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

Solid Rock Recruiting LLC

Senior Tax Advisor

Dallas, TX · On-site +1

$100K - $150K/yr

Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time ... Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial ...

RK Partners

Senior Wealth Advisor-Remote

Dallas, TX · On-site +1

$165K - $185K/yr

... Advisor (RIA) with more than four decades of experience serving individuals, families, business ... The firm provides comprehensive, holistic financial planning and investment advisory services ...

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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 5, 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.

Wealth Management Associate - TX, Dallas (5243)

Equitable

Dallas, TX • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights
    Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
    Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
    Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
    Location: In-office presence required
    Work-Life Balance:  Flexible schedule to maximize productivity and personal time

Skills & Experience
    Education: Bachelor's degree or equivalent skills and work experience
    Licensing: State Life & Health, SIE, Series 7, Series 66
    Personal Attributes: values-driven with a track record of success and accomplishment
    Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
    Mindset: entrepreneurial spirit with a desire to positively impact others' lives
    Collaboration: ability to work with and learn from top performers
    Work Authorization: must be authorized to work in the United States
 

Training & Development
    FINRA Sponsorship: provided for required FINRA licensing
    Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
    Virtual University: access to Equitable Advisors' Virtual University for continuous learning
    Mentorship: opportunities for joint work and mentorship
    Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
    Leadership Development: access to Leadership Development School for those with management ambition
    Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program 
 

Compensation & Benefits
    Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP

    Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management

    Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
    Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
 

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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Benefits

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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