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Remote Financial Advisor Jobs (NOW HIRING)

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 ...

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 ...

LPL Financial

Associate Financial Advisor

Edmonds, WA · On-site +1

As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you will join a collaborative team focused on delivering personalized, long-term financial guidance to ...

WestPoint Financial Group

Financial Advisor

Chicago, IL · Remote

$80K - $150K/yr

Feeling Stuck? We're Looking for Driven Career Changers to Build Their Own Practice Lisle, IL or Chicago | Commission-Based | $80K-$110K at plan Some of the best financial advisors we know didn't ...

Foster Klima

Associate Financial Advisor

Fargo, ND · On-site +1

Description We are seeking an eager, strategic, and definitive financial advisor to fill an ... Remote Opportunity after training and licensing. No territory restrictions - serve clients ...

Fifth Avenue Financial

Financial Advisor

Manhattan, NY · Remote

$38K - $150K/yr

Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Required as part of our ...

Thrivent

Virtual Financial Advisor - Chicago

Chicago, IL · On-site +1

$23.80 - $26.45/hr

Virtual Financial Advisor - Remote Chicago, Illinois Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...

Thrivent

Virtual Financial Advisor - Houston

Houston, TX · On-site +1

$23.80 - $26.45/hr

Virtual Financial Advisor - Remote Houston, Texas Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...

PlanRight Finances

Be Seen First

Financial Advisor Entry Level

Columbus, OH · Remote

$54K - $150K/yr

Entry-Level Financial Professional / Advisor At PlanRight Finances, we don't believe in rigid ... This is a fully remote position. You will use cutting-edge financial planning software to manage ...

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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 Aug 7, 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 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 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.

Why do so many remote financial advisors quit?

Remote financial advisors often leave the profession due to high workload, client management challenges, and the need for strong self-discipline in a home environment. Job satisfaction can also decline if advisors lack sufficient support, training, or clear career progression, leading to burnout and turnover.

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 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 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

WestPoint Financial Group

Chicago, IL • Remote

$50K - $100K/yr

Full-time

Re-posted 11 days ago

Job description

Are you looking for a career that will leverage your years of work experience,

provide an opportunity for you to build a business you can call your own, and

deepen your connection with the community? 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 be part of an entrepreneurial system with the

freedom to provide solutions for your clients from a broad portfolio of innovative

products, access to powerful sales tools, and a large resource network so you can

focus on activities that get results.

Responsibilities

• Prospecting for clients through networking and referrals

• Developing and maintaining long-term relationships with clients

• Providing financial solutions for clients through fact gathering and needs analysis

• Expanding personal knowledge and skills through ongoing professional

development and joint work with associates

Qualifications

• Strong interpersonal skills

• Market development and networking abilities

• Presentation and organization skills

• Strong work ethic, self-motivated and goal-oriented

• College degree or equivalent work experience required