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Remote Financial Advisor Jobs in Massachusetts (NOW HIRING)

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site +1

$150K - $170K/yr

We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and ... Partial remote work * Salary range $150,000-170,000; exempt, plus bonuses * Pay ranges are job ...

New

Thrivent

Virtual Financial Advisor - Boston, MA

Boston, MA · On-site +1

$25.96 - $28.85/hr

Virtual Financial Advisor - Remote Boston, Massachusetts Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...

Osaic

Sr. Financial Planning Strategist

Boston, MA · 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

Boston, MA · 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 ...

LPL Financial

Sr Analyst, Retirement Partners

Boston, MA · On-site +1

$61K - $103K/yr

Engage with advisors to resolve setup and operational issues in a way that is inclusive to holistic wealth management business. * Understanding of the financial services industry and a willingness to ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Massachusetts

Remote Financial Advisor information

See Massachusetts salary details

$39.3K

$111.5K

$157.3K

How much do remote financial advisor jobs pay per year?

As of Aug 27, 2026, the average yearly pay for remote financial advisor in Massachusetts is $111,543.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,900.00 and $143,100.00 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 Massachusetts?

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

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

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

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

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

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

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

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Massachusetts as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $111,543 per year, or $53.6 per hour.

Financial Advisor

Westwood, MA • On-site, Remote

Modera Wealth Management
Finance and Insurance • 51 - 200 employees
Learn more about Modera Wealth Managementexternal

$150K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

New

Job description

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and deepening relationships with an established base of clients to deliver a world class experience.

Responsibilities:

  • Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management.
  • Build deep relationships with clients, including communicating with clients on the implementation of financial plans, illustrating the potential impact of various scenarios and updating those based on key events in the life.
  • Lead regular client review meetings, proactively identifying opportunities
  • Collaborate with investment team and other internal specialists to ensure holistic wealth strategies
  • Manage rebalancing activities, such as investment changes and tax-loss harvesting in conjunction with client cash flow needs.
  • Drive organic growth through client referrals and new business development opportunities

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:

  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues

Qualifications:

  • Bachelor's Degree required
  • CFP certification
  • Minimum 5-7 years of experience in a wealth management related or financial services field
  • Minimum 3-5 years of financial planning experience

Skills and Competencies:

  • Proven analytical and problem-solving skills
  • Working knowledge of planning strategies and solutions
  • Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Actively engages as a team member
  • Adaptability and flexibility
  • Client first attitude
  • Occasional travel may be required

Benefits:

  • Competitive based salary
  • Performance based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, and more
  • Generous PTO and leave policies
  • Opportunities for professional growth and continuing education
  • Partial remote work
  • Salary range $150,000-170,000; exempt, plus bonuses
  • Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.

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