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Virtual Remote Financial Planning Jobs (NOW HIRING)

Flagstar Bank

Virtual Financial Consultant

Troy, NY · Remote

... planning, recommending suitable investment products, and connecting clients to the broader Flagstar enterprise. The Virtual Financial Consultant operates fully within a remote/virtual model and is ...

Flagstar Bank

... planning, recommending suitable investment products, and connecting clients to the broader Flagstar enterprise. The Virtual Financial Consultant operates fully within a remote/virtual model and is ...

Infinite Wise Solutions

Be Seen First

Remote Financial Retirement Planning Professional

Baltimore, MD · Remote

$1.0K - $250K/yr

Tax-advantaged financial solutions * Asset preservation * Legacy and estate planning concepts ... Must have reliable internet access and a professional remote-work environment * Must be able to ...

New

Pavago

Financial Planning Analyst

Budgeting/Forecasting Specialist Position Type: Full-Time, Remote Working Hours: U.S. client ... Our client is seeking a Budgeting/Forecasting Specialist to build financial models, manage planning ...

Rise25

Financial Planning Analyst (Remote)

Chicago, IL · Remote

We are looking for a remote, initially part-time financial planning analyst who can create budgets ... Our organization is fully virtual and it takes someone who loves what they do and wants to do it ...

Centene

Director, Financial Planning

$148K - $274K/yr

Position Purpose: Lead and direct the long-range budget & financial planning process, develop ... with remote, hybrid, field or office work schedules. Actual pay will be adjusted based on an ...

Osaic

Sr. Financial Planning Strategist

Houston, TX · On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning ... Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ...

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Virtual Remote Financial Planning information

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$11

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$33

How much do virtual remote financial planning jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for virtual remote financial planning in the United States is $24.40, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $27.40 per hour, depending on experience, location, and employer.

What is the difference between Virtual Remote Financial Planning vs Virtual Remote Financial Advisor?

AspectVirtual Remote Financial PlanningVirtual Remote Financial Advisor
CredentialsCFP, CFA, or similar certifications often requiredCFP, CFA, or similar certifications often required
Work EnvironmentRemote, client meetings via video, financial planning softwareRemote, client meetings via video, investment management
Employer & Industry UsageFinancial planning firms, independent plannersFinancial advisory firms, wealth management companies

Both roles typically require similar credentials and operate remotely, focusing on client financial services. Financial planners often develop comprehensive plans, while financial advisors may focus more on investment management and ongoing advice. The distinction can vary by employer, but both roles serve clients in a virtual environment.

More about Virtual Remote Financial Planning jobs

What cities are hiring for Virtual Remote Financial Planning jobs?

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What states have the most Virtual Remote Financial Planning jobs?

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What job categories do people searching Virtual Remote Financial Planning jobs look for?

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Virtual Remote Financial Planning jobs near you
Infographic showing various Virtual Remote Financial Planning job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $50,749 per year, or $24.4 per hour.

Remote Licensed Financial Services Professional

Cirkal Financial Services fl. LLC

San Antonio, TX • Remote

Contractor

Medical, Life

Posted 20 days ago

Job description

Position: Remote Licensed Financial Services Representative Location: Remote (U.S.) Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions. Position Overview: We’re seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you’ll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers. Responsibilities: Educate clients on life insurance, annuities, and financial planning options Develop customized strategies to meet client needs Build long-term client relationships through trust and service excellence Maintain required state licenses and compliance standards Qualifications: Active state Life & Health Insurance License (or willingness to obtain) Strong communication and interpersonal skills Self-motivated and entrepreneurial mindset Experience in sales, finance, or customer service a plus What We Offer: Remote flexibility with unlimited earning potential Access to top carriers and products Ongoing mentorship and professional development Advancement opportunities within Cirkal Financial Services. Are you currently employed or do you currently work 1099 or run a business and have income? Reason being, you will usually spend $500 in your first year in Finance, for federal and local background checks, fingerprints, licensing, continuing education, errors and omissions, proper attire and a professional photo. All are tax write-offs, but the initial cost is still there before we reimburse you. To Apply: Send your resume or inquiry to []

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