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Remote Financial Advisor Jobs in Dallas, TX (NOW HIRING)

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Eligible for Recruit Bonus Job Summary Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth ...

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Eligible for Recruit Bonus Job Summary Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth ...

TriSearch

Financial Advisor

Dallas, TX · On-site +1

  • Medical

  • Life

Financial Advisor Location: Gainesville or Whitesboro, TX (North of Dallas) - Fully In Office Compensation: Base Salary + Commission (Relocation Assistance Available) Overview This high-performing ...

Corebridge Financial

Financial Advisor - Dallas, TX

Dallas, TX · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are searching for a Financial Advisor to provide a personalized retirement and financial ... This position is currently designated as remote. Estimated Travel * May include up to 25% travel ...

Corebridgefinancial

Financial Advisor - Dallas, TX

Dallas, TX · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are searching for a Financial Advisor to provide a personalized retirement and financial ... This position is currently designated as remote. Estimated Travel * May include up to 25% travel ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

  • PTO

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

  • PTO

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

Infinite Wise Solutions

Be Seen First

Financial Retirement Planning Professional - Remote

Dallas, TX · Remote

$1.0K - $250K/yr

Remote Insurance and Retirement Planning Advisor Help Families Retire with Confidence. Build a ... Whether you already have experience in financial services or are transitioning from another ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Dallas, TX

Remote Financial Advisor information

See Dallas, TX salary details

$35.8K

$101.5K

$143.1K

How much do remote financial advisor jobs pay per year?

As of Aug 15, 2026, the average yearly pay for remote financial advisor in Dallas, TX is $101,465.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $130,100.00 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?

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.

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 Dallas, TX?

The most popular types of Financial Advisor jobs in Dallas, TX are:

What are popular job titles related to Remote Financial Advisor jobs in Dallas, TX?

For Remote Financial Advisor jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor jobs in Dallas, TX look for?

The top searched job categories for Remote Financial Advisor jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Remote Financial Advisor jobs?

Cities near Dallas, TX with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Dallas, TX as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% Remote job distribution, with an average salary of $101,465 per year, or $48.8 per hour.

Financial Advisor

Proxy Financial

Addison, TX • Remote

$20K - $100K/mo

Full-time

Re-posted 7 days ago

Job description

Benefits:
  • Private Clubs / Offices
  • Executive Coaching
  • COI Partners
  • Marketing Platform
  • Flexible schedule
  • Opportunity for advancement

Benefits/Perks

  • Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms.
  • Marketing & Lead Generation Support: Strategic partnerships and referral network of 150+ professionals.
  • Independence & Flexibility: Build your ideal practice without asset minimums.
  • Collaborative Network: Work with experts across planning, investments, insurance, and business services.
  • Regional Growth Opportunities: Support in emerging and established hubs across the U.S.
  • Eligible for Recruit Bonus
Job Summary

Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth individuals, families, and institutions, providing expertise across:
  • Financial and estate planning
  • Investment management and private funds
  • Insurance and business solutions
  • Philanthropic and legacy planning
Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.
Responsibilities
As an experienced advisor or planner, you will:
  • Build and deepen long-term client relationships using “The Proxy Way” — a holistic, client-first model.
  • Deliver tailored advice across financial, investment, and estate planning disciplines.
  • Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.
  • Leverage Proxy’s integrated platform and resources to scale your practice efficiently.
Qualifications
Minimum Requirements

  • $250K+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business).
  • Series 65 and Life & Health licenses required (minimum).
  • 3+ years of experience in financial advising or planning.
  • Proven ability to independently conduct data-gathering, planning, and client onboarding.
  • Strong communication and relationship management skills.
Ideal Profile

  • $30M–$75M AUM (as an experienced advisor).
  • Collaborative and self-aware—knows when to engage specialists.
  • Growth mindset with a motivated commitment to long-term client success.
Proxy Regional Focus
 
We are actively building and expanding in key markets, including:
 CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York). 

 

This is a remote position.