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Remote Financial Advisor Jobs (NOW HIRING)

Azzad Asset Management

Financial Advisor

Manhattan, NY · Remote

As a Remote Financial Advisor, you will be responsible for acquiring and managing client relationships in your geographic region. This is a production-focused role ideal for a motivated self-starter ...

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$36K

$102.1K

$144K

How much do remote financial advisor jobs pay per year?

As of Jun 4, 2026, the average yearly pay for remote 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 Does a Remote Financial Advisor Do?

As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

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

To thrive as a Remote Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or Series 7. Proficiency with financial planning software, CRM systems, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and self-motivation help build client trust and manage relationships remotely. These skills and qualities are crucial for delivering effective advice, maintaining compliance, and ensuring client satisfaction in a virtual environment.

How do Remote Financial Advisors typically build and maintain client relationships without in-person meetings?

Remote Financial Advisors rely heavily on digital communication tools such as video calls, secure messaging, and client portals to foster strong relationships with their clients. Consistent follow-ups, personalized financial plans, and timely responses help build trust and rapport. Advisors often schedule regular virtual check-ins and provide educational resources to keep clients engaged and informed. While it can be challenging to establish the same level of personal connection as in face-to-face meetings, leveraging technology and demonstrating proactive support can lead to successful long-term client partnerships.

What is a remote financial advisor?

A remote financial advisor is a professional who provides financial planning, investment advice, and wealth management services to clients via online platforms, phone calls, or video conferencing, rather than meeting in person. This role allows clients to receive expert financial guidance from anywhere, making it convenient and accessible. Remote financial advisors assess clients' financial situations, help set goals, and develop personalized strategies to manage finances, investments, retirement planning, and more.

What is the difference between Remote Financial Advisor vs Remote Financial Planner?

AspectRemote Financial AdvisorRemote Financial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentVirtual client meetings, online platformsVirtual client meetings, online platforms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, goal setting

Remote Financial Advisors and Remote Financial Planners often share certifications and work environments, focusing on virtual client interactions. While Advisors typically concentrate on investment strategies and portfolio management, Planners provide broader financial planning services. Both roles are integral to financial services and frequently searched together, but their primary focus distinguishes them within the industry.

More about Remote Financial Advisor jobs
What cities are hiring for Remote Financial Advisor jobs? Cities with the most Remote Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Remote Financial Advisor jobs? States with the most job openings for Remote Financial Advisor jobs include:
What job categories do people searching Remote Financial Advisor jobs look for? The top searched job categories for Remote Financial Advisor jobs are:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, 82% Full Time, 11% Part Time, and 5% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Remote Wealth Advisor | Financial Planning

Remote Wealth Advisor | Financial Planning

Corebridge Financial, Inc.

Las Vegas, NV • Remote

$90K - $130K/yr

Full-time

Posted 4 days ago

Corebridge Financial rating

9.3

Company rating: 9.3 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

14th of 260 rated insurance

Job description

A leading financial services firm is seeking a remote Financial Advisor to assist clients in planning their financial futures. Responsibilities include utilizing technology for operations, engaging with clients, and collaborating with co-workers for skill enhancement. Preferred candidates will have at least 2 years of experience and relevant licenses.

The average total compensation ranges from $90,000 to $130,000, complemented by a comprehensive benefits package. #J-18808-Ljbffr

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