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Remote Financial Planning Jobs in Rochester, NY (NOW HIRING)

Stabilus

Area Sales Manager

Rochester, NY · Remote

$90K - $100K/yr

This is a remote position which covers the Northeastern United States (Pennsylvania to Maryland and ... Errors made in planning and sales may negatively impact the company's overall financial status and ...

ShiftHop LLC

Director of Operations

Rochester, NY · Remote

$85K - $135K/yr

This is a remote position with a residency requirement of Rochester, New York. The ideal candidate ... Oversee the financial team, ensuring prompt payments are received by partner facilities, and ...

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Showing results 21-35

All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Rochester, NY

Remote Financial Planning information

See Rochester, NY salary details

$49.8K

$95.4K

$137.6K

How much do remote financial planning jobs pay per year?

As of Aug 10, 2026, the average yearly pay for remote financial planning in Rochester, NY is $95,392.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,600.00 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 Rochester, NY? The most popular types of Financial Planning jobs in Rochester, NY are:
What are popular job titles related to Remote Financial Planning jobs in Rochester, NY? For Remote Financial Planning jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Remote Financial Planning jobs in Rochester, NY look for? The top searched job categories for Remote Financial Planning jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Remote Financial Planning jobs? Cities near Rochester, NY with the most Remote Financial Planning job openings:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Rochester, NY as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 100% Remote job distribution, with an average salary of $95,392 per year, or $45.9 per hour.

CSR WFH Entry Level

Globe Life American Income Division

Rochester, NY • On-site, Remote

$15.75 - $21.50/hr

Full-time

Medical, Life, Retirement

Re-posted 3 days ago

Job description

Be Part of Record-Breaking Growth
Location: 100% Remote - Work From Home
In 2025, our company achieved the largest weekly, monthly, and quarterly results in its history-a reflection of strong leadership, proven systems, and a people-first culture.
Now, we're expanding.
We're seeking motivated, growth-oriented individuals ready to step into a remote opportunity with real momentum, long-term stability, and clear pathways for advancement.
This is more than a position-it's your opportunity to join a company where growth is proven, leadership is invested, and success is shared.Why Join Our Team
(Requirements • Responsibilities • Rewards)
We provide the structure, tools, and support you need to succeed-while giving you the flexibility to build a career on your terms.Work-From-Home Stability
Enjoy the security of a fully remote role with the flexibility to create a schedule that fits your lifestyle.Ongoing Training & Development
Participate in virtual workshops, mentorship programs, and skill-building sessions led by experienced leaders.Weekly Pay + Performance Bonuses
Earn consistent income with additional incentives tied directly to your results.Union-Supported Security
Work with confidence under a union-supported structure that provides stability and protection.Comprehensive Benefits
  • Life insurance coverage, including Accidental Death Benefits (ADB)
  • Health insurance reimbursement programs
  • Retirement planning support for long-term financial security
Tools, Recognition & Growth
Industry-Leading Technology
Leverage modern systems and tools that streamline your workflow and enhance productivity.
Leadership Events & Development
Attend conventions and professional conferences designed to inspire growth and connect you with top performers.
Incentive Travel & Team Experiences
Earn trips, retreats, and team-building experiences that reward performance and celebrate success.Who Thrives Here
  • Motivated, dependable individuals ready to grow
  • Coachable professionals open to learning and development
  • Self-starters who work well independently and within a team
  • Individuals seeking long-term career growth and advancement

No matter your background, we provide the mentorship and support to help you succeed.How to Apply
Submit your updated resume along with your compensation requirements for consideration.Interview Process
All interviews are conducted via Zoom video conferencing for a convenient and streamlined experience.Ready to Take the Next Step?
If you're ready to join a company where growth is real, opportunity is constant, and success is recognized, we want to hear from you.
👉 Apply today and start building your future from home.
Work remotely. Grow consistently. Succeed with purpose.

Apply