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Remote Ex Financial Advisor Jobs in Fall River, MA

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Remote Ex Financial Advisor information

See Fall River, MA salary details

$36.1K

$102.5K

$144.6K

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

As of Aug 8, 2026, the average yearly pay for remote ex financial advisor in Fall River, MA is $102,527.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,300.00 and $131,500.00 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.

What are popular job titles related to Remote Ex Financial Advisor jobs in Fall River, MA? For Remote Ex Financial Advisor jobs in Fall River, MA, the most frequently searched job titles are:
What job categories do people searching Remote Ex Financial Advisor jobs in Fall River, MA look for? The top searched job categories for Remote Ex Financial Advisor jobs in Fall River, MA are:
What cities near Fall River, MA are hiring for Remote Ex Financial Advisor jobs? Cities near Fall River, MA 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 Fall River, MA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $102,527 per year, or $49.3 per hour.

Client Service Specialist - Fully Remote

Ameriprise Financial

Cranston, RI • Remote

$29 - $31/hr

Part-time

This job post has expired 1 day ago. Applications are no longer accepted.

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

105th of 150 rated financial services

Job description

Description:

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support and case management for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a part-time position with a flexible work schedule, hours to be agreed upon.
Responsibilities:

Client Care

·        Review, prepare documents and update client information as needed for client review meetings
·        Manage and resolve client service problems
·        Perform other allowable duties as assigned by the financial advisor(s)
·        Set up and maintain client management system
·        Call clients or prospects to set up meetings or appointments
·        Assist with coordination of client appreciation events and seminars
·        Assist with client mailings
Business Processing

·        Work with home office to ensure accurate account setup and resolve issues
·        Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their                 accounts
·        Maintain files and records in accordance with the records retention policy
Must haves
·        Direct experience in the financial services industry; either as a paraplanner, client service associate or advisor
·        Strong analytical, verbal communication, and writing skills
·        Strong attention to detail, positive attitude and desire to learn
·        An interest in financial planning, client service and investment management
·        Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
·        Ability to work independently
·        Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation                         Authority)
·        High School Diploma, or equivalent
Successful Candidates are

·        Independent self-starters
·        Process-driven, multi-taskers
·        Organized with strong time management skills
Nice to Haves

·        Bachelor’s Degree
·        Case Management experience
·        Robust, in-depth Customer Service experience
·        Series 7 and 66
Job Type: Part-time
Pay Rate:  $29 - $31 hr
Application Requirement

Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

  • Describe your current work situation and why you are applying for this role.
  • What interested you in this role?
  • What specific skills do you possess that will help you succeed?
  • Describe your experience that relates to this position. 
  • Confirm you saw the pay rate for this position and that it meets your expectations. 
  • Why should we hire you.

This is a remote position.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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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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