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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

  • Voyage Advisory

    Voyage Advisory

    3 days ago

    Senior advisor – financial services business development

    About Voyage Advisory Voyage Advisory is a boutique management consulting firm that helps organizations elevate service, drive performance, and power transformation. We partner with clients across...

    remote, Chicago, IL, United States
    Full TimeSenior (5+ years)
  • EQH

    EQH

    4 days ago

    Advisor assist financial professional (remote)

    What You Will Bring Required Qualifications Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial...

    remote, NY, United States
    $55k/yrFull TimeJunior (<2 years)
  • Salem University LLC

    Salem University LLC

    5 days ago

    Financial aid advisor

    Position Summary: The Financial Aid Advisor provides proactive, accurate, and student-centered financial aid counseling to students throughout their educational journey at Salem University. This...

    remote, Salem, WV, United States
    Full TimeJunior (<2 years)
  • MassMutual Oregon

    MassMutual Oregon

    6 days ago

    Financial representative and advisor

    Job Description Company Overview: MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance products and services....

    remote, ID, United States
    $50k/yrFull TimeJunior (<2 years)
  • Truist Bank

    Truist Bank

    6 days ago

    Financial advisor - client advisory center (cac)

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...

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

    Wealthy Leadership Inc

    7 days ago

    Financial advisor

    At Wealthy Leadership, we train our advisors to serve clients holistically, looking at the full financial picture rather than pushing a single transaction. That means real strategies around...

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

    COR Financial Partners

    9 days ago

    Financial advisor trainee

    We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with...

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

    Baylor Scott & White Health

    11 days ago

    Financial advisor 2

    About Us Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas...

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

    Equitable

    11 days ago

    Financial professional advisor (remote)

    About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Invest In Your Potential! At Equitable...

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

    The Fadil Group

    16 days ago

    Financial advisor with sales background

    Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Fadil Group of...

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

    Sagient

    16 days ago

    Experienced financial advisor-santa barbara

    Job Description Experienced Financial Advisor Location: Santa Barbara, CA | Company: Sagient Financial Build the Practice You Envision—With the Right Support Behind You Sagient is seeking an...

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

    New Mexico State University

    18 days ago

    Financial aid advisor

    Department Contact: Dénise Rodriguez-Strawn , harley@nmsu.edu Internal or External Search: External - Open to all applicants Advertising Summary: Travel Requirements: Occasional travel and...

    remote, United States
    $44k/yrFull TimeJunior (<2 years)
  • Concorde Career Colleges, Inc.

    Concorde Career Colleges, Inc.

    19 days ago

    Financial aid advisor - remote

    Overview The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student...

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

    Truist

    20 days ago

    Financial advisor - private client group

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...

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

    Truist

    20 days ago

    Financial advisor - investment services group

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...

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

    Foote Region - Modern Woodmen of America

    21 days ago

    Financial advisor - entry level

    Benefits: 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you someone who has always...

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

    Corebridge Financial

    23 days ago

    Financial advisor - toledo, oh

    Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action...

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

    Corebridge Financial

    25 days ago

    Wealth financial advisor - greater chicago

    Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action...

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

    United Placement Group

    a month ago

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

    Estate & Retirement Financial Advisor Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $100K+ Potential Tired of paying for leads, running seminars, or chasing...

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

    Corebridge Financial

    a month ago

    Financial advisor - little rock, ar

    Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action...

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

10,000,000+ more jobs available!