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Remote Financial Planning Jobs in Texas (NOW HIRING)

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their ... Proficiency with financial planning software and tools. * A collaborative, team-oriented mindset ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their ... Proficiency with financial planning software and tools. * A collaborative, team-oriented mindset ...

Farther

Financial Planning & Analysis Manager

Irving, TX · On-site +1

$101K - $133K/yr

As our FP&A Manager, you'll own the financial planning engine: budgets, forecasts, models, and the stories that tie them together. You'll be a go-to partner for senior leadership, translating complex ...

Career Search

Senior FP&A Analyst

Mckinney, TX · Remote

$74K - $92K/yr

Remote The Sr. FP&A Analyst for Central Pyramid plays a critical role in supporting the organization's financial health and operational efficiency. This position involves analyzing financial and ...

Switch

Manager, FP&A

Dallas, TX · On-site +1

... long-range financial planning model and serve as a key partner to Finance, Investor Relations ... Flexibility & Remote Opportunities - Whether in-office, hybrid, or fully remote, we offer the ...

Mendocino Farms

CORPORATE FP&A ANALYST

Plano, TX · On-site +1

$63K - $87K/yr

Manager, Corporate FP&A FLSA Status: Exempt Location: Dallas, TX Summary: Reporting to the Manager, Corporate FP&A, the Corporate FP&A Analyst will play a key role in executing the company ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Texas

Remote Financial Planning information

See Texas salary details

$47K

$90.1K

$130K

How much do remote financial planning jobs pay per year?

As of Aug 3, 2026, the average yearly pay for remote financial planning in Texas is $90,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,800.00 and $95,000.00 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 Texas? The most popular types of Financial Planning jobs in Texas are:
What are popular job titles related to Remote Financial Planning jobs in Texas? For Remote Financial Planning jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Texas look for? The top searched job categories for Remote Financial Planning jobs in Texas are:
What cities in Texas are hiring for Remote Financial Planning jobs? Cities in Texas with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Texas as of July 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 100% Remote job distribution, with an average salary of $90,073 per year, or $43.3 per hour.

Remote Licensed Financial Services Professional

Cirkal Financial Services fl. LLC

San Antonio, TX • Remote

Contractor

Medical, Life

Posted yesterday

New

Job description

Position: Remote Licensed Financial Services Representative Location: Remote (U.S.) Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions. Position Overview: We’re seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you’ll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers. Responsibilities: Educate clients on life insurance, annuities, and financial planning options Develop customized strategies to meet client needs Build long-term client relationships through trust and service excellence Maintain required state licenses and compliance standards Qualifications: Active state Life & Health Insurance License (or willingness to obtain) Strong communication and interpersonal skills Self-motivated and entrepreneurial mindset Experience in sales, finance, or customer service a plus What We Offer: Remote flexibility with unlimited earning potential Access to top carriers and products Ongoing mentorship and professional development Advancement opportunities within Cirkal Financial Services. Are you currently employed or do you currently work 1099 or run a business and have income? Reason being, you will usually spend $500 in your first year in Finance, for federal and local background checks, fingerprints, licensing, continuing education, errors and omissions, proper attire and a professional photo. All are tax write-offs, but the initial cost is still there before we reimburse you. To Apply: Send your resume or inquiry to []

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