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Remote Ex Financial Advisor Jobs in Massachusetts

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site +1

$150K - $170K/yr

We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and ... Partial remote work * Salary range $150,000-170,000; exempt, plus bonuses * Pay ranges are job ...

New

Thrivent

Virtual Financial Advisor - Boston, MA

Boston, MA · On-site +1

$25.96 - $28.85/hr

Virtual Financial Advisor - Remote Boston, Massachusetts Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...

Osaic

Sr. Financial Planning Strategist

Boston, MA · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Osaic

Sr. Financial Planning Strategist

Boston, MA · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

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All JobsEx Financial Advisor JobsRemote Ex Financial Advisor JobsRemote Ex Financial Advisor Jobs in Massachusetts

Remote Ex Financial Advisor information

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.

Can a remote ex financial advisor work remotely?

A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.

What are the most commonly searched types of Ex Financial Advisor jobs in Massachusetts?

The most popular types of Ex Financial Advisor jobs in Massachusetts are:

What are popular job titles related to Remote Ex Financial Advisor jobs in Massachusetts?

For Remote Ex Financial Advisor jobs in Massachusetts, the most frequently searched job titles are:

What job categories do people searching Remote Ex Financial Advisor jobs in Massachusetts look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Massachusetts are:

What cities in Massachusetts are hiring for Remote Ex Financial Advisor jobs?

Cities in Massachusetts with the most Remote Ex Financial Advisor job openings:

Remote Ex Financial Advisor jobs near you
Infographic showing various Remote Ex Financial Advisor job openings in Massachusetts as of August 2026, with employment types broken down into 79% Full Time, 16% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution.

Financial Advisor

Westwood, MA • On-site, Remote

Modera Wealth Management
Finance and Insurance • 51 - 200 employees
Learn more about Modera Wealth Managementexternal

$150K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

New

Job description

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and deepening relationships with an established base of clients to deliver a world class experience.

Responsibilities:

  • Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management.
  • Build deep relationships with clients, including communicating with clients on the implementation of financial plans, illustrating the potential impact of various scenarios and updating those based on key events in the life.
  • Lead regular client review meetings, proactively identifying opportunities
  • Collaborate with investment team and other internal specialists to ensure holistic wealth strategies
  • Manage rebalancing activities, such as investment changes and tax-loss harvesting in conjunction with client cash flow needs.
  • Drive organic growth through client referrals and new business development opportunities

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:

  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues

Qualifications:

  • Bachelor's Degree required
  • CFP certification
  • Minimum 5-7 years of experience in a wealth management related or financial services field
  • Minimum 3-5 years of financial planning experience

Skills and Competencies:

  • Proven analytical and problem-solving skills
  • Working knowledge of planning strategies and solutions
  • Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Actively engages as a team member
  • Adaptability and flexibility
  • Client first attitude
  • Occasional travel may be required

Benefits:

  • Competitive based salary
  • Performance based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, and more
  • Generous PTO and leave policies
  • Opportunities for professional growth and continuing education
  • Partial remote work
  • Salary range $150,000-170,000; exempt, plus bonuses
  • Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.

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