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Remote Financial Advisor Jobs in Oklahoma (NOW HIRING)

Human Agency

Remote (US only) Type: Full-Time About Human Agency We're scaling rapidly and have a growing ... financial advisory, wealth management, or a related field where you've advised individuals or ...

Solid Rock Recruiting LLC

Senior Tax Advisor

Tulsa, OK · On-site +1

$100K - $150K/yr

Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time ... Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial ...

Novoco

$94K - $127K/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 ...

Manulife

Hybrid LTC Internal Wholesaler

Kansas, OK · Remote

$110K - $115K/yr

... 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 ...

InsuraTec

Sales Representative (Remote)

Okmulgee, OK · 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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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Oklahoma

Remote Financial Advisor information

See Oklahoma salary details

$33.2K

$94.3K

$133K

How much do remote financial advisor jobs pay per year?

As of Aug 12, 2026, the average yearly pay for remote financial advisor in Oklahoma is $94,304.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,200.00 and $121,000.00 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 Oklahoma? The most popular types of Financial Advisor jobs in Oklahoma are:
What are popular job titles related to Remote Financial Advisor jobs in Oklahoma? For Remote Financial Advisor jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Oklahoma look for? The top searched job categories for Remote Financial Advisor jobs in Oklahoma are:
What cities in Oklahoma are hiring for Remote Financial Advisor jobs? Cities in Oklahoma with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Oklahoma as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $94,304 per year, or $45.3 per hour.

Associate Financial Advisor

Wisepath Group

Oklahoma City, OK • On-site, Remote

$60K - $120K/yr

Full-time

Posted 16 days ago

Job description

About Wisepath Recruiting
Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.
Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.
Position Overview
This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.
Key Responsibilities
  • Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
  • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
  • Manage existing client relationships, addressing daily operational inquiries with high professional standards.
  • Collaborate with the team on local business development, group workshops, and educational marketing events.

Requirements
  • FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
  • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
  • 1-3 years of experience in banking, insurance, or consultative client-facing sales.
  • High coachability, strong active-listening skills, and a collaborative mindset.

Compensation & Professional Development
  • Competitive income/ plus performance-based bonuses and joint-work splits.
  • Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
  • Estimated Compensation: $60,000.00 - $120,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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