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Remote Financial Planning Jobs in Texas (NOW HIRING)

Dallas, TX (Hybrid with Remote Flexibility) About Switch At Switch, we don't just design, build and ... Financial Analyst, FP&A Capex As a Financial Analyst, FP&A Capex at Switch, you will support the ...

MANAGER, CORPORATE FP&A

Plano, TX ยท On-site +1

$99K - $137K/yr

Manager, Corporate FP&A Reports To: VP, Finance FLSA Status: Exempt Location: Dallas, TX Salary: $99,500-$137,050 plus a 10% annual bonus Summary: At Mendocino Farms, our mission is to make hearts ...

Skills and Experience: * 8+ years of FP&A or related finance experiencewithexperience managinga P&L. * Leadership skills and experience mentoring and/or managing direct reports. * Experience using an ...

Senior FP&A Analyst

Houston, TX ยท On-site +1

$81K - $101K/yr

POSITION SUMMARY The Senior FP&A Analyst plays a pivotal role in Empower's dynamic, hyper-growth 503A/503B environment by driving impactful business insights and strategic financial planning. This ...

Position: FP&A & Treasury Analyst Type: Contract Compensation: $80-$120/hour Location: Remote Role Responsibilities * Design realistic scenarios from your work, including operating budgets, rolling ...

New

Director FP&A, Gx

Irving, TX ยท On-site +1

McKesson is seeking a Director, FP&A to join the North American Pharmaceutical Distribution (NAPD) team. Reporting to the VP of Generics FP&A US Pharmaceuticals, this individual will lead a team on ...

Wealth Planner

Dallas, TX ยท On-site +1

$53K - $73K/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.

Wealth Planner

Houston, TX ยท On-site +1

$49K - $68K/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.

Wealth Planner

Houston, TX ยท On-site +1

$51K - $70K/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.

Showing results 21-40

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 11, 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.
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 cities in Texas are hiring for Remote Financial Planning jobs? Cities in Texas with the most Remote Financial Planning job openings:
Infographic showing various Remote Financial Planning job openings in Texas as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 100% Remote job distribution, with an average salary of $90,073 per year, or $43.3 per hour.

Vice President of Financial Planning and Analysis

Comprehensive Breast Care Center Inc. dba Solis

Addison, TX โ€ข On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago


Job description

Vice President of Financial Planning and Analysis

Looking to elevate your career? Join us!

Work Location:Remote with onsite as needed

Work Hours:Full Time

The Vice President, FP&A is a senior leadership role responsible for driving financial strategy, planning, and analysis to support the organization's long-term goals. Reporting directly to the CFO, this role oversees the FP&A team, ensuring the delivery of accurate forecasting, financial modeling, and strategic decision support. The Vice President, FP&A focuses on optimizing cash flow, managing financial risks, and providing actionable insights to enhance profitability and growth. Additionally, this role emphasizes cross functional collaboration, process improvements, and the development of high-performing financial teams to align financial strategies with business objectives.


Here is what you will need:

  • Ideal candidate will have at least 10+ years of finance and accounting experience and possesses "academy training" from professional services, including but not limited to Public Accounting, Investment Banking, etc.
  • Prior Private Equity experience or Private Equity-backed company is preferred.
  • Prior management experience within the healthcare industry is required.
  • Ability to excel in working cross functionally and understands the true top-down and bottom-up impacts of strategic change to a business. They are also adept at communicating those cross-functional insights and recommendations on financial performance focusing on KPI's, trends and M&A activity to senior stakeholders.
  • Must have demonstrated success in leading teams, both directly and indirectly. The candidate must be a player/coach, with the ability to be hands-on.
  • Strong experience leading and building financial models within a complex and growing environment.
  • Experience with analytics / business intelligence tools, creating a process to define "one version of the truth."
  • Possess the presence, both verbally and written, to inspire confidence in both internal and external stakeholders. Experience in Board material preparation and presentation is required.

A Day in the Life of a Vice President of Financial Planning and Analysis:

  • Provide services and support for the following areas:
    • Financial Planning and Strategy: Develop and execute financial strategies aligned with the company's goals and objectives, including creating budgets, forecasts, and financial plans to support business growth and profitability.
    • Financial Reporting: Ensure accurate and timely financial reporting in compliance with regulatory requirements and accounting standards. Prepare financial statements, management reports, and analysis to provide insights into the company's financial performance.
    • Risk Management: Identify and assess financial risks and implement strategies to mitigate them. This includes managing cash flow, credit, and liquidity risks, as well as ensuring compliance with financial regulations and internal controls.
    • Treasury Management: Manage the company's cash flow, investments, and banking relationships. Optimize working capital and liquidity management to support operational needs and strategic initiatives.
    • Financial Analysis: Conduct financial analysis and modeling to support decision making processes. Evaluate investment opportunities, pricing strategies, and cost saving initiatives to maximize profitability and shareholder value.
    • Leadership and Team Management: Provide leadership and guidance to the FP&A team, fostering a culture of collaboration, accountability, and continuous improvement. Develop talent and build a high-performing team.
    • Strategic Partnerships: Collaborate with other departments and senior leadership to support strategic initiatives and business development efforts. Provide financial insights and guidance to help drive growth and profitability.
    • Continuous Improvement: Drive process improvements and efficiency initiatives within the finance function. Implement best practices and technologies to streamline financial operations and enhance reporting capabilities.


Why Solis Mammography?

  • A Great Place to Work, earning this prestigious award for multiple years running.
  • Offer competitive benefits such as Medical, Dental, Vision, 401k, PTO, Paid Holidays, Backup Child/Adult Care as well as other unique benefits.

At Solis Mammography, we save lives. We shape the future of women's health. We are empowered, appreciated, and part of something bigger. Together, we deliver compassionate, exceptional care. Every patient. Every time.

Our patient-focused culture is at the heart of every interaction. We deliver the care, compassion and high-touch experience that have made us a valued healthcare partner to the generations of women that we serve. As the nation's leader in breast health services, our commitment to providing excellence in patient care is realized at every level of our organization.