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Remote Financial Planner Jobs in Raleigh, NC (NOW HIRING)

DataAnnotation

Financial Planner

Raleigh, NC · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

DataAnnotation

Financial Planner

Durham, NC · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

DataAnnotation

Financial Planner

Cary, NC · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

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Remote Financial Planner information

See Raleigh, NC salary details

$49.1K

$94K

$135.6K

How much do remote financial planner jobs pay per year?

As of May 30, 2026, the average yearly pay for remote financial planner in Raleigh, NC is $93,982.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,900.00 and $99,200.00 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.

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 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.

What are the most commonly searched types of Financial Planner jobs in Raleigh, NC? The most popular types of Financial Planner jobs in Raleigh, NC are:
What are popular job titles related to Remote Financial Planner jobs in Raleigh, NC? For Remote Financial Planner jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Raleigh, NC look for? The top searched job categories for Remote Financial Planner jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Remote Financial Planner jobs? Cities near Raleigh, NC with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Financial Planner

Financial Planner

DataAnnotation

Raleigh, NC • Remote

$40 - $60/hr

Part-time

Posted 15 days ago

Job description

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We are looking for a Finance Expert to help advance AI development in the finance domain. 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.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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.

Benefits:

  • This a full-time or part-time REMOTE position
  • You’ll be able to choose which projects you want to work on
  • You can work on your own schedule
  • Projects are paid hourly starting at $50–$60 USD per hour, with bonuses on high-quality and high-volume work

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 (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Masters 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 an independent contract position.

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