Remote will be considered on a case-by-case basis. * NMLS SAFE ACT compliant, holding 5 or more ... Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital ...
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Remote will be considered on a case-by-case basis. * NMLS SAFE ACT compliant, holding 5 or more ... Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital ...
Quick apply
Remote will be considered on a case-by-case basis. * NMLS SAFE ACT compliant, holding 5 or more ... Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital ...
Irvine, CA · Remote
$12 - $18.17/hr
Remote will be considered on a case-by-case basis. * NMLS SAFE ACT compliant, holding5 or more ... Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital ...
Irvine, CA · Remote
$12 - $18.17/hr
Remote will be considered on a case-by-case basis. * NMLS SAFE ACT compliant, holding5 or more ... Financial Planning-- 401K with company match. About loanDepot: loanDepot (NYSE: LDI) is a digital ...
Riverside, CA · Remote
$85K - $150K/yr
... motivated Remote Entry Level Sales Representative to join our expanding team. In this role, you will operate independently to guide clients toward customized financial planning solutions while ...
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Riverside, CA · Remote
$85K - $150K/yr
... motivated Remote Entry Level Sales Representative to join our expanding team. In this role, you will operate independently to guide clients toward customized financial planning solutions while ...
Anaheim, CA · On-site +1
GIA Legacy Planning is a life insurance distribution agency helping families protect what they have ... You have experience in sales, real estate, finance, customer service, or another client-facing role ...
Anaheim, CA · On-site +1
GIA Legacy Planning is a life insurance distribution agency helping families protect what they have ... You have experience in sales, real estate, finance, customer service, or another client-facing role ...
Santa Ana, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Santa Ana, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Riverside, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Riverside, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
San Bernardino, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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San Bernardino, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Anaheim, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Anaheim, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Fontana, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Fontana, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Rancho Cucamonga, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Rancho Cucamonga, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Hesperia, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Hesperia, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Corona, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Corona, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Murrieta, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Murrieta, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Menifee, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Menifee, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Rialto, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Rialto, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Jurupa Valley, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Jurupa Valley, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Ontario, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Ontario, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Moreno Valley, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Moreno Valley, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Orange, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Orange, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Irvine, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
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Irvine, CA · Remote
$50 - $100/hr
Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
$52.7K - $61.1K
2% of jobs
$61.1K - $69.6K
6% of jobs
$69.6K - $78K
13% of jobs
$79.7K is the 25th percentile. Wages below this are outliers.
$78K - $86.4K
18% of jobs
The median wage is $92.9K / yr.
$86.4K - $94.9K
14% of jobs
$94.9K - $103.3K
15% of jobs
$107.3K is the 75th percentile. Wages above this are outliers.
$103.3K - $111.8K
15% of jobs
$111.8K - $120.2K
4% of jobs
$120.2K - $128.7K
5% of jobs
$128.7K - $137.1K
4% of jobs
$137.1K - $145.5K
3% of jobs
$52.7K
$100.9K
$145.5K
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.
| Aspect | Remote Financial Planning | Remote Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA, or ChFC often required | CFP, CFA, or ChFC often required |
| Work Environment | Primarily client consultations, planning, and analysis | Client meetings, investment advice, portfolio management |
| Employer & Industry Usage | Financial planning firms, independent advisors, banks | Financial 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.

Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 22 days ago
7.8
Based on 18 frontline employees who took The Breakroom Quiz
Position Summary:
Our Direct Sales channel is at the core of who we are at loanDepot—a consumer direct marketing powerhouse focused on providing excellent service to our customers across all 50 states. Our direct lending channel, comprised of both seasoned mortgage veterans & our own home-grown Lending Officers, receive daily warm transfers from our call center agents to recommend loan solutions in accordance with lending guidelines and mortgage policy. Our Lending Officers put their clients’ needs first to pre-qualify and provide a consultative, customer first approach, to determine the loan program that best fits their specific financial goals.
Responsibilities:
Requirements:
The Perks:
About loanDepot:
loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.
Base pay is one part of our total compensation for Licensed Lending Officers. The base pay for this role is $12.00 - $18.17/hour (determined by minimum wage state and county requirements); in addition to an uncapped commission plan. Ramp up bonuses possible, based on a proven record of recent production.
We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Get the full story on Breakroom
Sourced by ZipRecruiter
Finance and insurance
5,001 - 10,000 Employees
Irvine, CA, US
2009