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

Spieldenner Financial Group

Remote Sales

Bend, OR · On-site +1

$10K - $20K/wk

... financial goals and family needs. Meet & Advise (2 days/week) Conduct virtual or in-person ... Fully remote, flexible work environment * Growth-focused culture with advancement opportunities If ...

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)

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 ...

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 ...

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 ...

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 Sep 6, 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 94% Full Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $108,246 per year, or $52 per hour.

Remote Sales

Spieldenner Financial Group

Bend, OR • On-site, Remote

$10K - $20K/wk

Full-time

Posted 6 days ago

Job description

Spieldenner Financial Group is expanding and looking for driven, self-starting individuals who want to build a meaningful career while helping families protect what matters most-their income.
This opportunity is ideal for individuals who value flexibility, mentorship, and a system designed to support long-term success. Whether you're experienced or new to the industry, we provide the training and guidance needed to compete at a high level.
What You'll Do
Connect with Clients (6-8 hrs/week)
Reach out to individuals who have already expressed interest in coverage and schedule appointments to review their needs.
Prepare Personalized Solutions (4-5 hrs/week)
Analyze client information to tailor mortgage protection options that align with their financial goals and family needs.
Meet & Advise (2 days/week)
Conduct virtual or in-person consultations (your choice) to educate clients, walk them through coverage options, and assist with applications.
Manage Follow-Up (2 hrs/week)
Coordinate with insurance carriers and support clients through the underwriting process to ensure a smooth experience.
Who We're Looking For
  • Self-motivated and coachable individuals
  • Strong work ethic and desire to grow
  • Comfortable working independently
  • Positive mindset and willingness to learn

No prior experience required-we focus on attitude, discipline, and commitment.
Flexible Work Options
We believe success shouldn't come at the expense of your personal life. Choose the schedule that fits your goals:
  • Spare Time (4-8 hrs/week): $500-$2,000/month potential*
  • Part-Time (8-25 hrs/week): $2,000-$5,000/month potential*
  • Full-Time (25-50 hrs/week): $10,000-$20,000+/month potential*
Why Spieldenner Financial Group?
  • Comprehensive training and ongoing mentorship
  • Proven systems and lead support
  • Fully remote, flexible work environment
  • Growth-focused culture with advancement opportunities

If you're looking for a career where your effort directly impacts your income and your schedule, we encourage you to apply and learn more.
Important Disclaimer:
No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area.

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