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Remote Financial Advisor Jobs in Oregon (NOW HIRING)

Baylor Scott & White Health

Financial Advisor 2

$77K/yr

Are you a financial expert with a passion for healthcare? This role is expected to be a fully remote position. We're seeking a seasoned financial advisor with at least 2 years of experience and a ...

Equitable

Financial Professional Advisor (REMOTE)

OR · On-site +1

$47K/yr

Our Financial Professional Advisor role is designed for individuals who are motivated to build a ... offers a remote work schedule that allows you to stay fully engaged with your team to provide ...

Equitable

Financial Professional - NJ, Secaucus (5247)

OR · On-site +1

$250 - $1.0K/wk

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...

Grant Engine

Key Advisor

US Based, remote Overview: * Serve as a strategic advisor and subject matter expert for our marketing, sales, delivery, and executive Leadership Team. * Deliver strategic insights that enhance Grant ...

Aprio

Wealth Advisor

Portland, OR · On-site +1

$150K - $250K/yr

You will use your knowledge of investments, financial planning, and risk management to both advise ... 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 Oregon

Remote Financial Advisor information

See Oregon salary details

$38.1K

$108K

$152.2K

How much do remote financial advisor jobs pay per year?

As of Jul 15, 2026, the average yearly pay for remote financial advisor in Oregon is $107,985.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $138,500.00 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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, certifications like the CFP, and a focus on high-value financial planning or investment management.

Can a financial advisor work remotely?

Yes, many financial advisors work remotely, especially with the increased use of digital communication tools and financial planning software. Remote work allows advisors to serve clients virtually, often requiring certifications like the Series 7 or CFP and strong communication skills.

How can I make $100,000 a year working from home?

A remote financial advisor can earn $100,000 or more annually by building a strong client base, obtaining relevant certifications such as the CFP, and leveraging digital tools for client communication and financial planning. Increasing experience, specialization, and offering comprehensive services can also boost income potential while working remotely.

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.

How much do remote financial advisors make?

Remote financial advisors typically earn between $60,000 and $100,000 annually, with experienced professionals and those managing larger client portfolios earning higher salaries. Compensation often includes base pay, commissions, and bonuses, and may vary based on certifications like CFP or CFA, as well as the firm size and client base.

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 Oregon? The most popular types of Financial Advisor jobs in Oregon are:
What are popular job titles related to Remote Financial Advisor jobs in Oregon? For Remote Financial Advisor jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Oregon look for? The top searched job categories for Remote Financial Advisor jobs in Oregon are:
What cities in Oregon are hiring for Remote Financial Advisor jobs? Cities in Oregon with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Oregon as of July 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $107,985 per year, or $51.9 per hour.
Financial Advisor 2

Financial Advisor 2

Baylor Scott & White Health

Remote

$77K/yr

Full-time

Posted 6 days ago

Baylor Scott & White Health rating

7.5

Company rating: 7.5 out of 10

Based on 753 frontline employees who took The Breakroom Quiz

231st of 885 rated healthcare providers

Job description

Are you a financial expert with a passion for healthcare? This role is expected to be a fully remote position.

We're seeking a seasoned financial advisor with at least 2 years of experience and a strong understanding of financial standards. If you're ready to leverage your expertise in financial analysis to drive impactful decisions in the healthcare industry, Apply Today!

Job Summary

The Financial Advisor II is the key financial resource. Provides financial analysis to support the goals of Baylor Scott and White (BSWH).

  • Provides complex financial analysis support to various entities both fully owned and joint ventures.
  • Assists in the efficient and cost-effective operation of BSWH.
  • Prepares the operating and capital budget(s) for assigned areas.
  • Prepares the 5-year financial operating forecast to include statistics, payer mix, payments capital, etc.
  • Prepares examination and presents and justifies findings, for any potential capital acquisitions, projects, new services, etc.
  • Prepares, Manages, and Analyzes financial information related to the end of month close cycle, including root cause analysis and technical accounting research.
  • Supports the monthly accounting close process by preparing and reviewing various journal entry information and performing accounting research.
  • Performs and communicates moderate to complex analysis for external users of financial information
  • Proactive use of technology to provide timely information to leadership
  • Provides timely reconciliation and invoicing to contracts.
  • Performs accounting research and supports due diligence to contract requirements.
  • Provides ongoing budget vs. actual revenue and expense variance analysis. Reviews both standard and custom reports developed for the entity.
  • Prepares verbal or written results of examination of operating efficiencies and presents/discusses them with management and others as required.
  • Develops and produces Management Reports as required/requested
  • Able to perform ad hoc requests in addition to daily/monthly responsibilities.
  • Maintains professional growth by joining educational programs and organizations. Stays updated on current trends, practices, and developments.
  • Performs other position appropriate duties as required in a competent, professional, and courteous manner as well as participates in special projects

Key Success Factors

  • Preferred BS in Accounting or Finance
  • Proficiency with MS Office applications including BI
  • Prior work experience in a healthcare setting, and familiarity with outpatient KPIs and financial metrics preferred
  • Prior experience with Kaufman Hall/Axiom budgeting software preferred
  • Proven leadership, data, and communication abilities required
  • Strong follow-through and execution of day-to-day tasks and responsibilities
  • Ability to work both autonomously and in collaborative, team-based environments
  • Ability to learn complex accounting between fully owned and joint ventures.
  • Ability to adapt and learn nuances that exist amongst various medical groups. 
  • Open to performance feedback and willing to ask questions to obtain knowledge. 

The job description describes essential functions for this role. It is not a detailed list of all responsibilities, duties, knowledge, skills, and abilities. Management can assign or reassign duties at any time. Competent performance of essential duties, commitment to customer service, integrity, and teamwork are basic requirements at Baylor Scott & White Health

Salary

The pay range for this position is $37.35/hour ($77,688/year) for those with entry-level qualifications up to $57.89 ($120,411) for those highly experienced. The specific rate will depend upon the successful candidate's specific qualifications and prior experience.

Qualifications

  • EDUCATION - Bachelor's
  • EXPERIENCE - 3 Years of Experience
Employment Type: FULL_TIME

What Baylor Scott & White Health employees say

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