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Virtual Remote Financial Planning Jobs (NOW HIRING)

KDK Creations, LLC

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Remote Financial Consultant (Training Provided)

Raleigh, NC · Remote

$25K - $200K/yr

We are expanding our remote financial services team and seeking self-motivated individuals who want to build a virtual practice, help families, and scale an agency with true ownership potential. This ...

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 ...

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Cardinal Health

Open to remote candidates! This person will support our OptiFreight Logistics business from an FP&A perspective. What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the ...

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Virtual Remote Financial Planning information

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

As of Jul 12, 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? Cities with the most Virtual Remote Financial Planning job openings:
What states have the most Virtual Remote Financial Planning jobs? States with the most job openings for Virtual Remote Financial Planning jobs include:
What job categories do people searching Virtual Remote Financial Planning jobs look for? The top searched job categories for Virtual Remote Financial Planning jobs are:
Virtual Remote Financial Planning jobs near you
Infographic showing various Virtual Remote Financial Planning job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $50,749 per year, or $24.4 per hour.

Financial Services Specialist (Remote)

All Financial Freedom

Greenwich, CT • Remote

$70K - $75K/yr

Full-time

Re-posted yesterday

Job description

Position Overview

We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding individuals through foundational financial concepts, and supporting long-term financial planning initiatives.

The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.

Key Responsibilities
  • Deliver financial education through virtual meetings
  • Explain concepts related to protection, accumulation, and retirement
  • Support clients through a standardized, needs-based process
  • Maintain accurate documentation and client records
  • Participate in training, compliance, and professional development
Required Qualifications
  • Bachelor's degree preferred or equivalent experience
  • Strong communication skills
  • Professional demeanor and ethical standards
  • Ability to work independently in a remote environment
  • Willingness to obtain state licensing (training provided)
  • Background check required
Compensation & Benefits
  • Performance-based compensation
  • Remote, flexible schedule
  • Licensing assistance and structured onboarding
  • Ongoing training and advancement opportunities
Career Path

Defined growth into senior specialist, leadership, or training roles.