Remote Financial Planning Assistant Jobs
Remote financial planning assistant jobs are open across the U.S. in wealth management, insurance, and financial advisory, at remote-first firms and distributed teams of all sizes. Companies currently hiring include Fidelity Investments, Fisher Investments, and CBIZ. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 75+ Remote Financial Planning Assistant jobs
About Clarity Clinic
Clarity Clinic is an interdisciplinary group private practice of Psychiatrists, Psychiatric Advanced Practice Providers (PAs, NPs), Psychologists, and Therapists. Our mission is to thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional holistic care. Our staff of Psychiatrists, Advanced Practice Providers and Psychotherapists offer the latest medication, psychological assessment, and therapy treatment as we help guide our patients toward mental wellness and a balanced personal and professional lifestyle. Our team offers a broad range of specialties, services, and orientations to support and help all people regardless of their place in life. This multidisciplinary approach allows us to provide holistic care in psychiatry, psychotherapy and much more.
We’re redefining mental health care through our leading network of mental health providers, who thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional psychiatry and therapy care. It’s time to get the mental health care you deserve with our leading psychiatry (medication management) and talk therapy services.
What You'll Own
Forecasting & Budgeting
- Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans
- Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead
- Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing
Data Extraction & Analysis
- Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset
- Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP — not just the numbers but what they mean and what should happen next
- Over time, surface questions and trends the business hasn't thought to ask yet — the best financial planning and analytics work anticipates problems before they're visible to everyone else
Reporting & Variance Analysis
- Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them
- Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
- Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements
Financial Modeling & Decision Support
- Build pro formas for new locations, new service lines, and provider compensation structures
- Model provider-level profitability — revenue, collections, utilization, and allocated costs — to identify what's working and what isn't
- Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design
Data & Systems
- Extract, clean, and connect data from AdvancedMD, Rippling, and other sources into Power BI reporting
- Partner closely with our Data Scientist — take their demand forecasting and capacity outputs and translate them into financial projections and planning assumptions
- Maintain clear definitions for core KPIs across the organization so finance and operations are speaking the same language
Other Duties
- The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.
Core Competencies
The following competencies are required for this position and will be assessed during the hiring process, during the 90-day onboarding period, and as part of ongoing performance evaluation in accordance with Clarity Clinic's standards and Joint Commission requirements.
Technical & Functional Competencies
- Financial Planning & Forecasting Demonstrates the ability to build, maintain, and update driver-based financial models including annual budgets, rolling forecasts, and cash flow projections. Produces work that is accurate, documented, and defensible without requiring supervisory reconstruction.
- Data Extraction & Systems Proficiency Demonstrates proficiency in extracting, cleaning, and structuring data from source systems including AdvancedMD, Rippling, and Power BI. Operates independently in these systems without reliance on IT or data teams for routine pulls.
- Healthcare Revenue Cycle Knowledge Demonstrates working knowledge of CPT-driven revenue models, payer mix dynamics, reimbursement mechanics, provider ramp curves, and collections performance. Applies this knowledge directly to financial planning assumptions and variance analysis.
- Financial Modeling & Decision Support Demonstrates the ability to build pro formas, scenario models, and provider-level profitability analyses that support strategic decisions including new location evaluation, provider compensation design, and capital investment cases.
- Reporting & Data Visualization Demonstrates the ability to build and maintain Power BI dashboards and produce board-ready reporting packages that are forward-looking, narrative-driven, and accessible to non-financial stakeholders.
Behavioral & Professional Competencies
- Analytical Rigor Produces accurate, assumption-tested models and draws defensible conclusions. Identifies the root cause of variances rather than reporting surface-level results. Validates drivers and stress-tests outputs before presenting findings.
- Strategic Thinking Connects financial insights to operational and growth strategy. Proactively models decisions before they become urgent and surfaces risks and opportunities ahead of the planning cycle.
- Executive Communication Communicates complex financial findings clearly and concisely in written and verbal form. Translates technical analysis into recommendations that non-financial stakeholders can act on.
- Accountability & Ownership Takes end-to-end responsibility for forecast quality, reporting accuracy, and follow-through. Initiates work without being prompted and delivers finished products rather than works in progress.
- Collaboration & Operational Partnership Works effectively across departments and functions to align metrics, definitions, and accountability. Maintains clear lane discipline when working alongside the Data Scientist and other functional partners.
- Adaptability & Problem Solving Operates effectively in environments with imperfect or evolving data. Builds through ambiguity rather than waiting for perfect information and improves processes and definitions over time.
- Professional & Ethical Conduct Maintains confidentiality of financial, operational, and patient-adjacent data in accordance with Clarity Clinic policy and applicable regulatory requirements. Demonstrates integrity in all financial reporting and modeling activities.
What We're Looking For
Must-Haves
- 3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
- Personally built and maintained a full budget and rolling forecast cycle — not supported someone else who did it
- Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how
- Advanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tables
- Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them
- Strong written communication — you can explain what the numbers mean and what to do about it
- Comfortable operating in environments where data is imperfect and processes are still being built
- Someone who brings answers and a point of view, not just completed tasks
- Experiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not required
- Some experience with P&L/payroll/operational inputs
Strong Differentiators
- AdvancedMD experience (significant plus)
- Multi-site outpatient healthcare, behavioral health, or medical group background
- Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics
- Experience working alongside or translating outputs from data science or analytics teams
- Rippling or comparable HRIS/payroll system experience
Compensation & Benefits
- Base Salary: $95,000 – $120,000 depending on experience and qualifications
- Bonus Target: 10%
- Fully remote with Chicago-area preference
- Full comprehensive benefits package including health, dental, vision, EAP services and more
- Monthly Wellness Reimbursement to promote your self-care routine & well-being
- 401k match up to 4%
- Opportunities for growth and professional development
- 15 days of accrued PTO and up to 5 sick/wellness days
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk, hear, or effectively communicate with others. The employee is frequently required to stand, walk, sit, and use a keyboard. The employee must occasionally lift and/or move up to 25 pounds.
We celebrate diversity when it comes to all backgrounds and identities, and we encourage applications from minorities, LGBTQ+ individuals, candidates of all ages, and nontraditional backgrounds. Clarity Clinic an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
Please stay alert to protect yourself from sophisticated job scams during the recruiting process. Only emails that come from claritychi.com are legitimate recruiting messages. Our HR Team will not send emails from other domains, or message you using WhatsApp or text messaging. We conduct all interviews by phone or video, and we will never ask you for money or to download software either during the interview process, credentialing or during our onboarding process. More tips from the FTC to avoid job scams: https://www.consumeraffairs.com/news/ftc-offers-tips-on-avoiding-job-scams-041321.html
About Clarity Clinic
Clarity Clinic is an interdisciplinary group private practice of Psychiatrists, Psychiatric Advanced Practice Providers (PAs, NPs), Psychologists, and Therapists. Our mission is to thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional holistic care. Our staff of Psychiatrists, Advanced Practice Providers and Psychotherapists offer the latest medication, psychological assessment, and therapy treatment as we help guide our patients toward mental wellness and a balanced personal and professional lifestyle. Our team offers a broad range of specialties, services, and orientations to support and help all people regardless of their place in life. This multidisciplinary approach allows us to provide holistic care in psychiatry, psychotherapy and much more.
We’re redefining mental health care through our leading network of mental health providers, who thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional psychiatry and therapy care. It’s time to get the mental health care you deserve with our leading psychiatry (medication management) and talk therapy services.
What You'll Own
Forecasting & Budgeting
- Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans
- Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead
- Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing
Data Extraction & Analysis
- Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset
- Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP — not just the numbers but what they mean and what should happen next
- Over time, surface questions and trends the business hasn't thought to ask yet — the best financial planning and analytics work anticipates problems before they're visible to everyone else
Reporting & Variance Analysis
- Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them
- Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
- Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements
Financial Modeling & Decision Support
- Build pro formas for new locations, new service lines, and provider compensation structures
- Model provider-level profitability — revenue, collections, utilization, and allocated costs — to identify what's working and what isn't
- Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design
Data & Systems
- Extract, clean, and connect data from AdvancedMD, Rippling, and other sources into Power BI reporting
- Partner closely with our Data Scientist — take their demand forecasting and capacity outputs and translate them into financial projections and planning assumptions
- Maintain clear definitions for core KPIs across the organization so finance and operations are speaking the same language
Other Duties
- The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.
Core Competencies
The following competencies are required for this position and will be assessed during the hiring process, during the 90-day onboarding period, and as part of ongoing performance evaluation in accordance with Clarity Clinic's standards and Joint Commission requirements.
Technical & Functional Competencies
- Financial Planning & Forecasting Demonstrates the ability to build, maintain, and update driver-based financial models including annual budgets, rolling forecasts, and cash flow projections. Produces work that is accurate, documented, and defensible without requiring supervisory reconstruction.
- Data Extraction & Systems Proficiency Demonstrates proficiency in extracting, cleaning, and structuring data from source systems including AdvancedMD, Rippling, and Power BI. Operates independently in these systems without reliance on IT or data teams for routine pulls.
- Healthcare Revenue Cycle Knowledge Demonstrates working knowledge of CPT-driven revenue models, payer mix dynamics, reimbursement mechanics, provider ramp curves, and collections performance. Applies this knowledge directly to financial planning assumptions and variance analysis.
- Financial Modeling & Decision Support Demonstrates the ability to build pro formas, scenario models, and provider-level profitability analyses that support strategic decisions including new location evaluation, provider compensation design, and capital investment cases.
- Reporting & Data Visualization Demonstrates the ability to build and maintain Power BI dashboards and produce board-ready reporting packages that are forward-looking, narrative-driven, and accessible to non-financial stakeholders.
Behavioral & Professional Competencies
- Analytical Rigor Produces accurate, assumption-tested models and draws defensible conclusions. Identifies the root cause of variances rather than reporting surface-level results. Validates drivers and stress-tests outputs before presenting findings.
- Strategic Thinking Connects financial insights to operational and growth strategy. Proactively models decisions before they become urgent and surfaces risks and opportunities ahead of the planning cycle.
- Executive Communication Communicates complex financial findings clearly and concisely in written and verbal form. Translates technical analysis into recommendations that non-financial stakeholders can act on.
- Accountability & Ownership Takes end-to-end responsibility for forecast quality, reporting accuracy, and follow-through. Initiates work without being prompted and delivers finished products rather than works in progress.
- Collaboration & Operational Partnership Works effectively across departments and functions to align metrics, definitions, and accountability. Maintains clear lane discipline when working alongside the Data Scientist and other functional partners.
- Adaptability & Problem Solving Operates effectively in environments with imperfect or evolving data. Builds through ambiguity rather than waiting for perfect information and improves processes and definitions over time.
- Professional & Ethical Conduct Maintains confidentiality of financial, operational, and patient-adjacent data in accordance with Clarity Clinic policy and applicable regulatory requirements. Demonstrates integrity in all financial reporting and modeling activities.
What We're Looking For
Must-Haves
- 3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
- Personally built and maintained a full budget and rolling forecast cycle — not supported someone else who did it
- Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how
- Advanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tables
- Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them
- Strong written communication — you can explain what the numbers mean and what to do about it
- Comfortable operating in environments where data is imperfect and processes are still being built
- Someone who brings answers and a point of view, not just completed tasks
- Experiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not required
- Some experience with P&L/payroll/operational inputs
Strong Differentiators
- AdvancedMD experience (significant plus)
- Multi-site outpatient healthcare, behavioral health, or medical group background
- Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics
- Experience working alongside or translating outputs from data science or analytics teams
- Rippling or comparable HRIS/payroll system experience
Compensation & Benefits
- Base Salary: $95,000 – $120,000 depending on experience and qualifications
- Bonus Target: 10%
- Fully remote with Chicago-area preference
- Full comprehensive benefits package including health, dental, vision, EAP services and more
- Monthly Wellness Reimbursement to promote your self-care routine & well-being
- 401k match up to 4%
- Opportunities for growth and professional development
- 15 days of accrued PTO and up to 5 sick/wellness days
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk, hear, or effectively communicate with others. The employee is frequently required to stand, walk, sit, and use a keyboard. The employee must occasionally lift and/or move up to 25 pounds.
We celebrate diversity when it comes to all backgrounds and identities, and we encourage applications from minorities, LGBTQ+ individuals, candidates of all ages, and nontraditional backgrounds. Clarity Clinic an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
Please stay alert to protect yourself from sophisticated job scams during the recruiting process. Only emails that come from claritychi.com are legitimate recruiting messages. Our HR Team will not send emails from other domains, or message you using WhatsApp or text messaging. We conduct all interviews by phone or video, and we will never ask you for money or to download software either during the interview process, credentialing or during our onboarding process. More tips from the FTC to avoid job scams: https://www.consumeraffairs.com/news/ftc-offers-tips-on-avoiding-job-scams-041321.html
See All 75 Remote Financial Planning Assistant Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Financial Planning Assistant Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Healthcare & Medical Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in remote financial planning assistant jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Experience with financial planning software such as eMoney, MoneyGuidePro, or NaviPlan
- Active Series 65, Series 7, or Securities Industry Essentials license or willingness to obtain one
- Proficiency in CRM platforms and Microsoft Office, particularly Excel
- Strong client communication skills and experience managing client account documentation
- Familiarity with compliance procedures, suitability standards, and account maintenance workflows
Tips for Your Remote Financial Planning Assistant Job Search
Show async communication skills up front
Remote financial planning assistant roles depend on clear written updates to advisors and clients. Include examples in your application of how you've communicated financial information in writing, whether in emails, reports, or client summaries, so hiring managers can see you'll function well without in-person check-ins.
Demonstrate proficiency with remote planning tools
Name the financial planning platforms you know, such as eMoney, MoneyGuidePro, or Redtail, in your resume and cover letter. Remote employers skip candidates who list only general software. Specificity signals you can contribute from day one without an in-office onboarding ramp.
Apply early to remote roles that fit
Migrate Mate lists remote financial planning assistant openings from across the U.S. in one place. Search the current roles, find the ones that match your background, and apply directly. Remote postings at smaller advisory firms fill fast, so applying early improves your chances.
Prepare for a remote interview that tests judgment
Remote hiring managers often ask scenario questions to gauge how you'd handle a client data issue or deadline without a supervisor nearby. Prepare two or three examples of times you caught an error, resolved a client concern, or prioritized competing tasks without direct oversight.
Remote Financial Planning Assistant Jobs: Frequently Asked Questions
How do I get a remote financial planning assistant job?
Target remote-first financial advisory firms, independent registered investment advisors, and insurance companies with distributed support teams, as these hire financial planning assistants remotely most consistently. Remote employers screen heavily for self-direction, clear written communication, and proficiency with financial planning software like eMoney or MoneyGuidePro. Demonstrating async work habits and familiarity with virtual client communication tools gives candidates a real edge over those with purely in-office backgrounds.
Which companies hire remote financial planning assistants?
Employers currently hiring remote financial planning assistants include Fidelity Investments, Fisher Investments, and CBIZ, per current remote listings on Migrate Mate as of November 2026. These range from remote-first registered investment advisory firms and insurance groups to distributed wealth management platforms across financial services.
Can you get a remote financial planning assistant job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to work independently from day one without in-office guidance. Remote-first advisory firms and virtual financial planning companies do hire entry-level candidates who can show familiarity with financial planning software, completed coursework in personal finance or financial planning, or volunteer work helping individuals with budgeting. A relevant certification like the FPQP opens doors even without paid experience.
Do you need a degree for remote financial planning assistant jobs?
Not always. Many remote employers weigh demonstrated skills and practical experience alongside or instead of a four-year degree, particularly at smaller remote-first advisory firms. Proficiency with financial planning software, working knowledge of investment and insurance products, and clear written communication matter more in day-to-day remote work than degree credentials alone. Relevant certifications and completed financial planning coursework can substitute effectively.
Which industries hire the most remote financial planning assistants?
Most remote financial planning assistant openings sit in Banking & Financial Services, Healthcare & Medical Services, and Investment & Asset Management, per current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed support teams to serve clients and advisors across multiple time zones without maintaining large physical offices.
See All 75 Remote Financial Planning Assistant Jobs
Find roles that match your experience and apply in just a few clicks.
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