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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.
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.
