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Remote Financial Planning Jobs in Connecticut (NOW HIRING)

iCapital

Corporate Finance, FP&A - Associate

Greenwich, CT · On-site +1

$85K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The FP&A Associate will report into Firmwide FP&A,Vice President. Responsibilities * Support the budgeting and forecasting of the firm's consolidated key financial performance indicators, with ...

Vineyard Vines

Manager, FP&A

Stamford, CT · On-site +1

  • Life

  • Retirement

Manager, FP&A About us: vineyard vines is a highly successful, privately held, American clothing and accessory retailer founded in 1998 on Martha's Vineyard by brothers, Shep & Ian Murray. With Shep ...

Vineyard Vines

Senior Analyst, FP&A - Corporate

Stamford, CT · On-site +1

$91K - $113K/yr

  • Medical

  • Life

  • Retirement

Overview: vineyard vines is seeking a Senior Analyst, FP&A to serve as the primary financial business partner and subject matter expert for key corporate functions. In this role, the analyst will ...

Icon Health

Financial Controller

Stamford, CT · On-site +1

$135K - $145K/yr

  • Medical

  • Retirement

  • PTO

Remote (Stamford, CT) Reports To: CEO Who We Are Icon Health is a leading provider of value-based ... Financial Planning & Analysis - Budgeting, forecasting, cash flow management, variance analysis ...

Sbdinc

Finance Manager - Lowes

New Britain, CT · Remote

$77K - $124K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Finance Manager - Lowes - Hybrid/Remote Towson, MD, USA New Britain, CT, USA Charlotte, NC, USA ... Strong understanding of financial planning, budgeting, and forecasting processes. * Proven problem ...

Gartner

Sr Financial Analyst

Stamford, CT · On-site +1

$91K - $113K/yr

  • Retirement

  • PTO

The Senior Financial Analyst, FP&A, supports the Information Technology (IT) Business Unit by providing financial analysis, forecasting, and reporting to help guide decision-making and manage ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Connecticut

Remote Financial Planning information

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 Connecticut?

The most popular types of Financial Planning jobs in Connecticut are:

What are popular job titles related to Remote Financial Planning jobs in Connecticut?

For Remote Financial Planning jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planning jobs in Connecticut look for?

The top searched job categories for Remote Financial Planning jobs in Connecticut are:

What cities in Connecticut are hiring for Remote Financial Planning jobs?

Cities in Connecticut with the most Remote Financial Planning job openings:

Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Connecticut as of August 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 100% Remote job distribution.

Corporate Finance, FP&A - Associate

iCapital

Greenwich, CT • On-site, Remote

$85K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Job description

About the Role

iCapital is looking to hire a Financial Planning and Analysis (FP&A) Associate to join the Corporate Finance team. This role will involve large-scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management and board reporting duties (including support during the financial close), financial modelling, along with partnership across key business and department leads to enhance decision making. The FP&A Associate will report into Firmwide FP&A,Vice President.

Responsibilities

  • Support the budgeting and forecasting of the firm's consolidated key financial performance indicators, with emphasis on revenue, volume activity, and select GAAP and Non-GAAP metrics, liaising with line of business FP&A teams, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting.
  • Assist in preparation of the company's annual budget process across key financial performance indicators, volume-based inputs and activity and client level detail, while evaluating overall firmwide performance targets.
  • Develop key financial and performance metrics dashboards with detailed analytics for the Management Committee, Board of Directors, and Business Leads.
  • Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
  • Partner with line of business FP&A teams and sales to develop monthly analysis and insights into variances between budget vs. actual results, client analytics and forecasts
  • Perform sales analytics to support the business development and growth of the firm globally.
  • Support the end-to-end preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
  • Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
  • Assist in completing special projects as needed, such as implementation of new software, platform reporting automation, and financial planning and analysis tools.

Qualifications

  • 2-5 years of FP&A, corporate finance, management consulting or accounting experience within the financial services industry and/or FP&A experience with a top-tier firm.
  • Familiarity with Private Market Investments such as Private Equity, Hedge Funds, Structured Investments is preferred, but not required
  • Preference for candidates with experience in planning and ERP tools such as Workday Adaptive Planning, Anaplan, Tableau, etc. Oracle NetSuite and/or General Ledger systems such as SAP, PeopleSoft, Axiom preferred but not required.
  • Able to work with business, sales and department leads on business performance including budgeting, forecasting and advanced analysis
  • Advanced degree and/or credentials desired, such as MBA, CPA, CFA
  • Advanced skills in Excel and PowerPoint
  • Strong organizational, planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
  • Able to manage large sets of data and implement checks and balances
  • Excellent verbal and written communication skills
  • Detailed oriented with big picture capability

Benefits

The base salary range for this role is $85,000 to $115,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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