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Virtual Financial Planner Jobs (NOW HIRING)

Foot Locker

Financial Planner

Manhattan, NY · On-site

$75K - $90K/yr

The Financial Planner is accountable for the development, coordination, and review of planning and ... Cameras must be on for all virtual interviews. * AI tools are strictly prohibited during interviews ...

Thrivent

Virtual Financial Advisor - Nashua, NH

Nashua, NH · On-site +1

$25.96 - $28.85/hr

Virtual Financial Advisor - Remote Nashua, New Hampshire Bring your skills to a deeply purposeful ... Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro ® and ...

All Financial Freedom

$40K - $85K/yr

... planning initiatives in a professional and ethical manner. Key Responsibilities * Conduct virtual financial education sessions * Communicate financial concepts clearly and accurately * Support ...

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Virtual Financial Planner information

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$37K

$86.7K

$148K

How much do virtual financial planner jobs pay per year?

As of Jun 10, 2026, the average yearly pay for virtual financial planner in the United States is $86,720.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,000.00 and $127,000.00 per year, depending on experience, location, and employer.

How do Virtual Financial Planners typically collaborate with clients and team members in a remote setting?

Virtual Financial Planners primarily use video conferencing, secure messaging platforms, and digital document-sharing tools to communicate with clients and colleagues. Regular virtual meetings help maintain strong client relationships and ensure that financial plans are up-to-date with clients’ changing needs. Team collaboration often involves cloud-based project management software and shared calendars to coordinate tasks, discuss strategies, and review client portfolios. While the virtual environment offers flexibility, it also requires proactive communication and excellent organizational skills to stay connected and deliver personalized service.

What is the difference between Virtual Financial Planner vs Financial Advisor?

AspectVirtual Financial PlannerFinancial Advisor
CredentialsCFP, ChFC, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentRemote/online consultationsIn-person or remote meetings
Industry UsagePrimarily online/virtual servicesBoth in-person and virtual services
Primary FocusFinancial planning and strategyFinancial planning, investment advice, and wealth management

Both Virtual Financial Planners and Financial Advisors hold similar credentials and often serve overlapping client needs. The key difference lies in their typical work environment, with Virtual Financial Planners primarily offering remote, online services, whereas Financial Advisors may work in person or virtually. Understanding these distinctions helps clients choose the right professional for their financial goals.

What jobs make $3,000 a month without a degree?

A virtual financial planner can earn around $3,000 a month through client consultations, financial advice, and planning services, often requiring strong financial knowledge, certifications like CFP, and proficiency with financial software. Many related roles in finance or consulting also offer similar income levels without a degree, especially with experience and specialized skills.

What is a Virtual Financial Planner?

A Virtual Financial Planner is a financial professional who provides financial planning and advisory services to clients remotely, typically using digital tools such as video conferencing, secure messaging, and online financial platforms. They help clients manage their finances, develop investment strategies, plan for retirement, and achieve other financial goals without requiring in-person meetings. This approach offers flexibility and convenience for both the client and the planner, making financial advice more accessible. Virtual Financial Planners can work independently or as part of larger financial firms.

What are the key skills and qualifications needed to thrive as a Virtual Financial Planner, and why are they important?

To thrive as a Virtual Financial Planner, you need strong analytical skills, financial planning knowledge, and typically a relevant degree or CFP certification. Familiarity with financial planning software, virtual meeting platforms, and secure document sharing systems is crucial. Excellent communication, trust-building, and time management skills help foster client relationships in a remote environment. These abilities ensure personalized, effective financial guidance and client retention in an increasingly digital financial sector.
More about Virtual Financial Planner jobs
What cities are hiring for Virtual Financial Planner jobs? Cities with the most Virtual Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
What states have the most Virtual Financial Planner jobs? States with the most job openings for Virtual Financial Planner jobs include:
What job categories do people searching Virtual Financial Planner jobs look for? The top searched job categories for Virtual Financial Planner jobs are:
Virtual Financial Planner jobs near you
Infographic showing various Virtual Financial Planner job openings in the United States as of June 2026, with employment types broken down into 80% Full Time, 11% Part Time, 2% Temporary, and 7% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $86,720 per year, or $41.7 per hour.
Financial Planner

Financial Planner

Foot Locker

Manhattan, NY • On-site

$75K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Foot Locker rating

6.3

Company rating: 6.3 out of 10

Based on 204 frontline employees who took The Breakroom Quiz

43rd of 102 rated fashion retailers

Job description

Overview
This hybrid position will be located at our Foot Locker Office in New York, NY.
Expectations for hybrid in-office schedule is three days a week, typically Tuesday, Wednesday, and Thursday.
Foot Locker, Inc. is hiring three Financial Planners to join our team! This role's main function is to unite the product merchandise vision with the divisional financial strategies to generate sales, profit, and liquidation levels. The translation of the product vision into an actionable plan is key to the role. The Financial Planner is accountable for the development, coordination, and review of planning and inventory management from total company level down to store level, with the objective of improving turnover and gross margin. The Planner plays an important role in facilitating the creation a deeper, more relevant connection to our customers.
The Financial Planner will have a key role in building a customer-specific financial product plan in line with the merchandise strategies and ensuring the constant flow of fresh product to all channels of distribution. One of the key Financial Planner responsibilities is to establish effective working relationships with vendors to strengthen business and support company strategies. Past and predicted vendor and product performance will help the Financial Planner determine departmental strategies for the coming seasons. To be successful in this role, you will need commercial awareness, and excellent analytical and communication skills.
We are looking for Financial Planners acrosss Footwear and Accessories.
Responsibilities
Pre/In-season Financial Planning
  • Create pre-season department/vendor omnichannel sales, markdowns, receipts, and margin plans that support the merchandise strategy
  • Reconcile bottom-up and top-down plans with Director Planning, in line with established financial targets
  • Drive the Open to Buy process for the Assortment Planner and Buyer, clearly identifying opportunities whilst managing inventory levels
  • Prepare and facilitate Open to Buy meetings
  • Analyze initial pricing structures and propose in-season pricing strategies
  • Lead weekly product performance review with team and identify key actions
  • Build trusting, mutually beneficial relationships with colleagues and vendors
  • Attend vendor pre and final lines to align on financial product strategies
Vendor Management
  • Develop understanding of vendor trade terms to comply to rules of engagement
  • Partner with Director Planning, compile and analyze departmental vendor results and strategies
  • Analyze results with vendor partners to identify opportunities and risks
  • Partner with Director of Planning and Buyer counterparts to create vendor seasonal forecasts

Qualifications
  • Bachelor's Degree in Business Administration / Economics / Supply Chain / Finance / other related fields or equivalent education and experience
    Minimum 3 years' experience
  • Experience in a trend driven, high volume company preferred but not required
  • Advanced Excel skills are a must
  • Experience using planning tools (Marketmax / SAS, SAP, etc.) is preferable
  • Experience with constructing financial plans
  • Strong analytical and critical thinking skills
  • Problem solving and decision-making abilities
  • Business mathematical skills required
  • Ability to work under pressure and with own initiative
  • Sound business / commercial awareness, high concern for effectiveness, entrepreneurial
  • Enthusiastic, goal-oriented team player with a desire to join the biggest in the business

At Foot Locker, we value innovation, authenticity, and integrity in all that we do. To uphold the security and fairness of our hiring process, we ask that candidates refrain from using AI tools, including ChatGPT, during interviews and assessments. To ensure a smooth and secure experience, please review the following guidelines:
  • Cameras must be on for all virtual interviews.
  • AI tools are strictly prohibited during interviews or assessments.

We appreciate your understanding and cooperation as we work together to create a transparent and equitable hiring experience.
Benefits
The annual salary range for this role is $75,000 - $90,000 / year. This range represents the anticipated low and high end of the salary for this position. This role is also eligible to receive short term incentives that align with individual and company performance. Salary will be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity, location, and alignment with market data. Salary is one component of the Foot Locker, Inc. total compensation package, which includes the below:
Foot Locker Benefits:
  • Employee Discount
  • Paid Time Off
  • Medical | Dental | Vision Coverage
  • 401(k) | Roth 401(k)
  • Life Insurance
  • Flexible Spending Account
  • Opportunities for Advancement
  • Education Reimbursement for Qualified Courses
  • Strong Company Culture
  • Employee Resource Groups

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