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Remote Financial Planner Jobs Near Me

PlanRight Finances

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Financial Advisor Entry Level

Columbus, OH · Remote

$54K - $150K/yr

This is a fully remote position. You will use cutting-edge financial planning software to manage clients and execute strategies from your home office. The Role & Daily Impact As an Entry-Level ...

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How much do remote financial planner jobs pay per year?

As of Aug 2, 2026, the average yearly pay for remote 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.
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Remote Financial Planner jobs near you
A map of the United States highlighting the number of Remote Financial Planner job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Remote Financial Planner job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Certified Financial Planner

WealthBridge Financial Group

Columbus, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 18 days ago

Job description

WealthBridge Financial Group is seeking a results-oriented Certified Financial Planner to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Certified Financial Planner at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply