2

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

Location: Remote, U.S.-based Reports to: President & Chief Executive Officer Status: Full-time, ... Strengthen Strategic Financial Planning. Partner with the CEO, COO, Board, and senior team to ...

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 ...

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 ...

... FP&A, PBM analytics, or contract/claims analytics. * Strong Excel skills (advanced formulas ... We're a nimble, remote-first team with a bold mission to redefine pharmacy benefits-and we're just ...

Financial Strategist

Bethesda, MD · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Chevy Chase, MD · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Great Falls, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Potomac, MD · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Rockville, MD · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Alexandria, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Mclean, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Financial Strategist

Fairfax, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Offer Flexible, remote work environment Comprehensive training and mentorship Advancement ...

Master Planner

Arlington, VA · On-site +1

$55K - $126K/yr

Remote Work: No Job Number: R0244027 Location: Arlington,VA,US Share job via: Share Master Planner ... Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ...

Financial Strategist

Fairfax, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions ... Flexible, remote work environment • Comprehensive training and mentorship • Advancement ...

Financial Strategist

Mclean, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions ... Flexible, remote work environment • Comprehensive training and mentorship • Advancement ...

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions ... Flexible, remote work environment • Comprehensive training and mentorship • Advancement ...

Showing results 41-60

Remote Financial Planner information

See Reston, VA salary details

$52.6K

$100.8K

$145.4K

How much do remote financial planner jobs pay per year?

As of Aug 6, 2026, the average yearly pay for remote financial planner in Reston, VA is $100,768.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,200.00 and $106,300.00 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:
Infographic showing various Remote Financial Planner job openings in Reston, VA as of July 2026, with employment types broken down into 78% Full Time, 15% Part Time, and 7% Contract. Highlights an 100% Remote job distribution, with an average salary of $100,768 per year, or $48.4 per hour.

Strategic CFO (Contract, Remote) - Finance as a Service (FaaS)

Join the Team | Rose Financial Solutions

North Bethesda, MD • Remote

Contractor

Re-posted 11 days ago


Job description

Strategic CFO – Finance as a Service (FaaS) | GovCon & Growth Companies

About ROSE

At ROSE Financial Solutions, we believe finance should not be a reporting function-it should be a strategic engine for growth.

We are on a mission to automate 85% of finance and accounting by 2030, transforming the back office into a proactive, decision-ready function that empowers leaders to scale with confidence.

The Opportunity

We are seeking experienced CFOs who want to move beyond traditional roles and become strategic leaders in a next-generation finance model.

This is not a typical fractional CFO role.

You will:

  • Help clients become decision-ready, audit-ready, and scale-ready
  • Build financial infrastructure, not just reports
  • Leverage AI and technology (Easby) to transform finance functions
  • Serve as a trusted advisor to CEOs and executive teams

What You'll Do

  • Act as a strategic CFO partner to multiple growth-stage organizations
  • Lead financial strategy, forecasting, and performance optimization
  • Design and implement scalable financial infrastructure
  • Ensure DCAA, FAR, and regulatory compliance (GovCon focus)
  • Drive data-driven decision-making and KPI visibility
  • Integrate technology, automation, and AI into finance workflows
  • Support M&A, capital raises, and strategic growth initiatives
  • Mentor controllers, accounting teams, and client stakeholders

What Makes This Role Different

At ROSE, you won't just:

  • Close books
  • Review reports
  • Fix problems

You will:

  • Build systems that eliminate those problems permanently
  • Help clients scale from $2M → $50M+ with confidence
  • Be part of the transformation of the finance industry

Who You Are

  • Former CFO or senior finance leader (10–20+ years experience)
  • Strong background in GovCon, compliance, or regulated industries (preferred)
  • Deep expertise in financial modeling, FP&A, and strategic finance
  • Passionate about technology, automation, and innovation in finance
  • Able to communicate with and influence CEOs and executive teams
  • Excited by building-not just advising

Why ROSE

  • Work with high-growth companies and mission-driven leaders
  • Be part of a firm redefining finance through FaaS + AI
  • Collaborate with a team of experts across accounting, tax, and compliance
  • Flexible structure with meaningful impact on every client

Call to Action

  • If you want to move from reactive finance to building the future of finance-apply now.