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Remote Financial Planner Jobs in Kent, WA (NOW HIRING)

DataAnnotation

Financial Planner - AI Trainer

Kent, WA · Remote

$50 - $60/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 ...

DocuSign

Corporate FP&A Director

Seattle, WA · On-site +1

$186K - $300K/yr

Employee divides their time between in-office and remote work. Access to an office location is ... Experience with financial and ERP systems, such as Oracle and Adaptive Planning Preferred * Deep ...

Payabli

FP&A Analyst

Seattle, WA · On-site +1

In this FP&A Analyst role, you will have the following key responsibilities Financial Planning ... is remote, candidates located in Seattle or Los Angeles are preferred. We think you'll love being ...

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 ...

Thrivent Financial

Associate Financial Advisor

Seattle, WA · On-site +1

$100K - $140K/yr

This is a full-time role that is a hybrid role (will consider remote candidates who reside in the ... Participate in business planning for the Practice as needed * Counsel and advise prospective and ...

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Showing results 1-20

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Kent, WA

Remote Financial Planner information

See Kent, WA salary details

$57K

$109.1K

$157.5K

How much do remote financial planner jobs pay per year?

As of Jul 27, 2026, the average yearly pay for remote financial planner in Kent, WA is $109,142.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,800.00 and $115,100.00 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 Kent, WA? The most popular types of Financial Planner jobs in Kent, WA are:
What are popular job titles related to Remote Financial Planner jobs in Kent, WA? For Remote Financial Planner jobs in Kent, WA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Kent, WA look for? The top searched job categories for Remote Financial Planner jobs in Kent, WA are:
What cities near Kent, WA are hiring for Remote Financial Planner jobs? Cities near Kent, WA with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Kent, WA as of July 2026, with employment types broken down into 78% Full Time, 15% Part Time, and 7% Contract. Highlights an 100% Remote job distribution, with an average salary of $109,142 per year, or $52.5 per hour.
Financial Planner - AI Trainer

Financial Planner - AI Trainer

DataAnnotation

Tacoma, WA • Remote

$50 - $60/hr

Contractor

Posted 12 days ago

Data Annotation rating

6.9

Company rating: 6.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

202nd of 245 rated software companies

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

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