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Remote Financial Project Manager Jobs in Milpitas, CA

... finance and advise them. The firm has approximately 1,100 attorneys in 17 offices: 13 in the U.S ... This position is available as a fully remote opportunity. In partnership with Business Analysts and ...

Anywhere in US / Remote Experience level: 10 Years Compensation: Negotiable The Project Manager is the primary client-facing leader responsible for the successful end-to-end deployment of Centric PLM ...

New

Anywhere in US / Remote Experience level: 10 Years Compensation: Negotiable The Project Manager is the primary client-facing leader responsible for the successful end-to-end deployment of Centric PLM ...

Construction Project Manager

San Jose, CA · On-site +1

$130K - $170K/yr

You'll manage multiple projects simultaneously, drive financial performance, support forecasting ... Ability to work in remote field offices * Ability to manage multiple projects * Experience with ...

This position has the option of being remote (with the ability to be in a BKF office when necessary ... Ensuring the BKF Environmental Planning team in a key area excels both technically and financially ...

This position has the option of being remote (with the ability to be in a BKF office when necessary ... Ensuring the BKF Environmental Planning team in a key area excels both technically and financially ...

Aviation Project Manager

San Jose, CA · On-site +1

$160K - $230K/yr

This exciting Fully-Remote opportunity for candidates residing in California . This position gives ... From project planning, regulatory approvals, environmental compliance, financial planning ...

Aviation Project Manager

San Jose, CA · On-site +1

$160K - $230K/yr

This exciting Fully-Remote opportunity for candidates residing in California . This position gives ... From project planning, regulatory approvals, environmental compliance, financial planning ...

We are seeking an experienced Project Manager to support a high-visibility Partner Programs ... remote position. Application Deadline This position is anticipated to close on Aug 28, 2026. About ...

This position has the option of being remote (with the ability to be in a BKF office when necessary ... Ensuring the BKF Environmental Planning team in a key area excels both technically and financially ...

This position has the option of being remote (with the ability to be in a BKF office when necessary ... Ensuring the BKF Environmental Planning team in a key area excels both technically and financially ...

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Remote Financial Project Manager information

See Milpitas, CA salary details

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$70

$103

How much do remote financial project manager jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for remote financial project manager in Milpitas, CA is $70.11, according to ZipRecruiter salary data. Most workers in this role earn between $54.33 and $84.04 per hour, depending on experience, location, and employer.

What is a remote financial project manager?

A Remote Financial Project Manager is a professional who oversees financial projects and initiatives for an organization while working from a remote location, rather than in a traditional office setting. Their responsibilities include budgeting, forecasting, financial analysis, risk management, and ensuring projects are completed on time and within budget. They use digital tools to communicate with teams, track project progress, and report on financial outcomes. This role requires strong analytical, organizational, and communication skills, as well as proficiency with financial software.

How does a remote financial project manager effectively collaborate with distributed teams and stakeholders?

A Remote Financial Project Manager typically leverages digital communication tools like video conferencing, project management software, and cloud-based document sharing to stay connected with team members and stakeholders across different locations. Regular virtual meetings, clear documentation, and proactive updates are essential for ensuring everyone is aligned on project goals, timelines, and financial objectives. Building strong relationships through consistent communication helps mitigate challenges related to time zones and remote work, while also fostering a collaborative environment that supports successful project delivery.

What are the key skills and qualifications needed to thrive as a remote financial project manager, and why are they important?

To thrive as a Remote Financial Project Manager, you need strong financial analysis, budgeting, and project management skills, often backed by a degree in finance or business and relevant certifications such as PMP or CFA. Familiarity with financial management software (like SAP or Oracle), project tracking tools (like Asana or Trello), and virtual collaboration platforms is typically required. Exceptional communication, time management, and problem-solving abilities help you lead dispersed teams and manage complex projects remotely. These skills ensure you can deliver projects on time and within budget while maintaining clear stakeholder communication across remote environments.

What is the difference between Remote Financial Project Manager vs Remote Financial Analyst?

AspectRemote Financial Project ManagerRemote Financial Analyst
Required CredentialsFinance or Project Management certifications (e.g., PMP, CFA)Finance or Accounting degrees, certifications like CFA or CPA
Work EnvironmentLeads projects, manages teams, coordinates financial initiatives remotelyAnalyzes financial data, prepares reports, supports decision-making remotely
Employer & Industry UsageFinancial services, consulting, corporate financeBanking, investment firms, corporate finance departments

The main difference is that a Remote Financial Project Manager oversees financial projects and teams, focusing on execution and coordination, while a Remote Financial Analyst primarily analyzes data to support financial decisions. Both roles often require finance-related certifications and are common in similar industries, but their core responsibilities differ significantly.

What job categories do people searching Remote Financial Project Manager jobs in Milpitas, CA look for?

The top searched job categories for Remote Financial Project Manager jobs in Milpitas, CA are:

What cities near Milpitas, CA are hiring for Remote Financial Project Manager jobs?

Cities near Milpitas, CA with the most Remote Financial Project Manager job openings:

Infographic showing various Remote Financial Project Manager job openings in Milpitas, CA as of August 2026, with employment types broken down into 40% Full Time, 40% Part Time, and 20% Contract. Highlights an 100% Remote job distribution, with an average salary of $145,824 per year, or $70.1 per hour.

Financial Consultant (Remote)

San Jose, CA • Remote

Synergy Financial
11 - 50 employees

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted yesterday

New


Job description

???? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting








✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.









???? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets









???? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors









???? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset









???? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.









???? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.









???? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
???? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

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