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Remote Personal Financial Advisor Jobs (NOW HIRING)

NASA Federal Credit Union

Financial Advisor

Washington, DC · On-site +1

$69K/yr

Continuing education committed to ensuring personal growth and staying ahead of market trends NASA ... 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

$69K/yr

Continuing education committed to ensuring personal growth and staying ahead of market trends NASA ... Remote or Remote / Hybrid work options based on position * Life Insurance/AD&D+* * Vacation Leave ...

WestPoint Financial Group

Financial Advisor

Chicago, IL · Remote

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to ... personal knowledge and skills through ongoing professional development and joint work with ...

WestPoint Financial Group

Financial Advisor

Madison, WI · Remote

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to ... personal knowledge and skills through ongoing professional development and joint work with ...

Jambalaya Group

Associate Financial Advisor

$70K/yr

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 ...

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Valor Family Financial

Personal Financial Planner

$77K - $104K/yr

Description Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ...

Foster Klima

Associate Financial Advisor

Bismarck, ND · On-site +1

As a full-time Associate Financial Advisor for Foster Klima, there are no Sales Territories. Our ... Supportive, collaborative team environment Remote work after training and licensing. Elevate Your ...

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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 Jul 23, 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.
Lead Financial Advisor

Lead Financial Advisor

One Degree Advisors

San Diego, CA • On-site, Remote

$120K - $170K/yr

Full-time

Medical, Retirement, PTO

Posted 15 days ago

Job description

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.


The main responsibility of this position is to lead client relationships.


Essential Functions:

Wealth Advising

  • Conduct client meetings, including ongoing strategy meetings and new client onboarding
  • Oversee Financial Plan development, updates and presentation
  • Conduct Investment Advisory discussions with clients
  • Hold client discussions focused on personal and family objectives and vision
  • Serve as primary advisory contact for client correspondence.
  • Coordinate research, meeting preps & follow-up, and plan development with Advisory team
  • Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
  • Contribute to the development of associate advisors
  • Stay updated and educated on relevant technology resources
  • Investmentportfolio construction
  • Basic investment trading


Firm Responsibilities

  • Marketing
    • Community Development
    • Networking
    • Contributing to educational content
  • New Business Development
  • Practice Management
    • Adhere to operational processes/procedures
    • Document notes and tasks within operational procedure
    • Cross train staff as needed
  • Client servicing and communication (where advisor is required)
  • Support and adhere to compliance practices
  • Assist with firm projects
  • Work toward firm goals and metrics
  • Strive to practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give



Qualifications:

Education/Certifications

  • Bachelor's degree
  • Certified Financial Planner (CFP) designation (CFA or CPA also considered)
  • Certified Kingdom Advisor designation (attained or willing to attain)
  • Kingdom Advisors study group participation
  • Future professional development, including continuing education and/or designations


Experience

  • 5+ years as Financial Planner/Investment Advisor or relevant experience


Knowledge, Skills, and Abilities

  • Ability to handle confidential and sensitive information
  • Ability to work in a team environment with a client-centric focus
  • Strong organizational and project management skills with ability to multi-task
  • Ability to establish appropriate timelines and manage multiple deadlines
  • Well-developed professional, interpersonal and communication skills
  • Able to work with minimal supervision
  • Knowledge and proficiency of PC applications, including MS Office
  • Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan


Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise)
Benefits: 401(k) with match, health insurance, PTO (onedegreeadvisors.com/careers for more)
Location: In-office or hybrid preference; Remote based on experience or fit

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