[Hiring] Financial Planner REMOTE USA
Position: Financial Planner
Date Posted: October 26, 2025
Industry: Financial Planning / Corporate Advisory / Remote Services
Employment Type: Full Time
Experience: 2+ years of client-facing financial planning experience
Qualification: BS/BA in Accounting, Finance, Business Administration, or related field; professional certification such as CFP is a plus
Salary: $60 – $65 per hour
Location: Salt Lake City, Utah, US – Remote
Company: Nivati
Description:
Nivati is seeking a highly motivated and experienced Remote Financial Planner to provide top-quality financial guidance to corporate clients. This role allows flexibility in working hours while delivering expert financial planning, investment advice, and life coaching in a remote environment.
Key Responsibilities:
- Manage all aspects of clients’ financial lives, partnering with them to educate and guide informed financial decisions
- Identify and prioritize client goals and develop customized financial plans and investment portfolios
- Work directly with clients via videoconference, phone, and email
- Prepare comprehensive financial plans to help clients achieve their objectives
- Advise clients on current financial matters and provide actionable recommendations
- Serve as a financial life coach, helping clients discover their passions and align financial strategies to their goals
Required Skills & Qualifications:
- Quick-thinking, high-energy, professional, with strong multi-tasking and critical thinking skills
- Home office with high-speed internet and quiet environment for telephonic or video appointments
- Proven experience as a financial planner or similar role; sales or customer service experience is an asset
- Ability to analyze financial information and ensure compliance with regulations
- Proficiency in MS Office and CRM systems
- Strong attention to detail, math skills, and ethical standards
- Excellent communication skills and ability to build long-term client relationships
- Valid professional license (e.g., Series 7 & 66)
- Must be available to work evenings
About Nivati:
Nivati provides innovative solutions to help organizations reduce employee stress and improve wellbeing. The platform offers actionable insights to thousands of companies globally, empowering employees to manage stress effectively anytime, anywhere, through over 1,200 practitioners on the platform.
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