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Remote Financial Planning Jobs in Addison, TX (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 ...

Mercor

FP&A Specialist - AI Trainer

Dallas, TX · Remote

$80 - $90/hr

Remote Role Responsibilities * Construct FP&A scenarios spanning budgeting, forecasting cycles, variance analysis, and strategic planning decisions. * Build tasks across financial planning ...

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 ...

Flix

Senior FP&A Analyst

Dallas, TX · Hybrid

$84K - $105K/yr

Flix is looking for an experienced Senior FP&A Analyst to join our team. The role will be an individual contributor and will directly report to the Senior Director, Head of Operational Finance. The ...

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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 ...

Mendocino Farms

MANAGER, CORPORATE FP&A

Plano, TX · 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 ...

Switch

Financial Analyst Cap Ex

Dallas, TX · On-site +1

Financial Analyst, FP&A Capex As a Financial Analyst, FP&A Capex at Switch, you will support the ... Flexibility & Remote Opportunities - Whether in-office, hybrid, or fully remote, we offer the ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Addison, TX

Remote Financial Planning information

See Addison, TX salary details

$48.9K

$93.6K

$135K

How much do remote financial planning jobs pay per year?

As of Aug 27, 2026, the average yearly pay for remote financial planning in Addison, TX is $93,592.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,600.00 and $98,700.00 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 popular job titles related to Remote Financial Planning jobs in Addison, TX?

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

What cities near Addison, TX are hiring for Remote Financial Planning jobs?

Cities near Addison, TX with the most Remote Financial Planning job openings:

Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Addison, TX as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $93,592 per year, or $45 per hour.

Financial Planning & Analysis Analyst (Remote - USA)

Dallas, TX • Remote

Establishment Labs
See more jobs at Establishment Labsexternal

Full-time

Re-posted 4 days ago

Job description

Establishment Labs is changing the medical device, breast health, aesthetics and reconstruction industry by designing, developing, and manufacturing an innovative portfolio of advanced medical aesthetic device technologies and wellness solutions. It is currently the world's fastest-growing women's health company. Our Femtech solutions are proudly produced at two MDSAP-certified, carbon neutral, LEED Gold certified, state-of-the-art manufacturing facilities in Costa Rica and are approved for sale in more than 85 countries.


Since 2018 the company trades on the NASDAQ stock exchange under the ticker symbol ESTA and has a market cap of around $1.8 billion. Motiva USA, LLC (Establishment Lab's American Division) is seeking Surgical Sales Representatives. This is an exciting opportunity to join an innovative international company in hyper-growth as we launch a significant revolution to transform the womens aesthetics industry.


About The Role:


Provide strategic and operational financial support to the Finance team through consolidated financial planning, forecasting, reporting, and modeling. This role plays a key part in driving business performance, supporting decision-making, and enabling profitable growth across the organization.


Please note: This is a remote role, we will be considering candidates located in the United States.


Responsibilities


  • Lead consolidated financial planning, budgeting, forecasting, and reporting activities.
  • Develop and maintain financial models to support business decisions, investment analysis, and profitability initiatives.
  • Partner with Finance leadership to deliver financial insights, scenario analysis, and recommendations.
  • Support monthly and quarterly business reviews through KPI, revenue, margin, and expense reporting.
  • Ensure consistency and accuracy across financial reporting and planning processes.
  • Drive continuous improvement of financial systems, tools, automation, and reporting capabilities.
  • Support strategic projects, cross-functional initiatives, and ad hoc financial analyses.


Requirements


  • Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA is a plus).
  • 3+ years of experience in FP&A or related finance roles.
  • Strong financial modeling, budgeting, forecasting, and performance management skills.
  • Advanced English proficiency; intermediate Spanish preferred.
  • Experience with financial planning systems and BI tools is a plus.
  • Professional certifications such as CPA, CMA, or CFA are desirable.
  • Experience in medical devices, healthcare, or life sciences is preferred.
  • Availability to travel up to 25%, including visits to the Costa Rica HQ.


Important Note: This job description includes the necessary aspects required to evaluate this job position. It should not be used as a comprehensive list of all responsibilities, skills or functions.

At Establishment Labs we're committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability (visible and not visible), gender, gender identity or expression, or veteran status. We strive to be a more equal opportunity workplace.

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