We are looking for seasoned professionals to join our platform as independent advisors. This is a ... Conduct high-level financial protection assessments for diverse client portfolios. * Carrier ...
Quick apply
We are looking for seasoned professionals to join our platform as independent advisors. This is a ... Conduct high-level financial protection assessments for diverse client portfolios. * Carrier ...
We are looking for seasoned professionals to join our platform as independent advisors. This is a ... Conduct high-level financial protection assessments for diverse client portfolios. * Carrier ...
Quick apply
We are looking for seasoned professionals to join our platform as independent advisors. This is a ... Conduct high-level financial protection assessments for diverse client portfolios. * Carrier ...
Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)
Milwaukee, WI · On-site +1
$17.75 - $24/hr
Broad based knowledge and understanding of general financial planning concepts * Proven customer ... Customer Service Please be advised that Fidelity's business is governed by the provisions of the ...
Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)
Milwaukee, WI · On-site +1
$17.75 - $24/hr
Broad based knowledge and understanding of general financial planning concepts * Proven customer ... Customer Service Please be advised that Fidelity's business is governed by the provisions of the ...
Provide exceptional customer serviceto policyholders, beneficiaries, and financial advisers ... LI-Remote This position has been classified as a Registered Representative under NMIS guidelines ...
Provide exceptional customer serviceto policyholders, beneficiaries, and financial advisers ... LI-Remote This position has been classified as a Registered Representative under NMIS guidelines ...
Provide exceptional customer service to policyholders, beneficiaries, and financial advisers ... LI-Remote This position has been classified as a Registered Representative under NMIS guidelines ...
Provide exceptional customer service to policyholders, beneficiaries, and financial advisers ... LI-Remote This position has been classified as a Registered Representative under NMIS guidelines ...
ETF Lead Fund Accountant
Milwaukee, WI · On-site +1
$76K - $163K/yr
... advisor, and/or portfolio managers/traders * Review and resolve trade detail exceptions to ensure ... You possess Bachelor's Degree in Accounting and Finance, or any combination of education experience ...
ETF Lead Fund Accountant
Milwaukee, WI · On-site +1
$76K - $163K/yr
... advisor, and/or portfolio managers/traders * Review and resolve trade detail exceptions to ensure ... You possess Bachelor's Degree in Accounting and Finance, or any combination of education experience ...
ABOUT THE ROLE You'll bring your FP&A experience to support a team, business segment, or product ... Act as a key business advisor to brand management, providing analyses of planned and executed ...
ABOUT THE ROLE You'll bring your FP&A experience to support a team, business segment, or product ... Act as a key business advisor to brand management, providing analyses of planned and executed ...
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 ...
Remote Financial Advisor information
See Wisconsin salary details
$36.3K - $46.2K
3% of jobs
$46.2K - $56.2K
3% of jobs
$56.2K - $66.1K
10% of jobs
$66.1K - $76K
9% of jobs
$76.2K is the 25th percentile. Wages below this are outliers.
$76K - $85.9K
11% of jobs
$85.9K - $95.8K
8% of jobs
The median wage is $102.2K / yr.
$95.8K - $105.7K
11% of jobs
$105.7K - $115.6K
10% of jobs
$115.6K - $125.5K
10% of jobs
$128K is the 75th percentile. Wages above this are outliers.
$125.5K - $135.4K
8% of jobs
$135.4K - $145.3K
19% of jobs
$36.3K
$103.1K
$145.3K
How much do remote financial advisor jobs pay per year?
As of Aug 11, 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.
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?
| Aspect | Remote Financial Advisor | Remote Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, or similar | CFP, CFA, or similar |
| Work Environment | Virtual client meetings, online platforms | Virtual client meetings, online platforms |
| Industry Usage | Financial services, wealth management | Financial planning, wealth management |
| Primary Focus | Investment advice, portfolio management | Comprehensive 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 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:
Contractor
Medical, Life
Posted 12 days ago
Job description
Independent Licensed Life Insurance Agent– Remote The Opportunity
Are you an active, licensed life insurance agent tired of restrictive "captive" contracts, low commission caps, or lack of lead transparency?
We are looking for seasoned professionals to join our platform as independent advisors. This is a 1099 partnership designed for producers who know the industry and want to maximize their ROI by leveraging 50+ top-rated carriers and a robust, automated infrastructure.
Key Responsibilities- Consultative Sales: Conduct high-level financial protection assessments for diverse client portfolios.
- Carrier Selection: Leverage our platform to quote and bind policies across 50+ carriers, ensuring the best fit for the client.
- Pipeline Management: Utilize our advanced CRM and automation tools to manage high-volume lead flows and client renewals.
- Scale & Lead: (Optional) Build and mentor your own agency within our ecosystem to generate override income.
- Uncapped High-Contract Levels: Competitive commission tiers with performance-based increases.
- Zero Commission Splits on Leads: Access high-intent leads at cost; keep 100% of your earned commission.
- Full Portability: You own your book of business from day one.
- Vested Renewals: Build long-term wealth with immediate vesting on renewal income.
- Elite Tech Stack: Full access to CRM, automated marketing funnels, and multi-carrier quoting tools.
- Carrier Depth: Immediate access to A-rated carriers (Term, IUL, Whole Life, Final Expense).
- Currently Licensed: You hold an active Life & Health (or Life-only) license in at least one state.
- Proven Track Record: You have a history of consistent production and understand the nuances of the life insurance sales cycle.
- Self-Sufficient: You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level support community.
- Tech-Savvy: Comfortable navigating modern CRM systems and virtual sales platforms.
- Active Resident Life Insurance License (Required).
- Errors & Omissions (E&O) Insurance.
- Must be authorized to work in the United States.
- A dedicated home office setup with high-speed internet.
- 1099 Independent Contractor: True entrepreneurial freedom.
- High Upfront Commissions: Aggressive advance schedules.
- Passive Income: Monthly renewal income and performance bonuses.
- Agency Overrides: Compensation for those interested in the leadership and recruitment track.
Note: This is a commission-only partnership for licensed professionals looking to scale their existing business or transition to a more lucrative platform.
Ready to Scale?If you are a producer who is ready to leave the "trainee" environment behind and start earning what your production is actually worth, we want to talk.
PandoLogic. Keywords: Insurance Agent, Location: Green Bay, WI - 54305 , PL: 603957315