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Remote Financial Advisor Jobs in Portland, ME (NOW HIRING)

ACA Group

Senior Principal Consultant

Portland, ME · On-site +1

Location: Flexible, can be US remote The individual in this position is responsible for ... ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We ...

EnerSys

District Sales Manager

Westbrook, ME · Remote

Remote Northeast-50% travel * Quartelry Incentive Pay * Paid time off plus paid holidays * Medical ... Develop compelling value propositions supported by financial impact analysis, feasibility ...

BerryDunn

Audit Senior - Healthcare

Portland, ME · On-site +1

$80K - $100K/yr

Research and analyze financial statements and audit related issues utilizing electronic databases ... A desire to become an industry subject matter expert and business advisor to clients. Compensation ...

ABB

Group Account Manager

Yarmouth, ME · Remote

$163K - $261K/yr

Remote {#LI-Remote} Your role and responsibilities: * Drives strategic account planning, sales growth initiatives, and achievement of revenue and profitability targets across regions. * Builds deep ...

ABB

Group Account Manager

Westbrook, ME · Remote

$163K - $261K/yr

Remote {#LI-Remote} Your role and responsibilities: * Drives strategic account planning, sales growth initiatives, and achievement of revenue and profitability targets across regions. * Builds deep ...

ABB

Group Account Manager

Auburn, ME · Remote

$163K - $261K/yr

Remote {#LI-Remote} Your role and responsibilities: * Drives strategic account planning, sales growth initiatives, and achievement of revenue and profitability targets across regions. * Builds deep ...

ABB

Group Account Manager

Portland, ME · Remote

$163K - $261K/yr

Remote {#LI-Remote} Your role and responsibilities: * Drives strategic account planning, sales growth initiatives, and achievement of revenue and profitability targets across regions. * Builds deep ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Portland, ME

Remote Financial Advisor information

See Portland, ME salary details

$36.8K

$104.5K

$147.3K

How much do remote financial advisor jobs pay per year?

As of Aug 10, 2026, the average yearly pay for remote financial advisor in Portland, ME is $104,495.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,700.00 and $134,000.00 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 Portland, ME? The most popular types of Financial Advisor jobs in Portland, ME are:
What are popular job titles related to Remote Financial Advisor jobs in Portland, ME? For Remote Financial Advisor jobs in Portland, ME, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Portland, ME look for? The top searched job categories for Remote Financial Advisor jobs in Portland, ME are:
What cities near Portland, ME are hiring for Remote Financial Advisor jobs? Cities near Portland, ME with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Portland, ME as of July 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $104,495 per year, or $50.2 per hour.

Sales Representative/Business Consultant - Portland, ME

System One

Portland, ME • Remote

Contractor

Medical, Dental, Vision, Life, Retirement

Re-posted 23 days ago

Job description

Job Title: Sales Representative/Business Consultant - Portland, ME Location: Portland, ME Type: Direct Hire Contractor Work Model: Hybrid – onsite and remote

Overview

Our client, a global leader in the fintech and payments space, is seeking a dynamic Sales Representative / Business Consultant to join their team. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.

This is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow.

Responsibilities

  • Travel throughout the assigned territory, collaborating with financial institutions to offer innovative payment solutions to merchants.
  • Generate leads and grow your book of business through outbound efforts and strategic networking.
  • Serve as a trusted advisor to merchants, providing tailored solutions that support their business growth and operational efficiency.
  • Represent our client with professionalism, integrity, and a strong focus on performance and customer success.
Requirements
  • High School Diploma or GED.
  • Experience in a quota-driven sales role with a focus on self-sourcing and lead generation.
  • Proven success in cold-calling and closing new business.
Additional Desirable Qualifications
  • Bachelor's degree or equivalent military experience
  • 3+ years of experience in consultative B2B sales
  • Demonstrated ability to build a pipeline and drive revenue through strategic outreach.

System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law. #M- #LI- Ref: #404-IT Pittsburgh