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Remote Financial Advisor Jobs in Reading, PA (NOW HIRING)

Fulton Bank

Mortgage Loan Officer - Outside Sales

PA · On-site +1

Overview This is a full-time, commissioned career opportunity that can be remote within Atlantic ... Recommends the financial products which best meet the customer's specific needs after advising ...

Fulton Bank

Mortgage Loan Officer - Outside Sales

PA · On-site +1

Overview This is a remote, commissioned career opportunity based out of New Castle County or Kent ... Recommends the financial products which best meet the customer's specific needs after advising ...

Fulton Bank

Mortgage Loan Officer - Outside Sales

PA · On-site +1

Overview This is a full-time, commissioned career opportunity that can be remote within our MD/DC ... Recommends the financial products which best meet the customer's specific needs after advising ...

Fulton Bank

Mortgage Loan Officer - Outside Sales

PA · On-site +1

Overview This is a remote, commissioned career opportunity that can be based out of Hampton Roads ... Recommends the financial products which best meet the customer's specific needs after advising ...

Fulton Bank

Mortgage Loan Officer - Outside Sales

PA · On-site +1

This is a full-time, commissioned career opportunity that can be remote within the Capital PA ... Recommends the financial products which best meet the customer's specific needs after advising ...

Fulton Bank

Mortgage Loan Officer - Outside Sales

PA · On-site +1

Overview This is a remote, commissioned career opportunity that can be based out of Hampton Roads ... Recommends the financial products which best meet the customer's specific needs after advising ...

Fulton Bank

Mortgage Loan Officer - Outside Sales

PA · On-site +1

Overview This is a full-time, commissioned career opportunity that can be remote within the Capital ... Recommends the financial products which best meet the customer's specific needs after advising ...

Fulton Bank

Mortgage Loan Officer - Outside Sales

PA · On-site +1

Overview This is a full-time, commissioned career opportunity that can be remote within Atlantic ... Recommends the financial products which best meet the customer's specific needs after advising ...

Fulton Bank

Mortgage Loan Officer - Outside Sales

PA · On-site +1

This is a full-time, commissioned career opportunity that can be remote within our MD/DC/Northern ... Recommends the financial products which best meet the customer's specific needs after advising ...

Fulton Bank

Mortgage Loan Officer - Outside Sales

PA · On-site +1

This is a full-time, commissioned career opportunity that can be remote within Atlantic, Camden ... Recommends the financial products which best meet the customer's specific needs after advising ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Reading, PA

Remote Financial Advisor information

See Reading, PA salary details

$34.6K

$98.1K

$138.3K

How much do remote financial advisor jobs pay per year?

As of Aug 13, 2026, the average yearly pay for remote financial advisor in Reading, PA is $98,085.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $125,800.00 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 Reading, PA? The most popular types of Financial Advisor jobs in Reading, PA are:
What are popular job titles related to Remote Financial Advisor jobs in Reading, PA? For Remote Financial Advisor jobs in Reading, PA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Reading, PA look for? The top searched job categories for Remote Financial Advisor jobs in Reading, PA are:
What cities near Reading, PA are hiring for Remote Financial Advisor jobs? Cities near Reading, PA with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Reading, PA as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $98,085 per year, or $47.2 per hour.

Financial Advisor (Allentown)

Vista Wealth Solutions

Allentown, PA • Remote

$80K - $220K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 5 days ago

Job description

Financial AdvisorBUILD A CAREER AND PRACTICE. MAKE AN IMPACT.

VISTA WEALTH SOLUTIONS | ALLENTOWN, PA | FULL TIME | HYBRID

At Vista Wealth Solutions, we help ambitious professionals build rewarding careers while making a meaningful impact on the lives of others. Supported by the strength, stability, and resources of MassMutual, you'll receive the training, mentorship, and business development support needed to grow a successful financial practice.

Whether you're an experienced advisor looking for a stronger platform or a motivated professional ready to enter the industry, we'll help you build a business that's truly your own while creating lasting value for your clients.

About the Opportunity

As a Financial Advisor, you'll partner with individuals, families, and business owners to help them achieve their financial goals. Through personalized planning and strategic recommendations, you'll guide clients in areas such as investments, insurance, retirement planning, and wealth management.

You'll have the independence to grow your practice while benefiting from the support of experienced mentors, established systems, and a clear path toward licensing, professional development, and long-term success.

What You'll Do
  • Build and grow your client base through networking, referrals, community involvement, and relationship-building activities
  • Conduct in-depth discovery meetings to understand clients' financial goals, priorities, and risk tolerance
  • Develop customized financial strategies that address investment, insurance, retirement, and wealth-planning needs
  • Present recommendations tailored to each client's objectives and evolving life circumstances
  • Deliver an exceptional client experience that fosters trust, retention, and long-term relationships
  • Stay current on industry trends, products, and planning strategies to better serve clients
What You BringSkills & Attributes

We're looking for individuals who are:

  • Self-motivated, goal-oriented, and driven to succeed
  • Coachable and committed to ongoing learning and professional growth
  • Passionate about helping others achieve financial confidence and security
  • Strong communicators who excel at building meaningful relationships
  • Entrepreneurial-minded and comfortable developing their own book of business
  • Adaptable, resilient, and eager to take on new challenges
Licensing
  • Securities Industry Essentials (SIE), Series 7, and Series 66 licenses & L&H, willing to obtain
  • Licensing support, training, and resources provided throughout the process
Compensation

We offer a highly competitive compensation structure, not just commission, designed to reward performance, business growth, and long-term client relationships.

What You Can Expect
  • Resources and tools to help grow and manage your client base
  • Opportunities to expand your earning potential as your practice grows
  • Practice and business development support
  • Recognition programs and opportunities to qualify for incentive trips and experiences
  • Ongoing professional development, training and mentorship
  • Company-sponsored licensing support for required licenses
Benefits
  • Medical, dental, and vision insurance
  • 401(k) retirement plan
  • Disability insurance
  • Professional training and development support
  • Access to mentorship and coaching from experienced financial professionals
Why Vista Wealth Solutions?

Joining Vista means gaining the backing of a respected MassMutual firm while maintaining the flexibility and entrepreneurial freedom to build your own practice. You'll be supported by a collaborative team, proven resources, and a culture focused on growth, integrity, and client success.

Ready for Your Next Chapter?

If you're looking for a career where you can make a meaningful impact, grow professionally, and build a successful business backed by a trusted industry leader, we'd love to connect.

Apply today and discover what your future at Vista Wealth Solutions can look like.



**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.


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