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Remote Personal Financial Advisor Jobs (NOW HIRING)

Weekday AI

Financial Advisor (CFA or CFP)

Remote We are seeking experienced Financial Advisors (CFA or CFP) to contribute their expertise to ... personal financial planning and decision-making. Your expertise will help improve how AI models ...

Foster Klima

Personal Financial Planner

Fargo, ND · On-site +1

$105K/yr

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

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 ...

Thrivent Financial

Virtual Financial Advisor - Remote

$21.64 - $28.85/hr

As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... Meet with clients virtually to provide personal, actionable and achievable advice and connect ...

Thrivent Financial

Virtual Financial Advisor - Remote

OR · On-site +1

$21.64 - $28.85/hr

As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... Meet with clients virtually to provide personal, actionable and achievable advice and connect ...

MBC Talent Connections

Financial Advisor

Colorado City, TX · On-site +1

$90K - $120K/hr

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/hr

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/hr

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/hr

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/hr

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

Cleveland, OH · On-site +1

$90K - $120K/hr

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 ...

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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 Aug 21, 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 1% As Needed, 94% Full Time, 1% Part Time, and 4% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Personal Financial Advisor (Private Wealth)

Weekday AI

Remote

Contractor

Retirement

Posted 25 days ago

Job description

This role is for one of our clients
$80 - $110/hourpay
Job Title: Personal Financial Advisor (Private Wealth)
Job Type: Contractor - US ONLY
Location: Remote
We are seeking experienced Personal Financial Advisors (Private Wealth) to contribute their expertise to the development of next-generation AI-powered financial advisory solutions. In this role, you will leverage your real-world experience in financial planning and wealth management to help train and evaluate advanced AI systems.
Your domain expertise will help improve how AI models reason through complex financial scenarios, deliver personalized recommendations, and support advisors and clients with accurate, practical, and compliant financial guidance. No prior AI experience is required-your expertise in personal finance and wealth management is what matters most.
Requirements
Key Responsibilities
  • Provide expert guidance on personal financial planning, including budgeting, investment strategies, retirement planning, wealth preservation, and debt management.
  • Review and evaluate realistic client financial scenarios to support the development of advanced AI-driven financial planning tools.
  • Deliver clear, structured written feedback to improve AI-generated financial recommendations and advisory workflows.
  • Translate complex financial concepts into practical, client-friendly guidance that is easy to understand and implement.
  • Apply sound professional judgment to balance clients' short-term financial priorities with long-term wealth management objectives.
  • Ensure recommendations align with current regulatory requirements, fiduciary standards, and industry best practices.
  • Contribute subject matter expertise to improve AI systems designed for financial planning, investment advisory, and wealth management.
Required Qualifications
  • Minimum 3 years of professional experience in personal financial advisory, financial planning, or private wealth management.
  • Demonstrated success advising individual, mass affluent, or high-net-worth (HNW) clients.
  • Strong expertise in financial planning, investment management, retirement planning (including 401(k), IRA, Roth IRA, and other retirement vehicles), estate planning fundamentals, and debt management.
  • Solid understanding of tax-efficient investment strategies and regulatory frameworks governing personal financial advice.
  • Excellent written and verbal communication skills with the ability to explain complex financial concepts clearly and effectively.
  • Strong analytical, problem-solving, and decision-making abilities in client-focused financial planning scenarios.
  • Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or an equivalent professional financial planning credential is required.
Preferred Qualifications
  • Experience working at leading wealth management firms, private banks, or financial advisory institutions.
  • Familiarity with AI-powered financial planning platforms, digital advisory tools, or financial technology solutions.
  • Proven track record of delivering personalized, technically accurate, and client-focused financial advice.
  • Experience collaborating with multidisciplinary teams in fast-paced, technology-driven environments.

Apply