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Remote Financial Advisor Jobs in Springfield, MA

Kobie Marketing

Sr. Account Manager

Hartford, CT · On-site +1

Join a National Top Workplace Named a Top Workplace in the USA and Top Remote Workplace, Kobie is ... Review invoices in preparation for timely and accurate financial billing What you need to be ...

Crowe LLP

Workday Absence & HCM Senior Analyst

Hartford, CT · Remote

$91K - $116K/yr

They will support continuous improvement, advise on new features and execute system changes. In ... Finance * Maintain security groups in support areas, and create new security groups as needed

Kobie Marketing

Director, Client Services

Hartford, CT · Remote

Join a National Top Workplace Named a Top Workplace in the USA and Top Remote Workplace, Kobie is ... Financial Accountability * Manage account-level budgets and profitability; forecast revenue and ...

WSP

Vice President, Estimating

Glastonbury, CT · On-site +1

$220K - $225K/yr

WSP provides a comprehensive suite of benefits focused on providing health and financial stability ... advisors and construction management professionals. WSP USA designs lasting solutions in the ...

Kobie Marketing

Director, Client Services

Hartford, CT · On-site +1

Join a National Top Workplace Named a Top Workplace in the USA and Top Remote Workplace, Kobie is ... Financial Accountability * Manage account-level budgets and profitability; forecast revenue and ...

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Showing results 41-60

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

Remote Financial Advisor information

See Springfield, MA salary details

$35.8K

$101.7K

$143.3K

How much do remote financial advisor jobs pay per year?

As of Jul 24, 2026, the average yearly pay for remote financial advisor in Springfield, MA is $101,665.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $130,400.00 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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, certifications like the CFP, and a focus on high-value financial planning or investment management.

Can a financial advisor work remotely?

Yes, many financial advisors work remotely, especially with the increased use of digital communication tools and financial planning software. Remote work allows advisors to serve clients virtually, often requiring certifications like the Series 7 or CFP and strong communication skills.

How can I make $100,000 a year working from home?

A remote financial advisor can earn $100,000 or more annually by building a strong client base, obtaining relevant certifications such as the CFP, and leveraging digital tools for client communication and financial planning. Increasing experience, specialization, and offering comprehensive services can also boost income potential while working remotely.

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.

How much do remote financial advisors make?

Remote financial advisors typically earn between $60,000 and $100,000 annually, with experienced professionals and those managing larger client portfolios earning higher salaries. Compensation often includes base pay, commissions, and bonuses, and may vary based on certifications like CFP or CFA, as well as the firm size and client base.

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 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 July 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $101,665 per year, or $48.9 per hour.
Sr. Account Manager - Retail

Sr. Account Manager - Retail

Kobie Marketing

Hartford, CT • Remote

Full-time

Posted 8 days ago

Job description

Join a National Top Workplace 
 
Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. We’re always looking for talented individuals who are ready to join a collaborative, growth-focused culture. As a partner to some of the world’s most recognized brands, we are leaders in loyalty, helping brands build lasting emotional connections with their consumers. 
 
Join Us from Anywhere 
While our headquarters are nestled in sunny St. Petersburg, Florida, Kobie embraces a flexible work environment, offering teammates the freedom to work remotely. We understand the importance of work-life balance and support our team with: 

·         Flexible Time Off to recharge when needed 
·         Nine Company-Wide Holidays 
·         A diverse suite of benefits prioritizing your growth, development, and personal well-being 

Discover more about our perks and benefits here. 
 
Kobie is a values-led organization where we believe that everyone is a leader, regardless of their position or role. 


As a Senior Account Manager, you will be responsible for providing planning, operational and optimization support for one of Kobie’s key accounts. Partnering with various departments, you will help drive cohesive, operational, and strategic activities for the client. 

How you will make an impact
  • Maintain frequent, intentional, collaborative, and pro-active communication with client as their primary point of contact for day-to-day management
  • Deliver cross-functional insights, recommendations, thought leadership and feedback as a trusted advisor with deep understanding of your client’s business challenges and goals
  • Manage Client Services 90-day planning cadence and planning cycles in support of your client’s program as agreed to, such as: weekly and monthly check-ins and planning meetings, 1:1s with primary contacts, exec check-ins between senior stakeholders, and EBRs
  • Prepare and publish advance meeting agendas, follow-up contact reports, client presentations, weekly client updates, and other client communications and correspondence 
  • Develop, manage and operationalize account plans and strategic and technical roadmaps to ensure all initiatives are delivered on time and with a high degree of excellence
  • Provide account expertise and insight to guide cross-functional Kobie and client teams across program strategies, initiatives, and work streams to ensure program delivery is strong and consistent
  • Support cross-functional efforts to optimize Kobie client’s loyalty program in support of Kobie’s mission to drive enterprise value through Loyalty, including bonus offer planning, management, measurement and reporting
  • Field and manage client requests and changes to administrative program functions, such as earn rules configuration and logic changes or creation
  • Serve as a point of contact for issue escalation, management, and resolution, coordinating with technology operations and issue response and resolution staff to stay informed on all issues to provide accurate client communication and positioning
  • Coordinate with internal teammates to create project estimates and timelines, and track project progress and status to ensure on-time and quality delivery
  • Coordinate administrative details such as Jira time tracking, resource allocation and forecasting, invoicing, etc
  • Review invoices in preparation for timely and accurate financial billing 
What you need to be successful
  • Bachelor’s degree in marketing or related field
  • 5+ years of experience, preferably in the marketing or loyalty industry
  • Understanding of general marketing principals is a must; promotional and CRM experience is preferred
  • Proven ability to manage multiple client accounts simultaneously while effectively prioritizing deliverables and deadlines.
  • Familiarity with tools such as Google Analytics, Jira, Workfront, and SharePoint is highly desirable.
  • SaaS experience is preferred
  • Experience in Retail industry preferred
  • Proven ability to meet deadlines, manage multiple projects and work proactively in a fast-paced environment 
  • Strategic and tactical marketing experience through multiple channels (email, mobile, social) based on customer journeys
  • Foundational understanding of financial business principles and data analysis
  • Self-motivated and able to work independently, applying good judgment and decision-making on your feet
  • Confident and clear verbal and written communication and presentation skills
  • Proactive in contributing ideas and in anticipating client/team needs
  • Outcomes-driven, with excellent organizational skills and strong attention to detail
  • Technical acumen – the ability to understand technology platforms within a larger martech ecosystem, and how features and functionality is applied to bring marketing and analytical concepts to life that will deliver desired outcomes
  • Resourceful, solutions-focused attitude that adapts well to change 
  • Project management and planning skills 
Who we are  As a trusted partner, Kobie delivers market-leading, end-to-end loyalty solutions designed to enable customer experiences for the world's most successful brands. We do this with a strategy-led technology approach that uncovers the truth behind what drives consumers on an emotional level. We believe that our team's passion and expertise are the driving forces behind our success and are proud to be named a Top Workplaces in the USA, where the best and brightest in loyalty drive our mission of growing enterprise value through loyalty. 
 
A place for all We celebrate and embrace diversity at Kobie! 
Employment at Kobie is based solely on an individual's merit and qualifications, which are directly related to professional competence. We do not discriminate against any teammate or applicant because of race,color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy, or any other characteristic protected by applicable law. 
 
We are fiercely committed to fostering a workplace where teammates can bring their authentic selves to work every day. Our DEI initiatives, including various committees, ensure that principles of equity, diversity, and inclusion are deeply ingrained throughout Kobie. While our leadership team fully supports our policy of nondiscrimination and equal opportunity, it is the responsibility of all teammates to uphold these values. 
 
Ready to join us? If you’re ready to make an impact and grow in a supportive, innovative environment, we’d love to hear from you. Apply today and join the best and brightest in loyalty! 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.