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

MeridianLight

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Remote Insurance Agent (No Cold Calling, Training Provided)

Raleigh, NC · Remote

$60K - $110K/yr (+ commission)

Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... Educate clients on life insurance, retirement planning, annuities, and income protection products

Town of Carrboro, NC

Planning Director

Carrboro, NC · On-site +1

$105K - $135K/yr

Carrboro Town Hall Job Type: Full-Time Remote Employment: Flexible/Hybrid Department: Planning ... Comprehensive understanding of demographics, economics, finance, environmental conditions and ...

Nextaff Raleigh

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Accounts Payable Clerk (Temporary Remote Opportunity)

Raleigh, NC · Remote

$23 - $27/hr

... financial records. Non-Negotiable Requirements To be considered, candidates must have : * Prior ... Experience with ERP systems, specifically NetSuite . * Strong proficiency in Microsoft Excel and ...

Redhat

Finance Business Analyst Intern

Raleigh, NC · On-site +1

... financial planning and decision-making. The focus for Red Hat's Intern Program is a dual ... fully remote, depending on the requirements of their role. Red Hatters are encouraged to bring ...

Cherry Bekaert

CFO Advisory, Senior manager

Raleigh, NC · On-site +1

... possibly remote for the right resource) with travel for specific projects as needed. An ideal ... Participate in all stages of various consulting engagements and provide assistance with planning ...

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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

$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:

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.

Client Services Specialist

Raleigh, NC • On-site, Remote

All Financial Freedom
See more jobs at All Financial Freedomexternal

$33K - $62K/yr

Part-time

Re-posted 4 days ago

Job description

This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.4
This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution.
Position Overview
This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.
No prior financial services experience is required. Comprehensive training and licensing support are provided.
Key Responsibilities
  • Deliver structured financial education through virtual meetings
  • Explain financial concepts related to protection, accumulation, and long-term planning
  • Support individuals through a standardized, needs-based process
  • Maintain accurate documentation and adhere to compliance standards
  • Participate in ongoing training and professional development

Required Qualifications
  • Bachelor's degree preferred or equivalent professional experience
  • Strong communication skills and professional presence
  • Ability to work independently in a remote environment
  • Willingness to obtain required state licensing (training provided)
  • Successful completion of a background check

Compensation & Benefits
  • Performance-based compensation structure
  • Remote work with flexible scheduling
  • Licensing assistance and structured onboarding
  • Clear advancement opportunities

Career Path
Advancement into senior specialist, leadership, or training roles based on performance.

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