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Virtual Remote Financial Planning Jobs in Ohio (NOW HIRING)

Wealth Planner

Cincinnati, OH ยท On-site +1

$52K - $72K/yr

Lead financial planning engagements for clients with a net worth of $1-10M. * Conduct thorough ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Wealth Planner

Cincinnati, OH ยท On-site +1

$51K - $71K/yr

Lead financial planning engagements for clients with a net worth of $1-10M. * Conduct thorough ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Wealth Planner

Cincinnati, OH ยท On-site +1

$52K - $72K/yr

This role is responsible for delivering high-quality financial planning services, conducting in ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

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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 are popular job titles related to Virtual Remote Financial Planning jobs in Ohio? For Virtual Remote Financial Planning jobs in Ohio, the most frequently searched job titles are:
What cities in Ohio are hiring for Virtual Remote Financial Planning jobs? Cities in Ohio with the most Virtual Remote Financial Planning job openings:
Infographic showing various Virtual Remote Financial Planning job openings in Ohio as of July 2026, with employment types broken down into 73% Full Time, and 27% Part Time. Highlights an 36% In-person, 9% Hybrid, and 55% Remote job distribution.

Financial Education Specialist - Ohio

All Financial Freedom

Columbus, OH โ€ข On-site, Remote

$31K - $58K/yr

Part-time

Re-posted 18 days ago


Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.
In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.
Position Overview
This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.
Key Responsibilities
  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications
  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits
  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path
Growth into education leadership, training, or management roles.