ZipRecruiter

Log In

2

Remote Financial Planning Director Jobs (NOW HIRING)

Packaging Exchange Inc.

Be Seen First

Director of Financial Planning & Analysis

Houston, TX · Remote

$110K - $130K/yr

Director of Financial Planning & Analysis Department: Finance Reports to: Chief Financial Officer Position Summary The Director of Financial Planning & Analysis (FP&A) is responsible for leading the ...

T2S Solutions

FP&A Director (Remote)

Summary T2S Solutions is currently seeking to hire a highly skilled and experienced FP&A Director to join our Corporate Accounting / Finance Team in Belcamp, MD. The critical role is responsible for ...

USAA

Business Strategy and Planning Director

Phoenix, AZ · On-site +1

$114K - $218K/yr

At USAA, our mission is to empower our members to achieve financial security through highly ... USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ...

USAA

Business Strategy and Planning Director

Charlotte, NC · On-site +1

$114K - $218K/yr

At USAA, our mission is to empower our members to achieve financial security through highly ... USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ...

USAA

Business Strategy and Planning Director

Tampa, FL · On-site +1

$114K - $218K/yr

At USAA, our mission is to empower our members to achieve financial security through highly ... USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ...

USAA

Business Strategy and Planning Director

Plano, TX · On-site +1

$114K - $218K/yr

At USAA, our mission is to empower our members to achieve financial security through highly ... USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ...

Toole Design

Planning Director - Mid-Atlantic

Richmond, VA · On-site +1

$130K - $155K/yr

Richmond, VA (remote to start); or Northern Virginia (remote to start). Why You'll Love Working ... As Regional Planning Director for the Mid-Atlantic, you will help lead and grow our planning ...

DocuSign

Corporate FP&A Director

Seattle, WA · On-site +1

$186K - $300K/yr

What you'll do As a Director within the Corporate FP&A group, this role leads our consolidated ... Employee divides their time between in-office and remote work. Access to an office location is ...

DocuSign

Corporate FP&A Director

San Francisco, CA · On-site +1

$186K - $300K/yr

What you'll do As a Director within the Corporate FP&A group, this role leads our consolidated ... Employee divides their time between in-office and remote work. Access to an office location is ...

Mefford Consulting LLC

Be Seen First

Financial Planning Associate

Ashland, MT · Remote

$40K - $70K/yr

This position is fully remote and offers flexible scheduling. Responsibilities * Meet with clients ... Provide education on financial topics including retirement planning, savings strategies, and ...

next page

Showing results 1-20

All JobsFinancial Planning JobsRemote Financial Planning Director Jobs

Remote Financial Planning Director information

See salary details

$45.5K

$143.6K

$210K

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

As of Jul 13, 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
Director, Financial Planning & Analysis

Director, Financial Planning & Analysis

Transform Co

Remote

Other

Re-posted 21 days ago

Job description

JOB SCOPE:
The Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, and business analysis for TransformCo.
JOB SUMMARY:
The Director of Financial Planning & Analysis is responsible for developing, managing, and driving the company s monthly, quarterly and annual P&L forecasts. This position oversees the development and delivery of related reporting, presenting financial results and variance analyses to business unit and executive management. Participates in key financial and strategic projects across all business departments as required and drives the usage and adoption of AI tools to aid financial reporting and analyses.
REPORTS TO:
VP, Finance FP&A

Apply