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

Iff

Sales Representative

Madison, WI · On-site +1

The role is based in Midwest, United States (remote). We are also looking for this candidate to be local to Cedar Rapids, IA for one year training. Be part of a collaborative, innovative, high ...

Edge One LLC

SALES REPRESENTATIVE

Stoughton, WI · Remote

General Summary: - The Financial Solutions Sales Specialist is responsible for achieving established sales goals in his/her assigned territory. Primary Responsibilities: * Achieve or surpass sales ...

New

Americanfidelity

Account Manager

Madison, WI · Remote

$87K - $119K/yr

Consult with current customers to provide value and meet financial needs * Build strong relationships with customers and association executives * Develop customized needs-based employee benefit ...

Doctor Asphalt LLC

Sales Representative

Sun Prairie, WI · Remote

$2.5K/mo

You need to understand the technical side, knowing when a simple patch will do versus when a full resurface is needed and the financial side, helping clients navigate their budgets. We need a Self ...

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Showing results 21-31

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

Remote Financial Advisor information

See Madison, WI salary details

$36.3K

$102.9K

$145.1K

How much do remote financial advisor jobs pay per year?

As of Aug 9, 2026, the average yearly pay for remote financial advisor in Madison, WI is $102,930.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,600.00 and $132,000.00 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, WI? The most popular types of Financial Advisor jobs in Madison, WI are:
What are popular job titles related to Remote Financial Advisor jobs in Madison, WI? For Remote Financial Advisor jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Madison, WI look for? The top searched job categories for Remote Financial Advisor jobs in Madison, WI are:
What cities near Madison, WI are hiring for Remote Financial Advisor jobs? Cities near Madison, WI with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Madison, WI as of August 2026, with employment types broken down into 80% Full Time, 8% Part Time, and 12% Contract. Highlights an 4% In-person, and 96% Remote job distribution, with an average salary of $102,930 per year, or $49.5 per hour.

Sales Representative

Momentum Association Management LLC

Madison, WI • Remote

Full-time

Posted 8 days ago

Job description

Salary: $30,000 base + commission

Position Summary

Develops new business by building relationships with association leaders and guiding prospects through the sales process.

Key Responsibilities

Business Development

  • Prospect new associations.
  • Conduct discovery meetings.
  • Build referral relationships.

Sales Process

  • Manage CRM.
  • Prepare proposals.
  • Follow up consistently.

Relationship Management

  • Represent Momentum professionally.
  • Attend networking events.
  • Collaborate with leadership.

Required Qualifications

  • Sales or business development experience.
  • Excellent communication.
  • Self-motivated.
  • Relationship builder.

About Momentum

Momentum Association Management partners with professional associations and nonprofit organizations to provide executive leadership, membership management, meetings and events, marketing, operations, and strategic support. Our team works remotely across multiple clients while delivering the responsiveness and professionalism of an in-house staff.

Success in the First 90 Days

  • Learn Momentum systems and processes.
  • Build strong client relationships.
  • Independently manage assigned responsibilities.
  • Identify at least one process improvement.

Growth Opportunities

Momentum is a rapidly growing Association Management Company. Team members who demonstrate initiative, reliability, and leadership will have opportunities to take on additional clients, lead strategic projects, and grow into more senior positions.

Why Momentum

Flexible remote work Diverse client portfolio Mission-driven work Professional growth Collaborative startup culture.