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Remote Financial Planner Jobs in Naples, FL (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Naples, FL · 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)

Estero, FL · 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 ...

FYIsoft, Inc.

Customer Support Representative

Naples, FL · On-site +1

$75K - $85K/yr

Naples, FL (Remote considered) Employment Type: Full-Time Salary Range: $70,000 - $85,000 About the ... Partner with FP&A and leadership on budgeting, forecasting, and variance analysis * Maintain and ...

FYIsoft, Inc.

Accounting Manager

Naples, FL · On-site +1

$70K - $85K/yr

Naples, FL (Remote considered) Employment Type: Full-Time Salary Range: $70,000 - $85,000 About the ... Partner with FP&A and leadership on budgeting, forecasting, and variance analysis * Maintain and ...

FYIsoft, Inc.

Accounting Manager

Naples, FL · Remote

$70K - $85K/yr

Naples, FL (Remote considered) Employment Type: Full-Time Salary Range: $70,000 - $85,000 About the ... Partner with FP&A and leadership on budgeting, forecasting, and variance analysis * Maintain and ...

CPA TALENT

Construction Tax Manager

Naples, FL · On-site +1

$95K - $125K/yr

Remote opportunities for this position are not available. Organization Our client is a highly ... Analyze financial data and prepare reports to support tax positions and planning strategies. Team ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Naples, FL

Remote Financial Planner information

See Naples, FL salary details

$47.6K

$91.1K

$131.4K

How much do remote financial planner jobs pay per year?

As of Sep 4, 2026, the average yearly pay for remote financial planner in Naples, FL is $91,056.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,600.00 and $96,100.00 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 Naples, FL?

The most popular types of Financial Planner jobs in Naples, FL are:

What are popular job titles related to Remote Financial Planner jobs in Naples, FL?

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

What job categories do people searching Remote Financial Planner jobs in Naples, FL look for?

The top searched job categories for Remote Financial Planner jobs in Naples, FL are:

What cities near Naples, FL are hiring for Remote Financial Planner jobs?

Cities near Naples, FL with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Naples, FL as of August 2026, with employment types broken down into 71% Full Time, 21% Part Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $95,612 per year, or $46 per hour.

Account Executive - AI FP&A Suite (C-Suite Sales)

FYIsoft, Inc.

Naples, FL • On-site, Remote

$100K - $200K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 3 days ago

New

Job description

Location: Remote or Naples, FL
Employment Type: Full-Time
The Opportunity
Finance leaders are drowning in data but starved for insight. FYIsoft is launching an AI-powered FP&A and analytics suite that gives CFOs and finance executives real-time, board-ready strategic analysis - without the security trade-offs of public AI tools. Built on a private, secure platform purpose-built for finance data, this product turns weeks of manual analysis into minutes of decision-ready insight.
We're looking for a founding-team Account Executive to help launch this product into the market, sell directly to the C-suite, and shape our go-to-market strategy from the ground up. This is a rare chance to get in early on an AI product category before it's crowded - and to build a track record (and a book of business) as the category leader's first rep.
What You'll Do
  • Own the full sales cycle for FYIsoft's new AI FP&A suite, selling directly to CFOs, VPs of Finance, and other C-suite stakeholders
  • Consistently hit and exceed quota, converting your finance domain expertise into trusted advisor status with sophisticated buyers
  • Translate complex AI and analytics capabilities into clear business value for executives who care about strategic decision-making, not technical specs
  • Partner directly with leadership and product teams to shape go-to-market and sales strategy for a brand-new product category - your field feedback will directly influence positioning, pricing, and roadmap
  • Build and manage a pipeline of enterprise-level, C-suite relationships from prospecting through close
  • Represent FYIsoft's broader platform (ReportFYI, BudgetFYI, ConnectFYI, AnalyticsFYI) as part of a strategic account approach where relevant
  • Serve as a credible voice on data security and privacy - a key differentiator when selling AI into finance organizations

What You Bring
  • Finance background required - you understand FP&A, financial reporting, and how CFOs think, not just how to run a sales process
  • Proven experience selling FP&A, financial planning, or related finance/analytics software, with a track record of hitting or exceeding quota
  • Comfort and credibility selling to C-suite/executive buyers - you can hold your own in a room with a CFO
  • Genuine interest in AI and ability to speak fluently about how AI creates value for finance teams (you don't need to be technical, but you can't be AI-skeptical or out of your depth)
  • An entrepreneurial mindset - you're energized by building something new, not just running an existing playbook
  • MBA preferred, not required
  • Self-starter who wants a seat at the strategy table, not just a quota to hit

Compensation & Growth
  • The base salary range for this role is $100,000-$120,000, depending on experience, location, and qualifications. This role also includes uncapped commission, with on-target earnings (OTE) of approximately $100,000-$200,000 when combined with base pay - with no ceiling on what top performers can earn. Accelerators for over-quota achievement.
  • Stock options - meaningful equity in a company investing heavily in AI-driven growth
  • Clear path to sales management as the AI FP&A team scales
  • Direct input into new-product sales strategy - a genuine opportunity to shape the playbook, not just execute one

Why FYIsoft
FYIsoft is a financial software company trusted by accounting and finance professionals, with deep roots in the Microsoft ecosystem and integrations across NetSuite, Microsoft Dynamics 365 Business Central, Sage Intacct, Acumatica, and QuickBooks. Our AI FP&A suite is the next chapter of that story - and we're looking for the person who wants to help write it.
Benefits Include:
  • Competitive compensation package
  • Commission and bonus opportunities
  • Paid Time Off and company holidays
  • 401(k) plan with company participation
  • 100% company-paid employee health, dental, life, and short-term disability insurance
  • Additional voluntary benefits
  • Bonus and stock option potential

FYIsoft is proud to be an Equal Opportunity Employer and considers all qualified applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetic information.
Applications will be accepted on an ongoing basis until the position is filled.

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