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  3. Remote Financial Advisor jobs in the United States

Remote Financial Advisor jobs in the United States

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Financial Advisor Jobs Remote — Build Your Career Across the USA

Remote financial advisor jobs are in high demand as more Americans seek personalized guidance for retirement, investments, and long-term wealth planning. Global Work AI currently has 500+ open positions available for professionals ready to serve clients nationwide from a flexible, remote setup. This role offers the chance to make a meaningful financial impact while working with a growing client base across the country.

Successful candidates typically bring strong analytical skills, deep knowledge of investment strategies, and a genuine talent for building trust with clients. Excellent communication abilities are essential, as advisors must explain complex financial concepts in clear, relatable terms. Familiarity with financial planning software, regulatory compliance, and risk assessment tools is highly valued, along with a client-first mindset that keeps long-term relationships at the center of every recommendation. These financial advisor vacancies suit driven individuals who thrive on helping others achieve financial security.

Remote work has reshaped how financial advisor positions operate throughout the USA, allowing professionals to manage portfolios and client relationships without geographic limitations. Firms increasingly hire a financial advisor who can leverage digital tools, virtual meetings, and secure online platforms to deliver the same quality of service once reserved for in-person consultations. This shift has expanded opportunities well beyond traditional financial hubs, creating strong demand in suburban and rural markets alike.

If you are ready to take the next step in your career, explore financial advisor jobs in the USA through Global Work AI. Our platform connects motivated professionals with firms seeking dedicated talent, making it easier than ever to find a role that matches your ambitions. Discover how your expertise can help clients thrive while advancing your own career in a rewarding, flexible environment.

Frequently Asked
Questions

Everything you need to know about
finding your next role
  • What is the average remote financial advisor salary in the USA?

    Compensation for a remote financial advisor in the USA varies widely based on experience, licensing, client book size, and whether the role is salary-based, commission-based, or a mix of both. Nationally, many financial advisors earn a base salary or draw plus incentives, with total pay often ranging from about $60,000 to well over $150,000, and top performers earning more. In remote roles, firms may also weigh assets under management and production goals. It’s smart to compare current listings and look at how pay is structured before applying.
  • What qualifications do you need to become a financial advisor in the USA?

    Most employers look for a bachelor’s degree in finance, business, economics, accounting, or a related field, along with strong client-facing experience. In the USA, many financial advisor roles also prefer candidates with internship experience or a background in banking, insurance, or wealth management. For remote positions, communication skills and comfort with digital tools matter just as much as technical knowledge. Depending on the firm and the type of advice provided, additional certifications or registration requirements may apply, so reviewing role-specific criteria is a good next step.
  • Do you need a Series 7 or Series 65 license for a remote financial advisor job in the USA?

    Whether you need a Series 7, Series 65, or another registration depends on the services the remote financial advisor role offers and the firm’s business model. In the USA, a Series 7 is typically required for advising on and selling securities through a broker-dealer, while the Series 65 is commonly used for investment adviser representatives providing fee-based advice. Some employers may sponsor licensing after hire, but many expect candidates to already be licensed. Checking the exact posting and the firm’s regulatory setup helps narrow the right path.
  • What does a remote financial advisor do day to day?

    A typical day often includes meeting clients by video, reviewing portfolios, discussing goals, and making recommendations based on risk tolerance and life changes. A remote financial advisor may also prepare financial plans, track market updates, document client notes, and coordinate with support teams on compliance or account servicing. In the USA, duties can vary by employer, especially between brokerage, wealth management, and advisory firms. Because the work is client-driven, organization and timely follow-up are essential, and it helps to compare responsibilities across similar listings.
  • What skills are most important for a successful financial advisor?

    Strong relationship-building is at the center of success, but it has to be paired with financial analysis, clear communication, and ethical judgment. A successful financial advisor also needs sales confidence, active listening, and the ability to explain complex topics in plain English. For a remote financial advisor role in the USA, digital fluency matters too, since client meetings, planning software, and compliance systems are often online. Employers usually value resilience and attention to detail as much as technical knowledge, so reviewing job descriptions closely can reveal the best-fit strengths.
  • How does the hiring process work for a remote financial advisor role?

    Hiring usually starts with an application review focused on experience, licensing, and client-development potential. Many USA employers then use one or more interviews, which may include a recruiter screen, a manager interview, and occasionally a case study or role-play to assess how a remote financial advisor handles client conversations. If the position is commission-based or tied to assets under management, firms may also ask about your network or book of business. Background checks, registration steps, and reference checks are common before an offer, so it helps to prepare documents in advance.
  • What career growth opportunities are available for a financial advisor?

    Career paths can expand in several directions, from building a larger client book to moving into senior advisor, team lead, or branch leadership roles. In the USA, a financial advisor may also specialize in retirement planning, high-net-worth clients, estate strategies, or investment management. Some professionals transition into portfolio management, compliance, financial planning leadership, or independent advisory practices. Remote work can make it easier to serve broader markets and deepen niche expertise. Looking at related roles can help clarify which growth track fits your long-term goals.

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500+ jobs found

  • Turing

    Turing

    Today

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    remote, New York, NY, United States
    $202k – $302k/yrFull TimeMiddle (2-4 years)
  • MassMutual Oregon

    MassMutual Oregon

    a day ago

    Financial representative and advisor

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    Truist Bank

    a day ago

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    Full TimeSenior (5+ years)
  • W

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    2 days ago

    Financial advisor

    remote, United States
    Full TimeJunior (<2 years)
  • COR Financial Partners

    COR Financial Partners

    4 days ago

    Financial advisor trainee

    remote, United States
    Part TimeEntry with Degree
  • Baylor Scott & White Health

    Baylor Scott & White Health

    5 days ago

    Financial advisor 2

    remote, United States
    Full TimeMiddle (2-4 years)
  • Equitable

    Equitable

    6 days ago

    Financial professional advisor (remote)

    remote, United States
    $48k/yrFull TimeJunior (<2 years)
  • The Fadil Group

    The Fadil Group

    11 days ago

    Financial advisor with sales background

    remote, United States
    Full TimeJunior (<2 years)
  • Sagient

    Sagient

    11 days ago

    Experienced financial advisor-santa barbara

    remote, CA, United States
    Full TimeJunior (<2 years)
  • New Mexico State University

    New Mexico State University

    13 days ago

    Financial aid advisor

    remote, United States
    $44k/yrFull TimeJunior (<2 years)
  • Truist

    Truist

    15 days ago

    Financial advisor - private client group

    remote, United States
    Full TimeJunior (<2 years)
  • Truist

    Truist

    15 days ago

    Financial advisor - investment services group

    remote, United States
    Full TimeJunior (<2 years)
  • Foote Region - Modern Woodmen of America

    Foote Region - Modern Woodmen of America

    16 days ago

    Financial advisor - entry level

    remote, Sevierville, TN, United States
    Full TimeEntry with Degree
  • Corebridge Financial

    Corebridge Financial

    18 days ago

    Financial advisor - toledo, oh

    remote, United States
    Full TimeJunior (<2 years)
  • Corebridge Financial

    Corebridge Financial

    20 days ago

    Wealth financial advisor - greater chicago

    remote, United States
    Full TimeJunior (<2 years)
  • United Placement Group

    United Placement Group

    21 days ago

    Estate & retirement financial advisor | pre-set appointments | no prospecting

    remote, Round Rock, TX, United States
    $100k/yrFull TimeJunior (<2 years)
  • Corebridge Financial

    Corebridge Financial

    22 days ago

    Financial advisor - little rock, ar

    remote, AR, United States
    Full TimeJunior (<2 years)
  • Joyce University of Nursing and Health Sciences

    Joyce University of Nursing and Health Sciences

    a month ago

    Financial aid advisor

    remote, Draper, UT, United States
    $54k – $58k/yrFull TimeJunior (<2 years)
  • Truist

    Truist

    a month ago

    Cac financial advisor

    remote, United States
    Full TimeSenior (5+ years)
  • Corebridge Financial

    Corebridge Financial

    a month ago

    Financial advisor - denver, co

    remote, CO, United States
    Full TimeJunior (<2 years)

10,000,000+ more jobs available!