Remote Financial Advisor Assistant Jobs
Remote financial advisor assistant jobs are open across the U.S. at a growing range of employers, from remote-first registered investment advisors and independent broker-dealers to distributed teams at wealth management firms and insurance companies. Employers hiring remotely right now include Fisher Investments, Cardinal Health, and Huntington Bank. Scan the live roles below and apply to whichever ones fit.
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- Build Relationships: Connect with clients to understand their financial needs and goals.
- Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
- Customize Financial Plans: Develop and implement tailored financial plans to help clients reach their objectives.
- Monitor Portfolios: Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.
- Stay Informed: Keep up with industry trends and regulations to offer the most current advice.
- Experience:
- At least 3 years in financial planning and investment management.
- Experience with high net worth clients is a plus.
-
Education:
- Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute).
- A Master's degree is a bonus.
-
Required Skills:
- Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7).
- Applicable State Life and Annuity Insurance Licenses.
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
-
Preferred Skills:
- Certified Financial Planner (CFP) designation.
- Must be able to pass a criminal background & credit check
- This is a full-time, non-remote position
- Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
- Build Relationships: Connect with clients to understand their financial needs and goals.
- Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
- Customize Financial Plans: Develop and implement tailored financial plans to help clients reach their objectives.
- Monitor Portfolios: Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.
- Stay Informed: Keep up with industry trends and regulations to offer the most current advice.
- Experience:
- At least 3 years in financial planning and investment management.
- Experience with high net worth clients is a plus.
-
Education:
- Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute).
- A Master's degree is a bonus.
-
Required Skills:
- Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7).
- Applicable State Life and Annuity Insurance Licenses.
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
-
Preferred Skills:
- Certified Financial Planner (CFP) designation.
- Must be able to pass a criminal background & credit check
- This is a full-time, non-remote position
- Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
See All 56 Remote Financial Advisor Assistant Jobs
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Find JobsRemote Financial Advisor Assistant Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Insurance
- Human Resources
What Employers Look For
The qualifications that appear most often in remote financial advisor assistant jobs.
- Experience with client relationship management software such as Salesforce or Redtail
- Strong written and verbal communication skills for client-facing correspondence
- Series 7 or Series 66 license, or willingness to obtain within a set timeframe
- Proficiency in Microsoft Office, particularly Excel and Outlook
- Associate or bachelor's degree in finance, business, or a related field
- Knowledge of compliance procedures and FINRA regulations in a brokerage environment
Tips for Your Remote Financial Advisor Assistant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial advisor assistant openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Remote postings at smaller advisory firms fill fast, so applying early gives you a real edge.
Show your async communication skills upfront
Remote financial advisor assistants handle client follow-ups, scheduling, and document requests mostly through email and messaging tools. Use your resume and cover letter to give specific examples of clear, concise written communication, because remote employers treat writing as a core job skill, not a soft one.
Demonstrate proficiency with remote advisory tools
Name the platforms you know in your application materials, such as Redtail, Wealthbox, Salesforce, DocuSign, or any financial planning software. Remote firms screen for tool familiarity early because onboarding bandwidth on distributed teams is limited.
Prepare for a remote-specific interview format
Many remote financial advisory firms run two-stage interviews: a written or asynchronous screen followed by a video call. Practice answering scenario questions in writing, and have a quiet, professional video setup ready, because how you handle the process signals how you'll work day-to-day.
Remote Financial Advisor Assistant Jobs: Frequently Asked Questions
How do I get a remote financial advisor assistant job?
Start by targeting companies that already run distributed teams, such as remote-first registered investment advisors, online financial planning firms, and insurance companies with virtual advisor networks. Remote employers screen hard for self-direction, clear written communication, and comfort with tools like CRM platforms, e-signature software, and video conferencing. Candidates who demonstrate prior remote or independent work, even in a different field, stand out immediately.
Which companies hire remote financial advisor assistants?
Companies hiring remote financial advisor assistants right now include Fisher Investments, Cardinal Health, and Huntington Bank, based on current remote listings on Migrate Mate as of November 2026. Remote-first wealth management firms, independent broker-dealers, and virtual insurance agencies make up the largest share of these openings, often hiring across all U.S. time zones.
Can you get a remote financial advisor assistant job with no experience?
Yes, but remote entry-level roles are harder to land because you'll need to work independently from day one without in-office guidance. Remote-first financial planning firms and virtual insurance agencies are most open to entry-level candidates. Showing completed coursework in finance or financial planning, familiarity with CRM or scheduling tools, and strong written communication skills can substitute for direct experience.
Do you need a degree for remote financial advisor assistant jobs?
Not always. Many remote employers care more about demonstrated skills than a specific credential, particularly comfort with financial software, organized client communication, and calendar and document management. A degree in finance, business, or a related field helps, but candidates who can show real results from prior administrative or client-facing work are regularly considered without one.
Which industries hire the most remote financial advisor assistants?
The sectors hiring the most remote financial advisor assistants are Banking & Financial Services, Insurance, and Human Resources, based on current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed teams to serve clients across multiple states, which makes remote financial advisor assistant roles a practical and common staffing choice.
See All 56 Remote Financial Advisor Assistant Jobs
Find roles that match your experience and apply in just a few clicks.
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