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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 ...

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)

Derby, 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 ...

InsuraTec

Sales Representative (Remote)

Salina, 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)

Great Bend, 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)

Leawood, 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)

Emporia, 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)

Atchison, 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)

Liberal, 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 Jul 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 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 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 July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $86,225 per year, or $41.5 per hour.
Sr Manager FP&A

Sr Manager FP&A

Ascend Learning

Leawood, KS • On-site, Remote

$106K - $144K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Ascend Learning rating

8.7

Company rating: 8.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

11th of 224 rated education and training

Job description

We Impact Lives Through Purpose-Driven Work in A People First Culture
Ascend Learning, a leading healthcare and learning technology company, is the connection between a powerful portfolio of brands serving students, educators, and employers with outcomes-based, data-driven solutions across the lifecycle of learning. From testing to certification, Ascend Learning products are used by physicians, emergency medical professionals, nurses, allied health professionals, certified personal trainers, financial advisors, skilled trades professionals and insurance brokers.
Headquartered in Burlington, MA, with additional office locations and hybrid and remote workers in cities across the U.S., Ascend Learning was recognized by Newsweek and Plant-A Insights Group as one of America's 2025 Greatest Workplaces as well as America's Best Places to work for Mental Well-Being for 2025.
We're always looking for talented, passionate professionals to join us in our mission to help change lives. If this sounds like an environment where you'd thrive, read on to learn more.
WHAT YOU'LL DO
Ascend Learning is hiring a hands-on finance professional with strong technical and operational reporting skills to lead financial reporting, analysis, and planning for Ascend Learning's Information Technology Services (ITS) and Instructional Learning and Assessment Solutions (ILAS) organizations. This role ensures accurate, consistent, and timely reporting of headcount, spend, and capital activity supporting effective forecasting, disciplined financial management, and transparency across teams.
The ideal candidate is detail-oriented while also seeing the big picture and takes pride in delivering precise financial outputs that drive accountability and execution.
This position provides the financial backbone for Ascend's technology and content development functions. The work directly supports capital planning, headcount management, and spend efficiency. The right candidate will ensure financial reporting serves as a reliable operational system of record that supports better decision-making and disciplined execution.
WHERE YOU'LL WORK
This position will work a hybrid schedule from our Leawood, KS office preferred. Remote will be considered, with some travel.
HOW YOU'LL SPEND YOUR TIME
Financial Reporting & Analysis
  • Own all financial reporting for ITS and ILAS, including monthly close support, forecasting, and variance analysis.
  • Prepare accurate, reconciled reporting packages showing actuals vs. Plan and drivers of variance.
  • Partner with ITS and ILAS leaders to maintain alignment on controllable P&L, headcount, and spend tracking.
  • Maintain detailed documentation and ensure reporting consistency across accounting and FP&A teams.
  • Analyze drivers and trends to inform decision making by the Chief Technology Officer and technology leadership team

Capital Planning & Investment Tracking
  • Track all technology and content capital investments in accordance with capitalization policy.
  • Maintain dashboards to monitor capitalization rates, project spend, and early warning indicators.
  • Support ROI and cost-efficiency analyses to inform resource allocation and project prioritization.

Headcount & Spend Forecasting
  • Manage headcount and contractor forecasting in partnership with HR.
  • Validate labor allocations and forecast models to ensure accurate view of total spend and productivity.
  • Support reporting of spend by function, vendor, and cost type to identify efficiency opportunities.

Reporting Process & Automation
  • Maintain and continuously improve financial models and reporting templates.
  • Streamline recurring reporting processes; identify automation opportunities to improve accuracy and timeliness.

WHAT YOU'LL NEED
  • Bachelor's degree in Finance, Accounting, or related field required.
  • 7+ years of progressive FP&A or financial reporting experience and proven experience partnering with the business.
  • Advanced Excel skills; familiarity with large-scale financial systems and data visualization tools (eg, PowerBI).
  • Strong attention to detail, ability to manage multiple deliverables under tight timelines, and comfort with ambiguity.

HIRING RANGE
The current full-time annualized hiring range for this role is $131,600.00-$188,210.00 and does not include discretionary bonus or sales incentives, if applicable. In accordance with applicable state laws, we are providing the expected salary range for this position. Individual compensation will be determined by various factors, including relevant experience, qualifications, current business needs and local market factors. Most regular, full-time employees are eligible to participate in an Ascend incentive bonus or sales plan.
BENEFITS
  • Health, dental, and vision insurance
  • Company paid Life Insurance
  • 401(k) with company match
  • Paid time off and parental leave
  • Employee assistance program
  • Other employee wellness programs such as Headspace and Airvet
  • Charitable matching program

Fostering A Sense of Belonging
Our values-driven culture unifies our teams and inspires a mindset of action, innovation, and collaboration, with a relentless focus on customers. We seek out and celebrate all people and perspectives and cultivate an inclusive culture where everyone can thrive, feel valued, and be authentic. Our culture is firmly rooted in the belief that by embracing our differences and drawing on diverse perspectives, we are a stronger, more innovative, and more successful organization where employees experience a sense of belonging.
Ascend Learning, LLC is proud to be an equal opportunity employer (M/F/Vets/Disabled). No agency or search firm submissions will be accepted. Applications for U.S.-based positions with Ascend Learning, LLC must be legally authorized to work in the United States, and verification of employment eligibility will be required at the time of hire.

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