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Remote Financial Planner Jobs (NOW HIRING)

LearnLux

Financial Planner, Puerto Rico

San Juan, PR · Remote

$74K - $100K/yr

This role is 100% remote within Puerto Rico and reports to our Global Director of Financial Planning. Key Responsibilities * Meet and engage with clients remotely over video, chat and email to give ...

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

Macon, GA · 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 ...

DataAnnotation

Financial Planner - AI Trainer

Fargo, ND · 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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All JobsRemote Financial Planner Jobs

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 Jun 28, 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 June 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 37% Physical, 3% Hybrid, and 60% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.
Financial Planner, Puerto Rico

Financial Planner, Puerto Rico

LearnLux

San Juan, PR • Remote

$74K - $100K/yr

Full-time

Retirement

Posted 21 days ago

Job description

About LearnLux

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.

We're building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you're energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you'll find this a rewarding environment.

We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We're a growth-focused business building for scale, and we're excited by the opportunities and challenges that come with that journey.

About the Role

LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Puerto Rico to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.

This role is 100% remote within Puerto Rico and reports to our Global Director of Financial Planning.

Key Responsibilities
  • Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
  • Advise on and adapt the LearnLux methodology to financial planning topics relevant in Puerto Rico
  • Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
  • Become an expert on our client's benefit plans so you can act as an extension of their team during open enrollment
  • Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
  • Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
You Should Have
  • An active Certified Financial Planner (CFP) designation is required for this role
  • Fluent English and Spanish - written and spoken
  • Passion for educating individuals to take control and invest in their financial future
  • Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
  • Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Nice to haves
  • Startup and/or Fintech experience
  • Experience creating presentations and presenting to large audiences
Closing

LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. We're excited to speak with you about joining our team!