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Remote Financial Advisor Jobs in Wisconsin (NOW HIRING)

Associated Bank

Virtual Financial Advisor

Green Bay, WI · On-site +1

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored ...

State of Wisconsin

Financial Specialist-Senior

Madison, WI · On-site +1

$26.61/hr

This topic and any remote work flexibility that may be available will be discussed in more detail ... Be advised that there will be no opportunity to change your application materials once you have ...

Sanford Health

Financial Analyst

Greenwood, WI · Remote

No Department Details This is a remote position, however the individual MUST reside in Wisconsin. Summary The overall function of the Financial Analyst role is the collaboration with managers ...

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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 Jul 16, 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 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 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 July 2026, with employment types broken down into 96% Full Time, 2% Part Time, and 2% Contract. Highlights an 2% In-person, and 98% Remote job distribution, with an average salary of $103,090 per year, or $49.6 per hour.
Virtual Financial Advisor

Virtual Financial Advisor

Associated Bank

Green Bay, WI • On-site, Remote

Full-time

Retirement, PTO

Posted 7 days ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

51st of 149 rated banks

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored financial solutions. This role supports client growth through proactive outreach, warm branch referrals, and consultative sales activity while providing a high-quality experience through phone, video, screen sharing, and occasional in-person meetings. This position offers a strong development path for someone motivated by clear goals, client education, and future growth in financial advising.
Key Accountabilities
  • Proactively engage assigned and referred clients to conduct investment reviews, assess financial objectives, and identify opportunities to deepen relationships.
  • Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards.
  • Own client relationships within the Guidance Center model by setting clear service expectations and providing consistent follow-through.
  • Achieve assigned sales and growth goals while participating in incentive compensation programs.
  • Manage warm referrals from branch partners and internal teams within defined service timeframes.
  • Collaborate with business partners to support cross-sell opportunities and holistic client solutions.
  • Maintain knowledge of Associated Bank and investment services products, policies, procedures, and regulatory requirements.
  • Partner with Financial Advisors to develop sales, book-management, and relationship-building skills for future growth opportunities.

Education & Experience
Required
  • Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.
  • 5+ years of brokerage, investments, or financial services experience.
  • Series 7 license.
  • Series 63 and 65 licenses, or Series 66 license.
  • Life and Health Insurance license.

Preferred
  • Bachelor's degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.
  • 6+ years of brokerage, investments, or financial services experience.
  • 3+ years of relationship management or consultative sales experience.
  • Prior experience in a similar advisor or financial services sales role.
  • Experience educating clients and explaining investments or financial solutions.

Why You'll Love Working Here
This role offers warm outreach, established client relationships, and the opportunity to help clients better understand their financial options. You'll gain hands-on experience managing a book of business, partnering with Financial Advisors, and building skills that can support future growth into broader financial advising opportunities. Join a team-oriented environment where your client focus, sales drive, and follow-through can make a meaningful impact.
Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$21.64 - $37.09 per hour

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