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

... 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 ...

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 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 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 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 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 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 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 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 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 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 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 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 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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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:
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.

Financial Analyst

Lucyrx

Bethesda, MD โ€ข On-site, Remote

Full-time

Re-posted 4 days ago


Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

The Financial Analyst will support PBM operations with a focus on rebate analytics, pharmacy network economics, and financial performance insights. This role collaborates with Strategic Solutions & Services, Rebate Management, Network Strategy, and Strategic Data & Analytics to improve transparency, forecasting, and operational decision-making.

Role and Responsibilities:

Rebate Analytics

  • Own rebate forecasting and month-end accruals; reconcile accruals to cash and explain variances.

  • Validate rebate eligibility and detect leakage tied to contract or data issues.

  • Maintain and enhance financial models linking contract terms to realized rebate performance.

Network Analysis

  • Analyze pharmacy network reimbursement trends, guarantee compliance, and preferred network mix.

  • Model financial impact of pricing or network strategy changes and produce scenario analyses.

  • Develop and maintain KPIs for network unit cost, effective rate, mix shifts, and program savings.

Financial Ownership & Performance

  • Support monthly close for PBM financial lines including ingredient cost, admin fees, and rebates.

  • Prepare variance analysis, drivers, and executive-ready reporting.

Data, Reporting & Automation

  • Build repeatable workflows and validations using SQL, Alteryx, and advanced Excel.

  • Improve data quality, documentation, and reporting consistency across systems.

Qualifications and Education Requirements:

  • Bachelor's in Finance, Accounting, Economics, Business, or related field.

  • 3-5+ years' experience in Finance/FP&A, PBM analytics, or contract/claims analytics.

  • Strong Excel skills (advanced formulas, modeling).

  • SQL proficiency for querying large claims datasets.

  • Alteryx experience building automated workflows.

  • Ability to communicate complex analysis clearly to cross-functional partners.

Preferences:

  • Knowledge of PBM pricing components, reimbursement structures, and claim-level data fields.

  • Hands-on experience with rebate programs, accrual methodologies, or cash reconciliation.

  • Exposure to network/contract analytics and guarantee monitoring.

  • Familiarity with SQL-based reporting environments or Python/VBA for automation.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

This is a largely sedentary role; however, some standing, walking, bending, and reaching may be required. Regularly operates in an office or home office setting which involves utilizing a computer, mouse, keyboard, and occasionally operates other standard office equipment, such as printer, copier, phone. Travel may be required by either car or airplane, or a combination of multiple modes of transportation.

What We Do
LucyRx is an independent, next-generation pharmacy benefits manager (PBM) transforming how healthcare works. We're fixing what's broken in the PBM industry by putting people first and challenging outdated norms. For too long, traditional PBMs have prioritized profit over patients, and we believe that's just plain wrong.

LucyRx offers bold, innovative solutions powered by LucyIQ, our proprietary AI platform, to deliver actionable insights that lower costs, improve care, and simplify prescription management.

While we're new to the PBM space, LucyRx is built on decades of leadership experience and a commitment to meaningful change. We're a nimble, remote-first team with a bold mission to redefine pharmacy benefits-and we're just getting started.

What It's Like to Work at LucyRx
At LucyRx, we're a fast-moving team dedicated to making healthcare simpler, fairer, and more effective. Joining us means being part of a dynamic, mission-driven group that works collaboratively to challenge outdated industry practices and redefine what's possible in pharmacy benefits.

We value accountability, innovation, and a relentless focus on making an impact. Here, you'll find a supportive culture that encourages you to bring your whole self to work, share bold ideas, and grow alongside smart, driven colleagues who are passionate about fixing the PBM industry. If you're ready to roll up your sleeves and make a real difference, we'd love to have you on our team.

LucyRx is an independent, next-generation pharmacy benefit manager (PBM) redefining prescription care. Fueled by innovation and decades of leadership experience, LucyRx delivers better outcomes through its integrated specialty network, formulary marketplace, and next-day home delivery solutions.

Powered by its proprietary AI platform, LucyIQ, the company provides real-time insights that support evidence-based clinical decisions, clear pricing, and exceptional service from U.S.-based pharmacy technicians.