Remote Financial Planner

Overview of the Role

We are hiring a Remote Financial Planner to help clients organize their finances, build stronger futures, and meet long-term goals through thoughtful guidance. This role focuses on establishing personal connections and providing tailored advice that reflects individual needs and preferences. From planning for retirement to navigating debt, your knowledge will help simplify complex decisions. If you're self-motivated, clear-thinking, and passionate about client well-being, this position offers the flexibility of remote work with the professional growth of a dynamic team.

In today’s fast-paced, unpredictable economy, more individuals are looking for trusted financial guidance that suits their lifestyle. As a virtual financial planner, you’ll meet this need using a people-first, tech-enabled approach. With an emphasis on virtual accessibility, proactive communication, and expert insight, you’ll guide clients through both everyday money decisions and significant life transitions. This position requires financial fluency, high ethical standards, and an ability to connect with people across diverse life stages and economic backgrounds.

Key Responsibilities

Financial Assessment and Planning

• Review financial profiles, income, debts, investments, and goals
• Conduct deep-dive financial interviews to gather lifestyle and retirement needs
• Build personalized strategies for saving, budgeting, debt repayment, and growth
• Design retirement, education funding, insurance, and tax mitigation plans
• Integrate risk management strategies with client-specific needs

Strategy Execution and Follow-Up

• Translate financial goals into actionable short- and long-term steps
• Monitor progress and adjust as needed to reflect changing priorities
• Provide clients with dashboards and visual planning reports
• Offer scenario-based modeling to prepare for life changes or market shifts
• Stay current on economic developments that may affect client outcomes

Client Relationship Management

• Host secure virtual consultations, check-ins, and educational webinars
• Build lasting trust by simplifying technical topics into clear recommendations
• Respond promptly to client questions and concerns with thoughtful guidance
• Maintain updated and compliant client documentation
• Proactively identify opportunities for portfolio or strategy improvement

Work Environment

This position offers complete remote flexibility. You will conduct client sessions and team collaborations through secure virtual channels. Whether you're working from a home office, a co-working space, or on the go, what matters most is consistent availability and professional delivery. You’ll receive tools and templates to support your workflow, and you’ll be backed by a collaborative team that shares best practices and insights.

Our company culture values flexibility, learning, and transparency. You’ll enjoy performance reviews based on results, not hours clocked. Regular virtual meetups help maintain connection, while self-scheduling allows you to align your workload with peak productivity.

Tools and Technology

Software and Digital Resources

• eMoney, RightCapital, or similar tools for financial forecasting and reports
• Salesforce or Redtail CRM for managing interactions and workflows
• DocuSign, Dropbox, and Box for secure document exchange

Communication & Collaboration

• Zoom and Microsoft Teams for virtual meetings and screen-sharing
• Slack, email, and shared calendars for coordination and internal updates
• Tableau and Excel for financial modeling, insights, and visualization

Qualifications

• Certified Financial Planner (CFP) certification preferred; other licenses a plus.
• At least 3 years of experience in financial planning, wealth management, or personal finance
• Solid understanding of investment vehicles, budgeting, and tax planning
• Experience with retirement income planning, life insurance, and college savings accounts
• Strong written and verbal communication skills
• Adept with virtual tools and digital planning platforms
• Demonstrated confidentiality and discretion in financial matters

What Makes You a Great Fit

• You listen actively and ask the right questions to uncover what matters most to each client.
• You enjoy turning financial complexity into actionable, personalized strategies.
• You operate with a high degree of independence and ownership
• You stay informed on industry trends, regulatory changes, and economic shifts
• You build trust with clients from different backgrounds and financial literacy levels

Compensation and Benefits

• Competitive annual salary of $96,681, with bonus potential
• Fully remote work with control over your daily schedule
• Reimbursement for licensure and ongoing certifications
• Annual wellness allowance and home office setup support
• Paid virtual team events and regular learning sessions
• Clear progression tracks into senior planning, client service leadership, or technical financial roles

Your Contribution

Your work has the power to reshape financial futures. Clients will rely on your guidance to make confident decisions around their money, whether it's managing debt, growing investments, or planning for life’s milestones. With each interaction, you help reduce stress, increase clarity, and inspire smart action. You’re not just delivering financial plans—you’re creating peace of mind, one client at a time.

Many of our clients come from diverse backgrounds, and part of your role will be to listen carefully, adapt your advice, and act as a trusted partner in their journey. You'll empower people to move from confusion to clarity, from uncertainty to progress.

Call to Action

Ready to Help People Thrive Financially?

If you’re passionate about improving lives through thoughtful financial planning and want the freedom of working remotely, we’d love to meet you. Bring your expertise, your empathy, and your vision for a more financially confident world. Apply today and start guiding others toward smarter decisions—and a better future.