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Remote Ex Financial Advisor Jobs (NOW HIRING)

Tandems

Licensed Financial Advisor

Charleston, WV · Remote

US Remote Come thrive at Tandems! At Tandems, we're reimagining the future of financial advice. We empower financial advisors to deliver smarter, more human guidance by combining data, empathy, and ...

Tandems

Licensed Financial Advisor

US Remote Come thrive at Tandems! At Tandems, we're reimagining the future of financial advice. We empower financial advisors to deliver smarter, more human guidance by combining data, empathy, and ...

Thrivent

Virtual Financial Advisor - Remote

Minneapolis, MN · On-site +1

$21.64 - $28.85/hr

As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom.

Foster Klima

Entry-Level Financial Advisor

Minneapolis, MN · On-site +1

$80K - $105K/yr

As an Entry-Level Financial Advisor for Foster Klima, there are no Sales Territories. Our Advisors ... Remote Opportunity after training and licensing. No territory restrictions - serve clients ...

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Remote Ex Financial Advisor information

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$36K

$102.1K

$144K

How much do remote ex financial advisor jobs pay per year?

As of May 29, 2026, the average yearly pay for remote ex 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 the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

More about Remote Ex Financial Advisor jobs
What cities are hiring for Remote Ex Financial Advisor jobs? Cities with the most Remote Ex Financial Advisor job openings:
What are the most commonly searched types of Ex Financial Advisor jobs? The most popular types of Ex Financial Advisor jobs are:
What states have the most Remote Ex Financial Advisor jobs? States with the most job openings for Remote Ex Financial Advisor jobs include:
What job categories do people searching Remote Ex Financial Advisor jobs look for? The top searched job categories for Remote Ex Financial Advisor jobs are:
Remote Ex Financial Advisor jobs near you
Infographic showing various Remote Ex Financial Advisor job openings in the United States as of May 2026, with employment types broken down into 82% Full Time, 14% Part Time, and 4% Contract. Highlights an 80% Physical, and 20% Hybrid job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Associate Financial Advisor - Remote

Associate Financial Advisor - Remote

Ameriprise Financial

Remote

$70K/yr

Full-time

Medical, Life, PTO

Posted 28 days ago

Ameriprise rating

8.3

Company rating: 8.3 out of 10

Based on 111 frontline employees who took The Breakroom Quiz

37th of 138 rated financial services

Job description

Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? GuideWroth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a dynamic and experienced Associate Financial Advisor to join our team. This role has the opportunity to be a remote or hybrid role, allowing you to work both in office and/or from home.
Responsibilities:
  • Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. Collaborate with clients to understand their goals and objectives.
  • Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. Conduct diligent follow-up after meetings to address any outstanding issues or questions.
  • Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations. Provide well-researched investment recommendations aligned with clients' objectives.
  • Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed about market trends and investment opportunities to provide informed guidance to clients.
  • Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate.
  • Prospecting and Marketing: Engage with referrals and your natural market to build a book of business.

Qualifications:
  • Book of business required.
  • Five plus years of experience as a financial advisor.
  • Hold a Series 7, Series 66, and Life & Health licenses.
  • CFP designation is a bonus.
  • Strong interpersonal and communication skills.
  • Detail-oriented with excellent organizational and time-management abilities.

Compensation and Benefits:
    • Base compensation starting at $70,000, commensurate with experience.
    • Bonus opportunities based on performance.
    • Comprehensive benefits package including PTO and paid holidays.
    • Remote work.

How to Apply:
If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success.
Join us in creating financial success for our clients while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new member to our private wealth advisory practice team!
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

What Ameriprise employees say

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Benefits

Hours and flexibility

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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