ZipRecruiter

Log In

2

Work From Home Financial Planner Jobs (NOW HIRING)

AOGarcia

Work From Home - Enrollment Specialist

Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you ...

next page

Showing results 1-20

All Jobsremote JobsWork From Home Financial Planner Jobs

Work From Home Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do work from home financial planner jobs pay per year?

As of Sep 7, 2026, the average yearly pay for work from home financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What does a work from home financial planner do?

A Work From Home Financial Planner provides clients with advice on managing their finances, including budgeting, investing, retirement planning, and insurance, all from a remote location. They typically communicate with clients via phone, video calls, and email to assess financial goals and create personalized plans. This role requires strong analytical skills, financial knowledge, and the ability to build trust with clients virtually. Many remote financial planners work for financial firms, while others may operate independently or as freelancers.

What are the key skills and qualifications needed to thrive as a work from home financial planner, and why are they important?

To thrive as a Work From Home Financial Planner, you need a solid background in finance, investment strategies, and personal financial planning, typically supported by a bachelor's degree and certifications such as CFP (Certified Financial Planner). Familiarity with financial planning software, virtual meeting platforms, and secure document management systems is essential. Exceptional communication, self-motivation, and trustworthiness make someone stand out in this remote role. These skills ensure clients receive sound financial advice, maintain trust, and experience seamless service regardless of location.

How do work from home financial planners typically collaborate with clients and team members while working remotely?

Work From Home Financial Planners generally rely on secure digital communication tools—such as video conferencing, encrypted email, and client portals—to maintain regular contact with clients and colleagues. Collaboration with team members might include virtual meetings for case discussions, sharing documents via cloud-based platforms, and using project management tools to track workflow. Building trust and maintaining strong client relationships remotely requires excellent communication skills and consistent follow-up. Many firms also provide training and support to ensure remote planners can access resources and stay connected with the broader team.

What is the difference between Work From Home Financial Planner vs Work From Home Financial Advisor?

AspectWork From Home Financial PlannerWork From Home Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentRemote client consultations, planning sessionsRemote client meetings, investment advice
Employer UsageFinancial planning firms, independent practiceFinancial institutions, advisory firms
Search IntentComparison, career info, remote rolesComparison, client services, remote work

Both roles often require similar certifications like CFP or ChFC and involve remote client interactions. Financial planners focus on comprehensive financial planning, including budgeting and estate planning, while financial advisors primarily provide investment advice. The roles overlap in work environment and employer types, but their core functions differ slightly, making them common search comparisons for remote finance careers.

More about Work From Home Financial Planner jobs

What cities are hiring for Work From Home Financial Planner jobs?

Cities with the most Work From Home Financial Planner job openings:

What states have the most Work From Home Financial Planner jobs?

States with the most job openings for Work From Home Financial Planner jobs include:

What job categories do people searching Work From Home Financial Planner jobs look for?

The top searched job categories for Work From Home Financial Planner jobs are:

Work From Home Financial Planner jobs near you
Infographic showing various Work From Home Financial Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Work From Home Financial Services

AO Globe Life

Los Angeles, CA • On-site, Remote

$90K - $119K/yr

Full-time

Medical

Posted 2 days ago

New

Job description

This position is a natural fit for leaders, entrepreneurs, and high achievers eager to jumpstart their sales career with a fast-paced, stable, and internationally growing Company. In addition to industry-leading online training, we provide daily coaching and mentorship with resources available online across all devices. This allows sales professionals from any industry to present our products with confidence. To succeed in this role you need to have top-of-the-line communication skills to work with clients across all our Markets.
AO Globe Life helps each family with their specific situation and insurance needs. We offer life, supplemental health, and accident insurance to individuals, families, members of labor unions, credit unions, as well as associations. Our agents are ready to answer any questions potential policyholders have that will help them through the insurance decision-making process because we want them to feel comfortable and confident with every policy they buy. AO Globe Life also has many great career opportunities for those looking for growth potential and a chance to give back.
Responsibilities
  • Establish customer relationships and follow up with customers, as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Schedule appointments, identify customer needs, and market appropriate products and services.

What to expect from this opportunity:
  • 100% remote.
  • Engage in impactful work by assisting members and their families in achieving financial security.
  • Extensive training and continuous support to excel in your position.
  • Competitive pay structure with unlimited earning potential, with weekly paychecks.
  • Reimbursement for medical insurance premiums.
  • All leads are provided warm, ensuring a smooth start.
  • No overhead costs to manage.
  • Participate in performance incentive programs.
  • Join OPEIU Local 277, which offers union representation and a contract.
  • Be part of a stable organization with a 70-year history focused on member satisfaction.

Requirements
  • Excellent communication skills - written, verbal, and listening
  • People-oriented
  • Detail oriented
  • Proactive in problem-solving
  • Able to learn computer functions
  • Ability to work in a team environment & independently

Apply