ZipRecruiter

Log In

2

Remote Financial Planning Consultant Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsRemote Financial Planning Consultant Jobs

Remote Financial Planning Consultant information

See salary details

$49K

$96.2K

$140.5K

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

As of Jun 17, 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:
What job categories do people searching Remote Financial Planning Consultant jobs look for? The top searched job categories for Remote Financial Planning Consultant jobs are:
Remote Financial Planning Consultant jobs near you
Infographic showing various Remote Financial Planning Consultant job openings in the United States as of June 2026, with employment types broken down into 77% Full Time, 19% Part Time, and 4% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $96,205 per year, or $46.3 per hour.
Financial/Investment Consultant

Financial/Investment Consultant

CPA Tax Advisors LLC

Atlanta, GA • On-site, Remote

Part-time

Posted 6 days ago

Job description

We are looking for a Remote Financial/Investment Consultant!


Job Location:

  • Must be located in Georgia.
  • Although the position is remote, 10% of your work MAY need to be done on-site


Job Responsibilities:

  • Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth.
  • Deliver a full day of private financial planning expertise to clients, either individuals or couples.
  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high-net-worth clients.
  • Research and analyze investments, strategies, and market conditions, and provide sound financial advice based on findings.
  • Aptitude for applying financial planning knowledge in real-life situations.
  • Responsible for the satisfaction and retention of the organization's high-net-worth clients.
  • Participate in client meetings when appropriate and respond to executive client requests.
  • Grow and develop a client base through client referrals and outside sales.
  • Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.


Job Requirements:


  • AA degree or higher
  • Series minimum Series 65 or Series 7 certification (REQUIRED)
  • Experience with financial planning
  • Strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration.
  • Must live in GA (ability to travel to remote office, as requested, if not located in immediate area).
  • Willing to travel up to 30%, primarily between Atlanta, GA, and South GA.
  • Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude attitude.

Apply