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Remote Financial Planning Consultant Jobs (NOW HIRING)

Operating in a fully remote environment, our team is composed of professionals dedicated to ... We are seeking a detail-oriented and dependable Planning Consultant to support clients with ...

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Remote Financial Planning Consultant information

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$49K

$96.2K

$140.5K

How much do remote financial planning consultant jobs pay per year?

As of Jul 13, 2026, the average yearly pay for remote financial planning consultant in the United States is $96,205.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $110,000.00 per year, depending on experience, location, and employer.

What is the difference between Remote Financial Planning Consultant vs Remote Financial Advisor?

AspectRemote Financial Planning ConsultantRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentConsults with clients, creates financial plansProvides ongoing investment and financial advice
Employer & Industry UsageFinancial planning firms, independent consultantsBanks, investment firms, independent advisors

Both roles require similar certifications and often work remotely with clients. The main difference is that a Remote Financial Planning Consultant primarily develops comprehensive financial plans, while a Remote Financial Advisor offers ongoing investment management and advice. The choice depends on whether you prefer creating plans or providing continuous financial guidance.

More about Remote Financial Planning Consultant jobs
What cities are hiring for Remote Financial Planning Consultant jobs? Cities with the most Remote Financial Planning Consultant job openings:
What states have the most Remote Financial Planning Consultant jobs? States with the most job openings for Remote Financial Planning Consultant jobs include:
Infographic showing various Remote Financial Planning Consultant job openings in the United States as of July 2026, with employment types broken down into 2% Locum Tenens, 87% Full Time, 7% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $96,205 per year, or $46.3 per hour.

Entry-Level Financial Planning & Consultant (Remote)

Traction Forge Financial

Mesa, AZ โ€ข Remote

Part-time

Retirement

Re-posted 5 days ago


Job description

At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to people from all backgrounds, and we are committed to empowering clients to make informed decisions with confidence.

By partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals.

We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy helping others, possess strong communication and customer service skills, and are looking for a career path with growth potential into leadership and management roles.

No prior financial industry experience is required. Through our comprehensive training and mentorship program, team members will learn how to:

Conduct professional financial consultations
Understand client goals, priorities, and financial concerns
Develop personalized financial game plans and strategies
Educate clients on solutions related to retirement planning, wealth accumulation, college planning, investments, and insurance protection
Build lasting relationships through trust, education, and service

Whether you are seeking a full-time career transition, part-time supplemental income, or an opportunity to develop valuable financial and leadership skills, we offer a flexible schedule and a supportive team environment focused on personal and professional growth.

If you are driven, people-focused, and looking for an opportunity to make a meaningful impact while building a rewarding career, Traction Forge Financial may be the right fit for you.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME