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Virtual Remote Financial Planning Jobs in California

SPRCHRGR

FP&A Manager

Los Angeles, CA · Remote

This position works under the direction of our Virtual CFOs, benefitting from hands-on mentoring ... Discretionary Bonus Program * 100% remote, always * Customizable benefit options * The work is ...

SPRCHRGR

Virtual/Fractional CFO

Los Angeles, CA · Remote

This position directs the work of FP&A Managers and Sr. Financial Analysts on our staff to provide ... Discretionary Bonus Program * 100% remote, always * Customizable benefit options * The work is ...

Everlane

Director, FP&A

Los Angeles, CA · On-site +1

$128K - $171K/yr

This position reports directly to the CFO. This is a full-time virtual role, but we are partial to ... Candidates outside the LA area may be considered for a remote position. California Residents: At ...

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All JobsFinancial Planning JobsVirtual Remote Financial Planning JobsVirtual Remote Financial Planning Jobs in California

Virtual Remote Financial Planning information

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.

What virtual remote financial planning jobs can I do remotely?

Virtual remote financial planning jobs include roles such as financial advisor, planner, or analyst, which can be performed entirely online using financial software and communication tools. These positions often require certifications like CFP or CFA and involve client consultations, portfolio management, and financial analysis conducted remotely on flexible schedules.
What are popular job titles related to Virtual Remote Financial Planning jobs in California? For Virtual Remote Financial Planning jobs in California, the most frequently searched job titles are:
What job categories do people searching Virtual Remote Financial Planning jobs in California look for? The top searched job categories for Virtual Remote Financial Planning jobs in California are:
What cities in California are hiring for Virtual Remote Financial Planning jobs? Cities in California with the most Virtual Remote Financial Planning job openings:
Virtual Remote Financial Planning jobs near you

Financial Services Consultant

The Fortitude Team

Temecula, CA • Remote

$80K/yr

Full-time, Part-time

Posted 10 days ago

Job description

The Fortitude Team is seeking motivated, people-focused professionals to join our growing team as a Remote Financial Services Consultant.

In this role, you’ll work directly with individuals and families to understand their financial goals, educate them on sound financial principles, and develop personalized strategies to help them protect, grow, and preserve their wealth.

Whether you’re beginning a new career or looking for a profession with greater purpose and flexibility, we provide comprehensive training, one-on-one mentorship, and a proven development program to help you succeed.

No prior financial services experience is required. We value integrity, coachability, and a genuine desire to help others.

This is a remote opportunity with flexible full-time and part-time career paths.

Compensation:

$70,000 - $80,000


Responsibilities:

  • Connect with prospective and existing clients to understand their financial goals and help them create a plan for the future.

  • Present financial strategies and solutions that align with each client's unique needs and objectives.

  • Guide clients through the financial planning process with clear communication and personalized recommendations.

  • Develop and maintain strong client relationships by providing responsive, high-quality service.

  • Monitor client progress and recommend adjustments as financial goals and life circumstances evolve.

  • Build new business through referrals, networking, educational events, and community involvement.

  • Collaborate with team members and mentors to continuously improve client outcomes and professional skills.


Qualifications:

  • Passion for helping others achieve their financial goals

  • Excellent communication and relationship-building skills

  • Self-motivated with a strong work ethic

  • Coachable and eager to learn

  • Comfortable working independently in a remote environment

  • Strong organizational and time management skills

  • Customer service, banking, education, healthcare, or sales experience is a plus

  • High school diploma or equivalent

  • Must be eligible to obtain the required state insurance and financial services licenses


About Company

The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.

We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers helping others.