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Work From Home Financial Planner Jobs in Springfield, IL

AO Globe Life

Entry-Level (WFH)

Springfield, IL · On-site +1

$43K - $52K/yr

Customize presentations to meet the specific goals and financial situations of each client. * Build ... Enjoy the freedom of working from home or even while traveling-our fully remote positions allow you ...

AO Globe Life

Entry-Level (WFH)

Springfield, IL · On-site +1

$43K - $52K/yr

Customize presentations to meet the specific goals and financial situations of each client. * Build ... Enjoy the freedom of working from home or even while traveling-our fully remote positions allow you ...

AO Globe Life

Entry-Level (WFH)

Springfield, IL · On-site +1

$43K - $52K/yr

Customize presentations to meet the specific goals and financial situations of each client. * Build ... Enjoy the freedom of working from home or even while traveling-our fully remote positions allow you ...

AO Globe Life

Entry-Level (WFH)

Springfield, IL · On-site +1

$43K - $52K/yr

Customize presentations to meet the specific goals and financial situations of each client. * Build ... Enjoy the freedom of working from home or even while traveling-our fully remote positions allow you ...

AO Globe Life

Entry-Level (WFH)

Springfield, IL · On-site +1

$43K - $52K/yr

Customize presentations to meet the specific goals and financial situations of each client. * Build ... Enjoy the freedom of working from home or even while traveling-our fully remote positions allow you ...

AO Globe Life

Entry-Level (WFH)

Springfield, IL · On-site +1

$43K - $52K/yr

Customize presentations to meet the specific goals and financial situations of each client. * Build ... Enjoy the freedom of working from home or even while traveling-our fully remote positions allow you ...

HMG Careers

Work From Home Sales Specialist

Buffalo, IL · Remote

$69K/yr

Remote, work-from-home career * Average first-year earnings of $69K through commissions and bonuses * Increased earning potential in later years through performance and renewals * Residual income ...

HMG Careers

Work From Home Sales Specialist

Lincoln, IL · Remote

$69K/yr

Remote, work-from-home career * Average first-year earnings of $69K through commissions and bonuses * Increased earning potential in later years through performance and renewals * Residual income ...

HMG Careers

Work From Home Sales Specialist

Latham, IL · Remote

$69K/yr

Remote, work-from-home career * Average first-year earnings of $69K through commissions and bonuses * Increased earning potential in later years through performance and renewals * Residual income ...

HMG Careers

Work From Home Sales Specialist

Pawnee, IL · Remote

$69K/yr

Remote, work-from-home career * Average first-year earnings of $69K through commissions and bonuses * Increased earning potential in later years through performance and renewals * Residual income ...

HMG Careers

Work From Home Sales Specialist

Merritt, IL · Remote

$69K/yr

Remote, work-from-home career * Average first-year earnings of $69K through commissions and bonuses * Increased earning potential in later years through performance and renewals * Residual income ...

HMG Careers

Work From Home Sales Specialist

Loami, IL · Remote

$69K/yr

Remote, work-from-home career * Average first-year earnings of $69K through commissions and bonuses * Increased earning potential in later years through performance and renewals * Residual income ...

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All JobsFinancial Planner JobsWork From Home Financial Planner JobsWork From Home Financial Planner Jobs in Springfield, IL

Work From Home Financial Planner information

See Springfield, IL salary details

$50.1K

$95.8K

$138.3K

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

As of Aug 14, 2026, the average yearly pay for work from home financial planner in Springfield, IL is $95,821.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,300.00 and $101,100.00 per year, depending on experience, location, and employer.

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.

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 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.

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 popular job titles related to Work From Home Financial Planner jobs in Springfield, IL?

For Work From Home Financial Planner jobs in Springfield, IL, the most frequently searched job titles are:

What job categories do people searching Work From Home Financial Planner jobs in Springfield, IL look for?

The top searched job categories for Work From Home Financial Planner jobs in Springfield, IL are:

What cities near Springfield, IL are hiring for Work From Home Financial Planner jobs?

Cities near Springfield, IL with the most Work From Home Financial Planner job openings:

Work From Home Financial Planner jobs near you
Infographic showing various Work From Home Financial Planner job openings in Springfield, IL as of July 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $95,821 per year, or $46.1 per hour.

Financial Planner - AI Trainer

DataAnnotation

Springfield, IL • Remote

$50 - $100/hr

Contractor

Re-posted 10 hours ago

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance

Working at DataAnnotation

Perks for workers

  • Work From Anywhere

  • Set Your Own Hours

  • Competitive Pay

  • Learn Valuable AI Skills

  • No Meetings. No Commute.

  • Work on Your Schedule

  • Make a Real-World Impact

What to expect from working at DataAnnotation

From DataAnnotation