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Remote Financial Advisors Jobs (NOW HIRING)

Van Clemens Co. Inc

Financial Advisor Trainee

$50K - $85K/yr

... and remote opportunities as well. The team is growing and expanding, looking to add Financial Advisors to our team. The company focuses on long-term options for their clients, through normal ...

Thrivent

Virtual Financial Advisor - Remote

Minneapolis, MN · On-site +1

$21.64 - $28.85/hr

This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom ... Successful Thrivent financial advisors have come from a variety of career backgrounds, including ...

Foster Klima

Associate Financial Advisor

Bismarck, ND · On-site +1

... Remote work after training and licensing. Elevate Your Practice. Expand Your Impact. Foster Klima is seeking seasoned Insurance Agents and Financial Advisors who are ready to scale their practice ...

Foster Klima

Associate Financial Advisor

Fargo, ND · On-site +1

$125K/yr

... Remote work after training and licensing. Elevate Your Practice. Expand Your Impact. Foster Klima is seeking seasoned Insurance Agents and Financial Advisors who are ready to scale their practice ...

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How much do remote financial advisors jobs pay per year?

As of Jul 8, 2026, the average yearly pay for remote financial advisors 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.

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 requires relevant certifications such as the CFP or CFA. Earnings can vary based on experience, client base, and firm size.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, those reaching this level typically have extensive experience, strong client bases, and often hold certifications like the CFP or CFA. High earnings are more common among senior advisors at large firms or those managing substantial portfolios.

What is the difference between Remote Financial Advisors vs Remote Financial Planners?

AspectRemote Financial AdvisorsRemote Financial Planners
CertificationsCFP, CFA, Series 7/66CFP, ChFC, Series 7/66
Work EnvironmentClient consultations, portfolio management, virtual meetingsFinancial analysis, goal setting, virtual consultations
Employer & Industry UsageFinancial firms, banks, independent advisory firmsFinancial planning firms, independent advisors, banks
Search & Comparison IntentUnderstanding roles, certifications, remote work optionsPlanning strategies, certifications, remote opportunities

Remote Financial Advisors and Remote Financial Planners share similar certifications and work environments, often serving clients virtually. Advisors typically focus on managing investments and portfolios, while Planners emphasize comprehensive financial planning and goal setting. Both roles are in demand within financial services, with overlapping skills and remote work options.

How can I make 2000 a week working from home?

Remote financial advisors can earn $2,000 or more weekly by building a strong client base, providing specialized financial planning services, and maintaining certifications such as CFP. Success depends on experience, reputation, and the ability to work efficiently with digital tools and secure communication platforms.

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

Remote financial advisors can reach a $100,000 annual income by building a strong client base, obtaining relevant certifications such as the CFP, and leveraging digital marketing tools. Success often depends on experience, specialization, and the ability to provide valuable financial planning services remotely.
What cities are hiring for Remote Financial Advisors jobs? Cities with the most Remote Financial Advisors job openings:
What are the most commonly searched types of Financial Advisors jobs? The most popular types of Financial Advisors jobs are:
What states have the most Remote Financial Advisors jobs? States with the most job openings for Remote Financial Advisors jobs include:
Remote Financial Advisors jobs near you
Financial Consultant (Remote)

Financial Consultant (Remote)

Synergy Financial

San Jose, CA • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 25 days ago

Job description

? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting






✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.







? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets







? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors







? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset







? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.







? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.







? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

Keywords for Optimization (Do Not Delete):
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