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Remote Financial Advisor Jobs in Florida (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Jacksonville, FL · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Osaic

Sr. Financial Planning Strategist

Boca Raton, FL · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Accounting Fly

Remote Tax Advisor, CPA Firm

Tampa, FL · On-site +1

$130K - $150K/yr

Remote Tax Advisor, CPA Firm Job ID: 1055467 Date Posted: July 28, 2026 Employment Type: Full-time ... Lead quarterly client advisory meetings to review financials, projections, and tax strategies

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Showing results 21-40

All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Florida

Remote Financial Advisor information

See Florida salary details

$26.9K

$76.3K

$107.6K

How much do remote financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for remote financial advisor in Florida is $76,324.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $97,900.00 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 Florida?

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

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

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

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

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

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

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

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Florida as of August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% Remote job distribution, with an average salary of $76,324 per year, or $36.7 per hour.

Wealth Management Associate with Future Leadership Opportunity - FL Orlando, Mt. Dora, Kissimmee...

Equitable

Orlando, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 8 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

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.
Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.

Daily Activities may include
    Networking to discover new talent to grow your team 
    Coaching from your experience & training to develop new Financial Professionals
    Collaborating with local leadership to strengthen values, mission and vision
    Committing to personal and district goals consistent with branch and company strategy
    Supervisory skills ensuring compliance and brand are met
    Fostering diverse talent and enabling an inclusive work environment
    Teambuilding through culture and events

Requirements
    Four-year college degree preferred but not required
    Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life   and Health, SIE, FINRA Series 7, 66 and have a developed client base
    Must pass FINRA Series 24 exam prior to stepping into leadership
    Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
    Desire to help others plan for and protect their financial futures
    Knowledge of our products & services
    High degree of self-confidence but team first attitude
    Authorized to work in the United States
 

Training & Support
    Leadership Development School
    Equitable Advisors' Virtual University
    Columbia Holistic Financial Coach Program
    Sponsorship for FINRA licensing
    Working closely with top leadership thru 1:1 coaching
    Joint work and mentorship opportunities
    Personalized training and support in all areas important to building your business
    Opportunity to earn specialized designations such as Certified Financial Planner (CFP)
 

Compensation & Benefits
    Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
    Work-life balance and access to a full suite of remote-work technology solutions

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!
 

If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!
 

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE 8204370.1(7/25)(Exp7/29)

What Equitable employees say

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Benefits

Hours and flexibility

Workplace

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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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