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Remote Financial Advisor Jobs in Alabama (NOW HIRING)

Miamioh

$46K/yr

... financial aid and budgeting, tailoring study abroad information to student academic interests ... Remote work at 20% per week is an option after a successful 6 month on-boarding period. Additional ...

Alteryx

$103K - $134K/yr

PLEASE NOTE: while this role will be 100% remote, we are looking for candidates based on the East ... Act as a trusted advisor to sales leadership, using narratives and analytical insights to shape ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Alabama

Remote Financial Advisor information

See Alabama salary details

$32.6K

$92.6K

$130.5K

How much do remote financial advisor jobs pay per year?

As of Aug 29, 2026, the average yearly pay for remote financial advisor in Alabama is $92,573.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $118,700.00 per year, depending on experience, location, and employer.

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 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.

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 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.

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.

Can a remote financial advisor work remotely?

A remote financial advisor can work remotely, often providing services through online communication tools and financial planning software. Many firms support remote work arrangements, but advisors typically need relevant certifications and must comply with industry regulations regardless of location.

Why do so many remote financial advisors quit?

Remote financial advisors often leave their roles due to high workload, lack of in-person interaction, and challenges in maintaining work-life balance. Additionally, the need for ongoing certifications and client management can contribute to job dissatisfaction and turnover.
More about Remote Financial Advisor jobs

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

The most popular types of Financial Advisor jobs in Alabama are:

What are popular job titles related to Remote Financial Advisor jobs in Alabama?

For Remote Financial Advisor jobs in Alabama, the most frequently searched job titles are:

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

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

What cities in Alabama are hiring for Remote Financial Advisor jobs?

Cities in Alabama with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Alabama as of August 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $92,573 per year, or $44.5 per hour.

Advisor Consultant, Highland Capital Brokerage - Remote Role

Advisor Group

Birmingham, AL • On-site, Remote

$50K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 5 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
REMOTE Financial Planning Opportunity in Insurance Industry
Advisor Consultant, Highland Capital Brokerage
Location(s): All Locations/Remote
Role Type: Full time
Compensation: $50,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
We are seeking an Advisory Consultant to join the team within Highland Capital Brokerage, a member of Osaic, Inc. This position is primarily responsible for the sale of annuity products to registered investment advisors, independent broker dealers, registered reps as well as independent agents and agencies. An Advisor Consultant is tasked with recruiting and educating new producers on how to incorporate annuities into their practice. This position will shepherd the producer from the initial sales concept through the point of sale with in-depth product knowledge and extraordinary customer service. In addition to recruiting new producers, there will be a heavy emphasis on advisor attrition and reoccurring producers.
Education Requirements:
  • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
  • Life & Health Insurance License

Responsibilities:
  • Recruit registered advisors and independent advisors to work with the Field Marketing Organization (FMO)
  • Promote and facilitate fixed and fixed index annuity sales by advisors
  • Recommend best interest products that adhere to AG supervision and due diligence standards
  • Knowledge of SEC, FINRA and DOL compliance rules and regulations
  • Train and educate on uses of fixed and fixed index annuities to advisors
  • Develop client profile strategies to assist financial professionals in identifying and maximizing sales opportunities leveraging enterprise technologies
  • Work with internal teams, such as new business and marketing, to provide case design reporting and appropriate carrier products and pricing
  • Other duties as assigned

Basic Requirements:
  • Insurance license required
  • 5+ years brokerage New Business or Life Insurance company experience is required
  • 3+ years relevant Financial Services Industry experience
  • Proficient with Microsoft Word, Excel, Outlook, and Internet Explorer, including carrier and vendor websites
  • Business writing skills - Intermediate level
  • Able to learn new technology as needed
  • Strong written and verbal communication and customer service skills
  • Capacity to multi-task and excel in a dynamic, fast-pace environment and adapt to change

Preferred Requirements:
  • Series 6 & 63 or Series 7

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

Social media

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