ZipRecruiter

Log In

2

Remote Financial Planner Jobs in Redmond, OR (NOW HIRING)

MassMutual Oregon

Financial Planner

Bend, OR · Remote

$50K - $5M/yr

We believe financial planning is deeply personal. That's why we don't treat people like account numbers or transactions -- we take the time to truly understand their families, priorities, and ...

InsuraTec

Sales Representative (Remote)

Bend, OR · 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)

Prineville, OR · 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)

Redmond, OR · 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 ...

Sierra Club

Chapter Director

Bend, OR · On-site +1

Portland, OR (preferred) or remote within Oregon Reports To : Deputy Regional Field Director ... financial goals. All planning activity takes place in coordination with the Executive Committee ...

New

Quaise Energy, Inc

Project Controls Lead

Bend, OR · On-site +1

Serve as the primary finance partner to the project team, providing day-to-day financial support ... from the ERP, including workflow definition and adoption support. * Build strong working ...

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Redmond, OR

Remote Financial Planner information

See Redmond, OR salary details

$53.5K

$102.5K

$147.8K

How much do remote financial planner jobs pay per year?

As of Sep 6, 2026, the average yearly pay for remote financial planner in Redmond, OR is $102,467.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,500.00 and $108,100.00 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 Redmond, OR?

The most popular types of Financial Planner jobs in Redmond, OR are:

What are popular job titles related to Remote Financial Planner jobs in Redmond, OR?

For Remote Financial Planner jobs in Redmond, OR, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Redmond, OR look for?

The top searched job categories for Remote Financial Planner jobs in Redmond, OR are:

What cities near Redmond, OR are hiring for Remote Financial Planner jobs?

Cities near Redmond, OR with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Redmond, OR as of August 2026, with employment types broken down into 71% Full Time, 21% Part Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $102,467 per year, or $49.3 per hour.

Financial Planner

MassMutual Oregon

Bend, OR • Remote

$50K - $5M/yr

Full-time

Posted 27 days ago

Job description

About MassMutual Oregon


MassMutual Oregon is the fastest‑growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and delivering innovative financial solutions tailored to each individual’s goals, values, and long‑term vision.


We believe financial planning is deeply personal. That’s why we don’t treat people like account numbers or transactions — we take the time to truly understand their families, priorities, and aspirations. Our advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well.


We provide a comprehensive training and onboarding support system designed to help you, the advisor grow your practice, whether you are brand‑new to the career or a seasoned advisor.


Who We’re Looking For


We are seeking a highly motivated, entrepreneurial professional who wants to build something meaningful while making a long‑term impact in the lives of clients and in Bend Oregon communities.


The Ideal Candidate Is



  • Relationship‑focused and client‑centered
  • Accountable and self‑driven
  • Coachable and growth‑oriented
  • Professionally polished
  • Experienced in leadership, networking, education, customer service, or other client‑facing roles
  • Passionate about helping others succeed financially


You do not need a traditional financial background. We’re looking for a strong communicator and relationship builder who wants to grow, serve, and make an impact.


Why Become a Financial Advisor Now?


There has never been a greater need for trusted financial guidance. Families and businesses are seeking advisors who can help them navigate uncertainty and plan confidently for the future.


At the same time, MassMutual Oregon is expanding and investing heavily in:


  • Mentorship & coaching
  • Professional development
  • Licensing support
  • Business planning guidance
  • Marketing resources
  • Office infrastructure
  • A collaborative, mission‑driven team environment


You will not build a practice alone — you are building your own business with the full backing of a respected and established financial brand.


What We Provide



  • Licensing support (Life & Health, SIE, Series 6/7/63/65 as applicable)
  • Comprehensive training and mentorship
  • Business planning and practice‑building guidance
  • Marketing and branding resources
  • Office space, technology, and operational support
  • Hybrid opportunities for Experienced Advisors
  • A collaborative team culture focused on growth and service
  • The strength and credibility of MassMutual, a Fortune 100 company


This Career Is Ideal For You If



  • You enjoy helping people
  • Want to build long‑term relationships
  • Seek autonomy and entrepreneurial growth
  • Desire a career with purpose and impact
  • Are motivated by personal and professional development
  • Want to create long‑term financial stability for themselves and their clients
  • Experienced Financial Advisors


Join Us


If you are ready to build a meaningful career, make a lasting impact, and grow with a firm that is transforming financial services in Oregon, we’d love to meet you.


Apply today and start building a career with purpose, impact, and unlimited potential.


MassMutual Oregon is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and professionals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, veteran status, or any other protected classification under applicable law.


Financial Advisor Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract.