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Remote Financial Advisor Jobs in Minnesota (NOW HIRING)

Initio Capital

Career Services Advisor

Minneapolis, MN · Remote

$22 - $29.25/hr

... consulting, finance, product, software, AI, operations, market research, and growth-focused ... This is a remote, flexible role for candidates who are analytical, commercially curious, and ...

Initio Capital

Career Services Advisor

Minneapolis, MN · Remote

$22 - $29.25/hr

... consulting, finance, product, software, AI, operations, market research, and growth-focused ... This is a remote, flexible role for candidates who are analytical, commercially curious, and ...

Osaic

Branch Office Examiner

Oakdale, MN · On-site +1

$65K - $75K/yr

Open to Qualified Remote Applicants in the United States Role Type: Full-time Salary: $65,000 - $75 ... This position is responsible for administering Branch Exams to Financial Advisors affiliated with ...

Osaic

Branch Office Examiner

Oakdale, MN · On-site +1

$65K - $75K/yr

REMOTE Compliance Risk Opportunity in Financial Services Branch Office Examiner Location(s): Open ... This position is responsible for administering Branch Exams to Financial Advisors affiliated with ...

White Tiger Connections

Tax Manager

Minneapolis, MN · Remote

$110K - $150K/yr

This is a remote position. About the Firm Our client is a $350M registered investment advisory (RIA ... Collaborate closely with financial advisors and ownership to deliver a fully integrated client ...

Novoco

LIHTC Development Consultant

Andover, MN · 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 ...

Entrust Datacard

Financial Analyst

Shakopee, MN · On-site +1

$80K - $117K/yr

Position Overview: The Financial Analyst position is a member of the Financial Planning and ... Whether you're remote, hybrid, or on-site, we offer flexible options that fit your lifestyle.

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Minnesota

Remote Financial Advisor information

See Minnesota salary details

$35.3K

$100K

$141K

How much do remote financial advisor jobs pay per year?

As of Aug 15, 2026, the average yearly pay for remote financial advisor in Minnesota is $100,032.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $128,300.00 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.

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 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.

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 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 Minnesota?

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

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

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

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

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

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

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

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $100,032 per year, or $48.1 per hour.

Senior Tax Advisor

Solid Rock Recruiting LLC

Minneapolis, MN • On-site, Remote

$100K - $150K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 15 days ago

Job description

Senior Tax Advisor - Dental Practice Specialty

Location: Fully Remote
Compensation: $110,000+ base salary plus performance-based bonus
Job Type: Full-time

About the Opportunity

A growing boutique CPA firm focused on helping dental practice owners make smarter financial decisions, reduce tax exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral surgeons, and other high-net-worth business owners who need more than annual compliance work - they need a proactive advisor who understands their business.

This is a true advisory role for someone who enjoys both the technical side of tax and the client-facing side of helping business owners understand and act on strategy.

The Role

As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients. You will lead proactive planning conversations, develop and present strategies, build projections, and coordinate internally to ensure recommendations are implemented effectively.

This role is not centered around simply managing tax return production. The preparation team handles much of the compliance work so you can focus on strategy, relationships, planning opportunities, and delivering a high-level client experience.

What You’ll Do

  • Serve as the trusted tax advisor for a portfolio of dental practice and business-owner clients.

  • Lead quarterly check-ins, mid-year planning discussions, and year-end tax strategy meetings.

  • Build and present multi-year tax projections, scenario models, and tax-saving strategies.

  • Review individual and business tax returns, projections, and related planning opportunities.

  • Research and implement advanced tax strategies involving entity structure, owner compensation, retirement planning, equipment purchases, real estate, multi-state matters, and business transitions.

  • Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial advisors, and bankers when needed.

  • Stay current on tax law changes and proactively communicate relevant planning opportunities.

  • Mentor tax staff and review analytical work completed by team members.

  • Maintain strong client relationships through responsiveness, clear communication, and reliable follow-through.

What We’re Looking For

  • CPA required; EA with a Master of Taxation may also be considered.

  • 5+ years of public accounting tax experience.

  • Strong background in individual, business, and high-net-worth tax planning.

  • Experience working with dental, medical, professional service, or closely held business clients is highly preferred.

  • Comfortable leading client conversations and explaining complex tax concepts in a practical way.

  • Strong technical tax research skills and the ability to identify planning opportunities.

  • Organized, deadline-driven, and able to manage multiple client priorities.

  • Strong written and verbal communication skills.

  • Interest in growing as a tax advisor, mentor, and future leader within the firm.

Why This Opportunity Stands Out

  • Real advisory work rather than being buried in compliance production.

  • Direct ownership of client relationships and planning conversations.

  • Flexible remote or hybrid work environment.

  • Busy season hours designed to stay around 50 hours per week.

  • Base salary of $110,000-$130,000+ plus bonus potential.

  • Health, dental, life insurance, 401(k), and paid time off.

  • CPE, licensing fees, advanced tax strategy training, and continuing education support.

  • Clear opportunity to grow into a Director, Practice Leader, or long-term ownership role.

This is an excellent opportunity for a tax professional who wants to build deeper client relationships, become a more strategic advisor, and grow beyond the traditional public accounting track.


Confidential inquiries encouraged.
If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.

joey@solidrockrecruiting.com
(605) 601-4597