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

Duke University

Manager, Corporate Finance

Durham, NC · On-site +1

Remote or Hybrid flexibility available for highly qualified candidates) Company: Duke University ... This position manages enterprise-level annual budgeting, financial planning, forecasting, and ...

Duke Health

Manager, Corporate Finance

Durham, NC · On-site +1

Remote or Hybrid flexibility available for highly qualified candidates) Company: Duke University ... This position manages enterprise-level annual budgeting, financial planning, forecasting, and ...

DataAnnotation

FP&A Manager - AI Trainer

Raleigh, NC · Remote

$50 - $60/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 ...

DataAnnotation

FP&A Manager - AI Trainer

Durham, NC · Remote

$50 - $60/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 ...

DataAnnotation

FP&A Manager - AI Trainer

Cary, NC · Remote

$50 - $60/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 ...

InsuraTec

Sales Representative (Remote)

Cary, NC · 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)

Garner, NC · 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)

Apex, NC · 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)

Wendell, NC · 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)

Carrboro, NC · 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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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Raleigh, NC

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 Jul 14, 2026, the average yearly pay for remote financial planner in Raleigh, NC is $93,976.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,900.00 and $99,100.00 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.

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.

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 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
Infographic showing various Remote Financial Planner job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $93,976 per year, or $45.2 per hour.

Financial Development Specialist - North Carolina

All Financial Freedom

Raleigh, NC • On-site, Remote

$33K - $62K/yr

Part-time

Re-posted 10 hours ago

Job description

This position centers on financial education delivery and helping individuals understand long-term planning strategies.
In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.
Position Overview
This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. The position rewards consistency, accountability, and long-term contribution.
Key Responsibilities
  • Deliver financial education and support through virtual engagement
  • Build long-term professional relationships
  • Take ownership of personal development and performance outcomes
  • Maintain documentation and compliance standards
  • Participate in leadership and professional development training

Required Qualifications
  • Strong initiative and self-management skills
  • Professional communication abilities
  • Entrepreneurial mindset within a structured environment
  • Licensing eligibility

Compensation & Benefits
  • Performance-based compensation structure
  • Remote work flexibility
  • Structured training and advancement opportunities

Career Path
Clear pathway into senior, leadership, or organizational development roles.

Apply