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Remote Junior Financial Advisor Jobs (NOW HIRING)

Foster Klima

Associate Financial Advisor

Fargo, ND · On-site +1

$105K/yr

Remote Opportunity after training and licensing. No territory restrictions -- serve clients ... Working knowledge of financial products, the financial industry, personal financial advisor or ...

Corebridge Financial

Financial Advisor - Denver, CO

Denver, CO · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are searching for a Financial Advisor to provide a personalized retirement and financial ... To learn more please visit: www.corebridgefinancial.com #LI-SAFG #LI-Remote #LI-CBF This role is ...

NASA Federal Credit Union

Financial Advisor

Washington, DC · On-site +1

$45K/yr

NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory ... Remote or Remote / Hybrid work options based on position * Life Insurance/AD&D+* * Vacation Leave ...

NASA Federal Credit Union

Financial Advisor

Falls Church, VA · On-site +1

$45K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory ... Remote or Remote / Hybrid work options based on position * Life Insurance/AD&D+* * Vacation Leave ...

NASA Federal Credit Union

Financial Advisor

Washington, DC · On-site +1

$45K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory ... Remote or Remote / Hybrid work options based on position * Life Insurance/AD&D+* * Vacation Leave ...

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 ...

Thrivent

Virtual Financial Advisor - Charlotte

Charlotte, NC · On-site +1

$21.64 - $24.04/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Thrivent

Virtual Financial Advisor - Houston

Houston, TX · On-site +1

$23.80 - $26.45/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 - Chicago

Chicago, IL · On-site +1

$23.80 - $26.45/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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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 19, 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 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.

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.

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:

Remote Junior Financial Advisor jobs near you
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, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Financial Advisor (Dallas)

Spectrum Financial Group

Dallas, TX • Remote

$75K - $125K/yr

Full-time

Re-posted 24 days ago

Job description

Job Title: Financial Advisor (Early Career / Entry-Level)

Location: Flexible / Hybrid / Remote Options Available

Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential

Overview

Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact? This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career.

As a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started.

What Makes This Role Different

  • No large network required: You’ll receive up to 80 qualified leads per day and marketing support to help you build your client base.
  • Own your Book of Business: From Day 1, you'll own your book of business!
  • Team Effort: A Managing Associate/Team Lead will help you close deals.
  • Get paid while you build: An activity-based stipend rewards consistent effort and progress—not just results.
  • Clear path to growth: Structured training and mentorship help you develop into a top-performing advisor.
  • Purpose-driven work: Help clients reduce financial stress, plan for the future, and achieve their goals.

Key Responsibilities

  • Meet with prospective clients (provided leads + self-generated opportunities)
  • Conduct financial needs assessments and identify appropriate solutions
  • Educate clients on financial strategies (retirement, protection, savings, etc.)
  • Build and maintain long-term client relationships
  • Participate in training, coaching, and team development activities
  • Track daily activity and progress toward personal goals

Compensation Structure

  • Activity-Based Stipend: Earn consistent income based on key activities
  • Performance Bonuses: Additional earnings tied to production milestones
  • Commission Potential: Unlimited income based on client solutions implemented
  • Long-Term Residual Income: Build a sustainable income stream over time

Training & Support

  • Comprehensive onboarding program (no prior experience required)
  • Ongoing mentorship from experienced professionals
  • Access to proven scripts, systems, and marketing tools
  • Licensing support (where applicable)
  • Weekly coaching and development sessions
  • Earn required licensing (Life, SIE, Series 7 and Series 66)

Who This Role is Perfect For

  • Early-career professionals or career changers
  • Individuals without a large natural market or network
  • Highly motivated, coachable, and goal-oriented individuals
  • Strong communicators who enjoy helping others
  • Self-starters who thrive in a flexible, performance-based environment

Career Path

This role is designed as a launchpad into a long-term career in financial services. With consistent effort and development, you can advance into:

  • Managing Associate
  • Team Leader / Managing Director
  • Specialist Roles (retirement, wealth strategies, etc.)

Why Join Us

We believe talent and work ethic matter more than who you already know. If you’re willing to learn, put in the activity, and stay consistent, we provide the structure, support, and opportunity to help you succeed.

Apply today to start building a career with purpose, flexibility, and unlimited growth potential!!!
#LI-SF1
#LI-MC1