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Remote Junior Financial Advisor Jobs (NOW HIRING)

ECG Resources

Remote Opportunity - Senior Financial Advisor

NY · Remote

$150K - $150K/yr

Senior Wealth Advisor - Remote Opportunity Overview * Can be fully remote in the Eastern/Central ... Provide guidance, feedback, and mentoring to junior team members to support their professional ...

Foster Klima

Financial Advisor

Fargo, ND · On-site +1

Our successful entry-level financial advisor candidate has a passion for developing long-term ... Remote Opportunity after training and licensing. No territory restrictions - serve clients ...

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Remote Junior Financial Advisor information

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$65.4K

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

As of Jun 30, 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, and why are they important?

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.
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What cities are hiring for Remote Junior Financial Advisor jobs? Cities with the most Remote Junior Financial Advisor job openings:
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Remote Junior Financial Advisor jobs near you
Infographic showing various Remote Junior Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 96% Full Time, and 4% Contract. Highlights an 37% Physical, 3% Hybrid, and 60% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.
Remote Opportunity - Senior Financial Advisor

Remote Opportunity - Senior Financial Advisor

ECG Resources

NY • Remote

$150K - $150K/yr

Other

Posted 19 days ago

Job description

                                 Senior Wealth Advisor – Remote Opportunity

Overview

  • Can be fully remote in the Eastern/Central time zone
  • No new business requirements
  • Support the senior partner with UHNW clients ( 25mm–100mm+ ) and 1.5bb++ book of business
  • Ability to act as Senior Advisor/COO to run all the day-to-day business for the senior partner, allowing him to focus on new business development and top-level client issues

This role partners closely with a Senior Partner to lead relationships with UHNW individuals and families, delivering high-touch, comprehensive wealth management and family office services. The position requires deep technical expertise across planning and investments, strong client-facing skills, and the ability to lead and mentor team members while overseeing complex client engagements.

Primary Responsibilities

  • Work closely with a Senior Partner to lead and manage relationships with primarily UHNW clients and families, providing comprehensive wealth management and family office services.
  • Conduct complex analysis and research related to financial, estate, income tax, insurance, and investment planning.
  • Develop and present integrated wealth management solutions for existing and prospective clients.
  • Design, recommend, and assist in the implementation of sophisticated portfolio asset allocation and investment strategies, including significant exposure to private and alternative investments.
  • Clearly communicate the full range of the firm’s services and capabilities to clients and prospective clients.
  • Coordinate closely with clients’ external advisory teams, including attorneys, accountants, insurance advisors, and other professionals.
  • Document client meetings, recommendations, and action plans in a clear, timely manner.
  • Oversee the implementation of agreed-upon recommendations to ensure high-quality execution.
  • Provide guidance, feedback, and mentoring to junior team members to support their professional development and advisory capabilities.
  • Manage and support team members to ensure efficient delivery of client services.

Qualifications

  • 7+ years of wealth management or other relevant professional experience.
  • Bachelor’s degree required.
  • Advanced degrees or other professional designations preferred.
  • Deep interest in and understanding of ultra-high net worth investments, investment philosophy, and portfolio construction.
  • Strong knowledge of income, gift, and estate tax planning, insurance planning, advanced intergenerational wealth transfer strategies, and philanthropic planning.
  • Experience with business exit planning and familiarity with entrepreneur-owner-manager clients.

Apply