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

Sbdinc

Sr. Financial Analyst, Lowes

Towson, MD · Remote

$7.7K/mo

Sr. Financial Analyst, Lowes - Remote / Hybrid New Britain, CT, United States Towson, MD, United States Come build something that matters. It takes great people to achieve greatness. People with a ...

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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 2, 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.

Remote Loan Advisor - Purchase

Freedom Mortgage

Columbia, MD • On-site, Remote

Full-time

Re-posted 17 days ago

Freedom Mortgage rating

7.8

Company rating: 7.8 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

Job description

Summary:
The Loan Advisor, Remote role is a customer focused, inside sales position within the Call Center. Loan Advisors are responsible for both inbound and outbound calls through various marketing tactics, where providing financial solutions and excellent customer service to customers is top priority. The Loan Advisor must immediately notify their supervisors and the Licensing Department if there is a change in residential address.
Essential Job Duties and Responsibilities:
  • Analyzes applicant information to determine whether the customer qualifies for a beneficial loan program.
  • Assists customers in discussing financial objectives and goals and takes the initial loan application.
  • Clearly communicates the loan program terms and benefits available to the customer as well as the loan process.
  • Ensures all required documents are returned and disclosures are signed in a timely manner.
  • Follows our sales process and QA requirements to remain compliant.
  • Continually meets and/or exceeds the Sales KPI's set by Management.
  • Is responsive to customers' needs and expectations.
  • Has excellent communication skills and is clear, concise, and professional when speaking with customers.
  • Is eager to develop knowledge of the mortgage industry, products, lending practices, and regulatory guidelines.
  • Has strong knowledge of mortgage industry, products, lending practices, and regulatory guidelines.
  • Maintains a professional image and standards consistent with company policies and procedures.
  • Adheres to shift requirements.
  • Candidate should not be within a reasonable commuting distance from a Freedom Mortgage call center/licensed branch (typically more than 75 miles).
  • Maintain regular and punctual attendance.
  • Comply with all company policies and procedures.

Other Job Duties and Responsibilities:
Performs other related duties as assigned.
Supervisory Responsibilities:
This position is an individual contributor.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and/or Experience:
  • High School Graduate/GED, Bachelors Degree preferred.
  • At least one (1) year of mortgage sales experience.
  • Proven track record of exceptional performance.

Certificates, Licenses, Registrations:
  • NMLS/SAFE
  • At least 1 active license or at a minimum, the ability to be licensed without having to retake the SAFE exam.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.
Equal Employment Opportunity:
The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.
Americans with Disabilities Act:
Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.
Job Responsibilities:
The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.
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