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Remote Financial Advisors Jobs (NOW HIRING)

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 ...

Thrivent

Virtual Financial Advisor - Nashua, NH

Nashua, NH · On-site +1

$25.96 - $28.85/hr

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

Thrivent

Virtual Financial Advisor - Boston, MA

Boston, MA · On-site +1

$25.96 - $28.85/hr

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

Wealth Enhancement Group

Sr Financial Planner

$104K - $157K/yr

This individual will provide support to the Financial Advisors and their clients with the ... This is a fully remote position. In the spirit of pay transparency, we are excited to share the ...

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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 Professional Advisor (REMOTE)

Financial Professional Advisor (REMOTE)

Equitable Advisors

Remote

$47K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
Invest In Your Potential! At Equitable Advisors, you'll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security.
Our Financial Professional Advisor role is designed for individuals who are motivated to build a long-term career in financial services. You will gain hands-on experience, meaningful client exposure, and insight into what it takes to support and grow a successful advisory practice-all while developing the foundation for an entrepreneurially driven career path.
What You'll Be Doing
As a Financial Professional Advisor, you will build trusted relationships with clients by delivering value through meaningful, proactive engagement:
  • Proactively connect with clients via phone, email, and chat to provide timely support and guidance
  • Serve as a single point of contact, coordinating Equitable's full range of resources to address client needs efficiently and effectively
  • Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions
  • Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve
  • Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:30 AM-5:30 PM EST). Periodic office visits may be requested based on business needs.
The base salary for this position is $47,500. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Qualifications
What You Will Bring
Required Qualifications
  • A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services
  • Active FINRA licenses, including Series 7, Series 63, and Series 65 registrations OR ability to obtain within 180 days of employment
  • Life Insurance license OR ability to obtain within 30 days of employment
  • 2+ years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client-focused environment

Preferred Qualifications
  • Prior customer service experience, with a demonstrated commitment to delivering exceptional client experiences
  • Previous sales, counseling, or entrepreneurial experience, reflecting the ability to advise, influence, and operate with an ownership mindset

Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

What Equitable employees say

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Benefits

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Workplace

Get the full story on Breakroom

Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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