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Remote Financial Planner Jobs (NOW HIRING)

Facet

Senior Lead Financial Planner

$135K - $160K/yr

The Future of Financial Planning The Senior Lead Financial Planner role at Facet is unlike any ... Rapidly establish deep-seated trust in a remote environment, maintaining an organized and elite ...

Facet

Part-Time Senior Financial Planner

$82K - $97K/yr

Rapidly build trust and credibility in a remote setting, fostering long-term relationships through ... financial planning experience. * Exceptional written communication and typing skills (speed and ...

DataAnnotation

Financial Planner - AI Trainer

Plano, TX · 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 ...

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Remote Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do remote financial planner jobs pay per year?

As of Jul 20, 2026, the average yearly pay for remote financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 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.
More about Remote Financial Planner jobs
What cities are hiring for Remote Financial Planner jobs? Cities with the most Remote Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
What states have the most Remote Financial Planner jobs? States with the most job openings for Remote Financial Planner jobs include:
What job categories do people searching Remote Financial Planner jobs look for? The top searched job categories for Remote Financial Planner jobs are:
Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.
Associate Financial Planner

Associate Financial Planner

Lakeshore Financial Group

Milwaukee, WI • On-site, Remote

Full-time

Posted 21 days ago

Job description

Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
What You'll Do:
• Build relationships with potential clients and understand their financial needs
• Present and explain products and solutions
• Guide clients through the application and policy issuance process
• Provide ongoing support and service to clients
• Attend training and development sessions
Qualifications
Who We're Looking For:
• College degree or equivalent experience required
• Highly motivated and self-driven individuals
• Excellent communication and interpersonal skills
• A passion for helping others
• A strong work ethic and a desire to succeed
• Sales experience is a plus, but not required. We are willing to train the right person
• Must be able and willing to obtain a life insurance license
• This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support
Why Join Us?
• Be part of a supportive and collaborative team
• Represent a reputable and respected company
• Enjoy the flexibility and freedom of a self-driven career
• Make a positive impact on the lives of others
• Earn a competitive income

Apply