Job Summary

Home Depot is seeking a highly analytical and customer-focused Financial Planner to join our dynamic Finance team. This remote role is ideal for someone passionate about helping individuals and businesses make informed financial decisions. As a Financial Planner, you will be responsible for developing strategic financial plans, analyzing fiscal data, forecasting trends, and supporting clients in achieving their long-term financial goals. You will play a crucial role in ensuring clients make sound financial choices through expert guidance, personalized advice, and data-driven strategies.

Key Responsibilities

• Develop and implement personalized financial plans for clients based on their short- and long-term goals.

• Analyze financial data, market conditions, and investment portfolios to provide informed recommendations.

• Conduct risk assessments and suggest appropriate insurance, tax, and investment strategies.

• Monitor client accounts and update plans based on life changes, market fluctuations, or new opportunities.

• Maintain up-to-date knowledge of financial regulations, industry trends, and new planning tools.

• Collaborate with internal departments to align financial planning with company-wide objectives.

• Host virtual consultations and meetings with clients to review progress and address financial concerns.

• Ensure all client documentation and plans comply with Home Depots ethical and confidentiality standards.

Required Skills and Qualifications

• Bachelors degree in Finance, Accounting, Economics, or a related field.

• Certified Financial Planner (CFP) certification strongly preferred.

• Strong knowledge of financial planning software and tools (e.g., eMoney, NaviPlan, Excel).

• Excellent communication and interpersonal skills to build client trust and rapport.

• High attention to detail, critical thinking, and problem-solving abilities.

• Ability to translate complex financial concepts into actionable, easy-to-understand advice.

• Exceptional time management and organizational skills.

Experience

• Minimum 3–5 years of experience as a Financial Planner, Financial Advisor, or in a similar financial consulting role.

• Proven track record of successfully managing diverse client portfolios.

• Experience in remote or hybrid working environments preferred.

Working Hours

• Monday to Friday, 9:00 AM – 6:00 PM (EST), with flexibility for client meetings.

• Occasional evening consultations may be required based on client availability.

Knowledge, Skills, and Abilities

• Strong understanding of tax strategies, retirement planning, estate planning, insurance, and investment management.

• Skilled in data analysis, forecasting, and financial modeling.

• Ability to manage sensitive information with the utmost confidentiality.

• Self-motivated with the ability to work independently and collaboratively in a virtual team setting.

• Adaptability in a fast-paced, client-focused environment.

Benefits

• Competitive salary with performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• 401(k) retirement plan with company match.

• Generous paid time off, including vacation, holidays, and personal days.

• Employee stock purchase plan and discounts on Home Depot products.

• Professional development opportunities, including paid certifications and training programs.

• Remote work flexibility and wellness support programs.

Why Join Home Depot

At Home Depot, we believe in building more than homes — we build careers. As a leader in the retail and home improvement industry, we are equally committed to the financial wellbeing of our employees and clients. Join a company known for integrity, innovation, and dedication to people. If you are ready to shape financial futures with a trusted and values-driven organization, we want to hear from you.

How to Apply

Interested candidates should submit their updated resume and a brief cover letter outlining relevant experience to us with the subject line: Financial Planner Application.
Early applications are encouraged. Shortlisted candidates will be contacted for an initial virtual interview.