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Remote Financial Advisor Jobs in Michigan (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Detroit, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Melvindale, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Farmington, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Allen Park, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Ferndale, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Grandville, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

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Showing results 41-60

All JobsFinancial Advisor 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 Sep 6, 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.

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 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 August 2026, with employment types broken down into 63% Full Time, and 37% Part Time. Highlights an 100% Remote job distribution, with an average salary of $89,020 per year, or $42.8 per hour.

North American Benefit Plan Analyst

Lineage Logistics

Novi, MI • Remote

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 6 days ago

Key responsibilities

  • Supports benefit vendor and partner RFP activities by gathering data, preparing materials, and coordinating tasks.

  • Reviews vendor and partner performance against SLAs and escalates issues or trends requiring follow-up.

  • Conducts benefit billing audits, reviews invoices and payments, and supports benefit plan data analysis for decision-making.

Job description

The North American Benefit Plan Analyst provides analytical and operational support for the organization's benefit and wellness programs, with a focus on vendor support, plan administration, financial analysis, compliance, and program effectiveness. Partners with the Benefits team, third-party advisors, vendors and internal stakeholders to support the effective administration and ongoing evaluation of benefit programs.
This role applies working knowledge of benefit programs and established processes to complete assigned analyses, audits, reporting and program activities. The role supports more complex initiatives and escalates issues requiring advanced expertise, interpretation or decision-making to more senior Benefits team members.
This is a REMOTE opportunity, but candidates must be located in Eastern Time Zone.

Core Responsibilities

Vendor & Partner Support

  • Supports benefit vendor and partner Request for Proposal (RFP) activities by gathering data, preparingmaterialsand coordinating assigned tasks.

  • Reviews vendor and partner performance against established service level agreements (SLAs) and escalates issues or trends requiring follow-up.

  • Coordinates with vendors and third-party advisors to resolve routine program and service issues.

  • Maintains documentation and reporting related to vendor performance and program activities.

Financial & Plan Analysis

  • Conducts benefit billing audits andreviewsinvoices and payments toidentifydiscrepancies and supportaccurateandtimelyprocessing.

  • Provides analytical support for quarterly and annual benefit planning,budgetingand forecasting activities.

  • Compiles and analyzes benefit plan data toidentifytrends and support program decision-making.

  • Works with third-party advisors to gather information and support the assessment of plan performance and potential optimization opportunities.

  • Prepares routine reports,analysesand presentations for the Benefits team and business stakeholders.

Compliance & Reporting

  • Supports required regulatory reporting and compliance activities for assigned benefit programs.

  • Gathers andvalidatesdata needed for regulatory reporting,auditsand other compliance requirements.

  • Maintainsaccuraterecords and documentation to support compliance and program administration.

  • Escalates potential compliance issues or exceptions to appropriateBenefitsteam members.

Program & Case Support

  • Supports case management activities for high-cost claimants in partnership with the Benefits team,vendorsand otherappropriate resources.

  • Researchbenefit-related questions and issues and coordinates with vendors or advisors to support resolution.

  • Identifiesrecurring questions or issues and brings trends to the attention of more senior Benefits team members.

Business & Project Support

  • Provides data, analysis and administrative support for labor negotiations and M&A activities as needed.

  • Supports benefit-related projects, programenhancementsand process improvements.

  • Coordinates assigned activities andmaintainsproject documentation to supporttimelycompletion of Benefits initiatives.

This is a REMOTE opportunity, but candidates must be located in Eastern Time Zone.

#LI-Remote

Why Lineage?
This is an excellent position to begin your career path within Lineage! Success in this role enables greater responsibilities and promotions! A career at Lineage starts with learning about our business and how each team member plays a part each and every day to satisfy our customers' requirements. Beyond that, you'll help us grow and learn on our journey to be the very best employer in our industry. We'll ask you for your opinion and ensure we do our part to keep you developing and engaged as we grow our business. Working at Lineage is energizing and enjoyable. We value respect and care about our team members.

Lineage is an Equal Employment Opportunity Employer and is committed to compliance with all federal, state, and local laws that prohibit workplace discrimination and unlawful harassment and retaliation. Lineage will not discriminate against any applicant on the basis of race, color, age, national origin, religion, physical or mental disability or any other protected status under federal, state and local law.
Benefits


Lineage provides safe, stable, reliable work environments, medical, dental, and basic life and disability insurance benefits, 401k retirement plan, paid time off, annual bonus eligibility, and a minimum of 7 holidays throughout the calendar year.

Lineage Logistics logo

About Lineage Logistics

Sourced by ZipRecruiter

At Lineage, we have a shared purpose: We are transforming the food supply chain to eliminate waste and help feed the world. Lineage Logistics is the industry's leading innovator in temperature-controlled supply chain and logistics. Lineage's expertise in end-to-end logistical solutions, its unrivaled real estate network, and its use of technology combine to promote food safety, increase distribution efficiency, advance sustainability, lessen environmental impact, and minimize supply chain waste. As a result, Lineage helps customers ranging from Fortune 500 companies to small family-owned businesses increase the efficiency and protect the integrity of their temperature-controlled supply chain. In pursuit of this shared purpose, we are working to build a world class Solutions Design team.

Industry

Trucking

Company size

10,000+ Employees

Headquarters location

Novi, MI, US

Year founded

2012

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