Remote Estate Planner Jobs
Remote Estate Planner jobs are in active demand across the U.S., with remote-first firms and distributed wealth management teams hiring for client advisory, trust drafting, and estate analysis roles in financial services and legal sectors. Employers hiring remotely right now include Traveling with Michaila, Tetra Tech, and Fidelity Investments. Scan the live roles below and apply to whichever ones fit.
Find Remote Estate Planner JobsOverview
Showing 5 of 167+ Remote Estate Planner jobs
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 Estate Planner Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Estate Planner JobsRemote Estate 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 estate planner jobs.
- Bachelor's degree in finance, accounting, law, or a related field
- Certified Financial Planner (CFP) or Certified Trust and Fiduciary Advisor (CTFA) designation
- Proficiency in estate planning software such as eMoney, MoneyGuidePro, or similar platforms
- Knowledge of federal and state estate tax law, gift tax rules, and trust administration
- Experience preparing or reviewing wills, trusts, powers of attorney, and beneficiary designations
- Strong client relationship and communication skills for working with high-net-worth individuals and families
Tips for Your Remote Estate Planner Job Search
Apply early to remote roles that fit
Migrate Mate lists remote estate 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 unrelated postings.
Show async client communication skills upfront
Remote estate planner roles depend on clear written communication with clients who may never meet you in person. Highlight experience drafting client-facing estate summaries, follow-up emails, or trust explanations in your application materials to signal readiness for a fully remote client relationship.
Document your remote estate planning tools
Employers hiring remotely for estate planner roles want to know you're already comfortable with the platforms the work requires. Name specific tools in your resume, such as estate planning software, secure document platforms, e-signature tools, and video conferencing, rather than leaving it implicit.
Demonstrate independent case management in interviews
Remote hiring managers for estate planner roles ask how you handle a file from intake to completion without in-person oversight. Prepare concrete examples of managing client cases, tracking deadlines, and communicating status updates independently, since these scenarios come up consistently in remote interviews.
Remote Estate Planner Jobs: Frequently Asked Questions
How do I get a remote estate planner job?
Target remote-first financial planning firms, distributed wealth management teams, and virtual legal services companies, since these employers are built around async workflows and don't require in-office presence. Remote hiring managers screen heavily for written communication, self-direction, and the ability to manage client relationships through digital tools like DocuSign and video conferencing. A demonstrable record of client work and familiarity with estate planning software strengthens your application considerably.
Which companies hire remote estate planners?
Remote estate 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. Remote-first financial advisory firms, distributed wealth management companies, and virtual trust and estate law practices make up the largest share of employers offering these roles.
Can you get a remote estate planner job with no experience?
Yes, but remote entry-level estate planner roles are harder to land because employers expect you to work independently from day one without on-site supervision. Remote-first firms and virtual financial services companies are the most likely to consider candidates early in their careers. Showing completed coursework in estate planning or financial law, familiarity with wills and trust documents, and comfort with client-facing digital tools can open doors in lieu of direct experience.
Do you need a degree for remote estate planner jobs?
Not always, though a degree in finance, law, or a related field is a common baseline for most estate planner roles. Remote employers weigh demonstrated knowledge of estate documents, trust structures, and applicable state laws alongside formal credentials. Certifications like the CFP or coursework in estate and trust administration can substitute meaningfully for a traditional four-year degree at some firms.
Which industries hire the most remote estate planners?
The sectors hiring the most remote estate 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 and serve clients nationwide, making remote estate planner roles a natural fit for their operating models.
See All 167+ Remote Estate Planner Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Estate Planner Jobs