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Remote Financial Advisor Jobs in Michigan (NOW HIRING)

Financial Analyst 9-P11/Trainee

Lansing, MI · On-site +1

$24.92 - $40.51/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Permanent Full Time Remote Employment: Flexible/Hybrid Job Number: 2701-26-12-11 Department ... View the Financial Analyst/Trainee position description. View the Financial Analyst job ...

Hybrid LTC Internal Wholesaler

Wyoming, MI · On-site +1

$110K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial advisors and sharing the John Hancock goal of customers living Longer, Healthier and Better lives. This is a remote, home based opportunity. The position offers a sales based incentive with ...

$110K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial advisors and sharing the John Hancock goal of customers living Longer, Healthier and Better lives. This is a remote, home based opportunity. The position offers a sales based incentive with ...

Sales Representative Mid-West (New)

Warren, MI · Remote

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Field-based / Remote (U.S.) Employment Type: W-2, Base Salary + Commission Compensation : $60,000 ... Develop relationships with CPAs, insurance brokers, financial advisors, and banks . * Forecast ...

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Senior Financial Analyst

Saline, MI · On-site +1

$90K - $110K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Free financial advisors, webinars, and classes through Charles Schwab * Annual Employee Stock Purchase Plan with option to purchase IMI shares at a reduced employee only price - no opportunity to ...

Showing results 21-40

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 Aug 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 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.

Why do so many remote financial advisors quit?

Remote financial advisors often leave the profession due to high workload, client management challenges, and the need for strong self-discipline in a home environment. Job satisfaction can also decline if advisors lack sufficient support, training, or clear career progression, leading to burnout and turnover.

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 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:

Infographic showing various Remote Financial Advisor job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $89,020 per year, or $42.8 per hour.

Senior Director, Relationship Marketing Strategy (Insurance/Wealth Mgmt B2B) - (Open to Remote, C...

Dentsu Aegis Network

Detroit, MI • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 hours ago


Job description

Job Description:

Merkle is a leading data-driven, technology-enabled, global performance marketing agency that specializes in the delivery of unique, personalized customer experiences across platforms and devices. For more than 30 years, Fortune 1000 companies and leading nonprofit organizations have partnered with Merkle to maximize the value of their customer portfolios. The agency's heritage in data, technology, and analytics forms the foundation for its unmatched skills in understanding consumer insights that drive people-based marketing strategies. Its combined strengths in performance media, customer experience, customer relationship management, loyalty, and enterprise marketing technology drive improved marketing results and competitive advantage.

We are champions for meaningful progress and we strive to be a force for good-for our people, for our clients, for the industry and for our society. We keep our people at the center, creating space for growth, understanding and learning so they can thrive. We embed diversity, in our mindset, in our solutions and in our teams to empower an inclusive, equitable and culturally fluent environment. Building this culture within our teams makes us better collaborators with each other and with our clients, driving better outcomes for all. Merkle is an agency of dentsu.

As the Senior Director, Relationship Marketing Strategy, supporting an Insurance/Wealth Management client in the B2B space, you will report into the VP, Relationship Marketing Strategy and join a team of experienced marketers who focus on helping Merkle clients achieve their business goals.

You will be a key member of our client account team and will ensure that the programs we execute are based on a deep understanding of our client's business and strategic objectives. You'll appreciate the importance of strong relationships and become a trusted advisor to the client and Merkle account team. You will be a person who thrives in both analytic as well as creative thinking and will be nimble in solving for client problems. As a leader your skills and passion for communicating strategy will get others to believe in the ideas that you present and follow that belief through to execution.

At Merkle "Strategy" means a key idea that is informed, executable and provides results. Those ideas need to be applicable to a variety of client scenarios and must cross any service that is necessary to achieve the client objective. As a Senior Director in the Relationship Marketing Strategy team you will demonstrate experience in planning across media and channels, development and management of campaigns that generate measurable ROI and have the ability to work across many of our core vertical markets (Insurance, Financial Services, Non-Profit, Retail, Automotive, Travel, Media and Entertainment, B2B, High Tech)

To be successful in this role you'll have a passion for problem solving, and a deep understanding of how businesses, brands and customers interact, with an advanced understanding of the rapidly evolving role that data and technology play in this relationship. You can identify business growth opportunities and develop strategic recommendations to support the growth of client relationships.

You Will:

  • Lead the building, development, and delivery of strategic omni-channel marketing plans.

  • Be a subject matter expert and translate new technology - particularly in the areas of 1st party data marketing and CRM - into new marketing ideas for the client

  • Show a strong understanding of differences in marketing to customers in different verticals and environments.

  • Develop trusted, long-term relationships with key client contacts and executives.

  • Ensure meaningful client value is delivered through a mix of best-practice solutions, skills, capabilities, and original thinking.

  • Collaborate with team leadership (account management, operations, creative, analytics etc.), and partner agencies to turn ideas into executable plans

  • Identify key data points and measurements to show the impact of our approach and strategy on the client's business.

You Have:

  • Experience working with Wealth Management (Financial Advisor) or Group Insurance clients within the B2B space.

  • Bachelor's Degree required.

  • 10+ years of experience in data driven marketing - specifically CRM, email, online/offline media

  • Deep understanding of the customer lifecycle and how messaging strategy drives the experience

  • 5+ years working in an agency or consulting firm.

  • Experience developing solutions to support the sale of new services to clients.

  • Hands-on skills using data and research to drive decisions -proficiency in Excel and research tools.

  • Strong writing, presentation and client facing communication skills. Experience translating data analysis into actionable marketing recommendations and presentations - proficiency in PowerPoint.

  • Attention to detail and the ability to incorporate internal and external

  • feedback on an iterative basis.

  • Superior multi-tasking, networking, time management and inter-personal skills.

  • Self-starter high intellectual curiosity, drive, determination, and persuasion skills.

  • Comfort and experience working within a matrixed organization in roles with a wide degree of latitude.

  • Average 20-50% travel (contingent on comfort level of client)

The annual base salary range for this position is $136,000-$185,000. Placement within the salary range is based on a variety of factors, including relevant experience, knowledge, skills, and other factors permitted by law.Additionally, this position is eligible for discretionary incentive compensation.

Benefits available with this position include:

Medical, vision, and dental insurance,

Life insurance,

Short-term and long-term disability insurance,

401k,

Flexible paid time off,

At least 15 paid holidays per year,

Paid sick and safe leave, and

Paid parental leave.

Dentsu also complies with applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act, in accordance with its plans and policies. For more information regarding dentsu benefits, please visit www.dentsubenefitsplus.com.

To begin the application process, please click on the "Apply" button at the top of this job posting. Applications will be reviewed on an ongoing basis, and qualified candidates will be contacted for next steps.

At dentsu, we believe great work happens when we're connected. Our way of working combines flexibility with in-person collaboration to spark ideas and strengthen our teams. Employees who live within a commutable distance of one of our hub offices, currently located in Chicago, metro Detroit, Los Angeles, and New York City, are required and expected to work from the office three days per week (two days per week for employees based in Los Angeles). Dentsu may designate other Hub offices at any time. Those who live outside a commutable range may be designated as remote, depending on the role and business needs. Regardless of your work location, we expect our employees to be flexible to meet the needs of our Company and clients, which may include attendance in an office.

#LI-Merkle

#LI-REMOTE

Location:

New York

Brand:

Merkle

Time Type:

Full time

Contract Type:

Permanent

Dentsu is committed to providing equal employment opportunities to all applicants and employees. We do this without regard to race, color, national origin, sex , sexual orientation, gender identity, age, pregnancy, childbirth or related medical conditions, ancestry, physical or mental disability, marital status, political affiliation, religious practices and observances, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.

Dentsu is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with us, please send an e-mail toApplicantAccommodations@dentsu.comby clicking on the link to let usknow the nature of your accommodation request and your contact information. We are here to support you.