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Remote Financial Planning Jobs in Oregon (NOW HIRING)

Formfactor

Senior Data Analyst - Financial Analytics

OR · On-site +1

$132K - $173K/yr

Recommend enhancements to forecasting and planning processes using analytics-driven approaches ... A role is remote-eligible only when it is listed as"Remote" in the job location. Skills: Corporate ...

Human Interest

Strategic Finance Manager

OR · Remote

Serve as the FP&A Lead for CS & IT: Act as the dedicated strategic financial advisor for both orgs ... Experience working in remote environments. Why you will love working at Human Interest Human ...

InsuraTec

Sales Representative (Remote)

Aloha, OR · 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)

Hillsboro, OR · 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)

Keizer, OR · 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)

Tigard, OR · 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)

Tualatin, OR · 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 Oregon

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 Oregon? The most popular types of Financial Planning jobs in Oregon are:
What are popular job titles related to Remote Financial Planning jobs in Oregon? For Remote Financial Planning jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Oregon look for? The top searched job categories for Remote Financial Planning jobs in Oregon are:
What cities in Oregon are hiring for Remote Financial Planning jobs? Cities in Oregon with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Oregon as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 100% Remote job distribution.

Finance and Strategy Director | USA | Remote

Grafana Labs

OR • Remote

$185K - $220K/yr

Other

Posted 29 days ago

Job description

The Opportunity:

We're looking for a strategic finance leader to partner with GTM executives and help shape the future of the Finance & Strategy organization. This role combines financial leadership, business partnership, data-driven decision making, and finance transformation to improve business outcomes and scale the organization.

This is a senior individual contributor role - you'll lead through influence and expertise rather than direct reports. It reports to the Senior Director, GTM Finance & Strategy.

What You'll Be Doing:
  • Partner with GTM leadership to translate business strategy into financial plans, investment decisions, and measurable outcomes.
  • Lead annual planning, forecasting, long-range planning, and driver-based financial models across GTM.
  • Deliver actionable financial insights, scenario analysis, and executive recommendations that influence strategic decisions.
  • Modernize Finance through AI, automation, and scalable planning processes that improve speed, quality, and forecast accuracy.
  • Partner with Data & Analytics to improve financial metrics, data quality, dashboards, and self-service reporting.
  • Drive strategic investment analysis, resource allocation, and performance management across the business.
  • Support complex commercial decisions and strategic initiatives through financial modeling and cross-functional partnership.
  • Continuously improve finance processes, reporting, and operating leverage through technology and automation.
What Makes You a Great Fit:
  • 10+ years of progressive experience in Finance, Strategy, FP&A, or Corporate Finance within high-growth SaaS or technology companies.
  • Proven experience partnering with executive leadership to influence strategic business decisions.
  • Strong financial modeling, planning, forecasting, and scenario analysis expertise.
  • Experience building scalable finance processes and improving operational efficiency through automation.
  • Passion for leveraging AI, automation, and modern technologies to transform Finance.
  • Strong understanding of SaaS business models and key metrics, including ARR, NRR, GRR, CAC, and LTV.
  • Exceptional analytical, problem-solving, and business judgment with the ability to simplify complex decisions.
  • Strong communication and executive storytelling skills with the ability to influence across all levels of the organization.
  • Experience collaborating across Sales, Customer Success, Product, Operations, and Data teams in a fast-paced environment.
  • High integrity, ownership, curiosity, and a continuous improvement mindset.
Compensation & Rewards:

In the United States, the base compensation range for this role is $185,000 - $220,000. Actual compensation may vary based on level, experience, and skillset as assessed throughout the interview process. All of our roles include Restricted Stock Units (RSUs), giving every team member ownership in Grafana Labs' success. We believe in shared outcomes-RSUs help us stay aligned and invested as we scale globally.

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