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Remote Financial Planning Jobs in Reston, VA (NOW HIRING)

EarthShare

Chief Financial Officer

Washington, DC · Remote

$170K/yr

Location: Remote, U.S.-based Reports to: President & Chief Executive Officer Status: Full-time, ... Strengthen Strategic Financial Planning. Partner with the CEO, COO, Board, and senior team to ...

Aprio

Estate Planning Attorney

Washington, DC · On-site +1

$150K - $175K/yr

Collaborate with financial advisors, accountants, and other professionals to create integrated ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

kgs

Financial Analyst (REMOTE)

Chantilly, VA · Remote

... Financial Analyst to support TGS and our government customer. The position is remote. We offer ... Develop and compile accurate data to be used for creating and maintaining Planning Estimates.

Koniag, Inc.

Financial Analyst (REMOTE)

Chantilly, VA · On-site +1

... Financial Analyst to support TGS and our government customer. The position is remote. We offer ... Develop and compile accurate data to be used for creating and maintaining Planning Estimates.

kgs

Financial Analyst (REMOTE)

Chantilly, VA · Remote

... Financial Analyst to support TGS and our government customer. The position is remote. We offer ... Develop and compile accurate data to be used for creating and maintaining Planning Estimates.

CPMC LLC

Senior Financial Analyst

Tysons Corner, VA · Remote

$87K - $109K/yr

Capital Area Work Location: 100% Remote Telework (U.S.-based) Employment Type: Full-Time / W-2 ... This role owns program financial planning, EAC/ETC forecasting, funds management, monthly financial ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Reston, VA

Remote Financial Planning information

See Reston, VA salary details

$52.5K

$100.6K

$145.1K

How much do remote financial planning jobs pay per year?

As of Aug 14, 2026, the average yearly pay for remote financial planning in Reston, VA is $100,583.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,100.00 and $106,100.00 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 the most commonly searched types of Financial Planning jobs in Reston, VA?

The most popular types of Financial Planning jobs in Reston, VA are:

What are popular job titles related to Remote Financial Planning jobs in Reston, VA?

For Remote Financial Planning jobs in Reston, VA, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planning jobs in Reston, VA look for?

The top searched job categories for Remote Financial Planning jobs in Reston, VA are:

What cities near Reston, VA are hiring for Remote Financial Planning jobs?

Cities near Reston, VA with the most Remote Financial Planning job openings:

Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Reston, VA as of August 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 100% Remote job distribution, with an average salary of $100,583 per year, or $48.4 per hour.

Associate - Strategic Portfolio Analytics

Fanniemae

Reston, VA • On-site, Remote

$68K - $86K/yr

Full-time

Medical, Life

Posted 22 days ago

Job description

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.

Job Description

As a valued colleague on our Strategic Portfolio Management (SPM) Strategy & Insights team, you will assist in collecting, analyzing, and interpreting financial, operational, portfolio, and delivery information to support enterprise planning and prioritization. You will contribute to developing reporting, analyses, and insights that help leadership make informed investment, prioritization, and resource allocation decisions across the enterprise.

THE IMPACT YOU WILL MAKE

The Associate - Strategic Portfolio Analytics role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:

  • Participate in budgeting, forecasting, variance analysis, financial reporting, and portfolio reporting to support enterprise planning and Strategic Portfolio Management.

  • Perform financial data integrity checks and assist with collecting, validating, summarizing, and analyzing financial, operational, and portfolio data.

  • Support the preparation of executive reporting, dashboards, presentations, and portfolio insights for leadership decision-making.

  • Partner with Finance, Technology, and Business teams to gather information, support cross-functional initiatives, and contribute to enterprise planning activities.

  • Conduct financial and operational analyses, including trend analysis, scenario analysis, and business driver analysis to identify risks and opportunities.

  • Assist with Strategic Portfolio Management processes and governance activities by coordinating meetings, tracking action items, risks, dependencies, and key milestones.

THE EXPERIENCE YOU BRING TO THE TEAM

Desired Experiences:

  • Bachelor degree or equivalent

  • Experience analyzing financial, operational, or business data.

  • Strong analytical, organizational, and communication skills.

  • Ability to manage multiple priorities while working collaboratively across teams.

  • Proficiency with Microsoft Excel and PowerPoint.

  • Experience supporting financial planning, portfolio management, PMO, or business operations activities.

  • Experience preparing reports, dashboards, or executive presentations.

  • Experience with business intelligence, reporting, or enterprise planning tools (e.g., Power BI, Tableau, Anaplan, Apptio Targetprocess, Jira, or similar platforms).

  • Experience supporting cross-functional projects or process improvement initiatives.

  • Shows curiosity and adaptability in learning and responsibly applying new technologies, including artificial intelligence, to reimagine how we work.

Corporate Finance - Financial Planning and Analysis - Associate

Target Pay Range: $68,000 - $86,000 a year

#LI-Hybrid #LI-ME1

Qualifications

Education:

Bachelor's Level Degree (Required)

The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.

For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.


Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form.

The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.

Requisition compensation:

68000

to

86000

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