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Remote Financial Advisor Jobs in Rehoboth, MA (NOW HIRING)

Valiant Funds

Vice President of Sales

Boston, MA · Remote

Build and maintain relationships with financial advisors, RIAs, broker-dealers, and family offices ... Flexible remote work environment * Access to leadership support, operational infrastructure, and ...

YO AI Labs

AI Finance Expert - Remote

Boston, MA · Remote

$100 - $200/hr

Remote Job Overview We are seeking experienced AI Finance Domain Experts to contribute their ... No prior AI experience is required--your financial expertise, analytical skills, and professional ...

YO AI Labs

AI Finance Expert - Remote

Boston, MA · Remote

$100 - $200/hr

Remote Job Overview We are seeking experienced AI Finance Domain Experts to contribute their ... No prior AI experience is required--your financial expertise, analytical skills, and professional ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Rehoboth, MA

Remote Financial Advisor information

See Rehoboth, MA salary details

$35.8K

$101.6K

$143.2K

How much do remote financial advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for remote financial advisor in Rehoboth, MA is $101,570.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,600.00 and $130,300.00 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 popular job titles related to Remote Financial Advisor jobs in Rehoboth, MA?

For Remote Financial Advisor jobs in Rehoboth, MA, the most frequently searched job titles are:

What cities near Rehoboth, MA are hiring for Remote Financial Advisor jobs?

Cities near Rehoboth, MA with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Rehoboth, MA as of August 2026, with employment types broken down into 55% Full Time, and 45% Part Time. Highlights an 100% Remote job distribution, with an average salary of $101,570 per year, or $48.8 per hour.

Regional Manager

AllianceBernstein

Carolina, RI • Remote

Full-time

Re-posted 15 days ago

Job description

Who You'll Work With:

We are looking for a Regional Manager (field wholesaler) within our US Retail sales team. This position will cover Independent Broker Dealers and Bank Advisors in the in NC/SC area. This team is responsible for developing and servicing sales of all AB products with financial advisors. The candidate will interact with financial advisors and their team members, is expected to build and grow sales as well as service existing users of AB products and services.

What You'll Do:

  • Specific responsibilities include but are not limited to:

  • Generating sales and building long-lasting relationships with top financial advisors

  • Running a sales region that experiences sales growth, while maintaining a budget and high level of sales activity.

  • Requires in-depth conceptual and practical knowledge in own job family and basic knowledge of related job families.

  • Solves complex problems.

  • Works independently, receives minimal guidance.

  • May lead projects or project steps within a broader project.

  • Acts as a resource for team members with less experience.

  • Level at which career may stabilize for many years or until retirement.

What We're Looking For:

  • A degree in finance or similar field.

  • 7+ years of experience growing sales with financial advisors.

  • Strong written and verbal skills.

  • Examples of key attributes (depending on role) could be:

    • Having impeccable attention to detail

    • Being adept at synthesizing data to arrive at a compelling conclusion/tell a story

    • Being collaborative and open to other viewpoints

    • Demonstrating agility and innovation when faced with complexity and/or adversity

Required Skills

  • Active Series 7 and 63 licenses

  • Existing relationships with key financial advisors in the region.

Location: Remote - within Territory

North Carolina Offsite

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