ZipRecruiter

Log In

2

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

MassMutual Oregon

Financial Advisor

Bend, OR · Remote

Our advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well. We provide a ...

InsuraTec

Sales Representative (Remote)

Bend, OR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Prineville, OR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Redmond, OR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Quaise Energy, Inc

Project Controls Lead

Bend, OR · On-site +1

Serve as the primary finance partner to the project team, providing day-to-day financial support ... advisors. * Maintain complete, well-organized, audit-ready documentation supporting tax credit ...

HMG Careers

Sales Representative Remote

Bend, OR · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

HMG Careers

Sales Representative Remote

Bend, OR · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

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

Remote Financial Advisor information

See Redmond, OR salary details

$38.2K

$108.2K

$152.6K

How much do remote financial advisor jobs pay per year?

As of Aug 18, 2026, the average yearly pay for remote financial advisor in Redmond, OR is $108,246.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $138,800.00 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 Redmond, OR?

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

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

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

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

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

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

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

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Redmond, OR as of August 2026, with employment types broken down into 77% Full Time, and 23% Part Time. Highlights an 100% Remote job distribution, with an average salary of $108,246 per year, or $52 per hour.

Financial Advisor

MassMutual Oregon

Bend, OR • Remote

Full-time

Posted 8 days ago

Job description

About MassMutual Oregon


MassMutual Oregon is the fastest‑growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and delivering innovative financial solutions tailored to each individual’s goals, values, and long‑term vision.


We believe financial planning is deeply personal. That’s why we don’t treat people like account numbers or transactions — we take the time to truly understand their families, priorities, and aspirations. Our advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well.


We provide a comprehensive training and onboarding support system designed to help you, the advisor grow your practice, whether you are brand‑new to the career or a seasoned advisor.


Who We’re Looking For


We are seeking a highly motivated, entrepreneurial professional who wants to build something meaningful while making a long‑term impact in the lives of clients and in Bend Oregon communities.


The Ideal Candidate Is



  • Relationship‑focused and client‑centered
  • Accountable and self‑driven
  • Coachable and growth‑oriented
  • Professionally polished
  • Experienced in leadership, networking, education, customer service, or other client‑facing roles
  • Passionate about helping others succeed financially


You do not need a traditional financial background. We’re looking for a strong communicator and relationship builder who wants to grow, serve, and make an impact.


Why Become a Financial Advisor Now?


There has never been a greater need for trusted financial guidance. Families and businesses are seeking advisors who can help them navigate uncertainty and plan confidently for the future.


At the same time, MassMutual Oregon is expanding and investing heavily in:


  • Mentorship & coaching
  • Professional development
  • Licensing support
  • Business planning guidance
  • Marketing resources
  • Office infrastructure
  • A collaborative, mission‑driven team environment


You will not build a practice alone — you are building your own business with the full backing of a respected and established financial brand.


What We Provide



  • Licensing support (Life & Health, SIE, Series 6/7/63/65 as applicable)
  • Comprehensive training and mentorship
  • Business planning and practice‑building guidance
  • Marketing and branding resources
  • Office space, technology, and operational support
  • Hybrid opportunities for Experienced Advisors
  • A collaborative team culture focused on growth and service
  • The strength and credibility of MassMutual, a Fortune 100 company


This Career Is Ideal For You If



  • You enjoy helping people
  • Want to build long‑term relationships
  • Seek autonomy and entrepreneurial growth
  • Desire a career with purpose and impact
  • Are motivated by personal and professional development
  • Want to create long‑term financial stability for themselves and their clients
  • Experienced Financial Advisors


Join Us


If you are ready to build a meaningful career, make a lasting impact, and grow with a firm that is transforming financial services in Oregon, we’d love to meet you.


Apply today and start building a career with purpose, impact, and unlimited potential.


MassMutual Oregon is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and professionals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, veteran status, or any other protected classification under applicable law.


Financial Advisor Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract.