ZipRecruiter

Log In

2

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

InsuraTec

Sales Representative (Remote)

Durham, 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)

Smithfield, 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)

Knightdale, 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)

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)

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 ...

InsuraTec

Sales Representative (Remote)

Raleigh, 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)

Clayton, 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 ...

previous pagenext page

Showing results 21-40

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

Remote Financial Planner information

See Raleigh, NC salary details

$44.6K

$85.4K

$123.2K

How much do remote financial planner jobs pay per year?

As of Sep 15, 2026, the average yearly pay for remote financial planner in Raleigh, NC is $85,361.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,100.00 and $90,100.00 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 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 September 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $85,361 per year, or $41 per hour.

Mainframes Application Support (Remote)

Raleigh, NC • On-site, Remote

Sky Solutions LLC.
IT Services • 51 - 200 employees
Learn more about Sky Solutions LLC.external

Contractor

Re-posted yesterday

Job description

Company Description
  • Everything we do is about empowering people to do the extraordinary - from our clients who are transforming the world to our team who are driving change through technology. It was true when Sky Solutions was founded in 2008, and it's just as true today.

Job Description
  • Role: Mainframes Application Support
  • Location: Raleigh, NC - Remote
  • Duration: FTE/long term
  • Visa - OPEN

Preferred Requirements: Anywhere in the US, but willing to relocate to Raleigh once client offices open up.
Minimum Requirements:
  • 3+ years' experience in in systems support, application development and/or integration
  • 3+ years' experience in the following: z/OS MVS/ISPF, DB2, SQL, JCL, QMF, PL/I
  • Fluent English

Preferred Requirements:
  • Experience developing technical solutions from new business requirements
  • Financial Planning and/or Accounting experience
  • Experience in working with agile teams, experience with JIRA
  • Experience in the following technical areas: IMS, CICS, MVS REXX, VM REXX, OPC, MQ Series, FTP, SCLM

Qualifications
Minimum Requirements:
  • 3+ years' experience in in systems support, application development and/or integration
  • 3+ years' experience in the following: z/OS MVS/ISPF, DB2, SQL, JCL, QMF, PL/I
  • Fluent English

Preferred Requirements:
  • Experience developing technical solutions from new business requirements
  • Financial Planning and/or Accounting experience
  • Experience in working with agile teams, experience with JIRA
  • Experience in the following technical areas: IMS, CICS, MVS REXX, VM REXX, OPC, MQ Series, FTP, SCLM

Additional Information
All your information will be kept confidential according to EEO guidelines.

Apply