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Remote Financial Advisor Jobs in Michigan (NOW HIRING)

Cardinal Health

Ideal candidate will be based in the Greater Columbus area, also open to remote candidates in Eastern or Central time zones with the ability to travel as needed for project work. What Financial ...

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All JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Michigan

Remote Financial Advisor information

See Michigan salary details

$31.4K

$89K

$125.5K

How much do remote financial advisor jobs pay per year?

As of Jun 16, 2026, the average yearly pay for remote financial advisor in Michigan is $89,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,400.00 and $114,200.00 per year, depending on experience, location, and employer.

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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in high-net-worth advising. Achieving this level often requires advanced certifications like the CFP or CFA, a focus on affluent clients, and successful business development. Income varies widely based on location, firm size, and individual performance.

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.

How can I make 2000 a week working from home?

A remote financial advisor can potentially earn $2,000 or more weekly by building a strong client base, offering specialized financial planning services, and maintaining certifications such as CFP. Success depends on experience, client volume, and effective use of digital communication tools. Consistent marketing and high-quality advice are key to increasing earnings in this role.

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.

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 to make $100,000 a year working from home?

A remote financial advisor can earn $100,000 annually by building a strong client base, obtaining relevant certifications such as the CFP, and leveraging digital marketing tools. Increasing experience, offering specialized services, and working efficiently from a home office can also help reach this income level.

Can you work remotely as a financial advisor?

Yes, many financial advisors work remotely, leveraging technology such as video conferencing, financial planning software, and secure data sharing tools. Remote work allows advisors to serve clients from anywhere, often requiring relevant certifications and strong communication skills.

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.
More about Remote Financial Advisor jobs
What are the most commonly searched types of Financial Advisor jobs in Michigan? The most popular types of Financial Advisor jobs in Michigan are:
What are popular job titles related to Remote Financial Advisor jobs in Michigan? For Remote Financial Advisor jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Michigan look for? The top searched job categories for Remote Financial Advisor jobs in Michigan are:
What cities in Michigan are hiring for Remote Financial Advisor jobs? Cities in Michigan with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Michigan as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $89,020 per year, or $42.8 per hour.

HFA Dedicated Financial Advisor - Advice Center

Huntington

Madison Heights, MI • On-site, Remote

Full-time

Posted 9 days ago

Job description

Description

This position can sit anywhere with office space in South East MI.

Summary:

The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.
As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.
Duties & Responsibilities:

  • Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
  • Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
  • Deliver an engaging client experience to effectively take care of our client's financial and service needs.
  • Is proactive with consistent partner communication.
  • Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
  • Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
  • Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
  • Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
  • Consistently meets service level agreements on referral contact and follow-up.
  • Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
  • Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
  • Completes all assigned firm and regulatory training and continuing education by required deadlines.
  • Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
  • Performs other duties as assigned


Basic Qualifications:

  • HS Diploma
  • 1 or more years of experience in investment sales
  • State Health and Life, Series 7, Series 63 and 65/66


Preferred Qualifications:

  • Bachelor's Degree
  • At least 2-3 years of experience in an investments area
  • Experience developing and leveraging relationships with internal partners remotely and/or over the phone
  • Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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