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Online Financial Advisor Jobs (NOW HIRING)

NestEgg Advisors

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Financial Advisor

Hauppauge, NY · On-site

$70K - $85K/yr

... with online portfolio access and service requests Client Planning & Portfolio Support · ... Financial Advisor responsibilities upon CFP ® completion What We're Looking For Required · ...

LPL Financial

Financial Advisor

Dallas, TX · Hybrid

$45K - $75K/yr

Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL ... Three or more years of investment sales experience Apply online at: By submitting an application ...

Ameriprise Financial

Financial Advisor

Middleton, MA

$48K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... groups, utilizing online marketing venues, and asking for referrals. Develop and execute a ...

Ameriprise Financial

Financial Advisor

Chicago, IL

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... groups, utilizing online marketing venues, and asking for referrals. Develop and execute a ...

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... groups, utilizing online marketing venues, and asking for referrals. Develop and execute a ...

Ameriprise Financial

Financial Advisor

Chicago, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... online marketing venues, and asking for referrals. • Develop and execute a marketing plan to ...

Ameriprise Financial

Financial Advisor

Middleton, MA · On-site

$48K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... online marketing venues, and asking for referrals. • Develop and execute a marketing plan to ...

Ameriprise Financial

Financial Advisor

Los Angeles, CA · On-site

$66K - $70K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... online marketing venues, and asking for referrals. • Develop and execute a marketing plan to ...

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... online marketing venues, and asking for referrals. • Develop and execute a marketing plan to ...

Ameriprise Financial

Financial Advisor

Downers Grove, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... online marketing venues, and asking for referrals. * Develop and execute a marketing plan to ...

Ameriprise Financial

Financial Advisor

Los Angeles, CA

$66K - $70K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... groups, utilizing online marketing venues, and asking for referrals. Develop and execute a ...

Ameriprise Financial

Financial Advisor

Vienna, VA

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... groups, utilizing online marketing venues, and asking for referrals. Develop and execute a ...

Ameriprise Financial

Financial Advisor

New York, NY

$55K - $66K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... groups, utilizing online marketing venues, and asking for referrals. Develop and execute a ...

Ameriprise Financial

Financial Advisor

Tampa, FL · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... online marketing venues, and asking for referrals. • Develop and execute a marketing plan to ...

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Online Financial Advisor information

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$36K

$102.1K

$144K

How much do online financial advisor jobs pay per year?

As of Jun 16, 2026, the average yearly pay for online 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 the key skills and qualifications needed to thrive in the Online Financial Advisor position, and why are they important?

To thrive as an Online Financial Advisor, you need a strong understanding of financial planning, investment strategies, and relevant compliance regulations, typically supported by a degree in finance or a related field and certifications such as CFP or Series 65. Proficiency with online financial platforms, client management software, and secure communication tools is essential. Exceptional interpersonal skills, active listening, and the ability to convey complex information clearly set top advisors apart. These skills ensure advisors can effectively support clients remotely, build trust, and provide sound guidance in a virtual environment.

How to make $1000 a week remote?

An online financial advisor can earn $1000 or more weekly by providing personalized financial planning, investment advice, and portfolio management remotely. Building a client base, obtaining relevant certifications like the CFP, and using digital communication tools are essential for reaching this income level consistently.

How much do online financial advisors make?

Online financial advisors typically earn between $50,000 and $150,000 annually, depending on experience, client base, and certifications such as CFP. Compensation may include a combination of fees, commissions, or a percentage of assets under management, with many working remotely and using digital tools to serve clients.

Can I work remotely as a financial advisor?

Yes, many financial advisors work remotely, especially those who provide virtual consultations and use digital tools for client management. Remote work allows flexibility but often requires certifications, strong communication skills, and familiarity with financial planning software.

What are some common challenges faced by Online Financial Advisors?

Online Financial Advisors often face the challenge of building and maintaining strong client relationships without in-person meetings, which requires excellent communication skills and trust-building practices. Adapting to rapidly changing technology platforms and staying updated on cybersecurity best practices is also essential to provide secure and effective service. Additionally, advisors must navigate a wide range of client needs and financial goals, often managing multiple virtual meetings and follow-ups throughout the week. Staying organized, proactive, and responsive to client inquiries are key attributes for overcoming these challenges and ensuring client satisfaction.

What is an Online Financial Advisor job?

An Online Financial Advisor provides remote financial guidance, helping clients manage investments, retirement planning, budgeting, and other financial goals. They use digital tools, video calls, and online platforms to assess financial situations and offer tailored advice. This role combines traditional financial planning with technology to serve clients conveniently from anywhere. Many Online Financial Advisors work for financial firms, robo-advisors, or as independent consultants. Qualifications often include finance-related degrees, certifications like CFP or CFA, and experience in financial services.

How can I make 2000 a week working from home?

An online financial advisor can potentially earn $2,000 or more per week by managing client portfolios, providing financial planning services, and leveraging certifications like CFP or CFA. Building a strong client base, offering specialized advice, and using digital communication tools are essential for increasing income in this role.
More about Online Financial Advisor jobs
What cities are hiring for Online Financial Advisor jobs? Cities with the most Online Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Online Financial Advisor jobs? States with the most job openings for Online Financial Advisor jobs include:
What job categories do people searching Online Financial Advisor jobs look for? The top searched job categories for Online Financial Advisor jobs are:
Online Financial Advisor jobs near you
Infographic showing various Online Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Advisor

Financial Advisor

NestEgg Advisors

Hauppauge, NY • On-site

$70K - $85K/yr

Full-time

Retirement, PTO

Posted 6 days ago

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Job description

We are seeking a Financial Advisor (FA) who is committed to building a long-term career in financial planning and delivering exceptional service to our clients. This role is intentionally structured to develop into a Senior Financial Advisor position within five years, contingent upon obtaining the CFP® designation and meeting defined performance benchmarks. You will work directly alongside experienced advisors, participate in client meetings, contribute to the development of comprehensive financial plans, and gain hands on advisory experience in a fiduciary, fee-based environment.

Role Overview

This position is designed for a motivated professional who is serious about building a long-term advisory career. The right candidate will demonstrate initiative, technical competence, and a commitment to professional development.

What You’ll Do

Client Service & Operations

· Process new accounts, transfers, and trades

· Maintain CRM records and digital documentation

· Respond to client inquiries with professionalism and urgency

· Support clients with online portfolio access and service requests

Client Planning & Portfolio Support

· Participate in client and prospect meetings

· Prepare portfolio proposals and retirement income plans

· Analyze asset allocation, performance, and rebalancing strategies

· Implement planning recommendations

· Review tax returns, estate documents, and beneficiary designations

· Coordinate with CPAs and attorneys

Growth & Development

· Assist with financial planning workshops and educational seminars

· Support business development initiatives

· Build long-term client relationships in a high-retention environment

· Progress toward assuming Senior Financial Advisor responsibilities upon CFP® completion

What We’re Looking For

Required

· Bachelor’s degree

· Series 7 and 66 (or equivalent)

· 2+ years of financial planning experience with retail clients

· CFP® designation or clear commitment to obtaining it within three years

· Strong communication and analytical skills

· Detail-oriented and highly organized

· Proficient in Microsoft Word, Excel, and PowerPoint

Ideal Candidate

· Intends to build a long-term Financial Advisor career

· Professional, polished, and client-focused

· Collaborative and comfortable working within a small team

· Self-motivated and accountable

About the Firm

NestEgg Advisors, Inc. is a fee-based, independent SEC Registered Investment Advisor serving local and national clients. We operate on an open-architecture platform with no proprietary products or production quotas and are committed to a fiduciary, client-first philosophy.

If you are serious about earning your CFP® designation and committed to long-term career within a structured, mentorship-driven environment, we encourage you to apply.

Company Description

NestEgg Advisors, Inc. is a fee-based, independent SEC Registered Investment Advisor serving local and national clients. We operate on an open-architecture platform with no proprietary products or production quotas and are committed to a fiduciary, client-first philosophy.
If you are serious about earning your CFP® designation and developing into a Financial Advisor within a structured, mentorship-driven environment, we encourage you to apply.