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Remote Financial Advisor Jobs in Massachusetts (NOW HIRING)

Haemonetics

Senior Financial Analyst

Boston, MA · On-site +1

$78K - $133K/yr

The Senior Financial Analyst is a trusted adviser to the global service organization leadership ... Please note that if this position is qualified for Remote working status it will require commuting ...

YO AI Labs

AI Finance Expert - Remote

Boston, MA · Remote

$100 - $200/hr

Remote Job Overview We are seeking experienced AI Finance Domain Experts to contribute their ... No prior AI experience is required--your financial expertise, analytical skills, and professional ...

YO AI Labs

AI Finance Expert - Remote

Boston, MA · Remote

$100 - $200/hr

Remote Job Overview We are seeking experienced AI Finance Domain Experts to contribute their ... No prior AI experience is required--your financial expertise, analytical skills, and professional ...

Novoco

LIHTC Development Consultant

Boston, MA · On-site +1

$115K - $155K/yr

Engage in and advise on LIHTC development strategy, feasibility analysis, and capital stack ... Financial Modeling & Transaction Support * Review and evaluate sources and uses, credit ...

Novoco

LIHTC Development Consultant

Andover, MA · On-site +1

$106K - $143K/yr

Engage in and advise on LIHTC development strategy, feasibility analysis, and capital stack ... Financial Modeling & Transaction Support * Review and evaluate sources and uses, credit ...

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Showing results 21-40

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 Sep 8, 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.

Vice President of Sales - Remote

Exemplar Companies

Boston, MA • On-site, Remote

Contractor

Re-posted 12 days ago

Job description

Registered Representative - Wholesaler (1099 Partner Opportunity)
About Exemplar Companies
Exemplar Companies is a values-driven professional services firm built on a quadruple bottom line philosophy: people, purpose, profit, and impact. We partner with entrepreneurial professionals who want to build meaningful businesses while leveraging the support, infrastructure, and collaborative network of a national platform.
At Exemplar, we believe professionals should have the freedom to lead with purpose, grow strategically, and operate without the limitations of traditional corporate environments.
Position Summary
Exemplar Companies is seeking an experienced Registered Representative - Wholesaler to drive strategic distribution growth and advisor engagement across assigned markets and channels. This individual will be responsible for developing relationships with financial advisors, broker-dealers, RIAs, and other financial intermediaries while promoting the firm's investment offerings and solutions.
This opportunity is ideal for a high-performing, relationship-driven professional who thrives in an entrepreneurial environment and is motivated by business development, strategic partnerships, and long-term growth.
Key Responsibilities
  • Develop and execute a territory business plan designed to achieve or exceed sales and growth objectives
  • Build and maintain strong relationships with financial advisors, broker-dealers, RIAs, and distribution partners
  • Conduct advisor meetings, educational presentations, and client engagement events to strengthen relationships and increase product utilization
  • Identify and cultivate new business opportunities within assigned territories and channels
  • Provide market insights, investment updates, and product education in accordance with FINRA and compliance guidelines
  • Collaborate with internal teams, including marketing, operations, compliance, and leadership, to ensure consistent messaging and advisor support
  • Maintain accurate activity tracking, pipeline management, and advisor communications within CRM systems
  • Represent Exemplar Companies at conferences, networking events, and industry meetings
  • Partner cross-functionally to support strategic growth initiatives and advisor engagement efforts

Qualifications
  • FINRA Series 7 and Series 63 licenses required
  • Bachelor's degree in Finance, Business, Marketing, or related field preferred
  • 5+ years of experience in investment sales, wholesaling, financial services, or business development
  • Strong understanding of alternative investments, private placements, and advisor distribution channels
  • Demonstrated success in meeting or exceeding sales and relationship management goals
  • Excellent communication, presentation, negotiation, and interpersonal skills
  • Self-starter with an entrepreneurial mindset and strong business development capabilities
  • Ability to travel within the assigned territory as needed
  • Experience working with both warehouse and independent broker-dealer channels preferred
  • Existing advisor relationships and established networks are highly desirable

What We Offer
  • Entrepreneurial 1099 partnership opportunity with flexibility and autonomy
  • Access to Exemplar's collaborative national platform and professional network
  • Operational, marketing, and leadership support designed to help grow your business
  • A values-driven culture focused on innovation, impact, and long-term success
  • Opportunity to work alongside experienced professionals across multiple disciplines
  • Flexible remote work environment

Who You Are
  • A relationship-builder who values trust, integrity, and long-term partnerships
  • A strategic professional who thrives in a growth-oriented environment
  • A motivated self-starter ready to expand a book of business
  • A collaborative leader who embraces innovation and forward-thinking solutions
  • A professional seeking greater purpose, flexibility, and ownership in their career

Join Exemplar Companies
If you are ready to grow your business, expand your impact, and partner with an organization committed to innovation, collaboration, and purpose-driven leadership, we encourage you to apply for confidential consideration.
For more information, visit:
Exemplar Companies
ADA & Equal Opportunity Employer
Exemplar Companies is committed to providing equal employment opportunities to all applicants and employees. Reasonable accommodations are available for qualified individuals with disabilities throughout the application and hiring process. If you require accommodation, please contact the appropriate hiring representative.
Exemplar Companies is an Equal Opportunity Employer and values diversity at all levels of the organization. Employment decisions are based on qualifications, merit, and business needs without regard to race, color, religion, sex, age, disability, national origin, sexual orientation, gender identity, veteran status, or any other protected status under applicable law.

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