Remote Financial Planner Jobs
Remote financial planner jobs are open across the U.S. at remote-first wealth management firms, distributed financial services teams, and digital-first advisory companies in sectors from personal finance and insurance to fintech and employee benefits. Employers hiring remotely right now include Empower, LearnLux, and CrossMMG. Scan the live roles below and apply to whichever ones fit.
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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 Financial Planner Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Financial Planner JobsRemote Financial Planner Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote financial planner jobs.
- CFP designation or active progress toward CFP certification
- Experience building comprehensive financial plans for individual clients
- Proficiency with financial planning software such as eMoney or MoneyGuidePro
- FINRA Series 65 or Series 66 license for investment advisory roles
- Bachelor's degree in finance, economics, accounting, or a related field
- Strong client communication skills for delivering recommendations to diverse audiences
Tips for Your Remote Financial Planner Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial planner openings from across the U.S. in one place. Search roles by fit, apply directly to the ones that match your credentials and schedule, and move before the posting gets crowded.
Show your async client communication skills
Remote financial planner employers screen for written communication before they screen for financial knowledge. Bring writing samples, documented client email threads, or examples of financial summaries you've prepared for clients so interviewers can see how you communicate complex plans without a whiteboard.
Get fluent in remote planning platforms
Firms hiring remotely expect you to run client meetings and deliver plans entirely through digital tools. Hands-on experience with platforms like eMoney, MoneyGuidePro, or RightCapital signals you can onboard quickly and work without IT support on-site.
Prepare for a multi-stage remote interview
Remote financial planner interviews often include a written case study round before any video call. Practice delivering a full financial plan recommendation in a short written format, because remote firms use that exercise to evaluate both your planning ability and how clearly you write under time pressure.
Remote Financial Planner Jobs: Frequently Asked Questions
How do I get a remote financial planner job?
Remote financial planner roles go to candidates who can demonstrate self-direction, strong written communication, and the ability to build client relationships without face-to-face contact. Remote-first firms and distributed advisory teams screen heavily for async communication skills, comfort with video-based client meetings, and familiarity with financial planning platforms like eMoney or MoneyGuidePro. Holding a CFP credential and showing a clean, documented client workflow gives you a clear edge over equally qualified in-office candidates.
Which companies hire remote financial planners?
Companies hiring remote financial planners right now include Empower, LearnLux, and CrossMMG, based on current remote listings on Migrate Mate as of November 2026. Remote openings for this role are concentrated at remote-first registered investment advisors, distributed insurance and benefits firms, and fintech platforms that serve clients nationwide without a local branch network.
Can you get a remote financial planner job with no experience?
Yes, but remote entry-level roles are harder to land because you're expected to manage client interactions and your own schedule without on-site supervision from day one. Remote-first firms and digital advisory platforms are more likely to hire entry-level candidates than traditional firms. Completing a CFP coursework program, earning a Series 65 license, or building a personal financial plan case study shows remote employers you can do the work independently before you have a formal client history.
Do you need a degree for remote financial planner jobs?
Not always. Many remote employers weigh CFP certification, relevant licenses such as Series 65 or Series 7, and demonstrated client outcomes more heavily than a specific degree. Remote-first firms and fintech platforms in particular care about what you can show, including documented financial plans, client retention results, or a portfolio of planning work, rather than where you studied.
See All 8 Remote Financial Planner Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Financial Planner Jobs