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Remote Financial Advisors Jobs (NOW HIRING)

Remote Family Benefits Advisor

Dickinson, ND ยท Remote

$55K - $69.30K/yr

AO Garcia Agency is looking for dedicated individuals for a remote financial services position aimed at protecting families. This role offers the flexibility to work from home, growth opportunities ...

Remote Family Benefits Advisor

Conway, AR ยท Remote

$50.80K - $64K/yr

AO Garcia Agency is seeking dedicated individuals for a remote financial services position aimed at protecting families. You will help clients secure their financial futures while working ...

... 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 ...

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How much do remote financial advisors jobs pay per year?

As of May 30, 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.

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.

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:
Financial Advisor

Financial Advisor

Spence, Cassidy & Associates, LLC

Yuma, AZ โ€ข Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 13 days ago


Job description


Location: Scottsdale, AZ Headquarters. Remote (Anywhere in the U.S.)

Compensation: Production based pay - AUM plus commission

Benefits:

  • 401(k) plan with 6% match (Roth or traditional options available)
  • Nationally recognized compensation program
  • Comprehensive medical, dental, and vision insurance
  • One of the best benefit packages in the industry
  • Access to industry-leading tools and resources
  • Opportunities for professional development and continuing education
  • Collaborative and supportive team environment

Job Summary:
Spence, Cassidy & Associates, LLC is seeking licensed and client-focused Financial Advisors to join our growing team. This remote role requires an active Life, Accident, and Health Insurance license, with Series 6, 7, or 65 licenses preferred. You will provide personalized financial, business, estate, investment, and retirement planning through offering a range of investment, insurance, and financial products. This position supports your success with exceptional resources, a competitive benefits package, and the flexibility to work from anywhere in the U.S.

Responsibilities:

  • Implement investment, insurance, and financial products
  • Build and maintain a portfolio of clients by fostering long-term relationships
  • Identify and develop new business opportunities through prospecting, networking, and referrals
  • Maintain a strong pipeline of leads and consistently achieve sales goals
  • Stay current on industry trends, regulatory updates, and company product offerings

Qualifications:

  • Required: Active Life, Accident, and Health Insurance license
  • Preferred: Series 6, 7, or 65
  • Minimum 6 months of experience in financial services, insurance sales, or related fields
  • Excellent communication and relationship-building skills
  • Strong organizational and time-management abilities, especially in a remote setting
  • Proficiency with CRM tools, virtual meeting platforms, and financial planning software
  • Self-motivated and results-driven

Ready to take full control of your earning potential and build the career youโ€™ve always wanted?
If youโ€™re a licensed advisor who thrives on helping clients succeed and wants the freedom to work from anywhere with unmatched support behind youโ€”we want to talk to you.

Alternate Titles:

  • Financial Planner
  • Investment Advisor
  • Wealth Management Advisor
  • Insurance and Financial Services Advisor
  • Retirement Planning Consultant
  • Financial Services Representative

Keywords:
Financial Advisor, Financial Planner, Wealth Advisor, Investment Advisor, Insurance Sales, AUM, Commission based, Series 6, Series 7, Series 65, CRM, Remote Financial Advisor, Retirement Planning, Estate Planning, Client Acquisition, Financial Services, Insurance Licensing, Life and Health License, Financial Consultant, Wealth Management, Lead Generation.

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.