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Remote Financial Planner Jobs in Portland, OR (NOW HIRING)

DataAnnotation

FP&A Manager - AI Trainer

Portland, OR · Remote

$50 - $100/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 ...

CFS

Senior Manager, Strategic Finance

Portland, OR · Remote

$150K - $165K/yr

Unlike traditional FP&A roles focused on routine budget maintenance, this position concentrates on ... Ability to work effectively in a fully remote environment. Compensation & Benefits * Base Salary ...

InsuraTec

Sales Representative (Remote)

Sandy, OR · 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)

Vancouver, 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)

Sherwood, OR · 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)

Milwaukie, OR · 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)

Vancouver, 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)

Cedar Mill, OR · 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)

Portland, OR · 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)

Portland, OR · 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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Showing results 1-20

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Portland, OR

Remote Financial Planner information

See Portland, OR salary details

$53.6K

$102.5K

$147.9K

How much do remote financial planner jobs pay per year?

As of Sep 14, 2026, the average yearly pay for remote financial planner in Portland, OR is $102,531.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,600.00 and $108,200.00 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 Portland, OR?

The most popular types of Financial Planner jobs in Portland, OR are:

What are popular job titles related to Remote Financial Planner jobs in Portland, OR?

For Remote Financial Planner jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Portland, OR look for?

The top searched job categories for Remote Financial Planner jobs in Portland, OR are:

What cities near Portland, OR are hiring for Remote Financial Planner jobs?

Cities near Portland, OR with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Portland, OR as of September 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $98,797 per year, or $47.5 per hour.

Financial Representative and Advisor

Boise, ID • Remote

MassMutual Oregon
Finance and Insurance • 51 - 200 employees
Learn more about MassMutual Oregonexternal

$50K - $550K/yr

Full-time

Re-posted 5 days ago

Job description

Job description

Company Overview:

MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance products and services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to meet the long-term needs of our individual, corporate, and institutional clients.

A career with MassMutual, a general agency of MassMutual, means you will be a part of an entrepreneurial system that allows you the freedom to provide solutions from a wide range of innovative products, access to powerful sales tools, and a large resource network. It also means you will work alongside exceptional people and be empowered to reach your goals.

Who We Are Looking For:

MassMutual is looking for local, early to mid-career professionals to join our team remotely in the Boise area. We are searching for individuals that demonstrate a unique combination of ambition, self-motivation and commitment to building a business and establishing long-term client relationships.

Responsibilities:

Becoming a Financial Representative means having the independence that it implies, but with extensive support from MassMutual. You will build your financial services career by relying on your personal drive, leadership and relationship skills, while delivering personalized solutions to a wide variety of clients.

As a Financial Representative, your journey begins with the foundational skills needed – from acquiring, building and managing client relationships, to humanizing complex financial interactions. MassMutual will provide you with an industry leading training program, including structured classes, personalized coaching, and ongoing career development. Responsibilities in the career include:

  • Effectively sourcing prospects and utilizing client acquisition techniques.
  • Consulting with clients on financial strategies based on their financial goals.
  • Complying with all regulatory requirements, including licensing and registrations.
  • Meeting production goals as outlined in training programs.
  • Balancing a multitude of activities, including obtaining referrals, client follow through and administrative tasks.
  • Expanding your knowledge and skills through ongoing professional development and networking.
  • Holding Life & Health, SIE, and other required Licensing.

Requirements

  • 2+ years of successful experience as a sales, business development, insurance, marketing, real estate, accounting, banking or legal professional.
  • Bachelor’s degree is preferred.
  • Exemplary communication, presentation, and time-management skills. Ability to explain complex information in a simple and concise manner.
  • Networking acumen with the potential to tap into both personal and professional communities.
  • Entrepreneurial spirit with the desire to learn and specialize in financial services.
  • Highly motivated and business-minded individual.
  • Positive attitude and willingness to be held accountable for results.



You will not build a practice alone — you are building your own business with the full backing of a respected and established financial brand.


Apply today and start building a career with purpose, impact, and unlimited potential.


MassMutual Oregon is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and professionals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, veteran status, or any other protected classification under applicable law.


Financial Advisor Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract.