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Remote Financial Planning Jobs in California (NOW HIRING)

BoxPower

FP&A Director

Bodega Bay, CA · On-site +1

This role is fully remote or hybrid eligible. Key Responsibilities: Project Finance Modeling * Own ... Scenario Planning & Decision Support * Preparethe capital allocation framework and lead strategic ...

Mercor

FP&A Expert - Corporate Finance

San Francisco, CA · Remote

$80 - $120/hr

Position: FP&A / corporate finance Evaluator Type: Contract Compensation: $80-$120/hour Location ... Remote Role Responsibilities * Evaluate AI-generated artifacts against domain-specific quality ...

Talence Group LLC

Vice President FP&A

Santa Rosa, CA · On-site +1

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

Talence Group LLC

Vice President FP&A

Santa Rosa, CA · On-site +1

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

SPRCHRGR

FP&A Manager

Los Angeles, CA · Remote

Our FP&A Managers become critical members of our clients' finance department, bringing financial ... Discretionary Bonus Program * 100% remote, always * Customizable benefit options * The work is ...

DocuSign

Corporate FP&A Director

San Francisco, CA · On-site +1

$186K - $300K/yr

Employee divides their time between in-office and remote work. Access to an office location is ... Experience with financial and ERP systems, such as Oracle and Adaptive Planning Preferred * Deep ...

Everlane

Director, FP&A

Los Angeles, CA · On-site +1

$128K - $171K/yr

Everlane is looking for a highly motivated Director to join our Finance team and lead the FP&A ... Candidates outside the LA area may be considered for a remote position. California Residents: At ...

Netradyne

FP&A Director GTM Finance

San Francisco, CA · Remote

Director, GTM FP&A | REMOTE WORK NOT AVAILABLE Reports To: Head of Financial Planning & Analysis Department: Finance Location: San Francisco, CA About Netradyne: Netradyne harnesses the power of ...

Muon Space

Head of FP&A

San Jose, CA · Remote

$212K - $240K/yr

FP&A Execution * Lead variance analysis as part of the Month-End Close in partnership with ... remote sensing performance. Our state-of-the-art facility in the heart of Silicon Valley is ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in California

Remote Financial Planning information

See California salary details

$49.8K

$95.4K

$137.7K

How much do remote financial planning jobs pay per year?

As of Aug 1, 2026, the average yearly pay for remote financial planning in California is $95,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,700.00 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 California? The most popular types of Financial Planning jobs in California are:
What are popular job titles related to Remote Financial Planning jobs in California? For Remote Financial Planning jobs in California, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in California look for? The top searched job categories for Remote Financial Planning jobs in California are:
What cities in California are hiring for Remote Financial Planning jobs? Cities in California with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in California as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $95,415 per year, or $45.9 per hour.

Financial Services Consultant

The Fortitude Team

Temecula, CA • Remote

$80K/yr

Full-time, Part-time

Posted 3 days ago

New

Job description

The Fortitude Team is seeking motivated, people-focused professionals to join our growing team as a Remote Financial Services Consultant.

In this role, you’ll work directly with individuals and families to understand their financial goals, educate them on sound financial principles, and develop personalized strategies to help them protect, grow, and preserve their wealth.

Whether you’re beginning a new career or looking for a profession with greater purpose and flexibility, we provide comprehensive training, one-on-one mentorship, and a proven development program to help you succeed.

No prior financial services experience is required. We value integrity, coachability, and a genuine desire to help others.

This is a remote opportunity with flexible full-time and part-time career paths.

Compensation:

$70,000 - $80,000


Responsibilities:

  • Connect with prospective and existing clients to understand their financial goals and help them create a plan for the future.

  • Present financial strategies and solutions that align with each client's unique needs and objectives.

  • Guide clients through the financial planning process with clear communication and personalized recommendations.

  • Develop and maintain strong client relationships by providing responsive, high-quality service.

  • Monitor client progress and recommend adjustments as financial goals and life circumstances evolve.

  • Build new business through referrals, networking, educational events, and community involvement.

  • Collaborate with team members and mentors to continuously improve client outcomes and professional skills.


Qualifications:

  • Passion for helping others achieve their financial goals

  • Excellent communication and relationship-building skills

  • Self-motivated with a strong work ethic

  • Coachable and eager to learn

  • Comfortable working independently in a remote environment

  • Strong organizational and time management skills

  • Customer service, banking, education, healthcare, or sales experience is a plus

  • High school diploma or equivalent

  • Must be eligible to obtain the required state insurance and financial services licenses


About Company

The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.

We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers helping others.