Top 285 investment advisor Jobs in remote

Wealth Planner
Nold Bryant —Kansas City, MO
- $75,000 - $150,000 a year
- Email
- Remote
- Data analysis skills
- 3 years
- Finance
- Health insurance
- Dental insurance
Quick Apply
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners —Remote
- $35,000 - $2,000,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Finance
- 401(k)
Quick Apply
Investment Advisor Representative
Independent Wealth Network —Remote
- Up to $750,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Business development
- Flexible schedule
Quick Apply
Senior Investment Advisor
Imperial Asset Management, LLC —Remote
- $100,000 - $250,000 a year
- Part-time
- Remote
- Mid-level
- Residential
- US work authorization
Quick Apply
Retirement Plan Specialist
Employee Benefits Group —California
- From $60,000 a year
- Contract
- Remote
- Microsoft PowerPoint
- Microsoft Excel
- Sales
- Professional development assistance
- Flexible schedule
Quick Apply
Advisor-in-Training - Remote
AdviceOne —Remote
- $60,000 a year
- Full-time
- Background check
- Customer service
- No experience needed
- Paid training
- Health savings account
Quick Apply
2d
Customer Success Manager
RKON —Remote
- Full-time
- 5 years
- Senior level
- Negotiation
- Disability insurance
- Health insurance
Quick Apply
Customer Success Manager
PetDesk —Remote
- $26 - $28 an hour
- Full-time
- Remote
- Mid-level
- 2 years
- Communication skills
- Paid parental leave
- Health savings account
Financial Advisor - Entry Level
CG Financial —Remote
- $50,000 - $90,000 a year
- Part-time
- Remote
- 18 years or older
- Research
- Math
Quick Apply
Junior Financial Advisor
Beckerman Institutional —Remote
- $40,000 - $80,000 a year
- Full-time
- Research
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
12d
Entry-Level Financial Consultant
Katie's Financial Services LLC —Remote
- $75,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Driver's License
- On-the-job training
Quick Apply
7d
Entry Level Financial Advisor
Hudnall Capital Advisors —Remote
- $75,000 a year
- Remote
- Analysis skills
- Math
- Communication skills
- Life insurance
Quick Apply
Financial Advisor Trainee
Van Clemens & Co., Inc —Remote
- $50,000 - $85,000 a year
- Full-time
- Military
- Office
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
Client Service Associate
Full Bloom Wealth —Remote
- $70,000 - $85,000 a year
- Full-time
- Remote
- Data analysis skills
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Quick Apply
Outbound Investment Advisor - Bilingual
Edelman Financial Engines —Remote
- $85,000 - $97,600 a year
- Remote
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Investment Advisor – Client Acquisition (Remote)
Ridgewood Investments —Remote
- $60,000 - $120,000 a year
- Remote
- 5 years
- Senior level
- Communication skills
- Retirement plan
Quick Apply
Financial Advisor
Hudnall Capital Advisors —Remote
- $75,000 a year
- Remote
- Analysis skills
- Math
- Communication skills
- Life insurance
Quick Apply
Remote Customer Service Representative
Flagler Financial —Remote
- Up to $10,000 a month
- Temporary
- Remote
- Mid-level
- Analysis skills
- Math
- Work from home
- Professional development assistance
Quick Apply
Financial Consultant - Client Growth & Retention
Edelman Financial Engines —Remote
- $85,000 - $97,600 a year
- Remote
- Mid-level
- Bachelor's degree
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Planner (Remote)
Edelman Financial Engines —Remote
- Remote
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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Wealth Planner

Nold Bryant
Kansas City, MO

Quick Apply

Job Details

Full-time
$75,000 - $150,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off

Qualifications

CFP
Bachelor's degree
Data-driven problem-solving
Community relationship building

Full Job Description

Job Description: Wealth Planner

Location: Kansas City, MO (currently fully remote but could become Hybrid) Must live in the Kansas City, MO area

About Nold Bryant

Nold Bryant is a planning-led wealth management firm committed to delivering thoughtful, personalized advice rooted in long-term relationships. We exist to serve our clients with clarity, care, and consistency—helping them make wise decisions across all areas of their financial lives. Our culture is collaborative, client-first, and growth-oriented, and we believe the best outcomes happen when great advisors are supported by a strong team.

Position Overview

The Wealth Planner serves as the primary advisor and relationship manager for a defined group of clients while also contributing to the firm’s organic growth. This role owns client relationships end-to-end—leading planning conversations, providing ongoing advice, coordinating implementation, and ensuring an exceptional client experience.

In addition, the Wealth Planner plays an active role in attracting new clients through relationship-based business development. Growth is expected to come primarily through trusted relationships, including centers of influence, referrals, and thoughtful marketing and networking efforts aligned with the firm’s values.

While supported by a team of planners and operations professionals, the Wealth Planner is the main point of accountability for client outcomes, retention, satisfaction, and growth.

Client Leadership & Relationship Ownership

Serve as the primary advisor for assigned client relationships
Lead all client meetings, including discovery, plan delivery, and ongoing review conversations
Build and sustain long-term, trust-based relationships with clients and families
Be accountable for client retention, satisfaction, and overall experience
Act as the main point of contact for client questions, decisions, and guidance

Financial Planning & Advice

Develop, deliver, and oversee comprehensive financial plans across investments, retirement, tax strategy, risk management, and estate considerations
Analyze client data and translate complex financial concepts into clear, actionable recommendations
Provide proactive advice as clients’ lives, goals, and circumstances evolve
Conduct tax-aware analysis including tax gain/loss planning and coordination with client CPAs as appropriate

Business Development & Growth

Contribute to the firm’s growth through relationship-based prospecting and referrals
Strengthen and expand relationships with existing centers of influence (CPAs, attorneys, business owners, and other professionals)
Identify and develop new centers of influence aligned with the firm’s ideal client profile
Participate in marketing, networking, and community engagement activities that support long-term growth
Clearly articulate the Nold Bryant philosophy and value proposition to prospective clients and referral partners

Team Collaboration & Execution

Work closely with Associate Wealth Planners and operations team members to ensure seamless execution of client service
Delegate and oversee follow-up tasks while maintaining accountability for outcomes
Partner with internal team members to prepare for meetings and implement planning recommendations efficiently

Client Experience & Firm Standards

Ensure clients consistently receive a best-in-class experience aligned with Nold Bryant’s values
Maintain accurate and timely documentation in CRM systems
Uphold compliance standards and contribute to a well-run, organized practice
Participate in firm initiatives and special projects that improve the client experience, planning process, or growth efforts

Qualifications

Bachelor’s degree in Finance, Economics, Business, or a related field
CFP certification completed or in progress strongly preferred
3–7 years of experience in financial planning, wealth management, or a related advisory role
Demonstrated ability to lead client relationships with confidence and professionalism
Experience or interest in relationship-driven business development
Strong analytical, organizational, and problem-solving skills
Excellent verbal and written communication abilities
Self-directed, dependable, and team-oriented

What We Offer

Competitive compensation and benefits package including health insurance, dental insurance, paid time off, and 401(k)
A planning-centric, relationship-driven advisory environment
Strong internal team support that allows you to focus on advice, relationships, and growth
Opportunities for professional growth, leadership development, and continuing education
A collaborative culture aligned around serving clients well

How to Apply

If you are passionate about financial planning, enjoy building meaningful relationships, and are excited to contribute to both client success and firm growth, please send your resume and cover letter to [email protected].

Job Type: Full-time

Pay: $75,000.00 - $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off

Work Location: Remote

Quick Apply

Refine Your Search

investment advisor jobs in remote

Wealth Planner

CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote

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Senior Investment Advisor

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