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Remote Financial Planner Jobs in Troy, MI (NOW HIRING)

Aledade PBC

Senior Financial Analyst, Remote

Novi, MI · On-site +1

$80K - $99K/yr

The Senior Financial Analyst will work with the FP&A team to provide support with the annual budget ... remote-first culture - you've come to the right place. What Does This Mean for You? At Aledade PBC ...

Atwell, LLC

Environmental Planner

Southfield, MI · On-site +1

$70K - $90K/yr

... can be a remote position based in the Midwest. Project work may include siting, routing, and ... Financial Rewards for Obtaining Licensure * Employee Referrals * Annual Wellness Reimbursement for ...

InsuraTec

Sales Representative (Remote)

Hamtramck, MI · 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)

Detroit, MI · 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)

Farmington, MI · 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)

Melvindale, MI · 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)

Allen Park, MI · 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)

Ferndale, MI · 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)

Warren, MI · 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)

Novi, MI · 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)

Rochester, MI · 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 Troy, MI

Remote Financial Planner information

See Troy, MI salary details

$48K

$91.9K

$132.6K

How much do remote financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for remote financial planner in Troy, MI is $91,864.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,200.00 and $96,900.00 per year, depending on experience, location, and employer.

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.

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 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 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.

What are the most commonly searched types of Financial Planner jobs in Troy, MI?

The most popular types of Financial Planner jobs in Troy, MI are:

What are popular job titles related to Remote Financial Planner jobs in Troy, MI?

For Remote Financial Planner jobs in Troy, MI, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Troy, MI look for?

The top searched job categories for Remote Financial Planner jobs in Troy, MI are:

What cities near Troy, MI are hiring for Remote Financial Planner jobs?

Cities near Troy, MI with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Troy, MI as of August 2026, with employment types broken down into 70% Full Time, 22% Part Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $91,633 per year, or $44.1 per hour.

Senior Financial Analyst, Remote

Aledade PBC

Novi, MI • On-site, Remote

$80K - $99K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

Key responsibilities

  • Partner with teams to forecast expenses and headcount, and lead budget variance analysis with clear explanations.

  • Create executive-level charts and slides for monthly, quarterly, and annual presentations to executives and the board.

  • Assist in the annual budget process and collaborate on preparing monthly and quarterly financial reports and presentations.

Job description

The Senior Financial Analyst will work with the FP&A team to provide support with the annual budget process and corresponding monthly variance analysis. They will be responsible for partnering with budget owners, accounting, and finance teams to ensure accurate reporting, forecasting, and variance explanations. This role will aid in preparing executive and board presentations. 
 
We are flexible with respect to geographic location, and the ideal candidate will be comfortable working remotely/work from home within the US or be based from Bethesda, MD office.
Primary Duties:
  1. Partner with various teams with forecasting expenses and headcount; take point on leading budget variance analysis to create clear and concise written explanations to explain differences from plan and prior forecasts. Create executive level charts and slides for monthly, quarterly and annual executive and board presentations.
  2. Assist in identifying and implementing additional ways to utilize NSPB (financial planning and budgeting tool), as well as using AI to create more efficiency.
  3. Partner in the annual budget process, collaborating with Finance Business Partners, business leads and accounting.
  4. Collaborate in preparing the monthly Executive Committee and quarterly Board Decks.
  5. Ad-hoc reporting and analysis in support of other financial and business priorities.
Minimum Qualifications:
  • Bachelor's degree in Accounting or Finance
  • 5+ Years work experience in Finance
  • Advanced excel skills, including Financial Modeling, the ability to create and maintain complex spreadsheets, summarize data with Pivot Tables, and comfortable using lookup functions
  • Strong analytical abilities with the capacity to synthesize large amounts of data and provide actionable insights
  • Excellent verbal and written communication skills
  • Team player attitude is essential - ability to be resourceful, creative and maintain flexibility
  • Adaptability: A self-motivated, organized approach to managing priorities in a dynamic, fast-paced environment.
Preferred knowledge, skills, and/or abilities:
  • Prior experience with NetSuite Budget and Planning system experience or similar FP&A software
  • CPA license
  • Highly organized with exceptional time management skills
Physical Requirements:
  • Sitting for prolonged periods of time. Extensive use of computers and keyboard. Occasional walking and lifting may be required.
#LI-KC1

Who We Are:
Aledade PBC, a public benefit corporation, exists to empower the most transformational part of our health care landscape - independent primary care. We were founded in 2014, and since then, we've become the largest network of independent primary care in the country - helping practices, health centers and clinics deliver better care to their patients and thrive in value-based care. Additionally, by creating value-based contracts across a wide variety of health plans, we aim to flip the script on the traditional fee-for-service model. Our work strengthens continuity of care, aligns incentives and ensures primary care physicians are paid for what they do best - keeping patients healthy. If you want to help create a health care system that is good for patients, good for practices and good for society - and if you're eager to join a collaborative, inclusive and remote-first culture - you've come to the right place.
 
What Does This Mean for You?
At Aledade PBC, you will be part of a creative culture that is driven by a passion for tackling complex issues with respect, open-mindedness and a desire to learn. You will collaborate with team members who bring a wide range of experiences, interests, backgrounds, beliefs and achievements to their work - and who are all united by a shared passion for public health and a commitment to the Aledade mission.
 
In addition to time off to support work-life balance and enjoyment, we offer the following comprehensive benefits package designed for the overall well-being of our team members:
 
Flexible work schedules and the ability to work remotely are available for many roles
Health, dental and vision insurance paid up to 80% for employees, dependents and domestic partners
Robust time-off plan (21 days of PTO in your first year)
Two paid volunteer days and 11 paid holidays
12 weeks paid parental leave for all new parents
Six weeks paid sabbatical after six years of service
Educational Assistant Program and Clinical Employee Reimbursement Program
401(k) with up to 4% match
Stock options
And much more!
 
At Aledade PBC, we don't just accept differences, we celebrate them! We strive to attract, develop and retain highly qualified individuals representing the diverse communities where we live and work. Aledade is committed to creating a diverse environment and is proud to be an equal opportunity employer. Employment policies and decisions at Aledade are based on merit, qualifications, performance and business needs. All qualified candidates will receive consideration for employment without regard to age, race, color, national origin, gender (including pregnancy, childbirth or medical conditions related to pregnancy or childbirth), gender identity or expression, religion, physical or mental disability, medical condition, legally protected genetic information, marital status, veteran status, or sexual orientation.
 
 
We may use automated tools, including artificial intelligence (AI), to help organize and evaluate application materials. These tools support our recruiters and hiring managers by helping manage large applicant pools. Human judgment plays an essential role in our hiring process, including in the oversight and use of any automated tools. If you would like more information about our screening and hiring process, please contact us. Our Commitment to Authenticity. We use Endorsed, a fraud detection tool, to validate the authenticity of applications and protect against identity fraud. This ensures we are connecting with real people and allows us to prioritize genuine candidates. When you apply to a job on this site, the personal data contained in your application will be collected by Aledade PBC using Lever, a cloud services provider located in the United States. Lever is engaged by Aledade PBC to help manage its recruitment and hiring processes. For more information about how your personal data will be processed by Aledade PBC and any rights you may have, please review Aledade PBC's Candidate Privacy Notice. By applying for this job, you agree to Aledade's Applicant Privacy Policy available at https://www.aledade.com/privacy-policy-applicants If you have any questions about our privacy practices, please contact [email protected].
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