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Remote Financial Advisor Jobs (NOW HIRING)

Charter Oak Financial

Financial Advisor

Hamden, CT · 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

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

Charter Oak Financial

Financial Advisor

Melville, NY · 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

Charter Oak Financial

Financial Advisor

Latham, NY · 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

Fifth Avenue Financial

Financial Advisor

Manhattan, NY · Remote

$50K - $175K/yr

The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for ...

WestPoint Financial Group

Financial Advisor

New Albany, OH · Remote

$75K - $150K/yr

At WestPoint Financial Group , we help professionals like you make the leap into financial advising--with autonomy, support, and a community that's got your back. Why Join WPFG? ✅ Non-captive model ...

Ritholtz Wealth Management

Financial Advisor

$250K - $800K/yr

About the Financial Advisor position We are seeking an experienced Financial Advisor who will work directly with clients to develop and implement their investment, financial, insurance, tax, and ...

WestPoint Financial Group

Financial Advisor

Chicago, IL · Remote

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will ...

The Bulfinch Group

Financial Advisor

Needham, MA · Remote

$55K - $155K/yr

Financial Advisor The Bulfinch Group About the job The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with ...

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site +1

$150K - $170K/yr

We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and ... Partial remote work * Salary range $150,000-170,000; exempt, plus bonuses * Pay ranges are job ...

Foster Klima

Associate Financial Advisor

Fargo, ND · On-site +1

$105K/yr

Remote Opportunity after training and licensing. No territory restrictions -- serve clients nationwide!! We are seeking an eager, strategic, and determined financial advisor to fill an entry-level ...

WestPoint Financial Group

Financial Advisor

Madison, WI · Remote

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will ...

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Remote Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do remote financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for remote financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 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 cities are hiring for Remote Financial Advisor jobs?

Cities with the most Remote Financial Advisor job openings:

What are the most commonly searched types of Financial Advisor jobs?

The most popular types of Financial Advisor jobs are:

What states have the most Remote Financial Advisor jobs?

States with the most job openings for Remote Financial Advisor jobs include:

What job categories do people searching Remote Financial Advisor jobs look for?

The top searched job categories for Remote Financial Advisor jobs are:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 60% Full Time, and 40% Part Time. Highlights an 100% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Lead Financial Advisor

One Degree Advisors

San Diego, CA • On-site, Remote

$120K - $170K/yr

Full-time

Medical, Retirement, PTO

Re-posted 20 hours ago

Job description

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.


The main responsibility of this position is to lead client relationships.


Essential Functions:

Wealth Advising

  • Conduct client meetings, including ongoing strategy meetings and new client onboarding
  • Oversee Financial Plan development, updates and presentation
  • Conduct Investment Advisory discussions with clients
  • Hold client discussions focused on personal and family objectives and vision
  • Serve as primary advisory contact for client correspondence.
  • Coordinate research, meeting preps & follow-up, and plan development with Advisory team
  • Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
  • Contribute to the development of associate advisors
  • Stay updated and educated on relevant technology resources
  • Investmentportfolio construction
  • Basic investment trading


Firm Responsibilities

  • Marketing
    • Community Development
    • Networking
    • Contributing to educational content
  • New Business Development
  • Practice Management
    • Adhere to operational processes/procedures
    • Document notes and tasks within operational procedure
    • Cross train staff as needed
  • Client servicing and communication (where advisor is required)
  • Support and adhere to compliance practices
  • Assist with firm projects
  • Work toward firm goals and metrics
  • Strive to practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give



Qualifications:

Education/Certifications

  • Bachelor's degree
  • Certified Financial Planner (CFP) designation (CFA or CPA also considered)
  • Certified Kingdom Advisor designation (attained or willing to attain)
  • Kingdom Advisors study group participation
  • Future professional development, including continuing education and/or designations


Experience

  • 5+ years as Financial Planner/Investment Advisor or relevant experience


Knowledge, Skills, and Abilities

  • Ability to handle confidential and sensitive information
  • Ability to work in a team environment with a client-centric focus
  • Strong organizational and project management skills with ability to multi-task
  • Ability to establish appropriate timelines and manage multiple deadlines
  • Well-developed professional, interpersonal and communication skills
  • Able to work with minimal supervision
  • Knowledge and proficiency of PC applications, including MS Office
  • Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan


Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise)
Benefits: 401(k) with match, health insurance, PTO (onedegreeadvisors.com/careers for more)
Location: In-office or hybrid preference; Remote based on experience or fit

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