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Remote Ex Financial Advisor Jobs in Milwaukee, WI

Senior Manager Fund Accounting

Milwaukee, WI · On-site +1

$141K - $207K/yr

Develop/maintain strong working relationship(s) with advisors, traders, trading assistants ... Experience managing in office, hybrid and fully remote associate team * Proven ability to mentor ...

Audit Manager

Waukesha, WI · Remote

$106K - $139K/yr

Advise. Build relationships. Grow people.We are seeking an experienced Audit Manager to join our ... Review financial statements and workpapers as part of the firm's quality control process.Serve as a ...

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Showing results 1-20

Remote Ex Financial Advisor information

See Milwaukee, WI salary details

$35.5K

$100.6K

$141.9K

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

As of Sep 7, 2026, the average yearly pay for remote ex financial advisor in Milwaukee, WI is $100,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,900.00 and $129,100.00 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 Milwaukee, WI look for?

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

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

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

Remote Family Protection Advisor

AO Globe Life

Milwaukee, WI • On-site, Remote

$90K - $119K/yr

Full-time

Posted 2 days ago

New


Job description

Position Overview
AO Globe Life is hiring a Remote Family Protection Advisor to help individuals and families understand insurance options that may support their financial security. You will work with prospective clients virtually, learn about their needs, and explain life, supplemental health, and accident insurance products.
This role offers a structured remote environment for professionals who are coachable, motivated, and committed to helping clients make informed decisions.
Responsibilities
  • Contact prospective clients from company-provided warm leads
  • Schedule and conduct virtual insurance consultations
  • Complete customer-focused needs reviews
  • Explain life, supplemental health, and accident coverage options
  • Answer questions and provide clear client guidance
  • Follow up promptly and maintain professional relationships
  • Maintain accurate client records and documentation
  • Attend ongoing training and development sessions

What We Offer
  • 100% remote work opportunity
  • Company-provided warm leads
  • Weekly compensation
  • Unlimited earning potential
  • Medical insurance premium reimbursement
  • Online training and resources accessible across devices
  • Daily coaching and professional mentorship
  • Performance incentive programs
  • No overhead costs
  • Union representation through OPEIU Local 277
  • Long-term career opportunity with a 70-year organization

Qualifications
  • Excellent communication, listening, and relationship-building skills
  • Professional and people-oriented approach
  • Strong attention to detail
  • Comfortable with computer systems and virtual communication
  • Proactive in solving problems
  • Able to work independently and within a team environment