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Remote Financial Advisor Jobs in Springfield, MA

Charter Oak Financial

Financial Advisor

Holyoke, MA · Remote

$55K - $130K/yr

Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations of becoming securities licensed * Established client relationships and business development ability

Empower

Wealth Solutions - Investment Advisor

Hartford, CT · Remote

$50.30K - $69.13K/yr

As a Wealth Solutions Investment Advisor, you will support Empower's Wealth Solutions organization ... Passion for improving client financial literacy and long-term confidence #LI-Remote #PJPW2

Accounting Fly

Remote Tax Manager

Stafford, CT · Remote

$150K - $170K/yr

Remote Tax Manager Job ID: 1050602 Date Posted: May 29, 2026 Employment Type: Full-time (W2) Hiring ... Review financials to identify missed planning opportunities and advise on entity structuring and ...

DataAnnotation

Senior Financial Analyst

Springfield, MA · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

DataAnnotation

Senior Financial Analyst

Hartford, CT · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

DataAnnotation

Corporate Finance Analyst

Hartford, CT · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Corporate Finance Analyst

Springfield, MA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

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Remote Financial Advisor information

See Springfield, MA salary details

$35.9K

$101.8K

$143.5K

How much do remote financial advisor jobs pay per year?

As of May 31, 2026, the average yearly pay for remote financial advisor in Springfield, MA is $101,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $130,500.00 per year, depending on experience, location, and employer.

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.

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 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 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.

More about Remote Financial Advisor jobs
What are the most commonly searched types of Financial Advisor jobs in Springfield, MA? The most popular types of Financial Advisor jobs in Springfield, MA are:
What are popular job titles related to Remote Financial Advisor jobs in Springfield, MA? For Remote Financial Advisor jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Springfield, MA look for? The top searched job categories for Remote Financial Advisor jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Remote Financial Advisor jobs? Cities near Springfield, MA with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Financial Advisor

Financial Advisor

Charter Oak Financial

Holyoke, MA • Remote

$55K - $130K/yr

Full-time

Medical, Life, Retirement

Posted 24 days ago

Job description

Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve.

Our approach is rooted in authentic relationships, customized business support, and a commitment to “redefining possible” for our advisors.


Build What’s Next—On Your Terms We’re growing our network with advisors who value independence over control and are motivated by challenge, opportunity, and the ability to shape their own path.

Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.


What Sets Charter Oak Apart

  • Independence without isolation – Run your practice your way, backed by a strong support system
  • Built for growth – Access to advanced resources across marketing, operations, training, and strategy
  • Flexible path forward – Lead a team, join an established group, or architect your own model
  • Elevated peer environment – Surround yourself with high-performing, growth-minded advisors
  • Long-term focus – Support for sustainable scale, succession, and enterprise-value creation

Requirements

  • Proven experience as a Financial Advisor or Wealth Advisor
  • Active Life and Health
  • Aspirations of becoming securities licensed
  • Established client relationships and business development ability
  • Excellent relationship management and communication skills
  • Commitment to fiduciary standards and client-focused advice


This role is 100% commission based, expected earnings range $55,000-$130,000 annually

Includes health insurance, 401(k), disability, life insurance


#LI-ER1 #LI-COF1