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Remote Financial Planning Jobs in Basking Ridge, NJ

Garner Health

Senior FP&A Manager

New York, NY · On-site +1

$190K - $230K/yr

We are looking for a FP&A Senior Manager - Headcount to join our team. You will be on the front ... with remote work and occasional travel to HQ. What you will do: * Develop and maintain dynamic ...

Initio Capital

FP&A Analyst

New York, NY · Remote

Experience selling B2B services, consulting, recruiting, financial services, or SaaS solutions ... Initio Capital LLC Remote | Founders. Operators. Capital. Growth.

VAST Data

Corporate FP&A Manager

New York, NY · On-site +1

Description VAST Data is looking for a Manager, Corporate FP&A to join our growing team! This is a great opportunity to be part of one of the fastest-growing infrastructure companies in history, an ...

VAST Data

Corporate FP&A Manager

New York, NY · Remote

VAST Data is looking for a Manager, Corporate FP&A to join our growing team! This is a great opportunity to be part of one of the fastest-growing infrastructure companies in history, an organization ...

DataAnnotation

FP&A Manager - AI Trainer

New York, NY · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

DataAnnotation

FP&A Manager - AI Trainer

Newark, NJ · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

DataAnnotation

FP&A Manager - AI Trainer

Elizabeth, NJ · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

DataAnnotation

FP&A Manager - AI Trainer

Paterson, NJ · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

Hospitable

Chief Financial Officer (Remote)

New York, NY · Remote

$312K/yr

Hospitable is a remote-only, global, and trust-based company. We believe exceptional work comes ... A recognized accounting qualification (ACCA, ACA, CIMA, or a locally accredited CPA), with real FP& ...

Hospitable

Chief Financial Officer (Remote)

New York, NY · Remote

$436K/yr

Hospitable is a remote-only, global, and trust-based company. We believe exceptional work comes ... A recognized accounting qualification (ACCA, ACA, CIMA, or a locally accredited CPA), with real FP& ...

Alteryx

Senior Financial Analyst, GTM

New York, NY · Remote

$103K - $134K/yr

PLEASE NOTE: while this role will be 100% remote, we are looking for candidates based on the East ... Lead headcount planning initiatives and define/analyze productivity metrics for the field sales ...

FinanceWithin

Client CFO - (DTC & CPG)

New York, NY · Remote

You will lead financial strategy, advisory and FP&A for multiple brands. Owning forecasting ... Remote-first culture with deep collaboration and zero bureaucracy * A fast-growing firm that ...

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Showing results 21-40

All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Basking Ridge, NJ

Remote Financial Planning information

See Basking Ridge, NJ salary details

$52K

$99.6K

$143.8K

How much do remote financial planning jobs pay per year?

As of Aug 9, 2026, the average yearly pay for remote financial planning in Basking Ridge, NJ is $99,635.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,300.00 and $105,100.00 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 popular job titles related to Remote Financial Planning jobs in Basking Ridge, NJ? For Remote Financial Planning jobs in Basking Ridge, NJ, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Basking Ridge, NJ look for? The top searched job categories for Remote Financial Planning jobs in Basking Ridge, NJ are:
What cities near Basking Ridge, NJ are hiring for Remote Financial Planning jobs? Cities near Basking Ridge, NJ with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you

Senior Financial Analyst, FP&A

WEX

New York, NY • On-site, Remote

$104K - $119K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

WEX Inc. rating

7.3

Company rating: 7.3 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

13th of 21 rated payment service providers

Job description

About Team / Role
WEX is currently seeking a self-driven and motivated Financial Analyst to join the Over-The-Road and Factoring FP&A Team. This role is flexible for a remote or hybrid working schedule, based out of a commutable distance to Portland, ME, Boston, MA, New York City, NY, Washington D.C, and Chicago, IL.

How You'll Make an Impact

  • Be an integral part of WEX's monthly, quarterly and annual forecast and budget processes with responsibility for the preparation and analysis of the income statement for the Over the Road (OTR) and Factoring businesses.

  • Collaborate with peers within the finance organization, the general manager of OTR & Factoring, as well as the Director, Finance.

  • Ensure that all financial reports are issued timely and accurately.

  • Respond to requests for financial information from internal customers.

  • Partner with Corporate Accounting to analyze monthly results in order to ensure an accurate and timely close.

  • Improve current reporting processes through automation or process changes.

  • Utilize strong organizational skills to direct the preparation of budgets, reviews and budget proposals, and ensure the plan is consistent with expectations.

  • Prepare budget presentations for Senior Management and the Board of Directors.

  • Coordinate and produce a full monthly financial forecast and analysis report including matrix reporting for presentation to Senior Management.

  • Assist in analysis and preparation of financial information for quarterly earnings communications to the Board of Directors and investment community.

  • Participate as a key thought leader of the global finance team, influencing decision making and identifying finance priorities.

  • Proactively identify areas of financial risk and opportunities to the Company.

  • Maintain an awareness of global economic trends that affect the company such as growth rates, interest rates, exchange rates and fuel prices.

  • Support M&A activity with regards to due diligence and integration of new acquisitions.

  • Partner with accounting, treasury, tax as appropriate.

  • Support sales team deal modeling

  • Contribute to project teams from a financial standpoint for mergers and acquisitions.

  • Periodic reports and analyses as required for the management team.

  • Presentations and recommendations of internal issues/alternatives to the management team.

Experience You'll Bring

  • Bachelor's degree in Accounting, Finance or related.

  • 5-8+ years financial analysis experience.

  • Advanced skills within the Microsoft products including proficient in Excel (Pivot tables, V-Look-ups, Formulas and Access skills).

  • Experience with GSuite is preferred.

  • MBA and/or CPA is preferred.

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.Pay Range: $104,600.00 - $119,600.00

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