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Remote Financial Advisor Jobs in Vermont (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Burlington, VT · 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)

Rutland, VT · 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 ...

Enterprise

$75K - $90K/yr

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

$75K - $90K/yr

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

$75K - $90K/yr

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

$75K - $90K/yr

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

$75K - $90K/yr

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

$75K - $90K/yr

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

HMG Careers

Sales Representative Remote

Winooski, VT · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

HMG Careers

Sales Representative Remote

Bennington, VT · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

HMG Careers

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

HMG Careers

Sales Representative Remote

Hartford, VT · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

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Showing results 1-20

All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Vermont

Remote Financial Advisor information

See Vermont salary details

$38.3K

$108.6K

$153.1K

How much do remote financial advisor jobs pay per year?

As of Jul 30, 2026, the average yearly pay for remote financial advisor in Vermont is $108,595.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,700.00 and $139,300.00 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.

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 Vermont? The most popular types of Financial Advisor jobs in Vermont are:
What are popular job titles related to Remote Financial Advisor jobs in Vermont? For Remote Financial Advisor jobs in Vermont, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Vermont look for? The top searched job categories for Remote Financial Advisor jobs in Vermont are:
What cities in Vermont are hiring for Remote Financial Advisor jobs? Cities in Vermont with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Vermont as of July 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $108,595 per year, or $52.2 per hour.

Remote Account Sales Representative

Stratford Davis

Burlington, VT • Remote

$85K - $150K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Tired of the daily commute? Ready for a life-changing, work-from-home career?

Stratford Davis is expanding! We are looking for highly motivated Account Sales Representatives to join our fast-growing, fully remote sales team.

This is more than just another remote job, it’s a true career opportunity offering complete autonomy and the chance to make a meaningful impact. You will help individuals and families secure their financial future through Life Insurance, Indexed Universal Life (IULs), and Annuities.

If you are driven, coachable, and hungry for success, this role offers the ultimate flexibility and income potential you’ve been searching for.

What You’ll Do as an Account Sales Representative
  • As a trusted advisor, you’ll guide clients through important financial decisions—all from the comfort of your home:
  • Work From Home Sales: Connect virtually with pre-qualified, warm leads (absolutely no cold calling!).
  • Client Relationship Management: Build trust and long-term relationships through engaging, consultative conversations.
  • Needs Analysis: Dive deep into each client’s unique financial goals to tailor personalized solutions.
  • Virtual Presentations: Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  • End-to-End Sales Process: Manage the client journey smoothly from initial contact to policy implementation.
  • CRM Management: Keep your pipeline organized and track client interactions using our proven systems.
Why Join Stratford Davis?
  • We set you up to win from day one. Here is what we offer:
  • Flexible Workweek: Design your own schedule and enjoy a streamlined 3–4 working days per week.
  • No Prospecting Needed: Say goodbye to chasing leads. Work exclusively with warm, pre-screened leads provided directly to you.
  • World-Class Training Included: Gain free access to premium training materials and live, interactive coaching sessions.
  • Premium Sales Tools: Utilize state-of-the-art sales technology and CRMs at zero cost to you.
  • Ongoing Development: Fast-track your career with direct access to dedicated mentors and top industry experts.
  • Incentive Getaways: Pack your bags! Earn all-expenses-paid international luxury trips based on your performance.
Who We’re Looking For
  • We value drive and attitude over a resume. We are looking for:
  • Strong Communicators: Professionals who can captivate and connect with clients in a remote sales environment.
  • Self-Motivated Go-Getters: People who take full ownership of their results and daily schedule.
  • Growth-Minded Individuals: Goal-oriented learners who are always looking to level up.
  • Relationship Builders: Compassionate individuals who genuinely enjoy helping others make confident financial decisions.
  • Sales experience is helpful, but not required. We provide full, comprehensive training!

This position is Commission-Based, offering uncapped earning potential. Your income is directly tied to your effort, putting you in complete control of your financial destiny.

Ready to Work From Home and Control Your Income?

If you’re looking for a remote sales career that offers true flexibility, freedom, and high earning potential, your search ends here.



Apply today and take the first step towards your new success story!