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Remote Financial Planner Jobs in Spring, TX (NOW HIRING)

Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Qualifications • Must be ...

Senior Financial Analyst - Project Finance

Houston, TX · On-site +1

$81K - $101K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Proficiency with BI or financial planning tools such as Tableau, Mosaic, or Anaplan. Benefits * Employer-assisted health, dental, and vision insurance * Equity (options) in a rapidly growing startup ...

Global Commercial Demand Planning Director

Houston, TX · On-site +1

$180K - $220K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial predictability. This position reports to the Vice President, Commercial Growth and is part of the Global Demand Planning team. The primary location for this role is US-Remote , and the ...

Virtual Financial Advisor - Houston

Houston, TX · On-site +1

$23.80 - $26.45/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Virtual Financial Advisor - Remote Houston, Texas Bring your skills to a deeply purposeful ... Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro ® and ...

Showing results 21-40

Remote Financial Planner information

See Spring, TX salary details

$44.9K

$86K

$124.1K

How much do remote financial planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for remote financial planner in Spring, TX is $86,035.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,600.00 and $90,800.00 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 Spring, TX?

The most popular types of Financial Planner jobs in Spring, TX are:

What are popular job titles related to Remote Financial Planner jobs in Spring, TX?

For Remote Financial Planner jobs in Spring, TX, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Spring, TX look for?

The top searched job categories for Remote Financial Planner jobs in Spring, TX are:

What cities near Spring, TX are hiring for Remote Financial Planner jobs?

Cities near Spring, TX with the most Remote Financial Planner job openings:

Infographic showing various Remote Financial Planner job openings in Spring, TX as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $86,035 per year, or $41.4 per hour.

Vice President of Finance and Accounting

Triple-S Steel

Houston, TX • On-site, Remote

Full-time

Re-posted 8 days ago


Triple-S Steel rating

6.5

Company rating: 6.5 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

302nd of 419 rated retail wholesalers


Job description

The Director of Finance and Accounting leads the organization’s financial planning, forecasting, reporting, and strategic analysis functions. This role serves as a key business partner to executive leadership, providing financial insights and data-driven recommendations that support strategic decision-making, operational performance, and long-term growth. The Director of Finance and Accounting oversees budgeting and forecasting processes, develops financial models and management reporting, and drives continuous improvement through automation, analytics, and scalable reporting solutions. This position also plays a critical role in enhancing financial systems, improving operational efficiency, and leading a high-performing  team.


Reporting & Analysis

  • Producing monthly/quarterly management reporting packages (P&L, variance analysis, KPIs)
  • Analyzing actuals vs. budget/forecast and explaining key drivers of variance
  • Translating financial data into actionable insights for leadership

Financial Planning & Budgeting

  • Supporting the annual budgeting and forecasting process across the organization
  • Coordinating with department heads to develop bottom-up and top-down budgets

Business Partnering

  • Serving as a strategic finance partner to the CEO, President, CFO, and other executives
  • Supporting business units with financial decision-making and trade-off analysis
  • Evaluating new initiatives, investments, or cost-saving opportunities

Strategic Support

  • Conducting profitability analyses for fixed assets, acquisitions, and other strategic investments.
  • Assessing software and system acquisition opportunities, including development of finance requirements, business cases, and implementation impact analyses.
  • Preparing and delivering financial presentations for Board, Executive Leadership, and Company Town Hall meetings.
  • Producing specialized financial reporting, including profit-sharing analyses and other executive decision-support reporting.

Team & Process Leadership

  • Documenting, maintaining, and continuously improving accounting and financial planning processes, policies, and procedures.
  • Partnering with Accounting to maintain current accounting policy and procedure manuals and ensure alignment between financial reporting and FP&A processes.
  • Establishing and enforcing data governance standards, validation procedures, and accounting definitions across financial systems.

Automation & Process Improvement

  • Identifying and eliminating manual, repetitive financial workflows by implementing automation tools (e.g., Power BI, Alteryx, Python scripts, or RPA solutions)
  • Streamlining the close and reporting cycle to reduce time-to-insight for leadership
  • Building scalable, self-service reporting dashboards so business partners can access real-time financial data without relying on the FP&A team
  • Standardizing data definitions, hierarchies, and reporting structures across systems to ensure a single source of truth
  • Continuously benchmarking FP&A processes against best practices and driving a culture of operational efficiency within the finance function

  • Bachelor’s degree in Finance, Accounting, Economics or Business Administration; MBA or advanced degree in finance preferred
  • CPA/CMA preferred; FP&A certification a plus
  • 10+ years of progressive experience in financial reporting.
  • Demonstrated ability to manage complex projects and reporting cycles under tight deadlines.
  • Ability to apply critical thinking skills to comprehensively review data and reports ensuring that financial reporting is accurate.
  • Exceptional communication skills, both written and verbal.
  • Advanced proficiency with ERP systems and financial reporting tools.
  • Demonstrated leadership of a team including remote and local team members. 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is occasionally exposed to moving mechanical parts; fumes or airborne particles; toxic or caustic chemicals and risk of electrical shock when in the operations or laboratory areas. The noise level in the work environment is usually moderate, but due to open office environment noise level may occasionally be high.

Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.


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