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Remote Financial Advisor Jobs in Madison, AL (NOW HIRING)

Draper

Program Finance Analyst 2

Huntsville, AL · On-site +1

$75K - $156K/yr

Provides the financial data inputs, analysis, and applicable variance narrative for Program Management Reviews (PMRs) and Quarterly Business -Reviews (QBRs) Provides timely invoicing and collection ...

Moog

Strategic Capture Manager

Huntsville, AL · On-site +1

Fully Remote or Hybrid if Local - Buffalo, NY Moog Space and Defense Group is seeking a strategic ... Advising executive leadership regarding competitive positioning, market trends, and customer ...

New

HMG Careers

Sales Representative Remote

Somerville, AL · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

HMG Careers

Sales Representative Remote

Huntsville, AL · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

Bigge

Sales Representative

Huntsville, AL · Remote

This is a remote position covering the Gulf Region, including Louisiana, Mississippi, Alabama, and ... advise customers. * Maintain organized account management, pipeline tracking, and sales activity ...

Booz Allen Hamilton, Inc.

Data Analyst, Mid

Huntsville, AL · On-site +1

$61K - $141K/yr

Remote Work: No Job Number: R0245026 Location: Huntsville,AL,US Share job via: Share Data Analyst ... Not only will you provide a deep understanding of their data, you'll also advise your client on ...

Griffin Associates

ACCOUNT MANAGER

Huntsville, AL · Remote

Remote Partnership * Uncapped Commission * Territories: Huntsville / Cullman * Take priority in building partnerships with clients, and ensuring that each placement is the right fit * Developing and ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Madison, AL

Remote Financial Advisor information

See Madison, AL salary details

$32.3K

$91.5K

$129K

How much do remote financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for remote financial advisor in Madison, AL is $91,510.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,200.00 and $117,400.00 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 Madison, AL? The most popular types of Financial Advisor jobs in Madison, AL are:
What cities near Madison, AL are hiring for Remote Financial Advisor jobs? Cities near Madison, AL with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Madison, AL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $91,510 per year, or $44 per hour.

Huntington Public Capital Sales Executive

Huntington

Huntsville, AL • On-site, Remote

Full-time

Re-posted 4 days ago

Job description

Description

This position can be located at a Huntington office location within MS, AR, AL, LA, TN.

Position Overview

As a member of Huntington's Public Capital team, the colleague will be responsible for developing and maintaining profitable municipal lending relationships within an assigned geographic territory. Key responsibilities include:

  • Develop and manage municipal lending relationships within the assigned territory
  • Build and maintain relationships with key centers of influence, including: Municipal attorneys, Municipal advisors, Vendors, Government and industry associations
  • Identify and uncover direct and indirect municipal lending opportunities
  • Review municipal financial statements and assess credit quality
  • Structure and price municipal leases and loans
  • Partner with the portfolio management team to support underwriting and credit approval
  • Collaborate with sales coordinators to manage documentation, closing, and customer servicing
  • Deepen customer relationships by uncovering needs and referring opportunities to other areas of the bank
  • Maintain an accurate and up-to-date sales pipeline and proactively work opportunities to close
  • Partner effectively with credit and risk colleagues to ensure sound deal execution
  • Identify and mitigate credit risk while adhering to bank policies, procedures, and regulatory requirements
  • Demonstrate a commitment to continuous learning and skill development
  • Participate in community service, including potential service on nonprofit boards
  • Attend industry conferences and actively build relationships across the municipal finance community

Basic Qualifications

  • Bachelor's degree
  • 5+ years of experience in municipal bond or public lending

Preferred Qualifications

  • Proven track record of meeting or exceeding sales targets
  • Demonstrated success within the municipal or public finance industry
  • History of exceeding lending production goals, including call activity, new customer acquisition, loan funding, portfolio profitability
  • Disciplined, motivated self-starter able to manage business development with minimal oversight
  • Strong ability to analyze municipal financial statements
  • Active involvement in community and/or nonprofit organizations
  • Proficiency with Microsoft Word, Excel, and PowerPoint
  • Proven negotiation skills
  • Strong written and verbal communication skills

#LI-DK1

#CML


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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