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Remote Financial Planning Jobs in Connecticut (NOW HIRING)

LOVESAC COMPANY

Director, FP&A

Stamford, CT · Remote

What You'll Do As our Director, FP&A you are responsible for providing Sr. Business Leaders with ... This position is remote and will report into Lovesac Corporate HUB based in Stamford, CT.

DataAnnotation

FP&A Manager - AI Trainer

New Haven, CT · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

Vineyard Vines

Senior Analyst, FP&A - Corporate

Stamford, CT · On-site +1

$91K - $113K/yr

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 ...

Sbdinc

Sr. Financial Analyst, Lowes

New Britain, CT · Remote

$7.7K/mo

Sr. Financial Analyst, Lowes - Remote / Hybrid New Britain, CT, United States Towson, MD, United ... planned promotional spending. * Provide actionable insights on sales performance, margin trends ...

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

Remote Financial Planning information

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 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.

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.

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.

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 90% Full Time, and 10% Part Time. Highlights an 100% Remote job distribution.

Financial Education Specialist

Hartford, CT • On-site, Remote

All Financial Freedom
See more jobs at All Financial Freedomexternal

$40K - $85K/yr

Part-time

Re-posted 22 days ago

Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.
In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.
Position Overview
This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.
Key Responsibilities
  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications
  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits
  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path
Growth into education leadership, training, or management roles.

Apply