-paced work environment
  • Highly proficient use of Excel, PowerPoint & other Microsoft products
  • Experience leveraging ERP systems (e.g., S4, SAC) to support financial operations, including data analysis, reporting, and preparation/posting of journal entries
  • This is a remote position based in Toronto, Canada or the Eastern United States, with a strong preference for candidates residing in Massachusetts, Illinois, or New York.

Preferred

  • Experience with TPM systems (e.g. Blacksmith) is a plus

Education:

Bachelor's or University Degree (Required) Master's Degree (Preferred)

Work Experience:

At least 3 Years of Experience

Annual Salary:

$78,700 - $98,400

The base salary range information above serves as a guideline of the position's typical hiring range. We value and appreciate what makes you unique and will consider a variety of factors when determining an offer. These factors include, but are not limited to, your skills and experience, external and internal benchmarks, as well as overall company considerations. Certain positions may be eligible for short-term and long-term incentive rewards. We also offer a competitive and comprehensive benefits program that supports all aspects of your health and well-being.

Benefits:

  • Complete insurance package on Day-1 that includes a plethora of health and wellness programs

    • Health, Dental and Vision insurance

    • Health savings account

    • Flexible spending account

    • Life and accident insurance

    • Employee assistance program

    • Telehealth services

    • 1:1 health coaching

    • Supportive benefits for all the stages of your life

  • 401(k) with up to 6% Company matching; additional potential discretionary match at year-end

  • Short-Term Incentive/Performance bonuses

  • Flexible scheduling options

  • Vacation pay, up to three weeks of time (pro-rated for your first year of employment)

  • Holiday pay for 12 holidays

  • Career development and growth opportunities

  • Tuition/Education assistance programs

  • Access to LinkedIn Learning

  • Scholarship programs for children of employees

  • Parental leave

  • Bright Horizons Family Solutions - Back-up care, tutoring, etc.

  • Adoption assistance

  • Bereavement leave

  • Up to $300 fitness reimbursement

  • Up to $300 massage reimbursement

  • Employee appreciation events

  • Employee discounts

  • Charitable giving

Who We Are:

You might have our iconic cranberry juice in your fridge or have gotten into heated holiday debate about what's better - canned or fresh cranberry sauce. But did you know that the hardworking people growing the superfruit in our products are 700 family farmers that own our cooperative? They entrust us with what is most precious to them to create new and innovative products that will delight consumers and grow this beloved brand today and into the future.
Team members, farmers, consumers and communities alike--we value what makes us unique and strive to connect our farms to families for a better life by living our values:

  • Grower Mindset - We embrace our grower-owners innovative spirit and heritage through confidence, learning and focus on the future.
  • Sustainable Results - Guided by purpose, we are focused on delivering results for our grower-owners.
  • Integrity Above All - We are ethical, doing the right thing for our grower-owners, customers, consumers and each other
  • Inclusive Teamwork - We build diverse and inclusive teams that strengthen our cooperative.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.


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