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Remote Financial Planner Jobs in Federal Way, WA

DocuSign

Sr. Financial Analyst

Seattle, WA · On-site +1

$105K - $163K/yr

Lead FP&A support for Corporate including Capex & Depreciation, Business Taxes, Insurance ... Employee divides their time between in-office and remote work. Access to an office location is ...

Hayes Financial Talent Group

Be Seen First

Entry Level Financial Professional

Seattle, WA · Remote

$95K - $575K/yr

... planning solutions that build guaranteed wealth, retirement certainty and increased net worth. We ... The work is remote (flexible schedule part/full-time) in the immense and lucrative financial ...

DocuSign

Sr. Financial Analyst, Marketing

Seattle, WA · On-site +1

$105K - $163K/yr

Support the broader Growth FP&A team with forecast consolidations and annual planning * Create ... Employee divides their time between in-office and remote work. Access to an office location is ...

Payabli

FP&A Manager - Payments & Billing

Seattle, WA · On-site +1

$120K - $157K/yr

We are seeking a highly analytical and detail-oriented FP&A Manager - Payments & Billing to join our Finance team. This role will play a critical part in financial planning, forecasting, and ...

RealPage, Inc.

Senior Manager of Financial Reporting

WA · Remote

$105K - $180K/yr

Overview *Candidates based in Dallas, TX will receive primary consideration, though remote ... The Sr. Manager of Financial Reporting partners closely with Legal, Treasury, FP&A, and external ...

InfluxData

Director of Finance

Seattle, WA · Remote

$180K - $230K/yr

InfluxData is a remote-first company with a globally distributed workforce. For more information ... Financial Planning: Lead the annual budgeting and rolling forecast processes, delivering clear ...

InsuraTec

Sales Representative (Remote)

Vashon, WA · 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)

Covington, WA · 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)

Artondale, WA · 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)

Lacey, WA · 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)

Issaquah, WA · 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)

Elk Plain, WA · 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)

Sumner, WA · 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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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Federal Way, WA

Remote Financial Planner information

See Federal Way, WA salary details

$56.4K

$108K

$155.8K

How much do remote financial planner jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote financial planner in Federal Way, WA is $107,967.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $113,900.00 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 popular job titles related to Remote Financial Planner jobs in Federal Way, WA?

For Remote Financial Planner jobs in Federal Way, WA, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Federal Way, WA look for?

The top searched job categories for Remote Financial Planner jobs in Federal Way, WA are:

What cities near Federal Way, WA are hiring for Remote Financial Planner jobs?

Cities near Federal Way, WA with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Federal Way, WA as of August 2026, with employment types broken down into 72% Full Time, 20% Part Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $107,967 per year, or $51.9 per hour.

Financial Planning and Analysis Specialist - B2B SAAS and Services (Contract - Remote - Philippines)

Lightbridge Solutions

Columbia, WA • On-site, Remote

Contractor

Re-posted 21 hours ago

Job description

Lightbridge Solutions is a dynamic and innovative management consulting firm and systems implementer specializing in optimizing B2B SAAS business operations. We are seeking a Fractional Director of Finance with a focus on Financial Planning and Analysis (FP&A) to play a pivotal role in establishing and driving our financial strategy. This remote position is ideal for an experienced finance professional based in the Philippines who is passionate about contributing to our growth by building and leading our FP&A function.
As the Fractional Director of Finance - FP&A at Lightbridge Solutions, you will be instrumental in shaping our financial direction and facilitating informed strategic planning decisions. In this part-time, remote role, you will work 100% remotely from the Philippines, collaborating closely with our U.S. headquarters team to set up and manage our FP&A function.


Responsibilities:

  • Establish and lead the FP&A function, developing tailored processes and frameworks for budgeting, forecasting, and financial analysis that align with our consulting and SAAS offerings.
  • Collaborate with cross-functional teams to gather insights, data, and input for accurate financial forecasting of our solutions.
  • Prepare and present comprehensive financial reports, highlighting key performance indicators (KPIs) and variances, enabling data-driven decision-making.
  • Develop financial models that provide insights into different scenarios, assisting in risk assessment, pricing strategies, and growth planning for our consulting services and SAAS software.
  • Work closely with the executive team to set financial targets that support our company's strategic goals.
  • Analyze market trends, competitive landscapes, and industry benchmarks to inform financial strategies for our holistic solutions.
  • Monitor and manage cash flow, identifying opportunities for optimization and risk mitigation in our consulting and SAAS operations.
  • Provide guidance on pricing structures, cost analysis, and profitability for both our consulting and software offerings.
  • Ensure compliance with relevant financial regulations and standards, considering the dual nature of our solutions.

Required Qualifications:

  • Bachelor's degree in Finance, Accounting, Business, or a related field (MBA or advanced degree preferred).
  • Proven experience (5+ years) in finance roles, with a strong emphasis on FP&A or financial analysis.
  • Solid understanding of financial planning, budgeting, and forecasting processes tailored to consulting and SAAS solutions.
  • Proficiency in financial modeling, and data analysis, and familiarity with financial software tools (Excel, Hyperion, PBCS, NSPB, or other financial planning software).
  • Excellent communication skills to collaborate effectively with a remote team and convey financial insights to both consultants and technical experts.
  • Strong analytical mindset with the ability to translate complex data into actionable insights.
  • Integrity and discretion in handling sensitive financial information.
  • Experience within the consulting or SAAS industry is advantageous.
  • Professional certifications (e.g., CMA, CFA) are a plus.

Strongly Desired Qualifications:

  • Hyperion, PBCS, or NSPB expertise.

Benefits:
  • Competitive compensation based on experience and expertise.
  • Flexibility to work remotely from the Philippines.
  • Opportunity to shape and lead the FP&A function from its inception, contributing to the growth of a unique consulting and SAAS company.
  • Collaborate closely with a dedicated, cross-functional team.
  • Potential for professional growth and advancement as Lightbridge Solutions expands its reach.
Employment Type: CONTRACTOR

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