ZipRecruiter

Log In

2

Remote Financial Planner Jobs in Reading, PA (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Reading, PA · 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)

Lebanon, PA · 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)

Wyomissing, PA · 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)

Pottstown, PA · 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)

Ephrata, PA · 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)

Pottsville, PA · 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 ...

Pyrovio

Project Manager Assistant (Remote)

Reading, PA · Remote

This role is primarily remote, with occasional travel to client sites in Pennsylvania, Maryland ... finance, construction, planning or project controls * OR 3 years of experience in construction ...

next page

Showing results 1-20

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Reading, PA

Remote Financial Planner information

See Reading, PA salary details

$48.5K

$92.8K

$134K

How much do remote financial planner jobs pay per year?

As of Aug 22, 2026, the average yearly pay for remote financial planner in Reading, PA is $92,847.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,000.00 and $98,000.00 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 Reading, PA?

The most popular types of Financial Planner jobs in Reading, PA are:

What are popular job titles related to Remote Financial Planner jobs in Reading, PA?

For Remote Financial Planner jobs in Reading, PA, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Reading, PA look for?

The top searched job categories for Remote Financial Planner jobs in Reading, PA are:

What cities near Reading, PA are hiring for Remote Financial Planner jobs?

Cities near Reading, PA with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Reading, PA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $92,847 per year, or $44.6 per hour.

EPM Financial System Administrator

Hunter Douglas

Pennside, PA • Remote

$95K - $115K/yr

Full-time

Posted 2 days ago

New

Hunter Douglas rating

6.5

Company rating: 6.5 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

Job description

Hunter Douglas is the world's leading manufacturer of window coverings and a major manufacturer of architectural products. We are a brand that you know and trust. With more than 100 years of innovation, we've defined our industry with proprietary products that deliver revolutionary style and functionality and can be found in millions of homes and commercial buildings globally.

We are searching for candidates that are driven, intelligent, creative, and entrepreneurial. By offering challenging and accelerated opportunities for growth, powered by a shared hunger for success, we create a space for your career to thrive. In return for your expertise, we are committed to providing competitive and robust total compensation and benefit packages to ensure you feel valued. Our dream is to become the fastest growing, most loved, window covering company in the world. What's yours?

Position Overview:

The EPM Systems Administrator combines hands-on administration with solution design and delivery across Hunter Douglas' Oracle EPM EPBCS (Enterprise Planning and Budgeting Cloud Service) applications. The role is responsible for maintaining system stability, security, and performance, while also identifying improvement opportunities, proposing scalable solutions, and driving their implementation in partnership with finance and IT teams. This position supports accurate and timely data for reporting and consolidation and may also contribute to FCCS (Financial Close and Consolidation Cloud Service), as needed.

What you'll do:

  • Own and manage metadata, dimensions, hierarchies, and application configurations across Oracle EPBCS and FCCS environments.
  • Administer system security, user provisioning, and role-based access using Oracle IDCS
  • Design, build, and maintain EPM cubes (ASO/BSO), business rules, workflows, and integrations
  • Develop and maintain EPM Automate scripts and automation workflows for data and system processes
  • Support and monitor data loads, mappings, and validation across multiple ERP systems for global entities
  • Ensure data integrity by validating, reconciling, and troubleshooting consolidation and reporting discrepancies
  • Identify and implement improvements to planning, consolidation, and reporting processes
  • Optimize system performance through tuning calculation scripts, performing health checks, and applying patches
  • Support monthly and quarterly financial close processes, ensuring timely system refreshes and consolidations
  • Maintain system documentation and enforce EPM governance, standards, and best practices
  • Support change management, including testing, validation, and deployment of system enhancements
  • Provide technical support and training to finance and FP&A users on EPM tools and functionality
  • All other duties as assigned

Who you are

  • Bachelor's degree in Computer Science, Information Systems, Finance, Accounting, Engineering, or related field
  • 5+ years of experience in Oracle EPM Cloud administration (EPBCS required; FCCS preferred)
  • Strong understanding of financial planning, consolidation processes, and accounting principles
  • Hands-on experience developing business rules, data forms, workflows, and task lists
  • Experience with data integration, data management tools, and multi-source ERP environments
  • Proficiency in EPM Automate, Smart View, and scripting (batch/shell/calc scripting)
  • Experience with Groovy scripting.
  • Strong knowledge of change control, testing, and deployment methodologies
  • Advanced Excel skills for data analysis, reconciliation, and troubleshooting.
  • Strong analytical, problem-solving, communication, and collaboration skills

What's in it for you?

  • Annual base salary range: $95,000- $115,000
  • Bonus target range: 20%
  • Generous benefits package including medical, dental, vision, life, disability
  • A company culture that prioritizes internal development and professional growth
  • Time off with pay
  • 401(k) plan with a degree of employer matching
  • Paid parental leave
  • Wellness programs and product discounts

Please note, all offers presented to candidates are carefully crafted to ensure market competitiveness, equity, and reflect the individual candidate's education, experience, skills and potential.
Hunter Douglas is an Equal Opportunity Employer and complies with applicable employment laws. EOE/M/F/Vet/Disabled are encouraged to apply.

[#LI-SA1]

[#LI-remote]

By submitting your application below, you are providing your prior consent to receive SMS messages to notify you of any updates to your application status and to engage in discussion throughout your application process. You can cancel the SMS service at any time. Just text "STOP" to any of our texts to unsubscribe. Message & data rates may apply. Message frequency may vary. If you have any questions regarding privacy, please read our privacy policy, https://www.hunterdouglas.com/privacy-policy or terms of use https://www.hunterdouglas.com/terms-of-use

What Hunter Douglas employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom