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Remote Financial Planning Jobs in Alabama (NOW HIRING)

Deckers

$66K - $89K/yr

United States (Remote) Interested applicants must reside in one of the following approved states ... Support 3 to 5-year revenue and margin planning by developing consistent, well-governed assumptions ...

Alteryx

$103K - $134K/yr

PLEASE NOTE: while this role will be 100% remote, we are looking for candidates based on the East ... Lead headcount planning initiatives and define/analyze productivity metrics for the field sales ...

Deckers

$66K - $89K/yr

Merchandise Financial Planning Manager - UGG Location: Remote - US Interested applicants must reside in one of the following approved states: Arizona, California, Colorado, Indiana, Massachusetts ...

Brown University

Duties include budgetary/financial planning and analysis, research administration, payroll ... Employees with a designated position work location as remote must reside and perform their work in ...

Deckers

US (Remote) Interested applicants mustresidein one of the following approvedstates:Arizona ... Financial Planning and wellbeing - No matter what financial goals our employees have set, we want ...

InsuraTec

Sales Representative (Remote)

Troy, AL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Hartselle, AL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Enterprise, AL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Ozark, AL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Fairhope, AL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Dothan, AL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Sylacauga, AL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Prattville, AL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Eufaula, AL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Leeds, AL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Alabama

Remote Financial Planning information

See Alabama salary details

$45.8K

$87.6K

$126.4K

How much do remote financial planning jobs pay per year?

As of Aug 12, 2026, the average yearly pay for remote financial planning in Alabama is $87,630.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,900.00 and $92,500.00 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 expertise in financial analysis, investment strategies, and personal finance, usually supported by a bachelor's degree in finance or accounting and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, portfolio management tools, and secure online communication platforms is typically required. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top professionals apart in this remote role. These skills and qualities are crucial for building client trust, providing sound financial advice, and managing client relationships effectively from a distance.

What is remote financial planning?

Remote financial planning is the process of working with a financial planner or advisor virtually, rather than meeting in person. Through online platforms, phone calls, and video meetings, clients receive guidance on budgeting, investing, retirement planning, and other financial goals from the comfort of their home or office. This approach offers flexibility, access to a wider range of professionals, and convenience for both clients and advisors.

What are remote financial planning jobs?

In a remote financial planning job, your role is to telecommute to advise a client about their investments. As you work from home, you create a personalized investment plan, determine the best way to meet your client's financial needs, use virtual office software to collaborate with a team, and help meet growth targets in each product line. Remote financial planners often provide short-term and long-term revenue forecasting, help with monthly accounting records, answer questions from clients, perform scenario modeling, and provide presentations to support their actions at board meetings. While you can do most of this job remotely, you may have to travel to visit clients or attend meetings at an office.

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

AspectRemote Financial PlanningRemote Financial Advisor
CertificationsCFP, CFA, or ChFC often requiredCFP, CFA, or ChFC often required
Work EnvironmentPrimarily client consultations, planning, and analysisClient meetings, investment advice, portfolio management
Employer & Industry UsageFinancial planning firms, independent advisors, banksFinancial advisory firms, banks, wealth management companies

Remote Financial Planning involves creating comprehensive financial strategies for clients, focusing on long-term goals. Remote Financial Advisors typically provide investment advice and manage portfolios. Both roles often require similar certifications and work in comparable environments, but their core functions differ: planning vs. advising on investments.

How do remote financial planners typically collaborate with clients and team members effectively?

Remote financial planners often use a combination of secure video conferencing, collaborative digital tools, and cloud-based financial software to interact with clients and colleagues. Regular virtual meetings and clear communication protocols are essential for building trust and ensuring all stakeholders are aligned on financial strategies. Additionally, remote planners must be proactive in maintaining client relationships, frequently updating them on progress and responding promptly to inquiries. Collaboration with analysts, compliance professionals, and administrative staff is usually managed through project management platforms and secure document sharing systems.
More about Remote Financial Planning jobs
What are the most commonly searched types of Financial Planning jobs in Alabama? The most popular types of Financial Planning jobs in Alabama are:
What are popular job titles related to Remote Financial Planning jobs in Alabama? For Remote Financial Planning jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Alabama look for? The top searched job categories for Remote Financial Planning jobs in Alabama are:
What cities in Alabama are hiring for Remote Financial Planning jobs? Cities in Alabama with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Alabama as of August 2026, with employment types broken down into 75% Full Time, 23% Part Time, and 2% Contract. Highlights an 100% Remote job distribution, with an average salary of $87,630 per year, or $42.1 per hour.

FP&A Manager - REMOTE

Staff Financial Group

Birmingham, AL • Remote

$120K - $125K/yr

Full-time

Re-posted 21 hours ago

Job description

FP&A Manager – PE-Backed Company

Who: Fast-growing, private equity–backed company.
What: FP&A Manager supporting budgeting, reporting, M&A, and business development modeling.
When: Hiring immediately.
Where: Remote, ideally based in Atlanta, GA.
Why: Expanding operations and strategic growth require advanced financial support across executive and field leadership.
Office Environment: Fully remote, with preference for candidates in the Atlanta area.
Salary: Base $105K–$125K + 10–12% bonus potential + possible equity.

Position Overview:
This is a hands-on FP&A role supporting the CFO and operations leaders, responsible for key planning, analysis, and modeling efforts in a high-growth, PE-backed environment.

Key Responsibilities:
● Lead budgeting and forecasting processes across departments.
● Prepare Monthly Operating Reports and perform detailed variance analysis.
● Provide ad hoc reporting and data support to CFO and field operations.
● Build and maintain business development and pro forma M&A models.
● Extract data from payroll and operational systems to support analysis.
● Deliver clear, data-driven insights using Excel and PowerPoint.
● Manage and mentor 1 direct report.

Qualifications:
● 5+ years of experience as a financial analyst, ideally in a PE-backed company.
● Proven ability to manipulate and analyze large data sets in Excel.
● Strong presentation skills in PowerPoint for executive-level communication.
● Comfortable navigating source systems to retrieve financial and operational data.
● Experience supporting both C-level and field-based operational leaders.
● Capable of maintaining high performance in a ~60-hour workweek environment.

Key Takeaways:
● Base Salary: Competitive range for FP&A Managers in the Atlanta market is $105K–$125K.
● Bonus: Standard bonus range is 10–12%, with potential for 15% in M&A-intensive roles.
● Workload: ~60 hours/week expected; upper salary range appropriate to support retention.
● Remote Flexibility: Fully remote, with a preference for candidates based in the Atlanta area.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.