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Remote Financial Advisor Jobs in Minnesota (NOW HIRING)

Allianz

Counsel | Remote

Minneapolis, MN · On-site +1

... or financial transactions, with experience in corporate governance and insurance regulation ... Ability to develop new areas of subject matter expertise, advise on and provide support with ...

Manulife

$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 ...

Hourly, Inc.

Sales Representative Mid-West (New)

Rochester, MN · 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 ...

Aprio

Estate Planning Attorney

Minneapolis, MN · On-site +1

$150K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Collaborate with financial advisors, accountants, and other professionals to create integrated ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

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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.

Sr Financial Analyst - Hybrid or Remote

UnitedHealth Group

Eden Prairie, MN • On-site, Remote

$60K - $107K/yr

Full-time

Medical, Retirement

Posted 22 days ago

UnitedHealth Group rating

7.6

Company rating: 7.6 out of 10

Based on 146 frontline employees who took The Breakroom Quiz

189th of 887 rated healthcare providers

Job description

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.
Whole Health Solutions is looking for a Senior Financial Analyst to join our team. This role will function as a support finance business partner to the Biometrics leadership within the Optum Whole Health Solutions product portfolio. This role will support financial planning and analysis support through month end close, forecast, long-range modeling and strategic partnership to help senior leadership develop, execute, and manage the growth and profitability of the business. Whole Health Solutions is a business comprised of Optum's Behavioral solutions and its Clinical solutions that address needs across a diverse set of conditions along the continuum of care, and this role will align with Clinical solutions.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. This position follows a hybrid schedule with four in-office days per week.
Primary Responsibilities:
  • Solves unique and complex problems with broad impact on the business
  • Participates in the development of business strategy with Product teams
  • Translates highly complex concepts in ways that can be understood by a variety of audiences
  • Develop and maintain financial reports to clearly communicate actual results, forecasted performance, and variances to plan, forecast and budget
  • Produce clear, well-formatted reports and presentations that communicate a clear, compelling message for management
  • Assist with management reporting and system reconciliation
  • Assist with forecast and budget creation for business leadership
  • Analyze trends in revenue, product line profitability, membership, SG&A and other areas of business

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
  • Bachelors' degree in Finance, Economics, Accounting, or related field
  • 1+ years of finance/accounting or systems experience in post graduate or internship experience
  • Experience working collaboratively and influencing others within a matrix organization
  • Proficiency in MS Excel skills, including financial modeling experience
  • Proven ability to work independently with little supervision, prioritize work and be a self-starter
  • Proven excellent written communication skills and the ability to verbally communicate ideas clearly & confidently

Preferred Qualifications:
  • Healthcare experience
  • Experience using Hyperion Essbase and PeopleSoft Financials

*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,200 - $107,400 annually based on full-time employment. We comply with all minimum wage laws as applicable.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

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