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Remote Financial Planning Jobs in Kansas (NOW HIRING)

Ascend Learning

Sr Manager FP&A

Leawood, KS · On-site +1

$106K - $144K/yr

The work directly supports capital planning, headcount management, and spend efficiency. The right ... Remote will be considered, with some travel. HOW YOU'LL SPEND YOUR TIME Financial Reporting ...

FHI 360

Provides on-site and remote financial technical assistance to country-based staff and provides guidance on policy and regulations related to procurement and compliance. * Interprets and provides ...

FHI 360

Provides on-site and remote financial technical assistance to country-based staff and provides guidance on policy and regulations related to procurement and compliance. * Interprets and provides ...

StackAdapt

StackAdapt is a Remote First company. We are open to candidates located anywhere in the United ... FP&A, Credit/AR), Revenue Operations and Legal teams to ensure end-to-end alignment on commercial ...

InsuraTec

Sales Representative (Remote)

El Dorado, KS · 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)

Mcpherson, KS · 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)

Winfield, KS · 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)

Lansing, KS · 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)

Merriam, KS · 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 Kansas

Remote Financial Planning information

See Kansas salary details

$45K

$86.2K

$124.4K

How much do remote financial planning jobs pay per year?

As of Aug 27, 2026, the average yearly pay for remote financial planning in Kansas is $86,225.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,800.00 and $91,000.00 per year, depending on experience, location, and employer.

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 Kansas?

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

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

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

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

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

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

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

Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Kansas as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $86,225 per year, or $41.5 per hour.

Entry-Level Financial Planning Specialist (Remote) - Wichita

Traction Forge Financial

Wichita, KS • On-site, Remote

Part-time

Retirement

Posted 8 days ago

Job description

Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 - 21 days

Employment Type: PART_TIME

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