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Remote Finance Advisor Assistant Jobs (NOW HIRING)

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Finance Advisor I - CTU Online (Remote)

Financial Aid Advisor Apply your active listening and problem-solving skills to carve a path for new students on their journey through the financial aid process. You will connect via phone, email ...

Thrivent

Virtual Financial Advisor - Remote

Minneapolis, MN · On-site +1

$21.64 - $28.85/hr

As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom.

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Remote Finance Advisor Assistant information

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$28.5K

$54.2K

$91K

How much do remote finance advisor assistant jobs pay per year?

As of Jul 14, 2026, the average yearly pay for remote finance advisor assistant in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.

How much do remote financial advisors make?

Remote financial advisors typically earn between $50,000 and $100,000 annually, with experienced professionals or those managing larger portfolios earning higher salaries. Compensation often includes base pay plus commissions or performance bonuses, and many roles require relevant certifications such as the CFP or CFA.

How does a Remote Finance Advisor Assistant typically collaborate with financial advisors and clients?

As a Remote Finance Advisor Assistant, you will frequently partner with financial advisors to prepare client documents, schedule meetings, and manage client communications. Most interactions occur via digital tools like video conferencing, secure messaging, and shared document platforms. You may also be responsible for gathering client information, processing forms, and ensuring that all compliance requirements are met. Effective communication and attention to detail are essential, as you act as a bridge between clients and advisors, helping to ensure a smooth client experience.

What are the key skills and qualifications needed to thrive as a Remote Finance Advisor Assistant, and why are they important?

To thrive as a Remote Finance Advisor Assistant, you need a solid understanding of financial principles, administrative support skills, and often a relevant degree or coursework in finance or business. Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Strong organizational abilities, attention to detail, and effective virtual communication are standout soft skills for this role. These competencies ensure you can efficiently support advisors and clients, maintain data accuracy, and uphold professionalism in a remote work environment.

Can financial advisors make $500,000 a year?

Financial advisors can potentially earn $500,000 or more annually, especially those with extensive client portfolios, specialized expertise, or working in high-net-worth markets. Achieving this level of income often requires advanced certifications, strong client relationships, and a high volume of assets under management. Income varies widely based on experience, location, and firm size.

Can I work from home as a financial advisor?

Remote finance advisor assistants can often work from home, especially if their employer allows telecommuting and provides necessary tools like secure communication platforms and financial software. The role typically involves client communication, data analysis, and report preparation, which can be performed remotely with proper certifications and compliance with confidentiality standards.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, managing schedules, and gathering financial data. They often use financial planning software and need strong organizational and communication skills to help with client inquiries and administrative tasks. This role typically requires attention to detail and knowledge of financial concepts.

What is a Remote Finance Advisor Assistant?

A Remote Finance Advisor Assistant is a professional who works remotely to support financial advisors in their daily tasks. Their duties often include managing client communications, scheduling meetings, preparing financial documents, conducting research, and assisting with account management. By handling administrative and basic financial tasks, they allow financial advisors to focus more on providing expert advice to clients. This role requires strong organizational, communication, and technical skills to operate effectively in a virtual environment.
More about Remote Finance Advisor Assistant jobs
What cities are hiring for Remote Finance Advisor Assistant jobs? Cities with the most Remote Finance Advisor Assistant job openings:
What states have the most Remote Finance Advisor Assistant jobs? States with the most job openings for Remote Finance Advisor Assistant jobs include:
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Remote Finance Advisor Assistant jobs near you
Infographic showing various Remote Finance Advisor Assistant job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 14% In-person, and 86% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.
Financial Professional Advisor (REMOTE)

Financial Professional Advisor (REMOTE)

Equitable Advisors

Remote

$47K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
Invest In Your Potential! At Equitable Advisors, you'll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security.
Our Financial Professional Advisor role is designed for individuals who are motivated to build a long-term career in financial services. You will gain hands-on experience, meaningful client exposure, and insight into what it takes to support and grow a successful advisory practice-all while developing the foundation for an entrepreneurially driven career path.
What You'll Be Doing
As a Financial Professional Advisor, you will build trusted relationships with clients by delivering value through meaningful, proactive engagement:
  • Proactively connect with clients via phone, email, and chat to provide timely support and guidance
  • Serve as a single point of contact, coordinating Equitable's full range of resources to address client needs efficiently and effectively
  • Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions
  • Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve
  • Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:30 AM-5:30 PM EST). Periodic office visits may be requested based on business needs.
The base salary for this position is $47,500. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Qualifications
What You Will Bring
Required Qualifications
  • A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services
  • Active FINRA licenses, including Series 7, Series 63, and Series 65 registrations OR ability to obtain within 180 days of employment
  • Life Insurance license OR ability to obtain within 30 days of employment
  • 2+ years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client-focused environment

Preferred Qualifications
  • Prior customer service experience, with a demonstrated commitment to delivering exceptional client experiences
  • Previous sales, counseling, or entrepreneurial experience, reflecting the ability to advise, influence, and operate with an ownership mindset

Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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