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Remote Financial Planner Jobs in Reston, VA (NOW HIRING)

Leidos

Financial Analyst

Gaithersburg, MD · On-site +1

$59K - $106K/yr

This is a remote role, however, preference is for candidate selected must reside in one of the ... Able to perform functions such as financial planning, financial analysis, and general accounting.

Leidos

Financial Analyst

Reston, VA · On-site +1

$59K - $106K/yr

This is a remote role, however, preference is for candidate selected must reside in one of the ... Able to perform functions such as financial planning, financial analysis, and general accounting.

DataAnnotation

FP&A Manager - AI Trainer

Washington, DC · 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

Alexandria, VA · 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)

Chillum, MD · 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)

Leesburg, VA · 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)

Oxon Hill, MD · 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)

Fairfax, VA · 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)

Fort Hunt, VA · 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)

Dale City, VA · 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 Reston, VA

Remote Financial Planner information

See Reston, VA salary details

$52.5K

$100.6K

$145.1K

How much do remote financial planner jobs pay per year?

As of Jul 14, 2026, the average yearly pay for remote financial planner in Reston, VA is $100,583.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,100.00 and $106,100.00 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 popular job titles related to Remote Financial Planner jobs in Reston, VA? For Remote Financial Planner jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Reston, VA look for? The top searched job categories for Remote Financial Planner jobs in Reston, VA are:
What cities near Reston, VA are hiring for Remote Financial Planner jobs? Cities near Reston, VA with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Reston, VA as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $100,583 per year, or $48.4 per hour.
Requirements Analyst - DoD Budget & Financial Systems - (Hybrid-Remote) - McLean, VA; position r...

Requirements Analyst - DoD Budget & Financial Systems - (Hybrid-Remote) - McLean, VA; position r...

Synertex LLC

Mclean, VA • On-site, Remote

$130K - $190K/yr

Full-time

Posted 11 days ago

Job description

Requirements Analyst – DoD Budget & Financial Systems – (Hybrid-Remote)

McLean, VA
Full Time | On Site

Salary Range: $130,000–$190,000 (negotiable based on experience)

TS/SCI with polygraph required

Synertex is seeking a Requirements Analyst with strong experience in DoD budgeting and program financial management to support the capture, refinement, documentation, and validation of software requirements for a web application supporting financial and project decision-making.

This role serves as the functional bridge between DoD budget stakeholders and the technical development team, ensuring that application features accurately reflect real-world Planning, Programming, Budgeting, and Execution (PPBE) processes, appropriation rules, and Earned Value Management (EVM) practices.

The ideal candidate combines strong requirements engineering discipline with working knowledge of DoD budget formulation, execution tracking, and financial oversight.

Responsibilities:

Requirements Engineering & Analysis

  • Elicit, document, and refine functional and technical requirements related to financial planning, budget tracking, execution reporting, and program oversight.
  • Translate DoD budget processes (PPBE, appropriations, funding lifecycle rules) into clear, testable user stories and system specifications.
  • Maintain requirements traceability from stakeholder need through development, testing, and release.
  • Develop supporting artifacts including user stories, acceptance criteria, workflow diagrams, data models, and business rules documentation.

DoD Budget & Financial Domain Alignment

  • Ensure system functionality accurately models:
  • PPBE phases (Planning, Programming, Budgeting, Execution)
  • Appropriation categories (RDT&E, Procurement, O&M, MILPERS, etc.)
  • Obligation and expenditure tracking
  • Funding controls and lifecycle constraints
  • Contribute domain expertise to financial tracking and oversight capabilities within the system.
  • Support modeling and validation of Earned Value Management (EVM) metrics (CPI, SPI, EAC, VAC) within application workflows.
  • Identify gaps between technical design and real-world DoD budget execution practices.

Testing & Validation Support

  • Collaborate with QA/Test Analysts to ensure financial and programmatic workflows are properly validated.
  • Support development of test cases tied to financial logic and budget rules.
  • Participate in User Acceptance Testing (UAT) with budget and program stakeholders.

Stakeholder Engagement

  • Engage directly with program managers, financial analysts, and government stakeholders to clarify business rules and reporting needs.
  • Provide domain-informed recommendations to improve financial data accuracy and usability within the application.

Required Qualifications:

  • 3–8+ years of experience in requirements analysis, business analysis, or functional systems support.
  • Demonstrated experience supporting DoD or IC financial management, program management, or budget execution activities.
  • Working knowledge of:
  • PPBE process
  • Appropriation law fundamentals
  • Budget execution and financial reporting
  • Experience translating business processes into documented, testable system requirements.
  • Familiarity with Agile/Scrum development methodologies.
  • Strong documentation, analytical, and stakeholder communication skills.

Preferred Qualifications:

  • Direct experience with Earned Value Management (EVM) reporting and analysis.
  • Experience supporting development or modernization of financial management or decision-support systems.
  • DAWIA, PMP, or related program/financial management certification.
  • Prior experience working on DoD contracts supporting program or budget systems.
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About Synertex

Sourced by ZipRecruiter

Industry

Guided missile and space vehicle manufacturing

Company size

11 - 50 Employees

Headquarters location

McLean, VA, US

Year founded

2017

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