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Freelance Financial Advisor Jobs (NOW HIRING)

Turing

Remote Personal Financial Advisor

Manhattan, NY · Remote

$100 - $150/hr

Turing is looking for experienced financial advisors and planners with a strong background in ... Contractor assignment/freelancer, potentially full-time. * Duration of projects: approximately 1 ...

Agnello & Rogers

$90/hr

Because this is a freelance opportunity, we do not offer internships, sponsorship, orIdeal ... Investments & retirement -- advising individuals on portfolios and retirement accounts (asset ...

ISHE

$90/hr

Because this is a freelance opportunity, we do not offer internships, sponsorship, orIdeal ... Investments & retirement -- advising individuals on portfolios and retirement accounts (asset ...

National Asset Mgmt Incorporated

$90/hr

Because this is a freelance opportunity, we do not offer internships, sponsorship, orIdeal ... Investments & retirement -- advising individuals on portfolios and retirement accounts (asset ...

Sustainable World, Inc.

$90/hr

Because this is a freelance opportunity, we do not offer internships, sponsorship, orIdeal ... Investments & retirement -- advising individuals on portfolios and retirement accounts (asset ...

Colorado Psychiatric

$90/hr

Because this is a freelance opportunity, we do not offer internships, sponsorship, orIdeal ... Investments & retirement -- advising individuals on portfolios and retirement accounts (asset ...

Farther

Advisor Marketing Manager

Irving, TX · On-site

Manage relationships with agency and freelance partners, plus our marketing tech stack (HubSpot ... Sharp copywriter who can turn complex financial concepts into clear, compelling content

Farther

Advisor Marketing Manager

Irving, TX · On-site +1

Manage relationships with agency and freelance partners, plus our marketing tech stack (HubSpot ... Sharp copywriter who can turn complex financial concepts into clear, compelling content

Farther

Advisor Marketing Manager

Irving, TX · On-site

Manage relationships with agency and freelance partners, plus our marketing tech stack (HubSpot ... Sharp copywriter who can turn complex financial concepts into clear, compelling content

Socket.dev

Advisor Marketing Manager

Irving, TX · On-site

Manage relationships with agency and freelance partners, plus our marketing tech stack (HubSpot ... Sharp copywriter who can turn complex financial concepts into clear, compelling content

Farther

Advisor Marketing Manager

Dallas, TX

Manage relationships with agency and freelance partners, plus our marketing tech stack (HubSpot ... Sharp copywriter who can turn complex financial concepts into clear, compelling content

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Freelance Financial Advisor information

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$102.1K

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How much do freelance financial advisor jobs pay per year?

As of Sep 12, 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 is a freelance financial advisor?

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 as a freelance financial advisor?

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.

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.

How much do freelance financial advisors make?

Freelance financial advisors typically earn between $50,000 and $150,000 annually, depending on experience, client base, and the scope of services offered. Income can vary widely based on factors such as certifications, reputation, and the number of clients served, with many working independently or through consulting firms.
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Freelance Financial Advisor jobs near you
Infographic showing various Freelance Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Remote Personal Financial Advisor

Manhattan, NY • Remote

Turing
IT Services • 51 - 200 employees
Learn more about Turingexternal

$100 - $150/hr

Contractor

Posted 19 days ago

Job description

Turing is looking for experienced financial advisors and planners with a strong background in personal finance, investment management, retirement planning, and tax optimization.
Role Overview:
  • In this role, you will work on projects that help fine-tune and evaluate large language models (LLMs) using your financial advisory knowledge and communication skills.
  • No prior AI experience is required.
  • These projects will help you learn how to leverage AI to improve client experience, strengthen advisory workflows, and enhance the quality of financial planning insights.

What Does Day-to-Day Look Like:
  • Design and solve real-world financial advisory scenarios and case studies to assess AI reasoning.
  • Write clear, structured, and high-quality financial solutions that reflect real-world advisory decisions.
  • Collaborate with AI researchers to improve model understanding of concepts such as risk profiling, asset allocation, and investment strategy.
  • Help define and refine evaluation benchmarks based on financial planning principles, regulatory standards, and industry best practices.

Requirements:
  • 4+ years of experience as a Personal Financial Advisor, Wealth Manager, Financial Consultant, or similar role.
  • Bachelor’s or Master’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
  • Professional certifications such as CFP®, CFA®, or CPA® are preferred but not mandatory.
  • Strong English communication and analytical skills.
  • Ability to explain complex financial concepts in simple, client-focused language using data and visuals where needed.

Perks of Freelancing with Turing & Offer Details:
  • Strong compensation (exact amount varies by project).
  • Work in a fully remote environment.
  • Engagement type: Contractor assignment/freelancer, potentially full-time.
  • Duration of projects: approximately 1 month (with possibility for extension).

What Turing is NOT seeking from your expertise:
  • Confidential or proprietary information from any employer, university, etc.
  • Trade secrets or internal company or university data.
  • Specific client information or case details.
  • Any information that would violate NDAs, employment agreements or other confidentiality obligations.

About Turing:
Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L.