Remote Account Planner Jobs
Remote Account Planner jobs are in active demand from remote-first firms and distributed teams hiring across the U.S., with the strongest concentration in advertising, digital marketing, and media sectors. Employers hiring right now include Traveling with Michaila, Tetra Tech, and Fidelity Investments. Scan the live roles below and apply to whichever ones fit.
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Job Description: Wealth Planner
Location: Kansas City, MO (currently fully remote but could become Hybrid) Must live in the Kansas City, MO area
About Nold Bryant
Nold Bryant is a planning-led wealth management firm committed to delivering thoughtful, personalized advice rooted in long-term relationships. We exist to serve our clients with clarity, care, and consistency—helping them make wise decisions across all areas of their financial lives. Our culture is collaborative, client-first, and growth-oriented, and we believe the best outcomes happen when great advisors are supported by a strong team.
Position Overview
The Wealth Planner serves as the primary advisor and relationship manager for a defined group of clients while also contributing to the firm’s organic growth. This role owns client relationships end-to-end—leading planning conversations, providing ongoing advice, coordinating implementation, and ensuring an exceptional client experience.
In addition, the Wealth Planner plays an active role in attracting new clients through relationship-based business development. Growth is expected to come primarily through trusted relationships, including centers of influence, referrals, and thoughtful marketing and networking efforts aligned with the firm’s values.
While supported by a team of planners and operations professionals, the Wealth Planner is the main point of accountability for client outcomes, retention, satisfaction, and growth.
Client Leadership & Relationship Ownership
- Serve as the primary advisor for assigned client relationships
- Lead all client meetings, including discovery, plan delivery, and ongoing review conversations
- Build and sustain long-term, trust-based relationships with clients and families
- Be accountable for client retention, satisfaction, and overall experience
- Act as the main point of contact for client questions, decisions, and guidance
Financial Planning & Advice
- Develop, deliver, and oversee comprehensive financial plans across investments, retirement, tax strategy, risk management, and estate considerations
- Analyze client data and translate complex financial concepts into clear, actionable recommendations
- Provide proactive advice as clients’ lives, goals, and circumstances evolve
- Conduct tax-aware analysis including tax gain/loss planning and coordination with client CPAs as appropriate
Business Development & Growth
- Contribute to the firm’s growth through relationship-based prospecting and referrals
- Strengthen and expand relationships with existing centers of influence (CPAs, attorneys, business owners, and other professionals)
- Identify and develop new centers of influence aligned with the firm’s ideal client profile
- Participate in marketing, networking, and community engagement activities that support long-term growth
- Clearly articulate the Nold Bryant philosophy and value proposition to prospective clients and referral partners
Team Collaboration & Execution
- Work closely with Associate Wealth Planners and operations team members to ensure seamless execution of client service
- Delegate and oversee follow-up tasks while maintaining accountability for outcomes
- Partner with internal team members to prepare for meetings and implement planning recommendations efficiently
Client Experience & Firm Standards
- Ensure clients consistently receive a best-in-class experience aligned with Nold Bryant’s values
- Maintain accurate and timely documentation in CRM systems
- Uphold compliance standards and contribute to a well-run, organized practice
- Participate in firm initiatives and special projects that improve the client experience, planning process, or growth efforts
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field
- CFP certification completed or in progress strongly preferred
- 3–7 years of experience in financial planning, wealth management, or a related advisory role
- Demonstrated ability to lead client relationships with confidence and professionalism
- Experience or interest in relationship-driven business development
- Strong analytical, organizational, and problem-solving skills
- Excellent verbal and written communication abilities
- Self-directed, dependable, and team-oriented
What We Offer
- Competitive compensation and benefits package including health insurance, dental insurance, paid time off, and 401(k)
- A planning-centric, relationship-driven advisory environment
- Strong internal team support that allows you to focus on advice, relationships, and growth
- Opportunities for professional growth, leadership development, and continuing education
- A collaborative culture aligned around serving clients well
How to Apply
If you are passionate about financial planning, enjoy building meaningful relationships, and are excited to contribute to both client success and firm growth, please send your resume and cover letter to christian@noldbryant.com.
Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Work Location: Remote
Job Description: Wealth Planner
Location: Kansas City, MO (currently fully remote but could become Hybrid) Must live in the Kansas City, MO area
About Nold Bryant
Nold Bryant is a planning-led wealth management firm committed to delivering thoughtful, personalized advice rooted in long-term relationships. We exist to serve our clients with clarity, care, and consistency—helping them make wise decisions across all areas of their financial lives. Our culture is collaborative, client-first, and growth-oriented, and we believe the best outcomes happen when great advisors are supported by a strong team.
Position Overview
The Wealth Planner serves as the primary advisor and relationship manager for a defined group of clients while also contributing to the firm’s organic growth. This role owns client relationships end-to-end—leading planning conversations, providing ongoing advice, coordinating implementation, and ensuring an exceptional client experience.
In addition, the Wealth Planner plays an active role in attracting new clients through relationship-based business development. Growth is expected to come primarily through trusted relationships, including centers of influence, referrals, and thoughtful marketing and networking efforts aligned with the firm’s values.
While supported by a team of planners and operations professionals, the Wealth Planner is the main point of accountability for client outcomes, retention, satisfaction, and growth.
Client Leadership & Relationship Ownership
- Serve as the primary advisor for assigned client relationships
- Lead all client meetings, including discovery, plan delivery, and ongoing review conversations
- Build and sustain long-term, trust-based relationships with clients and families
- Be accountable for client retention, satisfaction, and overall experience
- Act as the main point of contact for client questions, decisions, and guidance
Financial Planning & Advice
- Develop, deliver, and oversee comprehensive financial plans across investments, retirement, tax strategy, risk management, and estate considerations
- Analyze client data and translate complex financial concepts into clear, actionable recommendations
- Provide proactive advice as clients’ lives, goals, and circumstances evolve
- Conduct tax-aware analysis including tax gain/loss planning and coordination with client CPAs as appropriate
Business Development & Growth
- Contribute to the firm’s growth through relationship-based prospecting and referrals
- Strengthen and expand relationships with existing centers of influence (CPAs, attorneys, business owners, and other professionals)
- Identify and develop new centers of influence aligned with the firm’s ideal client profile
- Participate in marketing, networking, and community engagement activities that support long-term growth
- Clearly articulate the Nold Bryant philosophy and value proposition to prospective clients and referral partners
Team Collaboration & Execution
- Work closely with Associate Wealth Planners and operations team members to ensure seamless execution of client service
- Delegate and oversee follow-up tasks while maintaining accountability for outcomes
- Partner with internal team members to prepare for meetings and implement planning recommendations efficiently
Client Experience & Firm Standards
- Ensure clients consistently receive a best-in-class experience aligned with Nold Bryant’s values
- Maintain accurate and timely documentation in CRM systems
- Uphold compliance standards and contribute to a well-run, organized practice
- Participate in firm initiatives and special projects that improve the client experience, planning process, or growth efforts
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field
- CFP certification completed or in progress strongly preferred
- 3–7 years of experience in financial planning, wealth management, or a related advisory role
- Demonstrated ability to lead client relationships with confidence and professionalism
- Experience or interest in relationship-driven business development
- Strong analytical, organizational, and problem-solving skills
- Excellent verbal and written communication abilities
- Self-directed, dependable, and team-oriented
What We Offer
- Competitive compensation and benefits package including health insurance, dental insurance, paid time off, and 401(k)
- A planning-centric, relationship-driven advisory environment
- Strong internal team support that allows you to focus on advice, relationships, and growth
- Opportunities for professional growth, leadership development, and continuing education
- A collaborative culture aligned around serving clients well
How to Apply
If you are passionate about financial planning, enjoy building meaningful relationships, and are excited to contribute to both client success and firm growth, please send your resume and cover letter to christian@noldbryant.com.
Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Work Location: Remote
See All 167+ Remote Account Planner Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Account Planner JobsRemote Account Planner Job Market
Who's Hiring
- Traveling with Michaila11T
- Tetra Tech10
- Fidelity Investments7
- Department of City Planning6D
- Saint-Gobain4
Top Industries Hiring
- Technology & Software
- Retail
- Insurance
- Fashion & Apparel
- Staffing & Recruiting
What Employers Look For
The qualifications that appear most often in remote account planner jobs.
- Bachelor's degree in marketing, communications, psychology, or a related field
- Experience developing consumer insights and translating them into creative briefs
- Proficiency in qualitative and quantitative research methods
- Strong written and verbal presentation skills for internal and client audiences
- Familiarity with brand strategy frameworks and communications planning
- Experience collaborating with creative, strategy, and account management teams
Tips for Your Remote Account Planner Job Search
Show async communication in your portfolio
Remote account planner roles depend on written clarity. Include work samples that show how you briefed a team, updated a client, or framed a strategy in writing. Slack threads, written briefs, and annotated decks are all fair game.
Apply early to remote roles that fit
Migrate Mate lists remote account planner openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through non-remote listings.
Demonstrate remote client management tools
Name the platforms you've used to manage client relationships and campaign workflows at a distance, including project management software, shared presentation tools, and video conferencing. Remote hiring managers want to know you can maintain client trust without in-person contact.
Prepare for remote interview formats
Remote account planner interviews often include an async component, such as a written brief or recorded response, before the live round. Practice presenting your strategic thinking clearly in written form and on video, without relying on in-room energy to carry the conversation.
Remote Account Planner Jobs: Frequently Asked Questions
How do I get a remote account planner job?
Target remote-first agencies, in-house brand teams, and distributed media companies, as these employers are most likely to have established remote workflows for account planning roles. Remote hiring managers screen for strong written communication, the ability to manage client relationships without face-to-face contact, and demonstrated self-direction. A portfolio showing strategic briefs, campaign outcomes, or client presentations built without in-person collaboration gives you a clear edge.
Which companies hire remote account planners?
Remote account planner roles are posted by Traveling with Michaila, Tetra Tech, and Fidelity Investments and others right now, based on current remote listings on Migrate Mate as of November 2026. These tend to be remote-first agencies, distributed brand teams, and digital-native firms in advertising, media, and technology sectors.
Can you get a remote account planner job with no experience?
Yes, but remote entry-level account planner roles are harder to land because you're expected to work independently from day one without on-site mentorship. Remote-first digital agencies and smaller distributed teams are more likely to hire junior candidates. What opens the door is showing strategic thinking through real work: a spec brief, a campaign critique, or a freelance project where you planned and communicated without in-person support.
Do you need a degree for remote account planner jobs?
Not always. Remote employers in advertising and marketing weigh portfolio work, demonstrated strategic thinking, and client communication skills alongside or instead of a degree. If you can show you've developed briefs, managed account relationships, or contributed to campaign strategy, many distributed teams will consider you regardless of your educational background.
Which industries hire the most remote account planners?
The sectors hiring the most remote account planners are Technology & Software, Retail, and Insurance, based on current remote listings on Migrate Mate as of November 2026. These industries rely on distributed teams that need account planners who can coordinate strategy and client communication entirely through digital channels.
See All 167+ Remote Account Planner Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Account Planner Jobs