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Remote Financial Planning Director Jobs (NOW HIRING)

CFS

Director of FP&A

Nashville, TN · Remote

Director of FP&A - Fully Remote We are partnering with a high-growth organization to identify a Director of FP&A for a newly created, high-impact role. This opportunity offers direct exposure to ...

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Remote Financial Planning Director information

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$45.5K

$143.6K

$210K

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

As of Jun 19, 2026, the average yearly pay for remote financial planning director in the United States is $143,621.00, according to ZipRecruiter salary data. Most workers in this role earn between $122,500.00 and $161,000.00 per year, depending on experience, location, and employer.

What does a Remote Financial Planning Director do?

A Remote Financial Planning Director oversees the financial planning department while working from a remote location. They develop and implement financial strategies, manage a team of planners, and ensure clients receive sound financial advice tailored to their goals. Their role includes analyzing financial data, setting departmental goals, ensuring compliance with regulations, and maintaining client relationships. The remote aspect allows them to collaborate with clients and teams using digital tools rather than working from a traditional office.

How does a Remote Financial Planning Director typically collaborate with clients and team members while working offsite?

As a Remote Financial Planning Director, collaboration is primarily achieved through secure digital platforms, video conferencing, and cloud-based financial tools. You will frequently interact with clients via scheduled virtual meetings to review financial plans, address questions, and provide ongoing guidance. Internally, you’ll coordinate with analysts, compliance officers, and other planners using project management software and secure messaging systems. Effective communication, responsiveness, and familiarity with digital collaboration tools are key to maintaining strong relationships and ensuring seamless service.

What is the difference between Remote Financial Planning Director vs Remote Financial Analyst?

AspectRemote Financial Planning DirectorRemote Financial Analyst
CredentialsCFP, CFA, or CPA often preferredBachelor's degree in finance, economics, or related field; CFA or CPA optional
Work EnvironmentStrategic planning, client management, leadershipData analysis, financial modeling, reporting
Employer & Industry UsageFinancial firms, wealth management, corporate financeInvestment firms, banks, corporate finance departments

The Remote Financial Planning Director focuses on high-level financial strategy, client relationships, and team leadership, often requiring advanced certifications. In contrast, the Remote Financial Analyst primarily conducts data analysis, financial modeling, and reporting tasks. Both roles are essential in finance but differ in scope, responsibilities, and required credentials.

What are the key skills and qualifications needed to thrive as a Remote Financial Planning Director, and why are they important?

To thrive as a Remote Financial Planning Director, you need deep expertise in finance, investment strategies, and regulatory compliance, typically supported by a bachelor’s or master’s degree in finance or related fields and certifications such as CFP or CFA. Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and secure communication platforms is crucial for client management and analysis. Exceptional interpersonal, leadership, and virtual communication skills help build trust with clients and manage remote teams effectively. These competencies ensure you deliver sound financial advice, maintain regulatory standards, and foster strong client relationships in a remote environment.
More about Remote Financial Planning Director jobs
What cities are hiring for Remote Financial Planning Director jobs? Cities with the most Remote Financial Planning Director job openings:
What are the most commonly searched types of Remote Financial Planning jobs? The most popular types of Remote Financial Planning jobs are:
What states have the most Remote Financial Planning Director jobs? States with the most job openings for Remote Financial Planning Director jobs include:
What job categories do people searching Remote Financial Planning Director jobs look for? The top searched job categories for Remote Financial Planning Director jobs are:
Remote Financial Planning Director jobs near you
Infographic showing various Remote Financial Planning Director job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, 8% Part Time, and 3% Contract. Highlights an 100% Remote job distribution, with an average salary of $143,621 per year, or $69 per hour.
Financial/Investment Consultant

Financial/Investment Consultant

CPA Tax Advisors LLC

Atlanta, GA • On-site, Remote

Part-time

Posted 8 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