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Remote Vanguard Financial Advisor Jobs in Addison, TX

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

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All JobsVanguard Financial Advisor JobsRemote Vanguard Financial Advisor JobsRemote Vanguard Financial Advisor Jobs in Addison, TX

Remote Vanguard Financial Advisor information

See Addison, TX salary details

$34.9K

$98.9K

$139.4K

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

As of Aug 26, 2026, the average yearly pay for remote vanguard financial advisor in Addison, TX is $98,872.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,600.00 and $126,800.00 per year, depending on experience, location, and employer.

What is the difference between Remote Vanguard Financial Advisor vs Remote Certified Financial Planner?

AspectRemote Vanguard Financial AdvisorRemote Certified Financial Planner
CertificationsSeries 7, 66, or 63, CFP preferredCFP certification required
Work EnvironmentRemote, client-facing, financial servicesRemote, client-focused financial planning
Employer & IndustryVanguard, financial advisory industryVarious firms, financial planning industry
Search & Comparison IntentYesYes

The Remote Vanguard Financial Advisor and Remote Certified Financial Planner both serve clients remotely in financial services. The Vanguard role typically requires Series 7 and 66 licenses, with CFP certification preferred, while the CFP is a mandatory credential for the CFP role. Both work in similar remote environments and are common in the financial advisory industry. The main difference lies in employer affiliation and specific licensing requirements, making them comparable options for those seeking remote financial advisory careers.

What job categories do people searching Remote Vanguard Financial Advisor jobs in Addison, TX look for?

The top searched job categories for Remote Vanguard Financial Advisor jobs in Addison, TX are:

What cities near Addison, TX are hiring for Remote Vanguard Financial Advisor jobs?

Cities near Addison, TX with the most Remote Vanguard Financial Advisor job openings:

Remote Vanguard Financial Advisor jobs near you
Infographic showing various Remote Vanguard Financial Advisor job openings in Addison, TX as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $98,872 per year, or $47.5 per hour.

Financial Advisor

Proxy Financial

Addison, TX • Remote

$20K - $100K/mo

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Benefits:
  • Private Clubs / Offices
  • Executive Coaching
  • COI Partners
  • Marketing Platform
  • Flexible schedule
  • Opportunity for advancement

Benefits/Perks

  • Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms.
  • Marketing & Lead Generation Support: Strategic partnerships and referral network of 150+ professionals.
  • Independence & Flexibility: Build your ideal practice without asset minimums.
  • Collaborative Network: Work with experts across planning, investments, insurance, and business services.
  • Regional Growth Opportunities: Support in emerging and established hubs across the U.S.
  • Eligible for Recruit Bonus
Job Summary

Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth individuals, families, and institutions, providing expertise across:
  • Financial and estate planning
  • Investment management and private funds
  • Insurance and business solutions
  • Philanthropic and legacy planning
Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.
Responsibilities
As an experienced advisor or planner, you will:
  • Build and deepen long-term client relationships using “The Proxy Way” — a holistic, client-first model.
  • Deliver tailored advice across financial, investment, and estate planning disciplines.
  • Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.
  • Leverage Proxy’s integrated platform and resources to scale your practice efficiently.
Qualifications
Minimum Requirements

  • $250K+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business).
  • Series 65 and Life & Health licenses required (minimum).
  • 3+ years of experience in financial advising or planning.
  • Proven ability to independently conduct data-gathering, planning, and client onboarding.
  • Strong communication and relationship management skills.
Ideal Profile

  • $30M–$75M AUM (as an experienced advisor).
  • Collaborative and self-aware—knows when to engage specialists.
  • Growth mindset with a motivated commitment to long-term client success.
Proxy Regional Focus
 
We are actively building and expanding in key markets, including:
 CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York). 

 

This is a remote position.