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Remote Financial Advisor Jobs in Brookfield, WI (NOW HIRING)

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 ...

Showing results 21-40

Remote Financial Advisor information

See Brookfield, WI salary details

$34.1K

$96.7K

$136.3K

How much do remote financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for remote financial advisor in Brookfield, WI is $96,689.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $124,000.00 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.

What are the most commonly searched types of Financial Advisor jobs in Brookfield, WI?

The most popular types of Financial Advisor jobs in Brookfield, WI are:

What are popular job titles related to Remote Financial Advisor jobs in Brookfield, WI?

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

What job categories do people searching Remote Financial Advisor jobs in Brookfield, WI look for?

The top searched job categories for Remote Financial Advisor jobs in Brookfield, WI are:

What cities near Brookfield, WI are hiring for Remote Financial Advisor jobs?

Cities near Brookfield, WI with the most Remote Financial Advisor job openings:

Infographic showing various Remote Financial Advisor job openings in Brookfield, WI as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $96,689 per year, or $46.5 per hour.

Associate Manager, Commercial Finance - multiple opportunities

SC Johnson & Son

Racine, WI • On-site, Remote

Full-time

Medical, Retirement

Re-posted 12 days ago


Key responsibilities

  • Partner with commercial teams to prepare budgets and forecasts that meet sales, share, and profit targets.

  • Perform complex financial activities such as financial statement analysis, pricing analytics, and scenario modeling, ensuring accuracy of financial statements.

  • Provide financial counsel to cross-functional teams and analyze marketing, trade, and growth initiatives to support business decision-making.


SC Johnson rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

31st of 103 rated chemical manufacturers


Job description

SC JOHNSON IS A FIFTH-GENERATION FAMILY COMPANY BUILT ON THE SPIRIT OF OUR PEOPLE. We have been leading with purpose for over 130 years, building iconic brands that win the hearts and minds of consumers - such as Raid, Glade, Ziploc and more, in virtually every country around the world. Together, we are creating a better future - for the planet, for future generations and for every SCJ team member. Join our winning team of Wave Makers and Go Getters and help us write the next chapter in the SCJ story.

Job Description

Due to internal mobility and special project assignments within the Finance organization, SC Johnson anticipates opportunities for FP&A roles at the Associate Manager level.

We encourage individuals that are interested in working for SC Johnson and meet the ideal core skills and experience to submit their application to this posting as an expression of their interest.

Please note that this will be posted for 90 days. We may reach out to candidates at any point during the posting time frame and will not be able to provide everyone with a personal or immediate response.

ABOUT THE ROLE

As an Associate Manager, you will partner closely and collaborate with Commercial teams to provide business decision support, general financial analysis and control to United States and/or global businesses. You will bring finance subject matter expertise and broad business perspective to the Company. You will act as a sounding board and liaison to business support groups as well as participate directly in the formulation of business plans. To be successful in this role, you must be a strong influential business partner with the ability to collaborate cross functionally and lead projects/initiatives to achieve objectives and impactful results.

KEY RESPONSIBILITIES

  • Collaborate with commercial teams to prepare budgets and forecasts that achieve sales, share and profit targets.

  • Problem solve and develop contingency plans, including identifying risks/opportunities and recommending changes in support of strategy.

  • Perform complex finance activities, including monthly and ad hoc financial statement analysis and commentary, pricing analytics, and scenario modeling while also ensuring accuracy of monthly and year-end financial statements.

  • Provide financial counsel to cross-functional teams, improving decision making and developing solutions to address business issues.

  • Drive financial analysis, understanding P&L and balance sheet implications, including pricing strategy reviews with Net Revenue Management.

  • Serve as a key business advisor to commercial teams, providing timely and in-depth analyses of planned and executed marketing, trade and/or growth initiatives (i.e. New Product Developments, Joint Business Partnerships).

  • Drive Delivered Profit improvement by working cross-functionally to identify and implement cost savings projects.

  • Implement and monitor internal controls and develop process improvements and lead special projects across the region that support corporate initiatives/objectives, and, identify and implement best practices and processes to improve efficiency or increase analytical capabilities.

REQUIRED EXPERIENCE YOU WILL BRING

  • Bachelor's degree in finance, accounting or relevant business discipline and 5+ years of directly related experience; OR advanced degree with 3+ years of directly related experience

  • Qualified candidates must be legally authorized to work in the United States without the need for current or future sponsorship for full-time employment.

PREFERRED EXPERIENCES AND SKILLS

  • Experience in cost management, sales finance, exposure to marketing/strategic business issues, significant analytical projects, and fundamental accounting.

  • Demonstrated analytical skillset (i.e., complex financial analysis, discounted cash flow/project valuation) and financial statement management (P&L analysis and modeling).

  • Proficient in ROI analytics and trade-off analysis of marketing and trade spending.

  • Strong verbal and written communication skills; ability to communicate clearly and concisely with all levels of the organization.

  • Business Planning and Consolidation (BPC), SAP, Microsoft Suite.

  • Proven ability to work cross-functionally and make meaningful contributions to a team while influencing others and leading projects through effective collaboration to achieve objectives and produce results.

JOB REQUIREMENTS

  • Full time position based in a Racine or Mt. Pleasant office location

  • Remote work is available once a week for eligible employees

  • Roles will NOT be eligible for domestic relocation

Other duties, responsibilities and activities may change or be assigned at any time with or without notice as assigned by the Manager. The job description does not constitute a contract of employment, and the position remains at-will.

BENEFITS AND PERKS

SC Johnson's total compensation packages are at or above industry levels. In addition to salary, total packages may include bonuses, long-term incentives, matching 401(k) contributions and profit sharing based on company profitability, job level and years of service. As a family company, we're committed to providing benefits such as subsidized health care plans, maternity/paternity/adoption leave, flexible work arrangements, vacation purchase options, recreation and fitness centers, childcare, counseling services and more.

Inclusion & Diversity

We're a global business, with people from every culture, ethnicity, race, religion, gender identity, sexual orientation, age and ability. We recognize the breadth of human experience, and we work to celebrate it. It is our goal to build a diverse, inclusive and supportive work environment where all people can thrive.

We're committed to ongoing efforts that help us attract, hire, and retain diverse talent who want to build a positive, inclusive environment. Read more about our ongoing initiatives at https://jobs.scjohnson.com/inclusion.

Better Together

At SC Johnson, we strive to create a positive, inclusive and unique workplace. We strongly believe SCJ people are able to achieve their best when they can collaborate and work together in person.

Equal Opportunity Employer

The policy of the Company is to ensure equal opportunity for all qualified applicants and employees without regard to race, color, religion, gender, marital status, sexual orientation, national origin, ancestry, age, gender identity, gender expression, disability, citizenship, pregnancy, veteran status, membership in any active or reserve component of the U.S. or state military forces, genetic history or information or any other category protected by law.

Accommodation Requests

If you are an individual with a disability and you need an accommodation or other assistance during the application process, please call our Human Resources department at 262-260-3343 or email your request to SCJHR@scj.com. All qualified applicants are encouraged to apply. Download the EEO Know Your Rights posterfor more information.


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