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

Backroads

Senior Accountant

Berkeley, CA · On-site +1

$90K - $113K/yr

Experience coordinating with third-party accounting firms, tax advisors, or remote finance teams * Experience with NetSuite, Oracle, Workday, Epicor, or similar ERP systems. * Experience identifying ...

Backroads

Senior Accountant

Berkeley, CA · On-site +1

$90K - $113K/yr

Experience coordinating with third-party accounting firms, tax advisors, or remote finance teams * Experience with NetSuite, Oracle, Workday, Epicor, or similar ERP systems. * Experience identifying ...

DocuSign

Corporate FP&A Director

San Francisco, CA · On-site +1

$186K - $300K/yr

This individual serves as a key financial storyteller and trusted advisor to senior leadership ... Employee divides their time between in-office and remote work. Access to an office location is ...

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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.

Entry Level Insurance Financial Sales Professional - Remote

Infinite Wise Soultions

San Francisco, CA • Remote

$20K/mo

Part-time

Retirement

Re-posted 8 days ago

Job description

Financial Sales Professional - Leads and Training Provided
  1. ALL Work from Home Capacity
  2. Part time or Full Time positions available you do not have to quit your job as you learn
  3. Great training and best mentorship provided; no experience is needed
  4. Very lucrative - COMMISSION ONLY, performance-based business model, potentially can earn over six figures or more
  5. Leadership and upward advancement

The need for financial services professionals continues to grow as more baby-boomer advisors retire each year. Eventually, there may be fewer advisors available to provide needed guidance and other services to middle-income people. These consumers are in search of a well-respected, value-driven financial services company that can help them develop strategies for their families' long-term financial security, and this is where we come in.

Here's what sets this opportunity apart:

  1. Ownership: Own your book of business, generational agency ownership that can be transferred to your future generations, equity, stock options and beneficiary to your business and agency, provided you get to a certain leadership level.
  2. Rewarding Career: Make a real difference in people's lives by inspiring and helping them achieve their financial goals & dreams.
  3. Meaningful Growth: We invest in your development with hands-on training, support, and world class mentorship to help you reach your full potential
  4. Get paid what you are worth: Producer, Agency Bonus, Expansion bonus, Yearly Renewal, Profit Sharing, world-class travel, etc.
  5. Opportunity Description:
  6. -Develop Financial Need Analysis (FNA) for Clients
    -Leads: We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well.
    -Place families, individuals, and business owners in a financial position of advantage for some of the following:
    -Protect Retirement Assets/401k and all IRA Funds
    -College Planning
    -Tax-Free and Tax-Deferred Index Strategies
    -Debt Management Services
    -Build and Leave a Legacy
    -Estate Planning with our legal team

If you are a highly motivated and ambitious individual with a passion for wanting to add value to people's lives, desire a flexible schedule, and seeking a rewarding career path, I encourage you to connect to learn more.

LUCRATIVE COMPENSATION:

  • Uncapped 1099 / production-based commission income (one client may be $3,500 in compensation and another may be $20,000)
  • Residual income (paid from work done last year, every year)
  • Passive income
  • Bonuses, Equity (must qualify) paid world travel, and more

REQUIREMENTS:

  • Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners like Mutual of Omaha, Ethos, AIG, and over fortune 500 companies.
  • Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
  • Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
  • Build meaningful and lasting relationships and experiences with clients, business associates, and partners
  • Expand business, management, and leadership skills working with clients, team members, and new associates
  • Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
  • Minimum 18 years of age
  • Legal U.S. Resident, Citizen or Work Permit with SSN
  • Able to pass a Background Screening
  • Able to complete licensing requirements within 45 days
  • Accountable with high level of integrity (critical in this regulated and customer based industry)
    Employment Type: PART_TIME

    Apply