ZipRecruiter

Log In

2

Remote Financial Advisor Jobs in Springfield, MA

The Hartford

HR Compliance Asst Director

Hartford, CT · On-site +1

This role can have a hybrid or remote work arrangement. Candidates who live near Hartford will have ... Vendor relationship management, contracting and financial oversight of vendor costs Regulatory ...

Finalsite

Chief Compliance Officer

Glastonbury, CT · On-site +1

... advisor to the executive team and Board of Directors. A critical requirement for this role is deep ... financial, operational, and reputational risk controls. LOCATION 100% Remote - Anywhere within the ...

previous pagenext page

Showing results 21-40

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

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 Sep 2, 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 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 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
Infographic showing various Remote Financial Advisor job openings in Springfield, MA as of August 2026, with employment types broken down into 93% Full Time, and 7% Contract. Highlights an 100% Remote job distribution, with an average salary of $101,665 per year, or $48.9 per hour.

Suitability Principal

Massachusetts Mutual Life Insurance Company (MassMutual)

Springfield, MA • On-site, Remote

Full-time

Re-posted 12 days ago

MassMutual rating

7.8

Company rating: 7.8 out of 10

Based on 37 frontline employees who took The Breakroom Quiz

196th of 315 rated insurance

Job description

The Opportunity:
As a Suitability Principal you will conduct suitability reviews on variable annuities across multiple carriers, both brokage and advisory accounts clearing through National Financial Services (NFS) and other directly held business including third-party advisory and mutual fund accounts. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, business acumen, and commitment to inclusivity while navigating complex situations with confidence and integrity. Success in this position also requires strong communication skills, leadership traits, resilience, self-awareness, and a passion for continuous learning and professional growth.
The Team:
The MML Investors Services (MMLIS) New Business Team provides operational support and service to our Wealth Management advisors. We process and review all of their new business submissions. Our strategy includes both growing and retaining our advisor population across the country and supporting them with operational excellence that is laser focused on the ease of doing business.
The Impact:
In this role, you will help protect clients, advisors, and the firm by ensuring all submissions including brokerage, advisory, and variable annuity business aligns with regulatory requirements, suitability standards, and firm policies. Through risk identification, supervisory oversight, and expert consultation, you will drive sound business decisions, support compliant growth, and strengthen the firm's risk management framework while serving as a trusted partner to advisors, compliance teams, and business leaders.
Key responsibilities include, but are not limited to:
  • Conduct back-office review and acceptance of new submissions of variable annuities, brokerage, advisory, and direct investments including mutual fund accounts and third-party advisory accounts which will require the associate to become a subject matter expert on all lines of business, including familiarity with all of the products offered on our platform. This includes complex problem resolution requiring a high level of critical thinking utilizing a solid understanding of our platforms and systems.
  • Monitor potential trends of registered representatives through the application of firm policies and procedures. This includes identifying and reporting to management on trending and risk mitigation measures.
  • Determine root cause of issues, provide solutions, and resolve matters independently without constant management intervention.
  • Be an integral part of implementation and management of operational and supervisory procedures for the firm.
  • Effectively communicate with colleagues within the department along with internal business partners such as Compliance, Licensing, Product, and our In-Force counterparts.
  • Consult with registered representatives and their staff, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines.
  • Conduct specialized regulatory reviews including Municipal Securities such as 529s as well as Options approval as licensing permits.

The Minimum Qualifications:
  • FINRA Series 7 & 24 at time of application
  • 1+ years of MMLIS experience OR 2+ years of experience in broker-dealer supervision, compliance, risk management, new business review, trade surveillance, registered representative support, or securities operations
  • 2+ years experience interpreting and applying FINRA, SEC, and firm policies to evaluate transactions, account activity, or new business submissions
  • 2+ years demonstrated ability to identify risks, investigate issues, analyze complex situations, and make sound business decisions
  • High School Diploma
  • All FINRA registered individuals working remote and/or hybrid schedules are subject to either remote or on-site inspections according to a location risk assessment.
  • Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office

The Ideal Qualifications:
  • 3+ years experience conducting suitability reviews
  • FINRA Series 4 and 53
  • Superior customer service skills.
  • Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style.
  • High aptitude for effective problem resolution.
  • Strong organizational and time management skills are essential
  • Ability to work in a fast paced, ever-changing environment.
  • High degree of ownership and sense of urgency.
  • College degree with a concentration in business or finance.
  • Passion for embracing business process improvement opportunities.
  • High aptitude for effective problem resolution.
  • Ability to think independently and tactfully challenge the opinions of others.

What to Expect as Part of MassMutual and the Team:
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
  • Focused one-on-one meetings with your manager
  • Regular meetings with the New Business Team
  • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
  • A collaborative environment where perspectives are welcomed
  • Access to learning, development, and internal networks that support continuous growth and skill-building over time
  • Employee-led communities and forums that foster connection, learning, and inclusion across the organization
  • A culture grounded in integrity, responsibility, and stewardship - supported by a company with a strong legacy and a future-focused mindset

#LI-SB1
Salary Range:
$69,000-$90,500
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

What MassMutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply