ZipRecruiter

Log In

2

Remote Financial Planning Jobs in Anderson, SC (NOW HIRING)

AnMed

Oncology Data Specialist - Remote

Anderson, SC · On-site +1

... in remote settings, with minimal assistance. * Demonstrates proficiency in coding using ICD-O-3, ... Compensation, Retirement & Financial Planning. * Free Financial Counseling. * Work-Life Balance ...

AnMed

Oncology Data Specialist - Remote

Anderson, SC · Remote

... in remote settings, with minimal assistance. * Demonstrates proficiency in coding using ICD-O-3, ... Compensation, Retirement & Financial Planning. * Free Financial Counseling. * Work-Life Balance ...

Coleto Brands

Senior Quotations Specialist

Greenville, SC · On-site +1

This is a fully remote position . Candidates must reside within the United States and be authorized ... Partner with Sales, Finance, Product Management, Demand Planning, and other cross-functional teams ...

Coleto Brands

Senior Quotations Specialist

Greenville, SC · On-site +1

This is a fully remote position . Candidates must reside within the United States and be authorized ... Partner with Sales, Finance, Product Management, Demand Planning, and other cross-functional teams ...

Coleto Brands

Senior Quotations Specialist

Greenville, SC · On-site +1

This is a fully remote position . Candidates must reside within the United States and be authorized ... Partner with Sales, Finance, Product Management, Demand Planning, and other cross-functional teams ...

JLL

Project Manager - Construction

Greenville, SC · Remote

... through planning, design, permitting, construction, and financial closeout while maintaining ... Location: Remote (North Carolina or South Carolina residents only) with regular travel required ...

Td

Audit Manager I - FRM - Liquidity

Greenville, SC · On-site +1

$75K - $125K/yr

Audit The Audit Manager I for the Financial Risk Management team is responsible for oversight of ... There may be a possibility to hire remote if the right candidate possesses all the job requirements ...

next page

Showing results 1-20

All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Anderson, SC

Remote Financial Planning information

See Anderson, SC salary details

$46.2K

$88.5K

$127.7K

How much do remote financial planning jobs pay per year?

As of Aug 30, 2026, the average yearly pay for remote financial planning in Anderson, SC is $88,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,600.00 and $93,400.00 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 Anderson, SC?

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

What job categories do people searching Remote Financial Planning jobs in Anderson, SC look for?

The top searched job categories for Remote Financial Planning jobs in Anderson, SC are:

What cities near Anderson, SC are hiring for Remote Financial Planning jobs?

Cities near Anderson, SC with the most Remote Financial Planning job openings:

Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Anderson, SC as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $88,500 per year, or $42.5 per hour.

Senior Finance Business Partner

SGA Dental Partners

Greenville, SC • On-site, Remote

$85K - $105K/yr

Full-time

Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

SGA Dental Partners rating

5.3

Company rating: 5.3 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

The Senior Finance Business Partner is responsible for supporting financial planning, forecasting, and reporting activities across the organization, with a strong focus on budget development, variance analysis, and operational decision support. This position reports to the Finance Business Partner Manager and collaborates closely with operational leaders, accounting, and many other departments to deliver accurate financial insights, guide business decisions and support strategic initiatives.

Pay: $85,000 - $105,000 annual salary

Key Responsibilities:

  • Develop and prepare annual and post-acquisition practice budgets

  • Create monthly and ad-hoc forecasts in close partnership with operations leadership

  • Partner with Accounting in support of month-end close processes

  • Perform monthly variance analysis to budget and prior year

  • Prepare reporting and build financial models to give visibility to financial outcomes and help optimize efficiency and profitability

  • Provide analysis and financial guidance for senior leadership

  • Perform other duties or ad-hoc reporting & analysis as assigned

Knowledge/Skills/Abilities:

  • Ability to present financial information to a non-financial audience

  • Effective communication (both written and verbal) and presentation skills

  • High attention to detail and strong analytical mindset

  • Ability to work independently, stay organized, and prioritize quickly

  • Advanced skillset in Excel required

Key Experience & Qualifications:

  • Bachelor's degree in finance or accounting is preferred

  • Minimum 3+ years of experience in financial planning or accounting

  • Previous experience in FP&A or as a Finance Business Partner strongly preferred

  • Experience with Sage Intacct as well as FP&A budget tools preferred.

Benefits We Offer:

  • Paid Holidays and Paid Time Off (PTO)

  • 401(k) Retirement PlanHealth and Vision Insurance

  • Employer-Paid Dental Insurance, Life Insurance, Care.com Membership & Employee Assistance Program

  • Supplemental Coverage (Disability, Critical Illness, Accident)

  • Career Growth and Development Opportunities

This position is eligible for remote work in the following states: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Wisconsin.

Applicants must be authorized to work in the United States without the need for current or future visa sponsorship.

In hometown communities, SGA Dental Partners is a beacon of positive energy, delivering the highest level of clinical excellence and patient-centered care. Apply today to join us in making a difference!


In order to maintain a high level of clinical excellence, SGA Dental Partners and dental practices affiliated with SGA maintain a drug free and alcohol free workplace. All new hires are required to pass a full panel drug screening as a condition of employment.


SGA Dental Partners is an Equal Opportunity Employer and values diversity at every level of our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

What SGA Dental Partners employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply