Remote Associate Financial Planner Jobs
Remote associate financial planner jobs are open across the U.S. in wealth management, financial services, and insurance, at remote-first firms, independent registered investment advisors, and distributed financial planning teams supporting clients nationwide. Employers hiring remotely right now include Empower, LearnLux, and CrossMMG. Find a role that fits below and apply directly.
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Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Financial Advisor & Planner assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service.
This role acts as the primary point of contact for a book of clients assigned directly to you (no prospecting) in the Investment Services Category (Individual Client AUM from $100k - $250k) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating what clients can get from their relationship with Empower.
Performance in this role is measured in a variety of ways, including client satisfaction, client retention, and enrollments into other financial products. Significant emphasis is placed on client retention & satisfaction.
What you will do
- Provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
- Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication
- Act as liaison between clients & various internal groups/departments to serve clients
- Discuss portfolio, market, and economic discussions
- Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning
- Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans
- Effectively coordinate with operational teams for client-related administrative issues
What you will bring
- Bachelor’s degree or higher in business, finance, or related field
- 4+ years financial services experience with a proven track record of successful relationship building in a business setting
- High-level knowledge of current investment products and industry services
- Proven track record in relationship management and customer satisfaction
- CURRENT FINRA Series 7, 63, and 65 registrations required
- FINRA fingerprinting required upon hire
What will set you apart
- 2 - 4 years of experience demonstrating the ability to reach set performance goals
- Exceptional verbal and written communication skills
- Ability to compare and contrast the benefits and suitability of different investment options and products
- Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment
- Strong interpersonal skills, team-oriented, and collaborative
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$59,700.00 - $84,300.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
11-14-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency (opens in new window) and sign up for Empower’s free newsletter.
Save
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Financial Advisor & Planner assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service.
This role acts as the primary point of contact for a book of clients assigned directly to you (no prospecting) in the Investment Services Category (Individual Client AUM from $100k - $250k) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating what clients can get from their relationship with Empower.
Performance in this role is measured in a variety of ways, including client satisfaction, client retention, and enrollments into other financial products. Significant emphasis is placed on client retention & satisfaction.
What you will do
- Provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
- Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication
- Act as liaison between clients & various internal groups/departments to serve clients
- Discuss portfolio, market, and economic discussions
- Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning
- Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans
- Effectively coordinate with operational teams for client-related administrative issues
What you will bring
- Bachelor’s degree or higher in business, finance, or related field
- 4+ years financial services experience with a proven track record of successful relationship building in a business setting
- High-level knowledge of current investment products and industry services
- Proven track record in relationship management and customer satisfaction
- CURRENT FINRA Series 7, 63, and 65 registrations required
- FINRA fingerprinting required upon hire
What will set you apart
- 2 - 4 years of experience demonstrating the ability to reach set performance goals
- Exceptional verbal and written communication skills
- Ability to compare and contrast the benefits and suitability of different investment options and products
- Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment
- Strong interpersonal skills, team-oriented, and collaborative
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$59,700.00 - $84,300.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
11-14-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency (opens in new window) and sign up for Empower’s free newsletter.
See All 8 Remote Associate Financial Planner Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Associate Financial Planner Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote associate financial planner jobs.
- Bachelor's degree in finance, economics, accounting, or a related field
- Progress toward or completion of the CFP certification
- FINRA Series 65 or Series 66 license, or willingness to obtain
- Proficiency in financial planning software such as eMoney or MoneyGuidePro
- One to three years of experience in financial planning or investment advisory
- Strong written and verbal communication skills for client-facing interactions
Tips for Your Remote Associate Financial Planner Job Search
Apply early to remote roles that fit
Migrate Mate lists remote associate financial planner openings from across the U.S. in one place, so you can find roles that match your credentials and apply directly without sorting through non-remote listings.
Signal remote-readiness in your resume
Name the financial planning platforms you use daily, such as eMoney, RightCapital, or Redtail, and call out any experience managing client relationships or deliverables without in-person oversight. Remote hiring managers look for this explicitly.
Target remote-first RIAs and distributed planning firms
Fee-only registered investment advisors and wealth management firms built on distributed models hire associate financial planners remotely far more consistently than traditional wirehouse or bank-affiliated practices. Focus your search on firms that have operated remotely for multiple years.
Prepare for async interview and onboarding steps
Many remote financial planning firms screen candidates through written case studies or asynchronous video responses before a live call. Practice walking through a sample financial planning scenario in writing so your reasoning is clear without real-time back-and-forth.
Remote Associate Financial Planner Jobs: Frequently Asked Questions
How do I get a remote associate financial planner job?
Target remote-first registered investment advisors, fee-only planning firms, and insurance companies with distributed teams, since these employers are most likely to hire associate financial planners outside a physical office. Remote employers screen heavily for self-direction, clear written communication, and the ability to manage client interactions asynchronously. Proficiency with financial planning software like eMoney or MoneyGuidePro, a CFP candidacy or Series 65 license, and a demonstrated history of independent work all give you a measurable edge.
Which companies hire remote associate financial planners?
Remote associate financial planner roles are posted by Empower, LearnLux, and CrossMMG and others right now, based on current remote listings on Migrate Mate as of November 2026. These include remote-first registered investment advisors, national insurance carriers, and distributed wealth management firms that serve clients across multiple states.
Can you get a remote associate financial planner job with no experience?
Yes, but remote entry-level associate financial planner roles are harder to land because employers expect you to work independently from day one with less hands-on oversight. Remote-first RIAs and fintech-adjacent planning firms are the most open to entry-level candidates. You can strengthen your application by showing completed CFP coursework, a Series 65 or 66 license, and any client-facing work such as internships, volunteer financial counseling, or personal finance projects that demonstrate initiative.
Do you need a degree for remote associate financial planner jobs?
Usually, but the degree matters less than your credentials and demonstrated planning skills for many remote employers. Most remote-hiring firms prefer candidates with a bachelor's in finance, business, or a related field, yet they weigh CFP candidacy, active securities licenses, and real client work heavily alongside education. Candidates who can show measurable results, organized financial plans, or completed continuing education often move forward even without a traditional four-year background.
See All 8 Remote Associate Financial Planner Jobs
Find roles that match your experience and apply in just a few clicks.
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