ZipRecruiter

Log In

2

Remote Financial Advisor Jobs in Edison, NJ (NOW HIRING)

previous page

Showing results 41-60

All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Edison, NJ

Remote Financial Advisor information

See Edison, NJ salary details

$37.3K

$105.7K

$149.1K

How much do remote financial advisor jobs pay per year?

As of Aug 21, 2026, the average yearly pay for remote financial advisor in Edison, NJ is $105,735.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,600.00 and $135,600.00 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 Edison, NJ?

The most popular types of Financial Advisor jobs in Edison, NJ are:

What are popular job titles related to Remote Financial Advisor jobs in Edison, NJ?

For Remote Financial Advisor jobs in Edison, NJ, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor jobs in Edison, NJ look for?

The top searched job categories for Remote Financial Advisor jobs in Edison, NJ are:

What cities near Edison, NJ are hiring for Remote Financial Advisor jobs?

Cities near Edison, NJ with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Edison, NJ as of August 2026, with employment types broken down into 77% Full Time, and 23% Part Time. Highlights an 100% Remote job distribution, with an average salary of $105,735 per year, or $50.8 per hour.

Financial Wealth Advisor (Focus Team)

Farther

New York, NY • On-site, Remote

Full-time

Re-posted 4 days ago

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

You've built a book. Now you want to grow it—with better technology, real support, and without the bureaucracy. The Focus Team exists to help experienced advisors scale their practices by providing infrastructure, market access, and collaborative resources that would take years to build independently.

This isn't about fitting into someone else's system. It's about plugging into a team that amplifies what you've already built while giving you access to new markets, coordinated events, and a support structure that actually works.

We run the Focus Team with accessible leadership and a collaborative culture. Your clients remain yours. Your success contributes to the team, and the team's resources accelerate your growth.

The Focus Team Difference

Joining the Focus Team isn't just joining Farther—it's joining a team within Farther that provides:

  • Unmatched Market Access: We conduct events inside major corporations nationwide. When prospects see you presenting in their own building, credibility is instant. This access took years to build. You get it immediately.
  • Specialized Knowledge Training: We teach you the internal language, benefits structures, and culture of our target companies so deeply that prospects assume you're one of them.
  • Dedicated Support Infrastructure: A dedicated team for client service, marketing support from our team, and premium tools—resources that let you focus on clients instead of operations.
  • Accessible, Collaborative Culture: Leadership is hands-on and approachable. The team lead does the same work he asks anyone else to do. Your input shapes team direction. Senior advisors mentor those coming up, and everyone's success lifts everyone else.

Your Impact

  • Transition & Grow Your Book: Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow. Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo.
  • Access New Markets: The Focus Team has established relationships inside major Fortune 500 companies nationwide. We run events inside these companies, giving you access to qualified high-net-worth prospects in environments where trust is pre-established.
  • Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets. Our training on internal company terminology, benefits structures, and culture is so thorough that prospects often assume you work alongside them.
  • Contribute to Team Growth: Share your expertise with developing advisors. As you progress toward partnership, you'll help shape the team's direction and mentor the next generation—building something bigger than just your own book.
The Ideal Match
  • Existing book of business with established client relationships
  • Series 65 or 66 license (required)
  • Track record of client retention and organic growth
  • Desire to grow beyond your current capacity with team resources
  • Collaborative mindset—willing to share knowledge and support teammates
  • Entrepreneurial drive toward eventual practice ownership
Bonus Points
  • CFP, CFA, ChFC, or other advanced certifications
  • Experience with corporate retirement plans, executive comp, or small business owners
  • Existing relationships at large corporations
  • Experience mentoring or training a junior advisor
Why Join Us
  • Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth, unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from
  • Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
  • Compensation: Competitive base salary plus uncapped commission structure, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations and admin work.
  • Location Flexibility: Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between.

Ready to disrupt wealth management? Let's talk!

Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

View All Farther Jobs

Apply