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Remote Financial Planning Jobs in Basking Ridge, NJ

Deckers

Merchandise Planner - MFP

New York, NY · Remote

$66K - $89K/yr

Merchandise Financial Planning Manager - UGG Location: Remote - US Interested applicants must reside in one of the following approved states: Arizona, California, Colorado, Indiana, Massachusetts ...

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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 10, 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
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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

FP&A / Oracle EPM Business Analyst

1 point system

New York, NY • Remote

Contractor

Posted 6 days ago

Job description

Mandatory Requirement:
FP&A experience with budgeting, forecasting, month-end close, variance analysis, and financial performance reporting.
Accounting knowledge, including journal entries, accruals, financial close processes, and financial metadata management.
Enterprise Performance Management (EPM) experience, preferably with Oracle EPM, including planning, forecasting, and financial data management.
Strong analytical and problem-solving skills with the ability to investigate and resolve financial data discrepancies.
Ability to manage multiple priorities and support time-sensitive finance operations during close and forecast cycles.
 
Nice to Have:
Experience writing and troubleshooting SQL queries for financial data analysis and validation.
- Familiarity with Jira or similar work management/ticketing tools for incident and workflow tracking.
- Experience creating and maintaining business documentation, including process documentation, business requirements (BRDs), SOPs, and user guides.
Experience supporting metadata governance, allocations, or financial systems within a large enterprise environment. Exposure to Oracle PCMCS/PCM, EDM, or other finance master data and allocation platforms.
 
Description: You will help operations by supporting their decision making through your analytics, heavy data driven approach, and operational mindset. The ideal candidate for this role should have strong analytical skills, excellent time-management, priority setting and organizational habits, the ability to clearly communicate and present information to seek buy-in and excellent team interaction.
You will provide critical surge support across Corporate Finance & Finance Transformation during Planning. You will act as a key hands-on resource to maintain data integrity, resolve end-user inquiries, and ensure seamless system operations during the planning and close cycles.
Key Responsibilities:

  • Close and Metadata Support: Maintain critical metadata and prepare and load managerial adjustment journal entries during the month-end close process.
  • Allocations and Variance Analysis: Provide end-user support for allocations and cost modeling issues. Run variance analysis on allocation rules to troubleshoot and resolve actual vs. forecast inquiries.
  • Data Traceability and Querying: Query Oracle PCM and utilize SQL/SmartView to investigate data traceability, audit cost pools and drivers, and perform source system tie-outs.
  • Cross-Functional Collaboration: Support the triage of metadata-related incidents, manage process workflows, and address time-sensitive ad-hoc close and forecast questions from finance teams.

Must Have:
  - Working knowledge of Oracle PCM and how to query data
  - Understanding of the relationship between allocations, cost pools, and drivers
  - Ability to support data traceability and investigation
Nice to Have:
  - Basic understanding of corporate finance or accounting
  - Data management and Google Sheets skills
  - Working knowledge of SQL and SmartView
 
Education:
Bachelor’s Degree with a concentration in finance or accounting