Remote Financial Planning Jobs
Remote financial planning jobs are in active demand across the U.S., with remote-first firms, distributed wealth management teams, and fintech companies all hiring outside traditional office settings. Employers hiring remotely right now include Fidelity Investments, Fisher Investments, and CBIZ. Find a role that fits below and apply directly.
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Provider Resources, Inc. (PRI) is hiring a Senior Financial Analyst to own our Opex budget and forecast and to produce the analysis our leadership and board rely on each month. This role is for someone who builds models from a blank sheet, writes variance commentary that ends in a recommendation, and is comfortable in a room with senior leaders.
About PRI
PRI is a certified Independent Dispute Resolution Entity (IDRE) under the federal No Surprises Act and an accredited Independent Review Organization (IRO). We resolve payment disputes between health care providers and health plans. We have about 200 employees, all in the United States, and the business is growing quickly.
What You Will Do
- Own the Opex budget and forecast, working directly with department leaders on their inputs.
- Build financial models from scratch for budgeting, forecasting, scenarios, and business cases.
- Write the monthly variance analysis and the commentary that goes with it.
- Prepare the monthly and weekly leadership packages and the boardready package.
- Build and maintain the KPI dashboards leadership uses.
- Guide and review the work of our Financial Analyst.
- Improve how FPandA works at PRI as the company grows.
What You Bring
- 5+ years of FPandA or financial analysis experience, including ownership of a budget or forecast process for a defined cost area.
- Advanced Excel modeling, including building threestatement or driverbased models from a blank sheet.
- Demonstrated monthly variance analysis with written management commentary for a leadership audience.
- Experience preparing leadership or board reporting packages.
- Bachelor's degree in Finance, Accounting, or Economics.
- Clear written and verbal communication of financial information to nonfinance audiences.
Nice to Have
- Healthcare, health plan, or claims payment industry experience; familiarity with the No Surprises Act or IDR process is a plus.
- Experience in a PEbacked or sponsorreporting environment.
- Financial planning software experience.
- Power BI, Tableau, or comparable BI tool experience for KPI dashboards.
Reporting:
This role reports to the Director, FPandA.
As an EEO/Affirmative Action Employer all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status.
Benefits and Compensation Provider Resources provides a competitive benefits package that includes access to Medical, Dental, and Vision Insurance, Life Insurance, Disability, Health Savings Account (HSA), Flexible Spending Accounts (FSA), Critical Illness, Accident, Legal and ID Theft, 401k plan, PTO. The anticipated salary range for fully qualified candidates applying for this role will be above (not including discretionary bonus, equity, and benefits). The final salary offered will be dependent on several factors that include but are not limited to relevant previous experience including duration and type of experience within the industry, education, and internal equity.
About PROVIDER RESOURCES LLC
Join Provider Resources (PRI) and Make an Impact in Healthcare! At PRI, we’re passionate about driving integrity and advancing quality across the healthcare system. As a trusted leader in the industry, we’re tackling some of healthcare’s biggest challenges—improving compliance, advancing health equity, and enhancing quality and clinical outcomes while helping organizations improve care delivery and create meaningful change. We believe that people are at the heart of healthcare, and focus on scalable, person-centered strategies that prioritize clinical excellence and evidence-based practices. Our work supports a broad network of stakeholders, including providers, patients, caregivers, payers, and regulators. We strive to enhance experiences, improve outcomes, and foster a healthier future for all. If you’re looking to be part of a forward-thinking team that makes a difference, PRI is the place for you!Provider Resources, Inc. (PRI) is hiring a Senior Financial Analyst to own our Opex budget and forecast and to produce the analysis our leadership and board rely on each month. This role is for someone who builds models from a blank sheet, writes variance commentary that ends in a recommendation, and is comfortable in a room with senior leaders.
About PRI
PRI is a certified Independent Dispute Resolution Entity (IDRE) under the federal No Surprises Act and an accredited Independent Review Organization (IRO). We resolve payment disputes between health care providers and health plans. We have about 200 employees, all in the United States, and the business is growing quickly.
What You Will Do
- Own the Opex budget and forecast, working directly with department leaders on their inputs.
- Build financial models from scratch for budgeting, forecasting, scenarios, and business cases.
- Write the monthly variance analysis and the commentary that goes with it.
- Prepare the monthly and weekly leadership packages and the boardready package.
- Build and maintain the KPI dashboards leadership uses.
- Guide and review the work of our Financial Analyst.
- Improve how FPandA works at PRI as the company grows.
What You Bring
- 5+ years of FPandA or financial analysis experience, including ownership of a budget or forecast process for a defined cost area.
- Advanced Excel modeling, including building threestatement or driverbased models from a blank sheet.
- Demonstrated monthly variance analysis with written management commentary for a leadership audience.
- Experience preparing leadership or board reporting packages.
- Bachelor's degree in Finance, Accounting, or Economics.
- Clear written and verbal communication of financial information to nonfinance audiences.
Nice to Have
- Healthcare, health plan, or claims payment industry experience; familiarity with the No Surprises Act or IDR process is a plus.
- Experience in a PEbacked or sponsorreporting environment.
- Financial planning software experience.
- Power BI, Tableau, or comparable BI tool experience for KPI dashboards.
Reporting:
This role reports to the Director, FPandA.
As an EEO/Affirmative Action Employer all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status.
Benefits and Compensation Provider Resources provides a competitive benefits package that includes access to Medical, Dental, and Vision Insurance, Life Insurance, Disability, Health Savings Account (HSA), Flexible Spending Accounts (FSA), Critical Illness, Accident, Legal and ID Theft, 401k plan, PTO. The anticipated salary range for fully qualified candidates applying for this role will be above (not including discretionary bonus, equity, and benefits). The final salary offered will be dependent on several factors that include but are not limited to relevant previous experience including duration and type of experience within the industry, education, and internal equity.
About PROVIDER RESOURCES LLC
Join Provider Resources (PRI) and Make an Impact in Healthcare! At PRI, we’re passionate about driving integrity and advancing quality across the healthcare system. As a trusted leader in the industry, we’re tackling some of healthcare’s biggest challenges—improving compliance, advancing health equity, and enhancing quality and clinical outcomes while helping organizations improve care delivery and create meaningful change. We believe that people are at the heart of healthcare, and focus on scalable, person-centered strategies that prioritize clinical excellence and evidence-based practices. Our work supports a broad network of stakeholders, including providers, patients, caregivers, payers, and regulators. We strive to enhance experiences, improve outcomes, and foster a healthier future for all. If you’re looking to be part of a forward-thinking team that makes a difference, PRI is the place for you!See All 64 Remote Financial Planning Jobs
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Find JobsRemote Financial Planning Job Market
Who's Hiring
Top Industries Hiring
- Automotive
- Banking & Financial Services
- Healthcare & Medical Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in remote financial planning jobs.
- CFP certification or active progress toward completing CFP requirements
- Series 65 or Series 7 license depending on firm type and service model
- Experience building comprehensive financial plans using planning software such as eMoney or MoneyGuidePro
- Strong client-facing communication skills with experience managing ongoing advisory relationships
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Familiarity with portfolio analysis tools and custodian platforms such as Schwab, Fidelity, or Pershing
Tips for Your Remote Financial Planning Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial planning openings from across the U.S. in one place, so you can find roles that match your credentials and apply directly without sorting through unrelated listings.
Show your async communication skills upfront
Remote financial planning employers screen for written clarity because most client and team interaction happens over email, video, and shared documents. Include a brief, well-written cover note that demonstrates you can communicate complex financial concepts without relying on in-person back-and-forth.
Document your remote-ready tech stack
List the financial planning software you use in your application, including tools like eMoney, MoneyGuidePro, RightCapital, or Redtail CRM. Remote employers prioritize candidates who can onboard quickly and work within their existing virtual workflow without extensive training.
Build a sample financial plan for your portfolio
A one-page anonymized or hypothetical financial plan shows remote hiring managers that you can produce deliverable-quality work independently. It removes doubt about your ability to perform the core task of the role without supervision or in-office collaboration.
Remote Financial Planning Jobs: Frequently Asked Questions
How do I get a remote financial planning job?
Target companies that have already committed to remote or hybrid teams, including fintech platforms, insurance carriers with distributed operations, and independent registered investment advisors. Remote employers screen hard for self-direction and written communication, so demonstrate both in your application materials. Holding credentials like the CFP or Series 65 and showing proficiency in financial planning software used in virtual client workflows gives you a clear edge.
Which companies hire remote financial plannings?
Companies hiring remote financial plannings right now include Fidelity Investments, Fisher Investments, and CBIZ, based on current remote listings on Migrate Mate as of September 2026. Remote-first wealth management firms, fintech companies, and insurance providers with distributed advisory teams are the most consistent sources of these openings.
Can you get a remote financial planning job with no experience?
Yes, but remote entry-level roles are harder to land because you'll be expected to work independently from day one without in-office mentorship. Fintech startups and digital-first insurance companies are your most realistic targets. Showing completed coursework toward the CFP, a relevant internship, or a portfolio of financial plans you've built in a capstone or personal project can substitute for direct work history.
Do you need a degree for remote financial planning jobs?
Not always, though most remote employers prefer candidates with a bachelor's degree in finance, economics, or a related field. What weighs equally or more is your licensing, specifically the CFP, Series 7, or Series 65, and demonstrated ability to manage client relationships and deliver plans without in-person oversight. Proven results and professional credentials can open doors that a degree alone won't.
Which industries hire the most remote financial plannings?
Remote financial planning roles concentrate in Automotive, Banking & Financial Services, and Healthcare & Medical Services, based on current remote listings on Migrate Mate as of September 2026. These sectors run large distributed advisory teams and client-facing operations that don't require planners to be physically on-site.
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