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Virtual Remote Financial Planning Jobs in Texas (NOW HIRING)

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Financial Analyst Cap Ex

Dallas, TX · On-site +1

Financial Analyst, FP&A Capex As a Financial Analyst, FP&A Capex at Switch, you will support the ... Flexibility & Remote Opportunities - Whether in-office, hybrid, or fully remote, we offer the ...

Thrivent

Virtual Financial Advisor - Houston

Houston, TX · On-site +1

$23.80 - $26.45/hr

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

Aledade PBC

Senior Financial Analyst, Remote

Austin, TX · On-site +1

$84K - $105K/yr

The Senior Financial Analyst will work with the FP&A team to provide support with the annual budget ... remote-first culture - you've come to the right place. What Does This Mean for You? At Aledade PBC ...

Mercer Advisors

$90K - $130K/yr

Join us and help families amplify and simplify their financial lives with confidence. * Mercer ... planning strategies for our high new worth clients. This role is remote, with a strong preference ...

DataAnnotation

FP&A Manager - AI Trainer

Lubbock, TX · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

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

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 Texas?

For Virtual Remote Financial Planning jobs in Texas, the most frequently searched job titles are:

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

The top searched job categories for Virtual Remote Financial Planning jobs in Texas are:

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Cities in Texas with the most Virtual Remote Financial Planning job openings:

Virtual Remote Financial Planning jobs near you

Remote Sales Representative - Virtual/Remote

Colonial Life

Lubbock, TX • Remote

$50K - $75K/yr

Contractor

Medical, Life

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

Job description

Colonial Life’s West Texas territory is looking for motivated Remote Independent Agent Sales Representatives to connect with customers and offer voluntary benefits that provide employees with financial protection during life’s unexpected events. As a sales representative, you will have the unique opportunity to focus on what you do best, with the ability to specialize in a role to help you succeed.
If you are driven by protecting your community and helping others, look no further than becoming a Colonial Life independent sales representative. We provide voluntary benefits at the worksite that offer employees financial protection when the unexpected happens. Partnering with Colonial Life means making a difference while benefiting from Colonial Life’s 80+ years of integrity, collaboration, innovation, and growth. Colonial Life supports its independent agents throughout their journey with a people-first culture.
Estimated Income for First Year - $50,000 - $75,000*
*Commission only
Benefits
Flexible work schedule, Uncapped Commissions, Remote
Responsibilities
Successful Sales Representatives focus on:
  • Finding new prospects for business and getting commitments to establish new clients
  • Embracing technology to help ensure successful enrollments 
  • Growing their knowledge of the coverage offered to clients to help guide potential customers to make informed decisions about protecting their families. 
Beneficial Experience and/or Skills:
  • Results-driven, self-motivated team players with a commitment to excellence and customer service
  • Competitive leaders with previous sales experience preferred (not required)
  • Bilingual in Spanish/English is a plus
  • Excellent organizational and interpersonal skills.
  • Life and Health license needed (we can assist you in getting this license)
Compensation: As a Sales Representative, you have the potential to earn commissions based on sales results, including renewal income and bonuses.
You will have access to training and development. You may also choose to become a member of the Association of Insurance Professionals (AIP), which can provide access to exclusive perks, discounts, and benefits.
This is an independent contractor opportunity in which you are in business for yourself but not by yourself. Any income range associated with this posting represents the potential pre-tax earnings of a business owner in this role, not a guaranteed salary or guaranteed earnings. All earnings in this role are sales results-based and uncapped, with a tremendous potential for growth based on your business acumen.
Requirements
Authorized to work in the US without sponsorship
This is an uncapped commissions only role. Please confirm that this aligns with what you're looking for.
We cannot hire anyone outside of West Texas, US. Confirm you currently live West of Lubbock, TX
Do you currently have or are willing to obtain your own Texas Life and Health Insurance License
Requisition #cmrmlqncl7p6w0jlcq6d5i9e7