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Remote Financial Jobs in Baltimore, MD (NOW HIRING)

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Remote Financial information

See Baltimore, MD salary details

$17.1K

$85.3K

$166.4K

How much do remote financial jobs pay per year?

As of Aug 6, 2026, the average yearly pay for remote financial in Baltimore, MD is $85,315.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,739.00 and $107,562.00 per year, depending on experience, location, and employer.

How do remote financial professionals typically collaborate with team members and clients across different locations?

Remote Financial professionals often rely heavily on digital communication tools such as video conferencing, secure file-sharing platforms, and project management software to coordinate with colleagues and clients. Regular virtual meetings and clear documentation are essential to ensure everyone is aligned on financial goals, deadlines, and compliance requirements. While working independently is common, teamwork remains crucial, particularly during financial reporting periods or when addressing client inquiries. Building strong communication habits and proactively reaching out to team members can help overcome the unique challenges of remote collaboration in this field.

What is a remote financial job?

A remote financial job is any job in the finance industry that allows you to telecommute instead of working in an office. You can do almost any finance job on a remote basis. Some of the most common remote jobs include accountants, accounting managers, account managers, finance assistants, financial planners, bookkeepers, finance analyst, traders, and underwriters. Depending on your position, your duties and responsibilities may include managing investments, overseeing an audit, or preparing taxes. Keep in mind that while remote jobs allow you to work from home, you may need to travel to your employer’s office on occasion to consult with clients.

What is the difference between Remote Financial vs Remote Bookkeeper?

AspectRemote FinancialRemote Bookkeeper
CredentialsFinancial certifications (e.g., CFA, CPA), accounting degreesBookkeeping certifications (e.g., QuickBooks Certified), basic accounting knowledge
Work EnvironmentFinancial firms, corporate finance departments, consultingSmall businesses, accounting firms, freelance work
Employer & Industry UsageUsed in finance, banking, investment sectorsCommon in small business, retail, service industries
Search & Comparison IntentLooking for financial analysis, planning, or consulting rolesSeeking bookkeeping, data entry, or basic accounting tasks

Remote Financial professionals typically handle complex financial analysis, planning, and consulting, often requiring advanced certifications. Remote Bookkeepers focus on recording transactions, maintaining financial records, and basic accounting, usually with less formal credentials. Both roles are remote-friendly but serve different business needs and skill levels.

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

To thrive as a Remote Financial Analyst, you need strong analytical abilities, financial modeling expertise, and a relevant degree in finance, accounting, or a related field. Proficiency in tools like Microsoft Excel, financial ERP systems, and possibly certifications such as CFA or CPA is highly valuable. Excellent communication, self-motivation, and time management are crucial soft skills for remote collaboration and independent work. These skills and qualifications ensure accurate financial insights, effective remote teamwork, and reliable business decision support.
More about Remote Financial jobs
What are the most commonly searched types of Financial jobs in Baltimore, MD? The most popular types of Financial jobs in Baltimore, MD are:
What are popular job titles related to Remote Financial jobs in Baltimore, MD? For Remote Financial jobs in Baltimore, MD, the most frequently searched job titles are:
What job categories do people searching Remote Financial jobs in Baltimore, MD look for? The top searched job categories for Remote Financial jobs in Baltimore, MD are:
What cities near Baltimore, MD are hiring for Remote Financial jobs? Cities near Baltimore, MD with the most Remote Financial job openings:
Remote Financial jobs near you
Infographic showing various Remote Financial job openings in Baltimore, MD as of July 2026, with employment types broken down into 84% Full Time, 8% Part Time, and 8% Contract. Highlights an 5% In-person, and 95% Remote job distribution, with an average salary of $85,315 per year, or $41 per hour.

CFP, Financial Planner

Legacy Search Advisors

Baltimore, MD • Remote

$85K - $130K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description

Financial Planner / Senior Planner / Lead Planner (Remote)
$85,000 - $130,000 base + bonus
100% Remote (U.S.-based - PST preferred, not required)
About the Opportunity
A fast-growing, venture-backed fintech company is expanding its financial planning team and hiring multiple CFP® professionals across junior, mid-level, and senior tiers. This is a rare opportunity to provide high-quality, conflict-free financial advice at scale — without product sales, asset-based compensation, or pressure to push unnecessary solutions.
This firm is on a strong upward trajectory, has modern proprietary technology built specifically for planners, and is in a position to scale sustainably without relying on future funding rounds.
What Makes This Role Different
  • 100% remote — work from anywhere in the U.S.
  • No sales quotas, no cold calling, no product pushing
  • Flat-fee membership model focused on advice, not AUM
  • Dedicated investment, trading, tax, and operations teams
  • Planners focus on strategy, guidance, and client impact
  • Strong internal promotion paths and long-term growth
The Role (Level Dependent)
Planners work with a high volume of members across different life stages, delivering holistic advice around cash flow, investments, taxes, retirement planning, estate considerations, and major life decisions. You'll build trusted relationships, guide members to take action, and leverage in-house technology and support teams to work efficiently.
Senior and Lead Planners work with increasingly complex households, including pre-retirees and retirees, while mentoring others and handling more advanced planning needs.
Evening availability is required two nights per week to accommodate member schedules, though planners largely work within their own time zones.
Who They're Looking For
  • CFP® required
  • 1+ years (Financial Planner), 3+ years (Senior), or 10-15+ years (Lead) of member-facing planning experience
  • Comfortable managing a large, active client base
  • Tech-forward, adaptable, and able to thrive in a fast-paced environment
  • Passionate about delivering unbiased advice to people who truly need it
Compensation & Benefits
  • Base salary range: $85K-$130K depending on level
  • Bonus potential that grows meaningfully over time
  • Flexible PTO
  • Full benefits (medical, dental, vision, 401(k) with match, paid parental leave, certification reimbursement)
Apply here
Confidential conversations are welcome if you'd prefer to talk first.
Legacy Search Advisors logo

About Legacy Search Advisors

Sourced by ZipRecruiter

Legacy Search Advisors is built on the mission to honor the Legends who inspired us to build this firm. We provide concierge level service to both our clients and our candidates and we value our relationships with everyone from executive to entry level. We build relationships from the 1st day of your professional career and we follow you through your pursuit to become an executive. Along the way, we strive to be the only phone number and e-mail address you need when you are ready for a career change and when you need to add top talent to your growing teams. ​We specialize in Accounting, Finance, Banking, Legal, Human Resources, Sales & Marketing, and Administrative Placement but never hesitate to suggest a special project search as we bring our Concierge Level Service and creativity to each and every opportunity! Legacy Search Advisors has also vetted and selected trusted referral partners across the country who specialize in Technology and Engineering placement, to enhance our total solution for our clients. We recognize that we are privileged to work with you, so we want you to experience the Luxury of Legacy every time you do!

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Bethesda, MD, US

Year founded

2021

View All Legacy Search Advisors Jobs