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Remote Financial Advisor Jobs in Baltimore, MD (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Columbia, MD · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Freedom Mortgage

Remote Loan Advisor

Columbia, MD · On-site +1

The Loan Advisor, Remote role is a customer focused, inside sales position within the Call Center ... Assists customers in discussing financial objectives and goals and takes the initial loan ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Baltimore, MD

Remote Financial Advisor information

See Baltimore, MD salary details

$35.8K

$101.5K

$143.1K

How much do remote financial advisor jobs pay per year?

As of Sep 1, 2026, the average yearly pay for remote financial advisor in Baltimore, MD is $101,485.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $130,200.00 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 Baltimore, MD?

The most popular types of Financial Advisor jobs in Baltimore, MD are:

What are popular job titles related to Remote Financial Advisor jobs in Baltimore, MD?

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

What job categories do people searching Remote Financial Advisor jobs in Baltimore, MD look for?

The top searched job categories for Remote Financial Advisor jobs in Baltimore, MD are:

What cities near Baltimore, MD are hiring for Remote Financial Advisor jobs?

Cities near Baltimore, MD with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Baltimore, MD as of August 2026, with employment types broken down into 64% Full Time, and 36% Part Time. Highlights an 100% Remote job distribution, with an average salary of $101,485 per year, or $48.8 per hour.

Financial Advisor - Hunt Valley

Lenox Advisors

Hunt Valley, MD • Remote

Full-time

Re-posted 22 days ago

Job description

Feeling Stuck at a Certain Production Level?

If you’re a proven advisor who’s built a book, serves clients well, and works hard—but feels like your income has hit an invisible ceiling—you’re not alone. Many talented advisors plateau not because of effort or ability, but because they lack the right support, structure, and leverage.

Lenox Advisors was built to solve that problem.

About Lenox Advisors

Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income. Our platform removes friction, provides advanced planning resources, and surrounds advisors with specialists so they can focus on higher-value conversations and larger opportunities.

We help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth.

The Opportunity

This role is ideal for an advisor who:

  • Has established credibility and a client base
  • Is consistently producing—but not growing the way they know they should
  • Wants to move up-market, increase case size, and deepen relationships
  • Is tired of being the bottleneck in their own practice

At Lenox, advisors gain access to planning, investment, and insurance resources that allow them to do more business with the same—or less—effort, while delivering better outcomes for clients.

What You’ll Do

  • Transition from transactional sales to holistic, high-impact financial planning
  • Leverage internal planning, underwriting, and investment specialists to support complex cases
  • Deepen existing client relationships through advanced strategies rather than constant prospecting
  • Build new business through professional referrals and strategic partnerships
  • Focus your time on revenue-generating activities while Lenox provides operational and planning support

Required Qualifications

  • Minimum 3 years of experience as a Financial Advisor, Wealth Advisor, or Financial Planner
  • Licenses required:
    • Maryland Life, Health & Accident
    • Series 7
    • Series 65 or Series 66
  • Bachelor’s Degree
  • Applicable designations not required but a plus
  • Demonstrated ability to build and maintain long-term client relationships
  • Solid foundation in investments, insurance, retirement, and wealth accumulation
  • Desire to grow income through leverage, collaboration, and advanced planning—not just more hours

Why Advisors Choose Lenox

  • A proven support model that removes growth constraints and increases advisor productivity
  • Access to advanced planning strategies that differentiate you in competitive markets
  • Infrastructure that allows you to scale without adding unnecessary complexity and expense
  • Compensation designed to reward long-term, recurring revenue growth
  • A culture built for advisors who want to think bigger and operate at a higher level

Next Step

If you’re producing—but feel like you should be earning more given your experience and effort—let’s talk. Submit your resume and a brief overview of what you want your next chapter to look like for your practice.