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Virtual Remote Financial Planning Jobs in Virginia

SAIC

Finance Analyst

Herndon, VA · Remote

None Potential for Remote Work: ORA_ON_SITE Description SAIC is seeking highly skilled and ... This role demands expertise in financial planning, data analysis, resource allocation, and ...

Posted today

Systems Planning and Analysis

Financial Analyst

Alexandria, VA · On-site +1

$105K - $150K/yr

  • Medical

  • Life

  • Retirement

Overview Systems Planning and Analysis, Inc. (SPA) delivers high-impact, technical solutions to ... We have a near-term need for a Financial Analyst to provide remote support to our FAA customer.

kgs

Financial Analyst (REMOTE)

Chantilly, VA · Remote

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Financial Analyst to support TGS and our government customer. The position is remote. We offer ... Develop and compile accurate data to be used for creating and maintaining Planning Estimates.

PerformYard

Sr. Director of Strategic Finance

Arlington, VA · Remote

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This leader will own the financial planning and analysis function while simultaneously delivering ... This is a 100% Remote Position - now & forever Requirements What You'll Do: Strategic Finance ...

Koniag, Inc.

Financial Analyst (REMOTE)

Chantilly, VA · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Financial Analyst to support TGS and our government customer. The position is remote. We offer ... Develop and compile accurate data to be used for creating and maintaining Planning Estimates.

PerformYard

Sr. Director of Strategic Finance

Arlington, VA · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This leader will own the financial planning and analysis function while simultaneously delivering ... This is a 100% Remote Position - now & forever Requirements What You'll Do: Strategic Finance ...

kgs

Financial Analyst (REMOTE)

Chantilly, VA · Remote

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Financial Analyst to support TGS and our government customer. The position is remote. We offer ... Develop and compile accurate data to be used for creating and maintaining Planning Estimates.

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Showing results 41-60

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

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 Virginia?

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

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

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

What cities in Virginia are hiring for Virtual Remote Financial Planning jobs?

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

Virtual Remote Financial Planning jobs near you

Estate Planning Attorney - No Rainmaking | Remote | Flexible

United Placement Group

Fairfax, VA • On-site, Remote

Contractor

Posted 28 days ago

Job description

Most estate planning attorneys lose 40-60% of their time to non-billable work-marketing, intake, scheduling, and paperwork.

In this role, you meet only with prepared, pre-qualified clients, while our team handles everything before and after the consultation so you can focus on high-value legal work.

What you'll do

  • Provide estate planning, asset protection, Medicaid/special needs planning, and business formation services.
  • Review pre-collected intake documents and conduct thorough client meetings.
  • Deliver practical, personalized legal strategies supported by a dedicated back-office team.

Requirements

Ideal attorney
  • Active Virginia bar license in good standing.
  • Juris Doctor (J.D.) degree.
  • 3+ years of estate planning experience, including Medicaid asset protection.
  • Comfortable managing legal matters independently and conducting virtual client consultations.
  • Multi-state bar licensure preferred.
  • Tax planning, business formation, and special needs planning experience are a plus.
  • Experience handling sensitive family or Medicaid planning conversations with clients is a plus.
  • Experience advising small-business owners on formation matters is a plus.
  • An LL.M. in estate planning or tax is a plus.

Benefits

Why attorneys partner with us
  • No marketing-ever; we handle all client acquisition, intake, and scheduling.
  • Turnkey back office that dramatically cuts non-billable time.
  • Ready-to-engage clients who have completed intake and are prepared to move forward.
  • Flexible, remote work that fits around your existing practice and caseload.

Apply