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Remote Personal Financial Advisor Jobs (NOW HIRING)

Weekday AI

Financial Advisor - CFA or CFP

Remote In this position, you will leverage your expertise to assist in training the next generation ... Knowledge of personal finance applications, digital advisory platforms, or AI-powered tools, along ...

Foster Klima

Personal Financial Planner

Bismarck, ND · On-site +1

$105K/yr

Remote Opportunity after training and licensing. No territory restrictions -- serve clients ... Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial ...

MBC Talent Connections

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 ...

MBC Talent Connections

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 ...

MBC Talent Connections

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 ...

MBC Talent Connections

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 ...

MBC Talent Connections

$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 ...

MBC Talent Connections

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 ...

Van Clemens Co. Inc

Financial Advisor Trainee

$50K - $85K/yr

We offer remote as well as physical locations across the country. For this position, we offer: * A ... Engaging with clients on a personal and professional level to understand the different pieces of ...

MJK Financial

Be Seen First

Financial Advisor

Cleveland, OH · Remote

$50K - $350K/yr

This creates a unique opportunity for a motivated financial advisor to develop relationships with ... Ability to develop business through both firm-generated opportunities and personal prospecting ...

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All JobsRemote Personal Financial Advisor Jobs

Remote Personal Financial Advisor information

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$36K

$102.1K

$144K

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

As of Jun 29, 2026, the average yearly pay for remote personal financial advisor 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 cities are hiring for Remote Personal Financial Advisor jobs? Cities with the most Remote Personal Financial Advisor job openings:
What are the most commonly searched types of Personal Financial Advisor jobs? The most popular types of Personal Financial Advisor jobs are:
What states have the most Remote Personal Financial Advisor jobs? States with the most job openings for Remote Personal Financial Advisor jobs include:
Remote Personal Financial Advisor jobs near you
Infographic showing various Remote Personal Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor - CFA or CFP

Weekday AI

Remote

Contractor

Posted 24 days ago

Key responsibilities

  • Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions designed for average households.

  • Evaluate AI-generated suggestions for their appropriateness, clarity, compliance, and practical applicability for W-2 employees and middle-income families.

  • Record the progression of real advisor-client discussions, including goal prioritization, exploring trade-offs, and guiding clients through key decision points.

Job description

This role is for one of our clients
Job Title: Financial Advisor (CFA or CFP)
Job Type: Contractor - US ONLY
Location: Remote
In this position, you will leverage your expertise to assist in training the next generation of AI systems. Your contributions will influence how models learn, reason, and operate by providing high-quality, real-world data. Previous experience in AI is not necessary - your specialized domain knowledge is what counts.
Requirements
Key Responsibilities:
  1. Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions designed for average households.
  2. Evaluate AI-generated suggestions for their appropriateness, clarity, compliance, and practical applicability for W-2 employees and middle-income families.
  3. Record the progression of real advisor-client discussions, including goal prioritization, exploring trade-offs, and guiding clients through key decision points.
  4. Outline decision-making frameworks, common heuristics, and benchmarks frequently employed in practice (such as cash reserve goals, debt repayment priorities, and retirement contribution rates).
  5. Provide straightforward, easy-to-understand written feedback aimed at improving AI explanations, recommended next steps, and client communications.
  6. Detect and highlight any compliance or risk-related concerns, focusing on a fiduciary, client-centered approach and advising appropriate referrals (e.g., to CPAs, attorneys, or insurance specialists).
  7. Support the creation and refinement of workflows and procedures that embody best practices in everyday personal finance advising.

Required Skills and Qualifications:
  1. Several years of direct, client-facing experience delivering comprehensive financial planning to typical households, holding positions like Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  2. Proficiency in budgeting, cash flow evaluation, debt management, retirement planning strategies, college funding, and fundamental risk management (including insurance needs assessment).
  3. CFP® certification is highly preferred (or passing the CFP exam combined with significant related experience); credentials such as CFA, ChFC, or equivalents with substantial mainstream client engagement are also considered.
  4. Outstanding written and verbal communication abilities, with skill in simplifying complex subjects for non-specialists.
  5. A proven dedication to fiduciary responsibilities, regulatory compliance, and delivering client service with integrity.
  6. Experience in mentoring colleagues, developing workflows, or standardizing financial planning procedures.
  7. Ability to work autonomously and asynchronously in a remote work environment.

Preferred Qualifications:
  1. Previous roles that combine financial planning with ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Experience designing or enhancing standardized planning methodologies or digital advisory experiences.
  3. Knowledge of personal finance applications, digital advisory platforms, or AI-powered tools, along with a strong interest in innovation within the financial advisory sector.

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