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

Siege Media

Freelance Financial Content Writer

Chicago, IL · Remote

$21.75 - $28/hr

Siege Media is a growing and remote-first GEO agency! We are nationally recognized on Inc.'s Best ... Extensive knowledge of niche topics including digital currency, financial planning, passive income ...

Siege Media

Freelance Financial Content Writer

Chicago, IL · Remote

$22 - $28/hr

Siege Media is a growing and remote-first GEO agency! We are nationally recognized on Inc.'s Best ... Extensive knowledge of niche topics including digital currency, financial planning, passive income ...

Box Partners LLC

BUYER/PLANNER

Elgin, IL · On-site +1

$75K - $100K/yr

This position is not remote; fully in office. Job Summary: The Buyer/Planner plays a critical role ... Bachelor's degree, with a concentration in supply chain, business, or finance preferred. * Or a ...

Jobot

Part Time Estate Planning Attorney

Northbrook, IL · On-site +1

$70 - $120/hr

Approximately 30 hours/week, with remote flexibility + ability to access North suburban office ... Collaborate with other professionals such as accountants, financial advisors, and insurance agents ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Park Ridge, IL

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:

Remote Financial Planner jobs near you
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.

Finance Business Process Owner (SAP Finance)

Blue Star Partners LLC

Chicago, IL • Remote

$120 - $130/hr

Full-time

Re-posted yesterday

Job description

Job Title: Finance Business Process Owner (SAP Finance)
Location: 100% Remote (occasional travel may be required)
Contract Length: 6 months (with possibility of extension)
Pay Rate: $120–$130/hour
Contract Type: 1099
Eligibility: U.S. Citizens only


Position Summary

We are seeking an experienced Finance Business Process Owner to support a SAP Finance implementation by leading upfront business process design and translating those processes into clear, actionable system requirements. This role will sit at the intersection of Finance, Operations, and IT, ensuring that core financial processes are well-defined, aligned to business needs, and effectively mapped to SAP capabilities.

The engagement will begin with deep process discovery and design, followed by facilitation of workshops and documentation of requirements to support configuration and implementation of SAP Finance modules. This role is ideal for someone who understands both financial business operations and how SAP Finance (FICO / S/4HANA) supports and constrains those processes.


Key Responsibilities

  • Lead end-to-end finance business process design to support an upcoming SAP Finance implementation.
  • Facilitate structured workshops with Finance and business stakeholders to define current-state and future-state financial processes.
  • Document core finance processes including, but not limited to, record-to-report, procure-to-pay, order-to-cash, and financial close.
  • Translate business process definitions into clear functional requirements for SAP Finance modules.
  • Act as the bridge between business stakeholders and the SAP implementation team, ensuring requirements are understood, feasible, and aligned with SAP capabilities.
  • Advise stakeholders on what SAP Finance can and cannot do, helping guide process decisions and design trade-offs.
  • Support requirements validation, prioritization, and refinement as implementation planning progresses.
  • Ensure process designs support scalability, controls, compliance, and reporting needs.
  • Provide ongoing input and clarification during the implementation lifecycle as questions arise.


Required Qualifications

  • Strong background in finance business processes, with hands-on experience in accounting, controllership, FP&A, or finance operations.
  • Demonstrated experience supporting or leading SAP Finance implementations from a business or functional perspective.
  • Working knowledge of SAP FICO and/or SAP S/4HANA Finance, including how financial processes map to SAP functionality.
  • Proven ability to lead workshops, facilitate discussions, and align cross-functional stakeholders.
  • Experience translating business processes into detailed functional requirements.
  • Strong communication skills with the ability to engage both business and technical audiences.
  • Ability to work independently in a remote environment while driving outcomes.


Preferred Qualifications

  • Direct experience as a Business Process Owner, Functional Lead, or Finance SME on SAP implementations.
  • Experience working in complex, enterprise-scale finance environments.
  • Familiarity with change management considerations tied to finance system transformations.
  • Experience supporting process standardization across multiple business units or geographies.


Engagement Notes

  • This role is process-first, with SAP requirements derived from well-defined business workflows.
  • The consultant will not be responsible for technical configuration, but will play a critical role in shaping implementation success.
  • Occasional travel may be required for key workshops or stakeholder sessions.