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Remote Financial Planning Jobs in Renton, WA (NOW HIRING)

Raymondjames

Financial Planning Consultant

Issaquah, WA · On-site +1

$55K - $110K/yr

Position Overview The Financial Planning Consultant is a core member of our team-supporting client relationships, preparing financial deliverables, coordinating followthrough, and ensuring every ...

Payabli

FP&A Analyst

Seattle, WA · On-site +1

In this FP&A Analyst role, you will have the following key responsibilities Financial Planning ... is remote, candidates located in Seattle or Los Angeles are preferred. We think you'll love being ...

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All JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Renton, WA

Remote Financial Planning information

See Renton, WA salary details

$56.8K

$108.7K

$156.9K

How much do remote financial planning jobs pay per year?

As of Jun 9, 2026, the average yearly pay for remote financial planning in Renton, WA is $108,749.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,500.00 and $114,700.00 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 the most commonly searched types of Financial Planning jobs in Renton, WA? The most popular types of Financial Planning jobs in Renton, WA are:
What are popular job titles related to Remote Financial Planning jobs in Renton, WA? For Remote Financial Planning jobs in Renton, WA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Renton, WA look for? The top searched job categories for Remote Financial Planning jobs in Renton, WA are:
What cities near Renton, WA are hiring for Remote Financial Planning jobs? Cities near Renton, WA with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Renton, WA as of May 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $108,749 per year, or $52.3 per hour.

Financial Planning Consultant

Raymondjames

Issaquah, WA • On-site, Remote

$55K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Job Description

About Us

At Hall & Dornan Capital Partners, we believe it truly takes a village. Our team thrives on shared insight, collaboration, and the strengths each person brings. Everyone contributes unique talents and perspectives-and we rely on that collective wisdom to deliver an exceptional client experience.

If you're a critical thinker, a fast learner, and someone who genuinely enjoys helping people, you'll feel right at home here. Join a team where you can grow, contribute, and truly make an impact.

Position Overview

The Financial Planning Consultant is a core member of our team-supporting client relationships, preparing financial deliverables, coordinating followthrough, and ensuring every interaction is elevated and servicefocused. This role combines detailoriented execution with the ability to recognize bigpicture opportunities, enhance client confidence, and support the growth of the practice.

Key Responsibilities

Client Experience & Relationship Support

  • Create positive, supportive interactions that leave clients feeling understood, confident, clear, and well cared for.
  • Participate in client meetings, lead followup communication, and coordinate internal task delegation.
  • Maintain high client service standards with consistency, accuracy, and professionalism.
  • Identify explicit client needs as well as unanticipated opportunities to deepen client relationships.
  • Recognize and act on sales growth opportunities that arise organically within service interactions.
  • Provide exceptional service across all communication channels (inperson, virtual, phone, email).

Operational & Advisory Support

  • Prepare financial reports, spreadsheets, projections, and meeting materials.
  • Enter trades, orders, and rebalances as requested by the advisor.
  • Ensure accuracy of all client documentation; follow through on processing and completion.
  • Manage the postmeeting workflow, including tracking tasks, coordinating team actions, and ensuring a seamless client experience.
  • Prepare internal business summary reports and client-specific reporting as needed.
  • Maintain organized and compliant records using CRM technology.
  • Analyze account information, research issues, and resolve questions or concerns promptly.

Professional Growth & Team Collaboration

  • Actively participate in ongoing education, training, and crosstraining opportunities.
  • Work both independently and collaboratively within a dynamic team environment.
  • Manage competing priorities, time-sensitive items, and evolving client needs with confidence.
  • Proactively identify issues, propose solutions, and support continuous improvement.

Knowledge, Skills & Abilities

Knowledge of:

  • Financial markets, products, and industry regulations
  • Trading terminology and order workflows
  • Financial planning platforms and managed account systems
  • CRM systems and general office procedures
  • Company policies, mission, and strategies

Skilled in:

  • CRM software and client management tools
  • Microsoft Office Suite
  • Tax software
  • Effective communication across all formats and settings

Ability to:

  • Manage tasks and projects efficiently and independently
  • Assess priorities and meet deadlines in a fastpaced environment
  • Analyze account information and identify solutions
  • Build rapport and deliver exceptional client care
  • Demonstrate dependability, professionalism, and followthrough
  • Balance detailoriented execution with a strategic, bigpicture mindset

Education/Previous Experience

  • Bachelor's degree preferred

Licenses/Certifications

  • SIE required
  • Series 7 & 66 preferred, or ability to obtain within specified timeframe
  • Insurance license preferred, or ability to obtain within specified timeframe

Hall & Dornan Capital Partners and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

Education

Bachelor's

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$55,000.00-$110,000.01

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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