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Freelance Financial Advisor Jobs (NOW HIRING)

The Freelance CFO

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Senior Tax Accountant

Boise, ID · Remote

$65K - $85K/yr

We see our role as not just financial advisors, but as partners in their journey towards success ... With The Freelance CFO, financial management is a partnership. We're not here just to crunch ...

Jump AI

Sr. Director, Corporate Marketing

Draper, UT · On-site +1

... empower financial advisors and their clients to thrive in the age of AI. In this role, you will ... Manage internal teams, external freelancers, and agency partners. * Implement robust operations ...

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How much do freelance financial advisor jobs pay per year?

As of Jul 14, 2026, the average yearly pay for freelance financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by Freelance Financial Advisors?

Freelance Financial Advisors often face the challenges of building and maintaining a steady client base, managing their own business operations, and staying up-to-date with changing financial regulations. Unlike in a traditional firm setting, freelancers must handle marketing, client acquisition, and administrative tasks independently. Developing strong self-discipline and time management strategies is crucial, as the role may involve balancing multiple client portfolios and deadlines. However, overcoming these challenges can lead to greater autonomy, flexible working hours, and the ability to shape your own career growth.

What is a Freelance Financial Advisor job?

A Freelance Financial Advisor is a self-employed professional who provides financial guidance to clients on investments, retirement planning, budgeting, and wealth management. Unlike advisors working for firms, freelancers operate independently, setting their own fees and schedules. They may work with individuals or businesses, offering tailored financial strategies. This role requires strong financial knowledge, certifications (such as CFP or CFA), and the ability to build client relationships. Freelance advisors must also handle their own marketing, compliance, and administrative tasks.

What are the key skills and qualifications needed to thrive in the Freelance Financial Advisor position, and why are they important?

To thrive as a Freelance Financial Advisor, you need a solid understanding of financial planning, investment strategies, and risk management, often supported by a relevant degree and certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management tools, and compliance systems is typically required in this role. Excellent interpersonal skills, self-motivation, and strong networking abilities help build and maintain a client base. These competencies are essential for establishing client trust, delivering tailored advice, and running a successful independent practice.

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Freelance Financial Advisor jobs near you
Infographic showing various Freelance Financial Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Full-Time Florida Estate Planning and Tax Planning Attorney Opportunity - $150,000 - 180,000 annual

Full-Time Florida Estate Planning and Tax Planning Attorney Opportunity - $150,000 - 180,000 annual

The Freelance Firm

Fort Lauderdale, FL • On-site

$150K - $180K/yr

Full-time

Re-posted yesterday

Job description


Welcome to The Freelance Firm!
We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms.
Due to increased demand, we are now interviewing for a qualified, experienced and dedicated full-time Florida-based Estate Planning & Tax Planning Attorney.This is an in-office position located in Coral Gables in Miami-Dade County, Florida, not a remote role due to frequent client visits.
Attorney Requirements:
- Licensed in good standing to practice law in the State of Florida
- Minimum of 10 years' Estate Planning & Tax Planning experience
- EXPERIENCE WORKING WITH SOPHISTICATED HIGH NET WORTH (HNW) ESTATE PLANNING & ASSET PROTECTION MATTERS
- Analyze sophisticated trust and estate planning matters to develop effective strategies and solutions for clients
- Analyze and prepare complex estate and gift tax planning structures, including various corporate transactions and trusts, such as ILITs, SLATs, QPRTs, and IDGTs
- Coordinate the preparation and filing of tax forms such as Federal Form 706 and Form 709, ensuring compliance and accuracy
-Provide expert advice on trust and estate planning documents, trustee responsibilities, beneficiary rights, and distribution tax implications to clients
- Administer individual and family trusts, overseeing investments, banking activities, real estate holdings, and ensuring tax compliance
-Prepare trust/fiduciary accountings for Attorney-Trustees, manage financial statements, income, disbursements, and deliver accountings to beneficiaries
-Review and approve Foundational Estate Plans before submission to clients
-Draft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, intentionally defective irrevocable trusts, and tax-free reorganizations
-Prepare and file Federal Form 706 for Estate and Generation-Skipping Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting documentation
-Prepare and file Form 709 for United States Gift Taxes for transfers to individual donees, gifting trusts, generation-skipping trusts, etc., and ensure proper tax treatment with respect to cost basis, lifetime gifting exemptions, and split-gifts
-Advise Trustees in ongoing trust administrations
-Analyze trust and estate planning documents and advise clients with respect to trustees' powers and duties, dispositive provisions, beneficiary rights, and tax treatment of distributions
-Administer individual and family trusts with respect to investment and banking activity, real estate investments, including rental properties, corporate and partnership interests, and ensure federal tax compliance
-Lead the Team of professionals in the Foundational Estate Planning Dept
- Well-organized and proven ability to meet deadlines
- Self-starter and able to work independently
- Proficiency in using drafting software like WealthDocs and Client Management Software such as Clio
We welcome you to join our established network of legal professionals!
Please respond with your resume and we will contact you in the next two days for a 30 minute online meeting to answer all of your questions about this opportunity and The Freelance Firm.
Resume submissions will be kept in strict confidence.
Please visit our website at www.thefreelancefirm.com to learn more about us and the services we provide!

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