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Remote Financial Planning Jobs (NOW HIRING)

CFS

FP&A Manager

Stamford, CT · Remote

$110K - $125K/yr

Fully remote for candidates in the Tri-State area Why This Opportunity Stands Out: • High-visibility role with direct exposure to senior leadership and the board • Real ownership of FP&A -- you ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their ... Proficiency with financial planning software and tools. * A collaborative, team-oriented mindset ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their ... Proficiency with financial planning software and tools. * A collaborative, team-oriented mindset ...

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Remote Financial Planning information

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$50.5K

$96.7K

$139.5K

How much do remote financial planning jobs pay per year?

As of Jul 21, 2026, the average yearly pay for remote financial planning in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 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 cities are hiring for Remote Financial Planning jobs? Cities with the most Remote Financial Planning job openings:
What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Remote Financial Planning jobs? States with the most job openings for Remote Financial Planning jobs include:
What job categories do people searching Remote Financial Planning jobs look for? The top searched job categories for Remote Financial Planning jobs are:
Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.
FP&A Manager

FP&A Manager

CFS

Stamford, CT • Remote

$110K - $125K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Financial Planning & Analysis Manager
Salary: $110K–$125K base
Location: Fully remote for candidates in the Tri-State area
Why This Opportunity Stands Out:
• High-visibility role with direct exposure to senior leadership and the board
• Real ownership of FP&A — you build the dashboards, models, and KPIs leaders actually use
• Opportunity to influence strategic decisions, not just report on them
• Join a fast-growing, entrepreneurial consumer brand with strong market momentum
• Broad scope across forecasting, scenario planning, and performance analysis
• Chance to modernize and scale reporting tools and processes as the company grows
• Collaborative, tight-knit culture where your work is seen, valued, and acted on
• Fully remote role with flexibility and trust
Key Responsibilities for the Financial Planning & Analysis Manager:
• Own and enhance monthly, quarterly, and annual financial reporting packages
• Build and maintain KPI dashboards across revenue, margin, channel, and operations
• Develop financial models for budgeting, forecasting, and scenario analysis
• Partner with cross-functional leaders to translate operations into financial insight
• Deliver clear variance analysis, trend insights, and leadership-ready narratives
• Support ad hoc analysis for executives, board materials, and strategic initiatives
Qualifications for the Financial Planning & Analysis Manager:
• 5+ years of experience in FP&A, consulting, banking, PE/VC, or high-growth CPG
• Bachelor’s degree in Accounting, Finance, or a related field
• Advanced financial modeling skills with practical, decision-driven outputs
• Strong experience presenting financial insights to senior stakeholders
• Expert-level Excel or Google Sheets proficiency
• Experience in fast-paced, entrepreneurial environments
#LI-TM2 #LI-Remote #INJUN2026

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