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Remote Ex Financial Advisor Jobs in Springfield, MA

AdviceOne

Advisor-in-Training - Remote

Glastonbury, CT · Remote

Lead financial planning conversations that shape how successful families approach retirement ... Some of our most successful advisors have degrees in communications, English, and psychology. The ...

Accounting Fly

Remote Tax Manager

Stafford, CT · Remote

$150K - $170K/yr

Remote Tax Manager Job ID: 1050602 Date Posted: May 29, 2026 Employment Type: Full-time (W2) Hiring ... Review financials to identify missed planning opportunities and advise on entity structuring and ...

Milliman

Client Success Manager (MedInsight)

Windsor, CT · Remote

$788/wk

... financing, enterprise risk management and regulatory compliance, data analytics and business ... Familiarity with project management software ex. Azure DevOps, Jira * Exposure to Python, R, SQL ...

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All JobsRemote Ex Financial Advisor JobsRemote Ex Financial Advisor Jobs in Springfield, MA

Remote Ex Financial Advisor information

See Springfield, MA salary details

$35.9K

$101.8K

$143.5K

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

As of Jun 29, 2026, the average yearly pay for remote ex financial advisor in Springfield, MA is $101,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $130,500.00 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 Springfield, MA? For Remote Ex Financial Advisor jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Remote Ex Financial Advisor jobs in Springfield, MA look for? The top searched job categories for Remote Ex Financial Advisor jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Remote Ex Financial Advisor jobs? Cities near Springfield, MA with the most Remote Ex Financial Advisor job openings:
Remote Ex Financial Advisor jobs near you
Financial Advisor (CFA or CFP) - AI Trainer

Financial Advisor (CFA or CFP) - AI Trainer

micro1 AI

Hartford, CT • Remote

$80 - $110/hr

Part-time

This job post has expired today. Applications are no longer accepted.

Key responsibilities

  • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.

  • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.

  • Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.

Job description

Job Title: Financial Advisor (CFA or CFP)


Job Type: Contractor - US ONLY


Location: Remote


Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Key Responsibilities:

  1. Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
  2. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
  3. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
  4. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
  5. Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
  6. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
  7. Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.


Required Skills and Qualifications:

  1. 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  2. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
  3. CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
  4. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
  5. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
  6. Experience mentoring others, developing workflows, or standardizing planning processes.
  7. Comfort working asynchronously and independently in a remote setting.


Preferred Qualifications:

  1. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Background designing or improving standardized planning processes or digital advisory journeys.
  3. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

Apply