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

Lantern

Strategy Analyst

Geneseo, NY · Remote

This is a remote-first role with occasional (~1x month) travel. Responsibilities and Duties ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Lantern

Strategy Analyst

Rochester, NY · Remote

This is a remote-first role with occasional (~1x month) travel. Responsibilities and Duties ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Workiva

Spring 2027 Intern - Marketing (MBA)

Geneseo, NY · On-site +1

$35/hr

Compile analyses and build financial models on customer trends and historical data to support ... Contribute to quarterly planning by helping define forward-looking product strategies * Quantify ...

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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 Sep 4, 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 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 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.

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.

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.

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:

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For Remote Financial Planning jobs in Rochester, NY, the most frequently searched job titles are:

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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, 17% Part Time, and 5% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $95,392 per year, or $45.9 per hour.

Strategy Analyst

Lantern

Geneseo, NY • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

About Lantern

Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. 

About You:

  • You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins. 
  • INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with.
  • You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas. 
  • You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren’t just the individuals using your product. They are the driving factor in your motivation to make a change.
  • Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. 
  • You thrive in a Team Environment. Collaboration is key in innovation and creating change.

These pillars of LIGHT are a reminder to our team that we are making a difference by providing guidance and support in navigating the often complex and confusing landscape of healthcare. We hope that through this LIGHT, individuals can find their way to the best care, resources, and support they need to get back to life. 

If this sounds like you, we would love to connect to speak further about career opportunities at Lantern.

Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process.

Job Overview

The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role within Lantern’s Emerging Products Team. The role will support daily operations, drive operational improvements, identify growth opportunities, and contribute to strategic planning to enable high-impact business decisions during an exciting chapter of Lantern’s growth. The ideal candidate is intellectually curious and entrepreneurial with a strong bias to action – with 1-3 years of experience at a top-tier consulting firm (McKinsey, BCG, Bain, or similar) or a high-growth startup. This is a remote-first role with occasional (~1x month) travel. 

Responsibilities and Duties:

  • Build out processes and own the development of deliverables end-to-end to support emerging product lines  
  • Analyze claims and cost savings data to drive insights for reporting and product improvement
  • Conduct market research and competitive analysis to identify industry trends and business opportunities
  • Develop financial models and data-driven insights to support strategic initiatives and business performance
  • Evaluate potential partnerships and new business opportunities
  • Assist in the preparation of presentations and reports for senior leadership and stakeholders
  • Work cross-functionally with commercial, analytics, operations, and product teams to execute strategic projects
  • Support strategic planning, reporting, and forecasting processes

Qualifications:

  • Bachelor’s degree in Business, Economics, or a related field
  • 2-3 years of experience in top management consulting, strategy, tech, and/or startup Operation or Product roles 
  • High-performing self-starter and independent contributor with strong analytical and problem-solving capabilities
  • Exceptionally detail-oriented and organized, with a strong sense of ownership over deliverables
  • Comfortable operating in ambiguity and flexing between high-level strategic thinking and execution
  • Demonstrated ability to work in a fast-paced, dynamic environment with a high level of end-to-end accountability and autonomy
  • Excellent interpersonal, relationship development, and verbal communication skills
  • Required: High proficiency in Excel and PowerPoint; bonus if you have other technical / data visualization skills (e.g., Python, Power BI, Tableau, SQL)
  • Bonus: Experience or interest in healthcare 

Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Short & Long Term Disability
  • Life Insurance
  • 401k with company match
  • Paid Time Off
  • Paid Parental Leave

Apply