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Remote Financial Planning Jobs in Ohio (NOW HIRING)

1-800-Flowers

MBA Consultant, Finance

Westerville, OH · On-site +1

$35 - $45/hr

Westerville, OH (On-site/4 days in office, 1 day remote) Compensation: $35-$45 per hour Position ... Support forecasting, budgeting, and financial planning activities across business functions * Build ...

1 800 Flowers

MBA Consultant, Finance

Westerville, OH · On-site +1

$35 - $45/hr

Westerville, OH (On-site/4 days in office, 1 day remote) Compensation: $35-$45 per hour Position ... Support forecasting, budgeting, and financial planning activities across business functions * Build ...

Huntington

Incorporates comprehensive financial planning to ensure review of client's total assets, short and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

InsuraTec

Sales Representative (Remote)

Toledo, OH · 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)

Carroll, OH · 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)

Brunswick, OH · 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)

Mansfield, OH · 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)

Cincinnati, OH · 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)

Oxford, OH · 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)

Ashland, OH · 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)

Norton, OH · 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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Showing results 21-40

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.

MBA Consultant, Finance

1-800-FLOWERS.COM, INC

Westerville, OH • On-site, Remote

$35 - $45/hr

Full-time

Re-posted 27 days ago

Job description

Job Title: MBA Consultant, Finance
Location:Westerville, OH (On-site/4 days in office, 1 day remote)
Compensation: $35-$45 per hour

Position Overview
1-800-FLOWERS.COM, Inc., a leading provider of gourmet food and floral gifts and a family of iconic brands, is seeking a highly motivated MBA candidate or recent graduate to support a 10-week strategic project focused on financial analysis, business performance, and operational efficiency.

This role will partner with finance leadership and cross-functional teams to evaluate financial performance, analyze business trends, and support strategic decision-making across the organization. The consultant will help identify opportunities to improve profitability, optimize spending, and enhance financial visibility through data-driven insights and modeling.

This position is ideal for a current MBA student looking to gain hands-on consulting or corporate finance experience while contributing to a high-impact business initiative.

Key Responsibilities

  • Conduct research and analysis related to financial performance, budgeting, and business strategy
  • Analyze financial data, trends, and KPIs to identify risks, opportunities, and operational insights
  • Support forecasting, budgeting, and financial planning activities across business functions
  • Build financial models to evaluate revenue growth, profitability, cost optimization, and investment opportunities
  • Gather and synthesize quantitative and qualitative data to support strategic recommendations
  • Develop executive-level presentations, reports, and financial summaries for leadership stakeholders
  • Partner with cross-functional teams including finance, analytics, operations, and merchandising to validate findings and recommendations
  • Identify opportunities to improve financial reporting processes, workflows, and operational efficiencies
  • Assist with scenario planning, variance analysis, and business case development
  • Support project planning, milestone tracking, and deliverable execution
  • Present project findings and recommendations to leadership at the conclusion of the engagement
  • Currently pursuing an MBA or other postgraduate business degree preferred; recent graduates encouraged to apply
  • Strong analytical and problem-solving skills
  • Experience with financial analysis, corporate finance, business strategy, or consulting projects
  • Advanced proficiency in Excel and PowerPoint
  • Ability to translate complex financial information into clear insights and recommendations
  • Strong communication and presentation skills
  • Ability to work independently and manage priorities within a short-term project environment

Preferred

  • Prior experience in consulting, corporate finance, FP&A, investment analysis, or business analytics
  • Exposure to budgeting, forecasting, financial modeling, or profitability analysis
  • Experience with dashboards, reporting tools, or data visualization platforms
  • Experience working on academic consulting projects, internships, or strategic initiatives

Deliverables

  • Deliver a comprehensive analysis of financial performance, business trends, and operational opportunities
  • Develop financial models and reporting enhancements to support strategic decision-making
  • Provide recommendations focused on profitability improvement, cost optimization, and operational efficiency
  • Present findings, insights, and strategic recommendations to leadership

Apply