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

MassMutual Oregon

Experienced Advisor

Lake Oswego, OR · Remote

$55K - $500K/yr

About the job MassMutual Lake Oswego, Oregon is a destination for ambitious financial professionals ... Build What's Next--On Your Terms We're growing our network with advisors who value independence ...

LHH US

Strategic Financial Analyst

Portland, OR · Remote

$35 - $38/hr

Remote (Must reside in Oregon, Washington, Idaho, Utah, or North Dakota) Pay Rate: $35.00 - $38.00 ... Evaluate project financial impacts and advise project sponsors and leadership on current and future ...

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

Remote Financial Advisor information

See Portland, OR salary details

$36.8K

$104.4K

$147.2K

How much do remote financial advisor jobs pay per year?

As of Aug 28, 2026, the average yearly pay for remote financial advisor in Portland, OR is $104,369.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,600.00 and $133,900.00 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 Portland, OR?

The most popular types of Financial Advisor jobs in Portland, OR are:

What are popular job titles related to Remote Financial Advisor jobs in Portland, OR?

For Remote Financial Advisor jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor jobs in Portland, OR look for?

The top searched job categories for Remote Financial Advisor jobs in Portland, OR are:

What cities near Portland, OR are hiring for Remote Financial Advisor jobs?

Cities near Portland, OR with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Portland, OR as of August 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $104,369 per year, or $50.2 per hour.

Financial Advisor Series 7, 65 or 66

San Blas Securities

Portland, OR • Remote

Full-time

Re-posted 17 days ago

Job description

About San Blas Securities:
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally.
  • Privately owned, well capitalized and strong balance sheet for our size
  • Experienced senior management team
  • Over $1 Billion of Customer Assets under management
  • In-house CIO
  • Top Tier Clearing, Custody and Technology
  • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives
  • Onboarding Incentives including upfront forgivable transition loans
  • Fees such as E&O, Technology and Tickets below industry norm
Position Summary:
We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success.  This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization.
  • BD, RIA, and Insurance Platforms
  • We will consider both W2 and 1099 affiliations
  • Custody & Clearing with RBC & Schwab
  • We have attracted advisors from Regional, Wirehouse and Independent Firms
Qualifications:
  • 5+ years of proven success
  • Series 7 (6) and 63 licenses are required
  • Self-starter with a strong work ethic and ability to work independently
  • Portable existing client relationships are a requirement

San Blas Securities is an Equal Opportunity Employer
This is a Remote (work from home/own office) position.
 

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