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Remote Financial Planner Jobs in Santa Rosa, CA (NOW HIRING)

Talence Group LLC

Vice President FP&A

Santa Rosa, CA · Remote

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

Talence Group LLC

Vice President FP&A

Saint Helena, CA · On-site +1

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

Talence Group LLC

Vice President FP&A

Santa Rosa, CA · On-site +1

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

BoxPower

FP&A Director

Bodega Bay, CA · On-site +1

This role is fully remote or hybrid eligible. Key Responsibilities: Project Finance Modeling * Own ... Scenario Planning & Decision Support * Preparethe capital allocation framework and lead strategic ...

BoxPower

FP&A Director

Bodega Bay, CA · Remote

This role is fully remote or hybrid eligible. Key Responsibilities: Project Finance Modeling * Own ... Scenario Planning & Decision Support * Preparethe capital allocation framework and lead strategic ...

BoxPower

FP&A Director

Bodega Bay, CA · Remote

This role is fully remote or hybrid eligible. Key Responsibilities: Project Finance Modeling * Own ... Scenario Planning & Decision Support * Prepare the capital allocation framework and lead strategic ...

DataAnnotation

FP&A Manager - AI Trainer

Santa Rosa, CA · 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)

Windsor, CA · 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)

Santa Rosa, CA · 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)

Petaluma, CA · 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)

Sonoma, CA · 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)

Healdsburg, CA · 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)

Napa, CA · 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)

Novato, CA · 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 ...

IDEX

Data Analyst, Finance

Rohnert Park, CA · On-site +1

Remote Who is IDEX Health & Science (IH&S)? As a business unit of IDEX Corporation, IH&S has a long ... financial reporting, cost accounting, FP&A. and KPI development * Understanding of ERP software is ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Santa Rosa, CA

Remote Financial Planner information

See Santa Rosa, CA salary details

$55.2K

$105.7K

$152.5K

How much do remote financial planner jobs pay per year?

As of Jul 26, 2026, the average yearly pay for remote financial planner in Santa Rosa, CA is $105,704.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,100.00 and $111,500.00 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 the most commonly searched types of Financial Planner jobs in Santa Rosa, CA? The most popular types of Financial Planner jobs in Santa Rosa, CA are:
What are popular job titles related to Remote Financial Planner jobs in Santa Rosa, CA? For Remote Financial Planner jobs in Santa Rosa, CA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planner jobs in Santa Rosa, CA look for? The top searched job categories for Remote Financial Planner jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Remote Financial Planner jobs? Cities near Santa Rosa, CA with the most Remote Financial Planner job openings:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Santa Rosa, CA as of July 2026, with employment types broken down into 77% Full Time, 15% Part Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $105,704 per year, or $50.8 per hour.
Financial Planner - AI Trainer

Financial Planner - AI Trainer

DataAnnotation

Santa Rosa, CA • Remote

$50 - $60/hr

Contractor

Posted 12 days ago

Data Annotation rating

6.9

Company rating: 6.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

202nd of 245 rated software companies

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance

What Data Annotation employees say

Pay

Hours and flexibility

Workplace

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