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Remote Brokerage Analyst Jobs in Alabama (NOW HIRING)

Alera Group

Risk Analyst

Montgomery, AL · On-site +1

$87K - $110K/yr

Deerfield, IL | Remote Department: Corporate Services Overview At Alera Group, our corporate teams ... About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S ...

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Remote Brokerage Analyst information

What is a remote brokerage analyst?

A Remote Brokerage Analyst is a finance professional who analyzes and supports brokerage operations, typically from a remote location. Their responsibilities often include evaluating investment portfolios, conducting market research, preparing reports, and assisting with compliance or trade reconciliation. They use analytical tools and financial data to help brokers and clients make informed investment decisions. Working remotely, they rely heavily on digital communication, secure data systems, and financial software to perform their tasks effectively.

What are some common challenges faced by remote brokerage analysts when collaborating with team members across different locations?

Remote Brokerage Analysts often work with colleagues and clients who are spread across different time zones, which can make real-time communication and collaboration challenging. To overcome this, many teams rely on clear documentation, regular virtual meetings, and collaborative platforms to stay aligned on projects and client needs. Establishing effective communication habits and being proactive in sharing updates are key to ensuring smooth workflow and maintaining strong professional relationships while working remotely.

What are the key skills and qualifications needed to thrive as a remote brokerage analyst, and why are they important?

To thrive as a Remote Brokerage Analyst, you need strong analytical abilities, attention to detail, and a background in finance, economics, or a related field—often supported by a relevant degree. Proficiency with financial modeling software, trading platforms, and data analysis tools like Excel or Bloomberg Terminal is typically required, along with FINRA or similar certifications where applicable. Excellent communication, problem-solving, and time management skills help you collaborate with clients and teams while working independently. These skills ensure accurate analysis, effective client service, and compliance in a fast-paced, remote financial environment.

What is the difference between Remote Brokerage Analyst vs Remote Financial Advisor?

AspectRemote Brokerage AnalystRemote Financial Advisor
CredentialsFINRA licenses (e.g., Series 7, 63)FINRA licenses, CFP certification often preferred
Work EnvironmentFinancial firms, brokerage houses, online platformsIndependent or firm-based, client-facing virtual meetings
Industry UsageInvestment firms, brokerages, securities companiesFinancial planning firms, wealth management companies

Remote Brokerage Analysts primarily focus on supporting trading activities, analyzing securities, and ensuring compliance within brokerage firms. In contrast, Remote Financial Advisors work directly with clients to develop financial plans and investment strategies. While both roles require FINRA licenses and operate in the financial industry, their core responsibilities and client interaction levels differ significantly.

What are popular job titles related to Remote Brokerage Analyst jobs in Alabama?

For Remote Brokerage Analyst jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Remote Brokerage Analyst jobs in Alabama look for?

The top searched job categories for Remote Brokerage Analyst jobs in Alabama are:

What cities in Alabama are hiring for Remote Brokerage Analyst jobs?

Cities in Alabama with the most Remote Brokerage Analyst job openings:

Remote Brokerage Analyst jobs near you
Infographic showing various Remote Brokerage Analyst job openings in Alabama as of August 2026, with employment types broken down into 89% Full Time, 6% Part Time, 1% Temporary, and 4% Contract. Highlights an 81% Physical, 8% Hybrid, and 11% Remote job distribution.

Brokerage Manager, Highland Capital Brokerage - REMOTE

Advisor Group

Birmingham, AL • On-site, Remote

$75K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Be a part of the team behind our success! All financial services distribution companies are not created equal. Highland Capital Brokerage, a member company of Osaic, offers an unparalleled national team dedicated to supporting financial advisors who want to provide their clients with best-in-class life, annuity, and longevity planning.
REMOTE Life Insurance Sales Opportunity with Highland Capital Brokerage
Brokerage Manager, Highland Capital Brokerage
Location(s): All Locations/Remote
Type : Full Time
Compensation: $75,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits
Summary:
Highland Capital Brokerage's primary goal is to serve our clients with an intense focus on exceptional client service, both internal and external, resulting in the highest level of professional success. We go above and beyond when it comes to supporting financial advisors who want to provide their clients with the best-in-class life, annuity, and longevity planning.
Are you ready to elevate your career?
We have an opportunity for a Brokerage Manager specializing in Life Insurance. In this role, you will be challenged to manage clients and a workload offering unique, dynamic strategies and customizable support. The Brokerage Manager is responsible for building ongoing distribution from institutional clients and/or successful independent producers through the sale of Life Insurance. Our goal is to help you grow as an individual and leader in your field and community while transforming those around you as well.
Education Requirements:
  • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:
  • Implement company-supported sales concepts in alignment with industry, company, and compliance standards.
  • Drive substantial target premium sales through third-party producers.
  • Offer point-of-sale and post-sale support, nurturing producer, and client relationships.
  • Cultivate and enhance relationships with independent retail producers, institutional account offices, branch managers, and insurance specialists.
  • Engage in continuous training, practice enhancement programs, and peer-support study groups.
  • Provide expert assistance in case design and sales presentations to producers.
  • Collaborate with new business and marketing teams to recommend carrier, product, and pricing alternatives.
  • Leverage CRM technology for reporting and documentation.
  • Develop customer profile strategies to maximize sales opportunities with current and prospective clients.
  • Perform other duties as assigned.

Basic Requirements:
  • Over 3 years of experience in life insurance sales and/or wholesaling, with a strong emphasis on client-facing point-of-sale interactions and/or personal production in life insurance planning. Recognizing the significance of direct client engagement and individual insurance production, these aspects are a priority over wholesaling in life insurance planning.
  • Self-starter, actively pursuing sales outlets and opportunities, and creating new relationships that result in sales and increased target premiums.
  • Demonstrate confidence and tenacity to continue to strengthen relationships with clients.
  • Knowledge of new business and underwriting process with the ability to effectively re-analyze the case when it is different than applied for
  • Intermediate level to advanced knowledge of insurance products and technical planning techniques
  • Demonstrate ability to effectively present concepts to groups ranging in size from 2-50 people.
  • Any of the following designations: CLU, ChFC or CFP; Series 7 and/or Series 24, Series 6, Series 63, Life, Accident & Health licenses.

Preferred Requirements:
  • Worked with financial advisors inside institutional relationships and RIA's a plus.

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

Social media

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