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Remote Financial Advisor Jobs in Connecticut (NOW HIRING)

Senior Analyst, FP&A - Corporate

Stamford, CT · On-site +1

$91K - $113K/yr

Act as a trusted advisor to senior leaderships, partnering together to develop Annual Budgets and ... Translate complex financial data into actionable operational strategies, proactively identifying ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Showing results 21-40

Remote Financial Advisor information

See Connecticut salary details

$34.2K

$97.2K

$137K

How much do remote financial advisor jobs pay per year?

As of Sep 8, 2026, the average yearly pay for remote financial advisor in Connecticut is $97,159.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $124,600.00 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.

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

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

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

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

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

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

Infographic showing various Remote Financial Advisor job openings in Connecticut 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 $97,159 per year, or $46.7 per hour.

Senior Analyst, FP&A - Corporate

Vineyard Vines

Stamford, CT • On-site, Remote

$91K - $113K/yr

Full-time

Medical, Life, Retirement

Re-posted 25 days ago


Vineyard Vines rating

6.5

Company rating: 6.5 out of 10

Based on 33 frontline employees who took The Breakroom Quiz

38th of 105 rated fashion retailers


Job description

Senior Analyst, FP&A- Corporate

About Us: 

vineyard vines is a highly successful, privately held, American clothing and accessory retailer founded in 1998 on Martha's Vineyard by brothers, Shep and Ian Murray. With Shep & Ian still at the helm today, vineyard vines has experienced exponential year over year growth and now operates over 120 retail locations locations including an outlet division, a successful e-commerce business, domestic distribution center, and expanding corporate headquarters. In addition, vineyard vines is carried in major department stores such as Nordstrom and Bloomingdales as well as numerous specialty boutiques across the US.  

vineyard vines was founded on a state of mind that Every day should feel this good.  

You don't need to be on a beach, by the ocean or on vacation to have Every day should feel this good moments. It's a state of mind that we all experience, and one where everyone is invited. At vineyard vines, we don't live an #EDSFTG life away from our desks - we bring it to work with us, too.  

In our stores, at our Harbor Drive headquarters or working remotely, our company culture is fun, encouraging and welcoming to all. We work hard and play harder, and we never take ourselves too seriously. And while we have many company goals, our number one priority is making vineyard vines a great place to work for all employees.  

Our team is our family, and we'd never have grown to where we are today without them.  

We're committed to building an inclusive team across all channels, departments and stores within our community. We hope you'll join us and see what the smiling pink whale is all about.  

Overview:

vineyard vines is seeking a Senior Analyst, FP&A to serve as the primary financial business partner and subject matter expert for key corporate functions. In this role, the analyst will collaborate closely with senior leaders across Technology, Production, Licensing, and other headquarters functions to guide investment decisions, optimize resource allocation, and support sustainable growth. The position will also own cost center P&Ls, translate complex financial data into actionable insights, and play a critical role in shaping operational and investment strategies.

Success in this role requires intellectual curiosity, a proactive mindset, and a desire to go beyond the numbers to understand the business drivers that influence financial performance. The ideal candidate will leverage these insights to build, maintain, and enhance sophisticated financial forecasting models in Excel, ensure accurate analysis during month-end close, and deliver ad hoc reporting and strategic analyses that empower informed, efficient decision-making across the organization.

You Will:

  • Act as a trusted advisor to senior leaderships, partnering together to develop Annual Budgets and Monthly Forecasts for key Corporate spend categories and HQ investments. Drive accountability to financial and operational targets throughout the year.   
  • Translate complex financial data into actionable operational strategies, proactively identifying risks and opportunities
  • Meet with business leads on a monthly basis to review prior month results, update forecasts, and identify opportunities to improve efficiencies and maximize return on investments
  • Analyze variances in performance vs forecast, budget and prior years to uncover the story behind the trends and provide actionable insights to Leadership
  • Partner with Accounting to manage the monthly close process including accruals, reclasses, and reviewing amortization schedules

What You Bring:

  • BS/BA in Accounting or Finance or equivalent progressive experience in FP&A, strategic finance and/or corporate data analysis
  • 3-5 years of experience in Retail, Corporate Finance, or related fields; apparel experience preferred
  • Strong Excel, financial modeling and analytical skills; experience with financial planning systems a bonus (NSPB, Anaplan, SmartView, etc.)
  • Strong interpersonal skills. You can sit down with a creative production head or our CTO, understand their world, and gain their trust.
  • Ability to work with and simplify large amounts of data to communicate and illustrate key takeaways to leadership and partners
  • Highly motivated, entrepreneurial, able to multitask and take initiative

Every day will feel this good because:

  • We have a fun-spirited entrepreneurial culture filled with truly “good” people
  • You will have a front-row seat to how a major retail brand operates from the inside out. This role offers high visibility, a collaborative team environment, and the chance to truly shape the financial future of vineyard vines.
  • We offer a generous employee discount so you can rep our lifestyle on-and-off the boat
  • We offer a competitive salary package, 401-K, commuter benefits, paid-family leave, health savings, flexible spending accounts, life & disability insurance
  • We have an onsite gym as well as health & financial wellness programs to keep you active
  • We offer 2 summer Fridays to take off in addition to a competitive vacation policy & holiday calendar

What Vineyard Vines employees say

Pay

Benefits

Hours and flexibility

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