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Remote Financial Advisor Jobs in San Rafael, CA (NOW HIRING)

Alta Advisors

Fractional CFO

San Francisco, CA · Remote

Alta Advisors is a boutique strategic finance and accounting firm that supports some of the most ... Flexible remote work on your terms * Access to a growing pipeline of top-tier startup clients * An ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in San Rafael, CA

Remote Financial Advisor information

See San Rafael, CA salary details

$40.1K

$113.8K

$160.5K

How much do remote financial advisor jobs pay per year?

As of Aug 10, 2026, the average yearly pay for remote financial advisor in San Rafael, CA is $113,850.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,600.00 and $146,000.00 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 San Rafael, CA? The most popular types of Financial Advisor jobs in San Rafael, CA are:
What are popular job titles related to Remote Financial Advisor jobs in San Rafael, CA? For Remote Financial Advisor jobs in San Rafael, CA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in San Rafael, CA look for? The top searched job categories for Remote Financial Advisor jobs in San Rafael, CA are:
What cities near San Rafael, CA are hiring for Remote Financial Advisor jobs? Cities near San Rafael, CA with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in San Rafael, CA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $113,850 per year, or $54.7 per hour.

Associate Financial Advisor / Paraplanner

Farther Finance

San Francisco, CA • On-site, Remote

Full-time

Re-posted 7 days ago

Job description

Company Description
Farther is the first digital family office. Farther pairs established financial advisors with intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to provide better service to more clients.
We've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther.
Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.
Job Description
As an Associate Financial Advisor, you will be responsible for supporting advisors and clients with your financial expertise and planning background, dedication to exceptional client service, and diligent followthrough.
As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are fastidious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to be and build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
  • Generate and update financial plans for prospective clients in planning software
  • Analyze and recommend investment portfolios for clients
  • Perform tax impact analysis for client portfolios changes
  • Coordinate all prospect and client meetings and meeting agendas
  • Manage and track client follow-up tasks
  • Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes

REQUIREMENTS
  • Exceptional skills in portfolio analysis, asset allocation and securities selection, model portfolio management, and tax impact modeling
  • Excellent communicator, in both written and oral form
  • Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools
  • High attention to detail
  • High level of discretion
  • Passion for building a better personal finance experience
  • Bachelor's degree and financial planning coursework completed
  • Minimum of 2 years working in a securities-related environment
  • Series 65 or equivalent; clean U4

BONUS POINTS
  • CFA or CFP certification

Additional Information
All your information will be kept confidential according to EEO guidelines.
Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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