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Remote Financial Advisor Jobs (NOW HIRING)

Mass Mutual NW

Financial Advisor

Seattle, WA · Remote

$75K - $125K/yr

This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial planning, retirement ...

DataAnnotation

$40/hr

Overview Join to apply for the Financial Advisor role at DataAnnotation . We are looking for a ... REMOTE position You'll be able to choose which projects you want to work on You can work on your ...

Cornerstone Advisor Group

Financial Advisor

Wheeling, WV · On-site +1

$50K - $120K/yr

Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be ...

Kinnect Advisors

Financial Advisor

Manhattan, NY · Remote

Remote, USA Are you ready to build your business your way--with the freedom, tools, and support to ... financial advisors. Whether you're looking to break free from a captive environment or scale your ...

Tandems

Licensed Financial Advisor

Charleston, WV · Remote

US Remote Come thrive at Tandems! At Tandems, we're reimagining the future of financial advice. We empower financial advisors to deliver smarter, more human guidance by combining data, empathy, and ...

Thrivent

Virtual Financial Advisor - Remote

Minneapolis, MN · On-site +1

$21.64 - $28.85/hr

As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom.

Tandems

Licensed Financial Advisor

US Remote Come thrive at Tandems! At Tandems, we're reimagining the future of financial advice. We empower financial advisors to deliver smarter, more human guidance by combining data, empathy, and ...

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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 Jun 4, 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 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 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 May 2026, with employment types broken down into 2% As Needed, 82% Full Time, 11% Part Time, and 5% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

Mass Mutual NW

Seattle, WA • Remote

$75K - $125K/yr

Full-time

Medical, Retirement

Posted 2 days ago

Job description

Responsibilities: This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial planning, retirement planning, and investment services. This hybrid role requires strong communication skills, as well as the ability to work independently.Requirements: Insurance license and securities license study materials provided.Bonus Points: Recognition programs provided for Inexperienced and experienced advisors.Perks: A Career Agent must satisfy annual minimum production requirements to maintain a Career Contract and received subsidized benefits such as health, welfare, and retirement. As a career agent you can work remotely.About Us: MassMutual has been founded in 1851 and is headquartered in Massachusetts, although it has offices throughout the United States. The company promotes the concept of "Living mutual," which emphasizes the importance of depending on one another to achieve fulfillment and security. The company's website (www.Northwwest.MassMutual.com) includes additional information about its offerings, and interested applicants can learn more by visiting this site.

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