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Remote Financial Planning Jobs in Arizona (NOW HIRING)

HOPCo

Corporate FP&A Manager

Phoenix, AZ · On-site +1

Fortune 500 FP&A and/or PE-owned firm experience * Healthcare industry experience * Experience with Microsoft D365 or other general ledger systems KNOWLEDGE * Finance acumen to drive budgeting and ...

SB Energy

Financial Reporting Manager

Phoenix, AZ · On-site +1

$140K - $165K/yr

Partner with FP&A, Tax, Treasury, Legal, and Investor Relations to ensure aligned and accurate ... San Diego, CA, & Phoenix, AZ preferred or open for remote Base : $140000-$165000 The pay range ...

GIA Legacy Planning

$30K - $60K/yr

GIA Legacy Planning (under Symmetry Financial Group) Location: Work from Home / Fully Remote Job Type: Full-Time | Part-Time | 1099 Commission-Based About Us At GIA Legacy Planning, we're more than ...

JDA

Sr. Director, Finance - ITG

Scottsdale, AZ · On-site +1

US Remote Dallas and Scottsdale preferred Overview: The Senior Director, Finance IT is a senior ... FP&A, Accounting, and Procurement to align technology investment with business outcomes. The role ...

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Showing results 21-40

All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Arizona

Remote Financial Planning information

See Arizona salary details

$47.1K

$90.1K

$130K

How much do remote financial planning jobs pay per year?

As of Aug 9, 2026, the average yearly pay for remote financial planning in Arizona is $90,096.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,800.00 and $95,100.00 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 Arizona? The most popular types of Financial Planning jobs in Arizona are:
What are popular job titles related to Remote Financial Planning jobs in Arizona? For Remote Financial Planning jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Arizona look for? The top searched job categories for Remote Financial Planning jobs in Arizona are:
What cities in Arizona are hiring for Remote Financial Planning jobs? Cities in Arizona with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Arizona as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 100% Remote job distribution, with an average salary of $90,096 per year, or $43.3 per hour.

Vice President, Financial Advisor

Wealth Enhancement Group

Scottsdale, AZ • On-site, Remote

$200K - $250K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Job description

About Wealth Enhancement


Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.


Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.


We are seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred through custodial channels. This role will partner with new clients to understand their goals, provide thoughtful financial guidance, and deliver a strong, hightouch client experience. This is a remote position based out of the Phoenix AZ metro area, with a flexible schedule that includes onsite client and prospect meetings.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

The expected pay range for this position is $200k - $250k annually. This range reflects a base salary and variable compensation; the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.

Primary Job Functions

Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity

  • Facilitate the financial planning process

  • Understand their current financial situation

  • Engage them in the financial planning process

  • Prepare and conduct annual reviews, including both planning and investment topics

Assist the RVP to help close prospective clients

  • Assist the RVP to help close leads provided by various WEG channels (Marketing, CRP, etc.)

  • Create opportunities within your network

  • Drive referrals from existing clients

Manage client relationships and client service as needed

  • Take meeting notes and promptly enter into the CRM

  • Present financial advice or plan to client

  • Analyze client's current investments and insurance policies

  • Placing trades and account management

  • Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology

  • Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing

Education/Qualifications

  • Bachelor's Degree (or equivalent experience) in business; finance, economics or related

  • Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66 or advanced designation

  • Experience with complex financial planning (including tax, alternative investments, trust and estate)

  • Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business

  • Possess excellent analytical, organizational, and communication skills (both oral & written)

  • Ability to manage multiple projects at once

  • Proficient with Microsoft Office Suite or related software.

  • Familiarity with Salesforce and Support Org functionality

  • Able to travel locally to meet clients and attend meetings at various locations

#LI-TO1

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

  • Training and professional development

  • Medical, dental and vision coverage (Available to full-time employees and their families)

  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

  • Life and AD&D insurance - employer paid and voluntary options

  • Short-term and long-term disability, workers compensation - employer paid

  • 401k with match and profit sharing

  • Wellness programs and resources

  • Voluntary benefits, including pet insurance

  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

  • 12 paid holidays each year (10 pre-determined and 2 floating days)

  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700


Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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