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Remote Planner Jobs in Virginia (NOW HIRING)

Master Planner

Arlington, VA · On-site +1

$55K - $126K/yr

Remote Work: No Job Number: R0244027 Location: Arlington,VA,US Share job via: Share Master Planner The Opportunity : When an organization has multiple moving parts in its processes, it can be ...

Remote, United States Employment Type: Full-Time Shift: Day Shift About the Company Athena ... Support the ITAM Strategic Planning Report, Advanced Technology Assessment Report and ...

Managing Environmental Planner

Norfolk, VA · On-site +1

$68K - $87K/yr

Norfolk, VA, Baltimore, MD or Remote Job Type: Regular Full-time What's the Opportunity? Lead multidisciplinary project teams in the planning, design, permitting, and implementation of coastal ...

Health Planner III

Arlington, VA · On-site +1

$73K - $92K/yr

Communicate planning concepts to project teams and owners, verbally and through graphic and written reports and work effectively with architectural designers to optimize plans that further owners ...

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Remote Planner information

What are the key skills and qualifications needed to thrive as a remote planner?

To thrive as a Remote Planner, you need strong organizational skills, attention to detail, and experience with project or event planning, often supported by a relevant degree or certification. Familiarity with digital collaboration tools like Trello, Asana, or Microsoft Teams, as well as scheduling and workflow management systems, is typically required. Excellent communication, time management, and problem-solving abilities help you coordinate effectively with remote teams and clients. These competencies ensure smooth planning, efficient execution, and successful outcomes in a virtual work environment.

How do remote planners effectively collaborate with on-site teams and clients across different time zones?

Remote Planners often work with geographically dispersed teams and clients, which requires strong communication and organizational skills. They typically rely on digital collaboration tools such as project management software, video conferencing, and shared document platforms to keep everyone aligned. Scheduling regular check-ins and maintaining clear documentation are essential for overcoming the challenges of different time zones and ensuring that all stakeholders remain informed and engaged. Building strong virtual relationships and proactively addressing potential misunderstandings can significantly enhance teamwork and project outcomes.

What is the difference between Remote Planner vs Remote Scheduler?

AspectRemote PlannerRemote Scheduler
Primary RoleDevelops overall project plans, timelines, and resource allocationCreates and manages daily or weekly schedules for specific tasks or teams
Required SkillsProject management, strategic planning, resource managementTime management, coordination, attention to detail
Work EnvironmentCollaborates with project teams, often in planning softwareFocuses on scheduling tools, communication with team members
Industry UsageUsed across construction, IT, event planningCommon in manufacturing, healthcare, logistics

While both roles involve planning and coordination, a Remote Planner focuses on creating comprehensive project strategies and timelines, whereas a Remote Scheduler concentrates on assigning specific tasks and managing daily schedules. Understanding these differences helps employers and job seekers identify the right role based on skills and responsibilities.

What is a remote planner?

A Remote Planner is a professional who coordinates, organizes, and manages planning tasks from a remote location, rather than working on-site. This role can include event planning, project management, or logistical coordination, depending on the industry. Remote Planners use digital tools to communicate, schedule, and track progress, ensuring that projects or events run smoothly without being physically present. Their responsibilities often require excellent communication skills, organization, and proficiency with virtual collaboration platforms.
What are the most commonly searched types of Planner jobs in Virginia? The most popular types of Planner jobs in Virginia are:
What are popular job titles related to Remote Planner jobs in Virginia? For Remote Planner jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Remote Planner jobs in Virginia look for? The top searched job categories for Remote Planner jobs in Virginia are:
What cities in Virginia are hiring for Remote Planner jobs? Cities in Virginia with the most Remote Planner job openings:
Infographic showing various Remote Planner job openings in Virginia as of July 2026, with employment types broken down into 1% Locum Tenens, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Associate Financial Planner (Remote)

Edelman Financial Engines

Fairfax, VA • Remote

Full-time

Medical, Dental, Retirement

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


Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz


Job description

Associate Financial Planner (Remote or Fairfax, VA)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As an Associate Financial Planner, you’ll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues. 

Responsibilities:

  • Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis
  • Prepares presentations, research, and supporting materials for client meetings and reviews
  • Conducts assessments of clients and prospects’ evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities
  • Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences
  • Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals
  • Provides high-level contact with clients crafted to maintain and improve the client relationship
  • Maintains a proven understanding of the industry, products, and trends

Requirements:

  • Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment
  • FINRA Series 65 Required
  • Bachelor’s degree in business or finance; or equivalent proven experience
  • Certified Financial Planner designation preferred
  • Financial Services & insurance sales experience preferred
  • Good understanding of finance and investment markets/securities
  • Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities
  • Ability to prioritize and address multiple projects and meet deadlines is crucial
  • Strong interpersonal, verbal, and written communication skills
  • Detailed knowledge of MS Outlook, Word, and Excel is a must

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,500 to $111, 300. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  


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