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Remote Financial Planning Jobs in Vermont (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Rutland, VT · 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)

Burlington, VT · 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 ...

Revvity

Sr. Tax Manager (REMOTE)

Montpelier, VT · On-site +1

$134K - $167K/yr

In this role, you will identify and implement strategic tax planning initiatives, and ... Collaborate with finance, legal, and operations teams to implement and monitor tax strategies.

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Vermont

Remote Financial Planning information

See Vermont salary details

$53.7K

$102.8K

$148.3K

How much do remote financial planning jobs pay per year?

As of Aug 29, 2026, the average yearly pay for remote financial planning in Vermont is $102,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,800.00 and $108,500.00 per year, depending on experience, location, and employer.

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 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.

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 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.

More about Remote Financial Planning jobs

What are the most commonly searched types of Financial Planning jobs in Vermont?

The most popular types of Financial Planning jobs in Vermont are:

What are popular job titles related to Remote Financial Planning jobs in Vermont?

For Remote Financial Planning jobs in Vermont, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planning jobs in Vermont look for?

The top searched job categories for Remote Financial Planning jobs in Vermont are:

Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Vermont as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $102,796 per year, or $49.4 per hour.

Financial Planning and Analysis Senior Manager

Athenahealth

Burlington, VT • On-site, Remote

$126K - $214K/yr

Full-time

Posted 5 days ago

Athenahealth rating

8.3

Company rating: 8.3 out of 10

Based on 24 frontline employees who took The Breakroom Quiz

100th of 246 rated software companies

Job description

Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.

Financial Planning and Analysis Senior Manager


The Senior Manager of FP&A is a high impact role that will play a critical role in shaping our financial strategy and enabling informed, high impact decision-making across the organization. This individual will lead robust forecasting cycles across all operational areas, support the budgeting and long-range planning processes, and translate complex financial information into clear, actionable insights that guide the business toward its strategic objectives.

This position will work from athenahealth's headquarters located in Boston, MA or Remote US.

Essential Job Responsibilities:

  • Build, lead and mentor a high-performing FP&A team that delivers business critical financial support and insights

  • Own the end-to-end planning process, including annual budgeting, long-range planning, and rolling forecasts across multiple service lines, departments, or business units

  • Champion best practices in FP&A, driving ongoing process improvements in forecasting, reporting, and data integrity

  • Develop and maintain various financial and capacity models for investment initiatives, product lines, cost centers and/or companies

  • Prepare and present monthly financial reporting packages, variance analyses, and executive-level dashboards for CEO/CFO, Executive Leadership Team and Board of Directors

  • Lead initiatives to reimagine FP&A workflows with AI

  • Serve as the primary business partner to executive and operational leaders, providing financial analysis to drive decision making through data driven insights

  • Other duties as assigned

Expected Education & Experience:

  • Eight to ten years of progressive finance experience. Exceptional financial analytics background, advanced modeling skills, and strong communication skills. The successful candidate must possess the following skills and characteristics:

  • Bachelor's degree in related field (MBA a plus)

  • Proven supervisory experience with a passion for mentoring and developing high-performing finance teams while fostering a collaborative environment

  • Exceptional analytical and modeling skills using Excel, with a strong emphasis on business analysis and strategic financial insights

  • Strong understanding of finance and accounting

  • Excellent Microsoft Office skills (primarily Excel)

  • Exceptional communication and executive presence with the ability to synthesize complex data into clear and actionable insights

  • Knowledge of Oracle and/or Anaplan a plus

  • Attention to detail and accuracy

  • Strong organizational skills

  • Be proactive, a self-starter, results-oriented and a team player

  • Ability to work in a fast-paced, demanding environment and the ability to multi-task

  • Demonstrated ability to work with confidential information and to maintain strict confidentiality

  • Ability to maintain poise and a sense of humor in stressful situations

  • Willingness and ability to work extra hours if necessary

Expected Compensation

$126,000 - $214,000

The base salary range shown reflects the full range for this role from minimum to maximum. At athenahealth, base pay depends on multiple factors, including job-related experience, relevantknowledge and skills, how your qualifications compare to others in similar roles,and geographical market rates. Base pay is only one part of our competitive Total Rewards package - depending on role eligibility, we offer both short and long-term incentives by way of an annual discretionary bonus plan, variable compensation plan, and equity plans.

About athenahealth

Our vision: In an industry that becomes more complex by the day, we stand for simplicity. We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients - powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.

Our company culture: Our talentedemployees - or athenistas, as we call ourselves - spark the innovation and passion needed to accomplish our vision. We are a diverse group of dreamers and do-ers with unique knowledge, expertise, backgrounds, and perspectives. We unite as mission-driven problem-solvers with a deep desire to achieve our vision and make our time here count. Our award-winning culture is built around shared values of inclusiveness, accountability, and support.

Our DEI commitment: Our vision of accessible, high-quality, and sustainable healthcare for all requires addressing the inequities that stand in the way. That's one reason we prioritize diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers and the communities where we work and serve.

What we can do for you:

Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborativeworkspaces - some offices even welcome dogs.

We also encourage a better work-life balance for athenistas with our flexibility. While we know in-office collaboration is critical to our vision, we recognize that not all work needs to be done within an office environment,full-time. With consistent communication and digital collaboration tools, athenahealthenablesemployees to find a balance that feels fulfilling and productive for each individual situation.

In addition to our traditional benefits and perks, we sponsor events throughout the year, including book clubs, external speakers, and hackathons. We provide athenistas with a company culture based on learning, the support of an engaged team, and an inclusive environment where all employees are valued.

Learn more about our culture and benefits here: athenahealth.com/careers

https://www.athenahealth.com/careers/equal-opportunity

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