2

Remote Junior Financial Advisor Jobs (NOW HIRING)

Description We are looking to expand our team of financial advisors in a fully remote environment!! This position is a Financial Advisor (part-time or full-time). Through our in-depth training ...

Financial Advisor

Chicago, IL · On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Financial Advisor

Fort Wayne, IN · On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Financial Advisor

Colorado City, TX · On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Financial Advisor

New Orleans, LA · On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Financial Advisor

Canton, OH · On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Financial Advisor

Cleveland, OH · On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Financial Advisor (Remote)

Independence, OH · Remote

$125K - $175K/yr

Financial Advisor Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a ...

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.

This role has the opportunity to be a remote or hybrid role, allowing you to work both in office ... Five plus years of experience as a financial advisor. * Hold a Series 7, Series 66, and Life ...

next page

Showing results 1-20

Remote Junior Financial Advisor information

See salary details

$32K

$65.4K

$99K

How much do remote junior financial advisor jobs pay per year?

As of Aug 10, 2026, the average yearly pay for remote junior financial advisor in the United States is $65,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $74,500.00 per year, depending on experience, location, and employer.

What does a remote junior financial advisor do?

A Remote Junior Financial Advisor assists clients with their financial planning needs, such as budgeting, investment strategies, and retirement planning, all while working from a remote location. They typically work under the supervision of senior advisors, helping to prepare financial reports, conduct research, and support client communications. Their role involves understanding clients’ goals, providing recommendations, and learning the basics of financial products and regulations. This entry-level position is ideal for those starting their career in finance and looking to gain experience in a flexible, virtual environment.

What is the difference between Remote Junior Financial Advisor vs Remote Financial Analyst?

AspectRemote Junior Financial AdvisorRemote Financial Analyst
Required CredentialsFINRA Series 7, 66, or 65 licenses often preferred; CFP certification optionalTypically requires a bachelor's degree in finance, accounting, or related field; CFA or CPA may be advantageous
Work EnvironmentClient-facing, providing financial planning and advice remotelyData analysis, financial modeling, and reporting primarily remote
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesInvestment firms, corporations, financial services companies

While both roles involve finance and often work remotely, a Remote Junior Financial Advisor focuses on client interactions and financial planning, requiring licenses like Series 7 and 66. In contrast, a Remote Financial Analyst emphasizes data analysis, financial modeling, and reporting, often requiring a finance-related degree and certifications like CFA. Understanding these differences helps job seekers align their skills and certifications with the right role.

What are the key skills and qualifications needed to thrive as a remote junior financial advisor?

To thrive as a Remote Junior Financial Advisor, you generally need a solid understanding of finance, investment principles, and financial planning, often supported by a relevant degree and entry-level certifications such as Series 7 or Series 66. Familiarity with financial planning software, customer relationship management (CRM) systems, and virtual communication tools is typically required. Strong interpersonal skills, attention to detail, and self-motivation are important soft skills for building client trust and managing tasks independently. These skills and qualities are crucial for delivering effective financial advice, maintaining compliance, and fostering client relationships in a remote environment.

What are some common challenges faced by remote junior financial advisors, and how can they be addressed?

Remote Junior Financial Advisors often face challenges such as building client relationships without in-person meetings, staying updated on financial regulations, and managing their own schedules effectively. To overcome these, advisors should leverage video conferencing tools to foster strong client communication, participate in ongoing virtual training to remain informed about industry changes, and use digital productivity tools to organize their daily tasks. Regular check-ins with senior team members and active participation in virtual team meetings can also help remote advisors feel connected and supported.
More about Remote Junior Financial Advisor jobs
What cities are hiring for Remote Junior Financial Advisor jobs? Cities with the most Remote Junior Financial Advisor job openings:
What are the most commonly searched types of Remote Financial Advisor jobs? The most popular types of Remote Financial Advisor jobs are:
What states have the most Remote Junior Financial Advisor jobs? States with the most job openings for Remote Junior Financial Advisor jobs include:
What job categories do people searching Remote Junior Financial Advisor jobs look for? The top searched job categories for Remote Junior Financial Advisor jobs are:
Infographic showing various Remote Junior 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 $65,434 per year, or $31.5 per hour.

Junior Financial Analyst

Didi Hirsch Mental Health Services

Culver City, CA • On-site, Remote

$31.03 - $35.69/hr

Full-time

Posted 5 days ago


Job description

Junior Financial Analyst (Sepulveda - Finance) 

This is a full-time and remote position. You have the option to elect into a 9/80 flex work schedule.

The pay range for this role is between $31.03 - $35.69 per hour.

Ask us about loan repayment programs you may qualify for by working at Didi Hirsch.

About Didi Hirsch  

Didi Hirsch Mental Health Services has been a national leader in whole-person mental health, crisis care, and substance use services since 1942 and is home to the nation’s first Suicide Prevention Center. We are a nonprofit organization providing care to about 270,000 people annually across our programs. Didi Hirsch has deep roots in community-based mental health and a commitment to providing culturally responsive services that are just and equitable. More than 1,000 dedicated employees and volunteers make Didi Hirsch’s work possible. 

Summary

As a Junior Financial Analyst, you will leverage your strong analytical mindset to go beyond standard reporting and deliver deep, actionable financial insights. As we continue to automate our routine reporting, your focus will be on driving ad-hoc analyses, uncovering trends, and translating complex data into compelling stories for leadership. As an individual contributor focused on internal data execution, you will collaborate with your team to handle ad-hoc analysis and reporting. This role relies on your strong analytical skills to dive deep into data and present clear findings within smaller, internal team settings.

Primary Duties

  • Assists in the preparation and analytical review of the agency budget, identifying historical trends to help inform future projections.
  • Supports preparation of contract renewal packages including amendments and budget modifications.
  • Performs data modeling and trend analysis for operating and strategic plans, including monthly and quarterly forecasts. 
  • Analyzes and optimizes financial models, worksheets, and/or databases for tracking and reporting.
  • Provides financial support and preliminary data analysis on specialized agency projects
  • Produces monthly budget monitoring reports for corporate finance, actively investigating and explaining underlying drivers behind budget-to-actual variances.
  • Prepares and publishes monthly operating management reports, highlighting key financial trends for review meetings.
  • Assists in the preparation of financial statements, periodic and year-end contract-based cost reports
  • Conducts financial reporting, preparation of supporting schedules and ad-hoc data analysis to support strategic decision-making.
  • Conducts monthly expense monitoring, proactively identifying anomalies, cost-saving opportunities, or budget overages
  • Performs other related analytical and operational duties as requested.

Position Requirements

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 0-3 years of relevant experience required.
  • Demonstrated foundational understanding of accounting principles and practices.
  • Familiarity, willingness to learn, and/or the ability to create draw insights from reports and/or dashboards using reporting tools equivalent to Power BI is highly desirable.
  • Basic knowledge of budget development/management, cost projections and reporting requirements.
  • Strong personal computer skills, including proficiency in Microsoft Office Suite, specifically, Excel and Word, with the ability to assist in preparing high-quality presentations for executive and leadership audiences.
  • Communication skills and ability to build relationships and consensus both internally and externally.
  • The ability to present ideas, information, and viewpoints clearly both verbally and in writing.
  • Effective oral and written communications skills.
  • Strong analytical mindset and attention to detail to help present and explain financial analyses.
  • A commitment to team objectives and Didi Hirsch philosophies.
  • Ability to adapt to changing needs by acquiring new skills and knowledge.

Our Vision

A future where everyone has equitable access to care and is empowered to achieve optimal mental health and well-being.

Our Mission

Didi Hirsch provides compassionate mental health, substance use, and suicide prevention services to individuals and families, especially in communities where discrimination and injustice limit access.

CORE VALUES

Excellence: We are constantly innovating, learning from the communities we serve, and applying the latest research to advance best practices. We uphold the highest ethical standards to ensure we are providing compassionate and excellent care. 

Diversity & Inclusion: We value diversity of background, experience, and ideas. We celebrate differences and prioritize creating a sense of belonging. 

Equity: We are dedicated to promoting health equity in our communities, and we work to dismantle disparities and discrimination within both systems of care and society. 

Well Being: We are devoted to the well-being of our staff, volunteers, and communities, and believe healthy teams lead to healthy clients.

Advocacy: We advocate across all levels of government and use our voice to reduce barriers to care with the goal of access to high quality, integrated healthcare for all. 

Community Engagement: We build partnerships in the community and across sectors to create a more inclusive and responsive mental health ecosystem and enhance greater accessibility to care and support. 

#LI-Remote