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Remote Financial Planning Jobs (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning ... M #LI-Remote Current Employees and Contractors Apply Here

Mercer Advisors

Director, Financial Planning

The Director, Financial Planning takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process.

Mercer Advisors

Director, Financial Planning

Denver, CO · On-site +1

The Director, Financial Planning takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process.

Rise25

Financial Planning Analyst (Remote)

Chicago, IL · Remote

We are looking for a remote, initially part-time financial planning analyst who can create budgets and financial forecasts for a growing multiple 7 figure marketing agency business. You will review ...

Orlando Health

Financial Planning Manager

Henderson, NV · Remote

$145K - $165K/yr

As the Finance Manager , you will oversee financial planning, analysis, budgeting, forecasting ... Ability to work independently while collaborating effectively with remote teams. * Comfortable ...

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Remote Financial Planning information

See salary details

$50.5K

$96.7K

$139.5K

How much do remote financial planning jobs pay per year?

As of Sep 3, 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 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.

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What states have the most Remote Financial Planning jobs?

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Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 100% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planning & Analysis Analyst (Remote - USA)

Establishment Labs

Dallas, TX • Remote

Full-time

Re-posted 10 days ago

Job description

Establishment Labs is changing the medical device, breast health, aesthetics and reconstruction industry by designing, developing, and manufacturing an innovative portfolio of advanced medical aesthetic device technologies and wellness solutions. It is currently the world’s fastest-growing women’s health company. Our Femtech solutions are proudly produced at two MDSAP-certified, carbon neutral, LEED Gold certified, state-of-the-art manufacturing facilities in Costa Rica and are approved for sale in more than 85 countries.


Since 2018 the company trades on the NASDAQ stock exchange under the ticker symbol ESTA and has a market cap of around $1.8 billion. Motiva USA, LLC (Establishment Lab’s American Division) is seeking Surgical Sales Representatives. This is an exciting opportunity to join an innovative international company in hyper-growth as we launch a significant revolution to transform the women´s aesthetics industry.


About The Role: 


Provide strategic and operational financial support to the Finance team through consolidated financial planning, forecasting, reporting, and modeling. This role plays a key part in driving business performance, supporting decision-making, and enabling profitable growth across the organization.


Please note: This is a remote role, we will be considering candidates located in the United States.


Responsibilities


  • Lead consolidated financial planning, budgeting, forecasting, and reporting activities.
  • Develop and maintain financial models to support business decisions, investment analysis, and profitability initiatives.
  • Partner with Finance leadership to deliver financial insights, scenario analysis, and recommendations.
  • Support monthly and quarterly business reviews through KPI, revenue, margin, and expense reporting.
  • Ensure consistency and accuracy across financial reporting and planning processes.
  • Drive continuous improvement of financial systems, tools, automation, and reporting capabilities.
  • Support strategic projects, cross-functional initiatives, and ad hoc financial analyses.


Requirements


  • Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA is a plus).
  • 3+ years of experience in FP&A or related finance roles.
  • Strong financial modeling, budgeting, forecasting, and performance management skills.
  • Advanced English proficiency; intermediate Spanish preferred.
  • Experience with financial planning systems and BI tools is a plus.
  • Professional certifications such as CPA, CMA, or CFA are desirable.
  • Experience in medical devices, healthcare, or life sciences is preferred.
  • Availability to travel up to 25%, including visits to the Costa Rica HQ.


Important Note: This job description includes the necessary aspects required to evaluate this job position. It should not be used as a comprehensive list of all responsibilities, skills or functions.
 
At Establishment Labs we’re committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability (visible and not visible), gender, gender identity or expression, or veteran status. We strive to be a more equal opportunity workplace.