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Remote Ex Financial Advisor Jobs in Brookfield, IL

... ex: Virtual Advice, team sales and support roles, etc.). * In partnership with your matrix team ... Support financial advisors and teams to develop/execute a business plan to achieve their goals that ...

Sr. Financial Planning Strategist

Chicago, IL · 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 ...

... Advisor (RIA) with more than four decades of experience serving individuals, families, business ... The firm provides comprehensive, holistic financial planning and investment advisory services ...

... Advisor (RIA) with more than four decades of experience serving individuals, families, business ... The firm provides comprehensive, holistic financial planning and investment advisory services ...

Senior Wealth Advisor-Remote

Chicago, IL · On-site +1

$165K - $185K/yr

... Advisor (RIA) with more than four decades of experience serving individuals, families, business ... The firm provides comprehensive, holistic financial planning and investment advisory services ...

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Showing results 1-20

Remote Ex Financial Advisor information

See Brookfield, IL salary details

$36.1K

$102.4K

$144.4K

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

As of Sep 4, 2026, the average yearly pay for remote ex financial advisor in Brookfield, IL is $102,438.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $131,400.00 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.

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 job categories do people searching Remote Ex Financial Advisor jobs in Brookfield, IL look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Brookfield, IL are:

What cities near Brookfield, IL are hiring for Remote Ex Financial Advisor jobs?

Cities near Brookfield, IL with the most Remote Ex Financial Advisor job openings:

Financial Representative (Remote)

Synergy Financial

Chicago, IL • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 20 days ago


Job description

???? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting




✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.





???? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets





???? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors





???? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset





???? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.





???? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.





???? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
???? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

Keywords for Optimization (Do Not Delete):
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