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

Opes One

Financial Advisor

Addison, TX · Remote

$65K - $300K/yr

You will be able to attend training sessions led by top advisors and industry leaders. · Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared ...

Infinite Wise Solutions

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PT/FT Financial Professional (Remote)

Dallas, TX · Remote

$1.0K - $500K/yr (+ commission)

... team as remote Financial Retirement Insurance Sales Associate. The most lucrative industry ... Eventually, there may be fewer advisors available to provide needed guidance and other services to ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

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

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 ...

Prointegrate LLC

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LLM -Senior Accounting & Finance Advisors - Remote USA

Dallas, TX · Remote

$25 - $30/hr

Remote - USA Contract Duration: 10 weeks Start Date: Immediate Compensation: $200 per task ... Financial Controller, VP of Finance, Finance/COO, CFO Advisor, or Financial Consultant ...

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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

$33.7K

$95.5K

$134.6K

How much do remote financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for remote financial advisor in Dallas, TX is $95,469.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,100.00 and $122,500.00 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 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 89% Full Time, and 11% Part Time. Highlights an 100% Remote job distribution, with an average salary of $95,469 per year, or $45.9 per hour.

Financial Advisor (Frisco)

Spectrum Financial Group

Frisco, TX • Remote

$75K - $125K/yr

Full-time

Re-posted 26 days ago

Job description

Job Title: Financial Advisor (Early Career / Entry-Level)

Location: Flexible / Hybrid / Remote Options Available

Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential

Overview

Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact? This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career.

As a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started.

What Makes This Role Different

  • No large network required: You’ll receive up to 80 qualified leads per day and marketing support to help you build your client base.
  • Own your Book of Business: From Day 1, you'll own your book of business!
  • Team Effort: A Managing Associate/Team Lead will help you close deals.
  • Get paid while you build: An activity-based stipend rewards consistent effort and progress—not just results.
  • Clear path to growth: Structured training and mentorship help you develop into a top-performing advisor.
  • Purpose-driven work: Help clients reduce financial stress, plan for the future, and achieve their goals.

Key Responsibilities

  • Meet with prospective clients (provided leads + self-generated opportunities)
  • Conduct financial needs assessments and identify appropriate solutions
  • Educate clients on financial strategies (retirement, protection, savings, etc.)
  • Build and maintain long-term client relationships
  • Participate in training, coaching, and team development activities
  • Track daily activity and progress toward personal goals

Compensation Structure

  • Activity-Based Stipend: Earn consistent income based on key activities
  • Performance Bonuses: Additional earnings tied to production milestones
  • Commission Potential: Unlimited income based on client solutions implemented
  • Long-Term Residual Income: Build a sustainable income stream over time

Training & Support

  • Comprehensive onboarding program (no prior experience required)
  • Ongoing mentorship from experienced professionals
  • Access to proven scripts, systems, and marketing tools
  • Licensing support (where applicable)
  • Weekly coaching and development sessions
  • Earn required licensing (Life, SIE, Series 7 and Series 66)

Who This Role is Perfect For

  • Early-career professionals or career changers
  • Individuals without a large natural market or network
  • Highly motivated, coachable, and goal-oriented individuals
  • Strong communicators who enjoy helping others
  • Self-starters who thrive in a flexible, performance-based environment

Career Path

This role is designed as a launchpad into a long-term career in financial services. With consistent effort and development, you can advance into:

  • Managing Associate
  • Team Leader / Managing Director
  • Specialist Roles (retirement, wealth strategies, etc.)

Why Join Us

We believe talent and work ethic matter more than who you already know. If you’re willing to learn, put in the activity, and stay consistent, we provide the structure, support, and opportunity to help you succeed.

Apply today to start building a career with purpose, flexibility, and unlimited growth potential!!!
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