Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Financial Advisor - Annuities & Portfolios

Raymond James Financial, Inc.

Brooklyn, NY
  • Remote job

Raymond James Financial, Inc. in Saint Petersburg, FL is seeking a Virtual Financial Advisor to support annuity contract owners and financial advisors, coordinating with carriers and providing non-advisory guidance by phone. The role emphasizes client service, accuracy, and fiduciary compliance. Responsibilities include reviewing applications, coordinating with carriers, mentoring associates, and ensuring regulatory policies are followed, with a hybrid work arrangement and a comprehensive #J-18808-Ljbffr Raymond James Financial, Inc.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Remote Financial Advisor - Annuities & Portfolios in Brooklyn, NY vacancy
  • $60k - $200k

     ...Job Title: Financial Advisor Department or Branch: Workers Investments...  ...accumulation. Review client portfolios regularly and recommend...  ...investment products (mutual funds, annuities, advisory accounts) and...  ...work environment, combining remote work with regular on-site days... 
    Remote work
    Temporary work
    Work at office
    Afternoon shift

    WORKERS FEDERAL CREDIT UNION

    Littleton, MA
    19 hours ago
  •  ...motivated and experienced Financial Advisor looking to make a real impact...  ...objectives. Monitor Portfolios: Regularly review and adjust...  ...Applicable State Life and Annuity Insurance Licenses. Strong...  ...This is a full-time, non-remote position FLSA Status... 
    Remote work
    Full time
    Local area

    United Community Bank

    Greenville, SC
    14 hours ago
  • $100k - $125k

     ...A well-established, holistic financial planning firm with $650M+ in AUM is hiring multiple Advisors to support growth across key markets...  ..., and investment and portfolio risk management. Responsibilities...  ...Experience with fixed index annuity products Strong communication... 
    Remote work
    Work at office

    BCI - Brokerage Consultants Inc

    United States
    1 day ago
  •  ...? One that helps clients reach their financial goals so their children are able to attend...  .../resources and a complete, diversified portfolio of products to help you make the...  ...including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies... 
    Remote work
    Full time
    Work experience placement
    Flexible hours

    True Path Financial

    United States
    3 days ago
  • $45k

     ...Financial Advisor NASA Federal Credit Union is looking for a Financial...  ...financial plans that may include portfolio reviews, analysis and...  ...offerings to include Mutual Funds, Annuities, Advisory accounts, Life...  ...healthcare, 401(k), paid leave, remote work options for applicable... 
    Remote work
    Full time
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    NASA Federal Credit Union

    Falls Church, VA
    1 hour ago
  •  ...Financial Advisor In this pivotal role, the Financial Advisor will be...  ...arrangements for its employees: remote, hybrid and in-office. This...  ...Perform research for client portfolios using various software tools...  ...planning, mutual funds, annuities and other insurance products... 
    Remote work
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Moors & Cabot

    Winter Park, FL
    14 hours ago
  • $90k - $120k

     ...also commonly known as a Financial Planner or Wealth Advisor. About Us We are a full...  ...Investment Strategy & Portfolio Support Support investment...  ...disability, and variable annuity licenses CFP® designation...  ...Fridays in the summer (remote) Schedule & Location... 
    Remote work
    Full time
    Summer work
    Work at office
    Monday to Friday

    Grenier Financial Services

    Springfield, MA
    1 day ago
  • $70.3k

     ...Associate Financial Advisor As an Associate Financial Advisor, you step into a thriving portfolio of existing clients and expand your reach by connecting with eager prospects...  ..., structured products, 529 plans, IRAs, annuities (fixed, indexed, and variable), stocks, bonds... 
    Remote work

    Orange County's Credit Union

    Santa Ana, CA
    2 days ago
  •  ...exposure to diverse asset classes and complex financial instruments. Collaborate with top-tier...  ...Finance Associate OverviewThe Portfolio Finance Associate will support financing...  ...Work in a hybrid environment, combining remote flexibility with on-site collaboration.Engage... 
    Remote work

    Green Key Resources

    New York, NY
    13 days ago
  •  ...accountability. The Associate Advisor works with a Lead...  ...manages a defined portfolio of clients.Client interactions...  ...be both in-person and remote.This position will...  ...the processing team, annuity documentation and...  ...Qualifications: 2 + years of financial services experience... 
    Remote work

    B.O.S.S. Retirement Solutions

    Lehi, UT
    5 days ago
  •  ...Omaha, NE or Charlotte, NC seeks an AVP Actuary, Annuity Pricing to co-lead pricing and product strategy for the annuity portfolio. The role integrates pricing, filing, and...  ...assistance offered where needed, and potential remote #J-18808-Ljbffr Pacific Asset Management,... 
    Remote work
    Relocation package

    Pacific Asset Management, LLC

    Newport Beach, CA
    3 days ago
  • SNI Financial partners with a leading investment firm to recruit a Senior Fund Accountant...  ...accounting, handle SEC reporting, and oversee portfolio accounting for multiple funds. The role...  ...that balances in-office collaboration with remote work. #J-18808-Ljbffr SNI Financial
    Remote work
    Work at office

    SNI Financial

    Fort Worth, TX
    2 days ago
  • $96k - $110k

     ...work. You know how to build a financial plan, catch the details that...  ...alongside Jay as the primary support advisor across all client...  ...Committee from day one, bringing a portfolio management perspective and...  ...probationary period) ~10 floating remote days per year (contractor at... 
    Remote work
    For contractors
    Work at office
    Work from home
    Flexible hours

    Bill Good Marketing

    Wilmington, DE
    4 days ago
  •  ...Thrivent is a different kind of financial services firm, one that puts...  ...an Associate Financial Advisor to our team. Pacific Northwest...  ...WA with the option of fully remote for qualified candidates. As...  ...resident state Life, Health and Annuities registration Required Must... 
    Remote work
    Full time
    Work at office
    Local area
    Flexible hours

    Thrivent

    Remote
    19 hours ago
  • $70 per hour

     ...Join to apply for the Financial Advisor | $70/hr Remote role at Crossing Hurdles Get AI-powered advice on this job and more exclusive features...  ...handle financial planning, investment strategy, and portfolio analysis. Apply strong financial modeling, wealth management... 
    Remote work
    Hourly pay
    Contract work

    Crossing Hurdles

    United States
    14 hours ago
  • $60k - $80k

     ...Financial Advisor | Burlington or Torrington, CT (remote possibility) A leading financial advisory and portfolio management firm, committed to delivering prudent financial advice and personalized wealth management solutions, is seeking a motivated and results-driven... 
    Remote work

    BCI - Brokerage Consultants Inc

    Torrington, CT
    3 days ago
  • $120k

     ...Certified Financial Advisor Austin, USA Up to $120,000/ year Builds and maintains relationships...  ...Delivers financial advice and complex portfolio management guidance. Are you a...  ...Certified Financial Advisors for remote opportunities available to candidates located... 
    Remote work

    Hackajob

    United States
    3 days ago
  • $75k - $150k

     ...Financial Consultant The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate...  ...adjustments Monitor client investment portfolios and performance Communicate insights for clients... 
    Remote work

    Manning & Napier Advisors

    United States
    3 days ago
  • $70k - $80k

     ...Pinnacle Staffing is seeking a Financial Advisor for a direct hire opportunity with our client...  ...AZ. The Financial Advisor - Hybrid/ Remote (Servicing & Growth) is responsible for...  ...Monitor opportunities across client portfolios and prospect pipelines Identify growth... 
    Remote work
    Local area

    Pinnacle Employer Services

    Tucson, AZ
    2 days ago
  • $93k - $189k

     ...Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director I is responsible for the management...  ..., maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices... 
    Remote work
    Work at office
    Work from home
    Flexible hours

    Huntington National Bank

    Columbus, OH
    2 days ago
  •  ...Investment Advisor Our latest partner is a rapidly expanding Registered...  ...investment advisor with financial planning experience....  ...client relationships, managing portfolios, creating financial plans for...  ...environment Wants to work remotely (however, local office(s) can... 
    Remote work
    Work at office
    Local area
    Flexible hours

    Ivy Way Placements

    Boston, MA
    3 days ago
  • $145k

     ...Are you looking for a financial advisory role where advice truly comes...  ...experienced Senior Financial Advisor to join our growing team in...  ...schedule (2 days in‑office / 3 days remote), offering flexibility while...  ...team to deliver customized portfolio strategies aligned with... 
    Remote work
    Work at office
    Flexible hours

    Altfest Personal Wealth Management

    New York, NY
    14 hours ago
  •  ...Director ► Recruiting Top Talent in Financial Services to Serve with Excellence Company...  ...Description This is a full-time remote role for a Financial Advisor at 1847Financial. The Financial...  ....00 1 week ago External Wholesaler, Annuity (Georgia and Alabama- Banks (Remote... 
    Remote work
    Full time
    Work from home
    Flexible hours

    1847Financial - New Jersey

    Charlotte, NC
    1 day ago
  • $55k - $85k

     ...Financial Advisor We're seeking a relationship-driven Financial Advisor to turn complex financial...  ...available, with a mix of in-office and remote work to support collaboration,...  ...strategies, including insurance coverage, annuity products, and debt management tools.... 
    Remote work
    Work at office
    Shift work

    Vision Financial Group Inc

    Loma Linda, MO
    14 hours ago
  •  ...JECohen is a financial service firm that puts people first, always....  ...United States. Being a Financial Advisor at JECohen is an excellent...  ...enjoy the flexibility of working remotely and creating their schedules...  .... Review and communicate portfolio performances to clients. Call... 
    Remote work
    Full time
    Part time
    Work at office
    Home office
    Visa sponsorship
    Work visa

    JECohen & Co., LLC

    New York, NY
    14 hours ago
  • $70.3k

     ...Description This role at CU SoCal in Financial Services would allow you to...  ...team as a Financial Advisor associated with LPL Financial...  ...CA branch and offers a hybrid remote work arrangement, with on-site...  ...suitable. Manage Members' portfolios including monitoring the... 
    Remote work
    Local area
    Worldwide
    Monday to Friday
    Flexible hours
    Afternoon shift

    Credit Union of Southern California

    Fullerton, CA
    19 hours ago
  •  ...Financial Advisor Come join our GTE Financial team! At GTE Financial, we're looking for an experienced...  .... Maintain a balanced product portfolio to meet individual and team goals....  ...to 6:00 PM Hybrid work schedule with Remote Work Requirements: A quiet and dedicated... 
    Remote work
    Contract work
    Work at office
    Monday to Friday

    GTE Financial

    Tampa, FL
    2 days ago
  • $50k - $150k

     ...Financial Services & Investment Professional – Training Provided (Hybrid...  .... Work in a hybrid capacity (remote + in-person meetings/training...  .... Develop and manage a portfolio of clients seeking equity and...  ...success. FL 2-15 Life, Health & Annuities License Required (or ability... 
    Remote work
    Contract work
    Work at office
    Flexible hours

    FFIA - National Life Group

    Jacksonville, FL
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you...  ...including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a... 
    Remote work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Peachtree City, GA
    4 days ago
  •  ...Who We Are At Corebridge Financial, we believe action is everything...  ...searching for a Financial Advisor to provide a personalized retirement...  ...is currently designated as remote. Estimated Travel ~...  ...Provided: No The Variable Annuity Life Insurance Company
    Remote work
    Local area
    Immediate start
    Relocation

    Corebridge Financial

    Phoenix, AZ
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Financial Advisor - Annuities & Portfolios. Be the first to apply!