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Remote Financial Planning Jobs in Ohio (NOW HIRING)

CFS

Sr FP&A

Cincinnati, OH · Remote

$80K - $120K/yr

Hybrid - South Bend, Indiana (2 days onsite / 3 days remote) Salary: $80,000 - $120,000 Position Overview We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana

Huntington

Wealth Planner

Cincinnati, OH · On-site +1

$52K - $72K/yr

Lead financial planning engagements for clients with a net worth of $1-10M. * Conduct thorough ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Cincinnati, OH · On-site +1

$51K - $71K/yr

Lead financial planning engagements for clients with a net worth of $1-10M. * Conduct thorough ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Cincinnati, OH · On-site +1

$52K - $72K/yr

This role is responsible for delivering high-quality financial planning services, conducting in ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Unison Risk Advisors

Financial Analyst

Cleveland, OH · On-site +1

Position Summary The Financial Analyst supports financial planning and analysis (FP&A) activities for the Employee Benefits business, including forecasting, budgeting, and monthly financial reporting.

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112K/yr

Current investment services include: retirement planning/cash-flow modeling, estate plan reviews ... Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No ...

Commercial Vehicle Group

Finance Manager

New Albany, OH · On-site +1

... FP&A, cost accounting, or financial management, ideally in a manufacturing or industrial environment. * Proven leadership experience managing remote or multi-site teams across complex financial ...

ViaQuest

Finance Manager

Dublin, OH · On-site +1

Monitor cash flow and assist the CFO with financial planning and strategic initiatives. * Recommend ... and remote work. R emote candidates will also be considered for this position based on ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Ohio

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 Ohio? The most popular types of Financial Planning jobs in Ohio are:
What are popular job titles related to Remote Financial Planning jobs in Ohio? For Remote Financial Planning jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Ohio look for? The top searched job categories for Remote Financial Planning jobs in Ohio are:
What cities in Ohio are hiring for Remote Financial Planning jobs? Cities in Ohio with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Ohio as of August 2026, with employment types broken down into 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 8% In-person, and 92% Remote job distribution.

Sr FP&A

CFS

Cincinnati, OH • Remote

$80K - $120K/yr

Full-time

Posted 4 days ago

Job description

Senior FP&A Analyst

Location: Hybrid – South Bend, Indiana (2 days onsite / 3 days remote)
Salary: $80,000 – $120,000

Position Overview

We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana. This position will serve as a strategic finance partner responsible for Asset Liability Management (ALM), balance sheet management, financial forecasting, and risk analysis. The ideal candidate will be a self-starter who enjoys working independently while providing meaningful financial insights and recommendations to executive leadership.

Key Responsibilities
  • Lead the Asset Liability Management (ALM) process by analyzing interest rate risk, liquidity risk, and overall balance sheet performance.
  • Develop financial models, forecasts, and scenario analyses to support strategic planning and executive decision-making.
  • Monitor key financial metrics, cash flow, capital adequacy, and balance sheet trends while identifying risks and recommending mitigation strategies.
  • Prepare and present financial reports, ALM analysis, and recommendations to executive leadership and the Asset Liability Committee (ALCO).
  • Partner with accounting and finance leadership on budgeting, forecasting, and long-range financial planning initiatives.
  • Analyze interest rate sensitivity and provide recommendations that strengthen profitability while minimizing financial risk.
  • Support regulatory reporting and ensure compliance with financial reporting standards and credit union regulations.
  • Continuously improve reporting processes, financial models, and analytical tools to drive efficiency and better business decisions.
Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 3+ years of experience in FP&A, treasury, banking, credit union, wealth management, insurance, or financial services.
  • Hands-on experience with Asset Liability Management (ALM) and balance sheet management.
  • Strong understanding of interest rate risk, liquidity management, and financial risk mitigation.
  • Advanced Excel and financial modeling skills.
  • Excellent communication and presentation skills with the ability to confidently present findings to executive leadership.
  • Ability to work independently while collaborating effectively across departments.
  • CFA, CTP, or other financial certifications are a plus.
Compensation & Benefits
  • Salary: $80,000 – $120,000
  • Hybrid schedule: 2 days onsite in South Bend, Indiana, with flexibility to work remotely the remainder of the week.
  • Comprehensive benefits package
  • Bonus eligibility
  • Excellent opportunity for career advancement within a growing organization
  • High visibility with executive leadership and the opportunity to influence strategic financial decisions.

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