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

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 ...

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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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 17, 2026, the average yearly pay for remote financial advisor in Madison, WI is $102,929.00, 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 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 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 79% Full Time, and 21% Part Time. Highlights an 100% Remote job distribution, with an average salary of $102,929 per year, or $49.5 per hour.

SALES REPRESENTATIVE

Edge One LLC

Stoughton, WI • Remote

Full-time

Posted 12 days ago

Job description

General Summary:


- The Financial Solutions Sales Specialist is responsible for achieving established sales goals in his/her assigned territory.


Primary Responsibilities:

  1. Achieve or surpass sales goals.
  2. Process all sales with appropriate paperwork and in a timely manner.
  3. Be a company ambassador and represent Edge One in a professional and positive manner.
  4. Develop and maintain knowledge of all solutions marketed by Edge One
  5. Develop strong relationships with potential prospects to determine and fill their specific needs with solutions provided by Edge One
  6. Negotiate investment terms with the prospective customer, maintaining corporate margin objectives.
  7. Gather information on every account in the assigned geographical territory and log the information into Edge One’s CRM system. Update information as needed.
  8. Continue to work with customers after the sale through fulfillment to ensure customer satisfaction and develop additional new business.
  9. Prepare strategic and specific plans in conjunction with the Financial Solutions Team Leader with the goal of increasing the amount and size of successes.
  10. Attend and work tradeshows as required by Edge One.
  11. Attend and or complete all training assigned by Edge One Management
  12. Develop new ways to market Edge One and the solutions we offer.
  13. Prepare expense reports and other various required non-sales related paperwork in a timely and professional manner.
  14. Assist with other Edge One projects as deemed appropriate by management.
  15. Adhere to the company accepted selling approaches (Counselor Selling, R3 and Value Selling)


Skills and Qualifications:

  1. A bachelor’s degree or equivalent, masters preferred.
  2. Certification of sales development classes is a plus.
  3. Working knowledge of banking practices and associated technologies a huge plus.
  4. Experience with self-service and assisted self-service solutions for the banking industry highly desirable.
  5. Specific knowledge of the FI marketplace in the state in question also highly desirable.