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Remote Financial Advisor Jobs in Wisconsin (NOW HIRING)

3M HEALTHCARE

$156K/yr

... Financial Advisors across multiple hubs. You will ensure securities and insurance compliance ... remote work may be available in select locations, with in‐office requirements as needed.

3M HEALTHCARE

$156K/yr

... Financial Advisors across multiple hubs. You will ensure securities and insurance compliance ... remote work may be available in select locations, with in‐office requirements as needed.

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Wisconsin

Remote Financial Advisor information

See Wisconsin salary details

$36.3K

$103.1K

$145.3K

How much do remote financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for remote financial advisor in Wisconsin is $103,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $132,200.00 per year, depending on experience, location, and employer.

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.

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 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 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.

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.

Can a remote financial advisor work remotely?

A remote financial advisor can work remotely, often providing services through online communication tools and financial planning software. Many firms support remote work arrangements, but advisors typically need relevant certifications and must comply with industry regulations regardless of location.

Why do so many remote financial advisors quit?

Remote financial advisors often leave their roles due to high workload, lack of in-person interaction, and challenges in maintaining work-life balance. Additionally, the need for ongoing certifications and client management can contribute to job dissatisfaction and turnover.
More about Remote Financial Advisor jobs

What are the most commonly searched types of Financial Advisor jobs in Wisconsin?

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

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

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

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

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

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

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

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Wisconsin as of August 2026, with employment types broken down into 74% Full Time, 13% Part Time, and 13% Contract. Highlights an 100% Remote job distribution, with an average salary of $103,090 per year, or $49.6 per hour.

Licensed Financial Advisor

Lakeshore Financial Group

Milwaukee, WI • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 10 days ago

Job description

Description
Join Lakeshore Financial Group as a Licensed Financial Advisor, where you'll be part of a forward-thinking team committed to empowering clients with tailored financial strategies. We pride ourselves on fostering strong, meaningful connections with a diverse range of clients, ensuring their financial well-being is at the forefront of everything we do. As a valued member of our team, you'll have the opportunity to grow professionally while making a tangible impact on clients' lives through our unique, holistic approach to financial wellness.
You'll be instrumental in evaluating and developing personalized financial plans that cater to individual needs. Our inclusive environment encourages collaboration and innovation, supporting your professional development every step of the way. We offer flexible working arrangements and career advancement opportunities to ensure you thrive within our dynamic work culture. If you're ready to be part of a transformative journey, let's work together to help clients achieve their financial goals with confidence.
Benefits:
  • Heavily subsidized health, dental, and vision insurance
  • Life and disability insurance
  • 401(k)

Occasional in-office presence is required so candidates must be local to Milwaukee, WI or surrounding cities.
Responsibilities
• Develop and implement personalized financial plans that align with clients' unique goals and aspirations.
• Build and maintain strong, trusting relationships with clients by providing ongoing support and guidance.
• Conduct comprehensive financial assessments to identify opportunities for growth and improvement.
• Collaborate with team members to share insights and strategies, fostering a culture of innovation and learning.
• Stay informed about industry trends and regulatory changes to ensure clients receive the most up-to-date advice.
• Utilize advanced financial tools and software to enhance the accuracy and efficiency of client plans.
• Engage in continuous professional development to expand your expertise and better serve our clients' needs.
Qualifications
• Proven prior success in either insurance, investments, or both.
• Experience in developing and implementing personalized financial plans tailored to clients' unique goals.
• Proven track record of building and maintaining strong, trusting relationships with clients.
• Ability to conduct comprehensive financial assessments to identify growth opportunities.
• Proficiency in using advanced financial tools and software to enhance client plan accuracy.
• Strong understanding of industry trends and regulatory changes to provide up-to-date advice.
• Ability to collaborate effectively with team members to foster a culture of innovation and learning.
• Commitment to continuous professional development to expand expertise and better serve clients' needs.

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