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Remote Financial Planner Jobs in Park Ridge, IL (NOW HIRING)

Senior Financial Analyst

Chicago, IL ยท 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 ยท 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 ...

Manager, Financial Planning and Analysis

Chicago, IL ยท Remote

$108K - $141K/yr

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 ยท 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 ยท 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 ยท 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 ...

Legacy and Major Gift Planner

Aurora, IL ยท 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 ยท 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 ...

Remote (US-based) Industry: VC-backed SaaS Company Size: 20-50 THE ROLE Our client is seeking a ... Drive annual financial planning and rolling forecasts with the executive team. * Provide financial ...

FP&A Internship - Summer 2027

Chicago, IL ยท On-site +1

$20 - $28/hr

The Corporate FP&A Intern performs analyses and reporting under general supervision. You can expect ... Chicago, IL, remote work is notpermitted Schedule: Interns should expect to work40 hours/week Why ...

Showing results 21-40

Remote Financial Planner information

See Park Ridge, IL salary details

$49.7K

$95.1K

$137.3K

How much do remote financial planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for remote financial planner in Park Ridge, IL is $95,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,800.00 and $100,400.00 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 job categories do people searching Remote Financial Planner jobs in Park Ridge, IL look for?

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

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

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

Infographic showing various Remote Financial Planner job openings in Park Ridge, IL as of August 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 100% Remote job distribution, with an average salary of $95,134 per year, or $45.7 per hour.

Senior Financial Analyst

sgsco

Chicago, IL โ€ข Remote

$88K - $109K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

This job post hasย expired today.ย Applications are no longer accepted.


Job description

Position Summary

The Senior FP&A Analyst will be a member of the Operations Finance team at Propelis headquarters in Louisville, KY, reporting to the VP of Finance. The position requires knowledge of both Finance and Accounting principles, experience with advanced financial modeling and analysis techniques, understanding of budgeting and forecasting processes, and familiarity with acquisitions. The incumbent will display effective planning and organizational skills, be results oriented, develop effective business relationships, and possess the ability to competently manage multiple priorities. The ideal candidate will display high business acumen and analytical thinking, and demonstrate proficiency with Microsoft Office (particularly Excel and PowerPoint). This position will have no direct reports at this time.

Essential Responsibilities and Accountabilities

This position will be responsible for developing and maintaining a wide array of financial models and reports in support of the finance and executive leadership teams, working with the Director FP&A and VP of Finance.

  • Evaluate financial results by analyzing past results, performing variance analysis, identifying trends, and making recommendations for improvements
  • Report on company financial performance and preparing materials for regular leadership reviews
  • Own budget and forecasting process for company, which includes collaboration with global finance and operation partners
  • Provide decision support to management through detailed, thoughtful analysis of financial information and reports
  • Assist FP&A Director, VP Finance and CFO on acquisitions, including due diligence, valuation and integration
  • Support the Finance team on special projects, ad-hoc analyses and requests as needed
  • ย Recommend and implement system/process improvements to enhance finance function
  • ย Limited travel may occasionally be required (<5%)
  • Position would be required to go into the office for work sessions or meetings 3-4 times a year, either in Louisville, Pittsburgh or Chicago

Competency Requirements

  • Highly driven, self-motivated and willing to take initiative
  • Strong financial background and demonstrated ability to perform financial analyses and modeling
  • Ability to manage ambiguity, โ€œfigure it outโ€ and own a process through to completion
  • Must be a team player capable of interacting with all levels of employees and senior management
  • Strong interpersonal skills and ability to convey information concisely in writing and verbally at an Executive level
  • Willingness to take the analysis to the next step โ€“ not just present the data, but interpret what it means and make recommendations linked to the business โ€œbig pictureโ€
  • Ability to understand and frame complex issues in a consolidated and straightforward manner.
  • Ability to define problems, collect data from multiple sources, establish facts and draw valid conclusions.
  • Effectively manage tasks and tight deadlines independently
  • Works independently with minimal supervision
  • Excellent computer skills โ€“ MS Excel, MS Word, MS PowerPoint, MS Copilot
  • Experience with ERP financial software (i.e. SAP, MS D365)
  • Experience with enterprise planning tools (i.e., Board International)

Educational & Experience Minimum Requirements

  • BA in Finance/Accounting or in another quantitative field โ€“ MBA/CPA a plus
  • 4-6+ years of experience in a similar finance role

EEO Statement: We are proud to be an equal opportunity workplace. All employment is decided on the basis of qualifications, merit, and business need. We offer equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, age, disability or any other characteristic protected by federal, state or local law.Equal Opportunity Employer Minorities/Women/Veterans/Disabled.

We strive to make our employment website and application process accessible to all users and applicants. In doing so, we provide reasonable accommodations to applicants with disabilities. If you have a disability and require a reasonable accommodation or assistance completing the application process, please contact a member of our Human Resource Team.

Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
This is a remote position in the US. We are open to candidates in various states, with the exception of those residing in the following: AK, DC, ME, NH, NM, OK, HI, MS, MT, NV, NE, ND, SD, VT, WY, WV

Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $75,000 USD - $85,000 USD annually. Ultimately, in determining pay, we will consider the successful candidateโ€™s location, experience, and other job-related factors.
Group benefits currently include a selection of health care plans with prescription drug coverage, dental plan, vision plan, basic and supplemental life insurance, a flexible spending account for medical and dependent care expenses or a health savings account based on plan selection, short/long term disability and 401(k) Savings Plan.

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