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Remote Ex Financial Advisor Jobs (NOW HIRING)

Weekday AI

Financial Advisor (CFA or CFP)

Remote We are seeking experienced Financial Advisors (CFA or CFP) to contribute their expertise to the development of next-generation AI-powered financial planning solutions. In this role, you will ...

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site +1

$96K - $110K/yr

... floating remote days per year (contractor at the house? Doctor's appointment? Work from home ... finance practice that's genuinely differentiated from the rest of the industry * A clear path to ...

Corebridge Financial

Financial Advisor - East TN

We are searching for a Financial Advisor to provide a personalized retirement and financial ... This position is currently designated as remote. Estimated Travel * May include up to 25% travel.

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site +1

$96K - $110K/yr

... floating remote days per year (contractor at the house? Doctor's appointment? Work from home ... finance practice that's genuinely differentiated from the rest of the industry * A clear path to ...

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Remote Ex Financial Advisor information

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$36K

$102.1K

$144K

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

As of Aug 22, 2026, the average yearly pay for remote ex financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 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.
More about Remote Ex Financial Advisor jobs

What cities are hiring for Remote Ex Financial Advisor jobs?

Cities with the most Remote Ex Financial Advisor job openings:

What are the most commonly searched types of Ex Financial Advisor jobs?

The most popular types of Ex Financial Advisor jobs are:

What states have the most Remote Ex Financial Advisor jobs?

States with the most job openings for Remote Ex Financial Advisor jobs include:

What job categories do people searching Remote Ex Financial Advisor jobs look for?

The top searched job categories for Remote Ex Financial Advisor jobs are:

Remote Ex Financial Advisor jobs near you
Infographic showing various Remote Ex Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor (CFA or CFP)

Weekday AI

Remote

Contractor

Re-posted 17 days ago

Job description

This role is for one of our clients
$80 - $110/hourpay
Job Title: Financial Advisor (CFA or CFP)
Job Type: Contractor - US ONLY
Location: Remote
We are seeking experienced Financial Advisors (CFA or CFP) to contribute their expertise to the development of next-generation AI-powered financial planning solutions. In this role, you will apply your real-world advisory experience to help train and evaluate advanced AI systems that support personal financial planning and decision-making.
Your expertise will help improve how AI models reason through everyday financial scenarios, communicate recommendations clearly, and provide practical, client-focused guidance for individuals and families. No prior AI experience is required-your financial planning expertise is what matters most.
Requirements
Key Responsibilities
  • Evaluate and review realistic financial planning scenarios involving budgeting, emergency savings, debt management, retirement planning, investment decisions, and long-term financial goals.
  • Assess AI-generated financial recommendations for accuracy, suitability, regulatory compliance, clarity, and practical value for W-2 earners and middle-income households.
  • Document real-world financial planning conversations, including goal prioritization, trade-off discussions, and client decision-making processes.
  • Define common planning methodologies, decision frameworks, and industry best practices, including emergency fund targets, debt repayment strategies, retirement savings benchmarks, and cash flow management.
  • Provide clear, structured written feedback to improve AI-generated financial explanations, recommendations, and client communication.
  • Identify potential compliance, fiduciary, and risk management concerns while recommending appropriate referrals to tax, legal, insurance, or other specialized professionals when needed.
  • Contribute subject matter expertise to improve AI workflows and financial planning processes aligned with industry standards.
Required Qualifications
  • Minimum 3 years of client-facing experience providing comprehensive financial planning and advisory services to individuals and families.
  • Experience working as a Financial Advisor, Wealth Advisor, Personal Financial Consultant, or in a similar advisory role.
  • Strong expertise in:
    • Budgeting and cash flow planning
    • Emergency fund planning
    • Debt management strategies
    • Retirement planning
    • Investment planning
    • College savings strategies
    • Basic insurance and risk management analysis

  • CFP® certification strongly preferred, or CFP exam completion with substantial financial planning experience. Candidates holding CFA, ChFC, or comparable financial planning credentials with strong client advisory experience are also encouraged to apply.
  • Excellent written and verbal communication skills with the ability to simplify complex financial concepts for non-technical audiences.
  • Strong understanding of fiduciary responsibilities, regulatory compliance, and ethical financial planning practices.
  • Experience mentoring advisors, improving planning workflows, or developing standardized advisory processes.
  • Ability to work independently in a remote, asynchronous environment.
Preferred Qualifications
  • Experience providing ongoing financial coaching or workplace financial wellness advisory services.
  • Background designing or optimizing standardized financial planning processes or digital advisory experiences.
  • Familiarity with personal finance applications, digital wealth management platforms, or AI-assisted financial planning tools.
  • Strong interest in applying financial expertise to emerging AI technologies and advisory innovation.

Apply