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Remote Ex Financial Advisor Jobs in Madison, WI (NOW HIRING)

Wegner CPAs

Senior Accountant

Madison, WI · On-site +1

$74K - $93K/yr

In this role, you'll oversee day-to-day accounting activities, ensure accurate and timely financial ... advisor to clients. Hybrid and remote work opportunities are available. Wegner provides equal ...

New

State of Wisconsin

Insurance Accounting Director

Madison, WI · On-site +1

$101K - $113K/yr

The ideal candidate is someone with leadership experience in a financial setting with the ability ... Job Details ETF offers hybrid remote/office workIf interested in hybrid remote/office work, this ...

All JobsEx Financial Advisor JobsRemote Ex Financial Advisor JobsRemote Ex Financial Advisor Jobs in Madison, WI

Remote Ex Financial Advisor information

See Madison, WI salary details

$36.3K

$102.9K

$145.1K

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

As of Aug 28, 2026, the average yearly pay for remote ex financial advisor in Madison, WI is $102,913.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,600.00 and $132,000.00 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.

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 popular job titles related to Remote Ex Financial Advisor jobs in Madison, WI?

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

What job categories do people searching Remote Ex Financial Advisor jobs in Madison, WI look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Madison, WI are:

What cities near Madison, WI are hiring for Remote Ex Financial Advisor jobs?

Cities near Madison, WI with the most Remote Ex Financial Advisor job openings:

Remote Ex Financial Advisor jobs near you

Financial Advisor Series 7, 65 or 66

Middleton, WI • Remote

San Blas Securities
Finance and Insurance • 11 - 50 employees
Learn more about San Blas Securitiesexternal

Full-time

Re-posted yesterday

Job description

About San Blas Securities:
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally.
  • Privately owned, well capitalized and strong balance sheet for our size
  • Experienced senior management team
  • Over $1 Billion of Customer Assets under management
  • In-house CIO
  • Top Tier Clearing, Custody and Technology
  • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives
  • Onboarding Incentives including upfront forgivable transition loans
  • Fees such as E&O, Technology and Tickets below industry norm
Position Summary:
We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success.  This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization.
  • BD, RIA, and Insurance Platforms
  • We will consider both W2 and 1099 affiliations
  • Custody & Clearing with RBC & Schwab
  • We have attracted advisors from Regional, Wirehouse and Independent Firms
Qualifications:
  • 5+ years of proven success
  • Series 7 (6) and 63 licenses are required
  • Self-starter with a strong work ethic and ability to work independently
  • Portable existing client relationships are a requirement

San Blas Securities is an Equal Opportunity Employer
This is a Remote (work from home/own office) position.
 

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