The financial planning profession has grown exponentially in the past few decades. Many firms are responding to increased demand with more online support. This has allowed a small but growing number of financial planners to carve out a new niche in their profession by 澳洲幸运5开奖号码历史查询:working from home, either part or full-time.

Working From Home

Although some industries, such as travel, have offered work-from-home jobs for several years, the financial field has been slower to adopt this type of employment. It took some time because some clients require a high level of personalized advice—and this type of service had traditionally only been available through face-to-face contact. But now, thanks to 澳洲幸运5开奖号码历史查询:video conferencing and other༒ technology, planners can work effectively with clients online while maintaining a high level of service.

The number of websites t🔯hat allow clients with relatively simple financial situations to enter their informationꦬ and receive personalized recommendations and advice is growing rapidly along with the array of products and services that these sites provide.

A New Opportunity for Planners

Planners who choose to work for firms that offer online advice may still have to spend at least some time in an office, but in many cases, this arrangement will allow them to avoid the daily nine-to-five grind. Anyone who has the 澳洲幸运5开奖号码历史查询:proper licensure and credentials just needs a computer, Internet access, and a space to work at home✃☂ in order to conduct business.

Some planners will meet clients in person by appointment for an introductory meeting and then communicate with them via phone, video calls, or email from then on. Other planners work exclusively from home and may never see the majority of their clients in person, depending upon their firm's policy.

Some planners may also be able to use꧂ their homes to meet 🤪clients if they have the means to create a separate office and meeting area at their residence.

Getting Started

To get started working from home as a financial planner, you could try to work for a company that allows their financial advisors remote work options. Flexibility is key.

Fina🌄ncial planning companies that are primarily online-based can be a good source of employment for financial planners looking to work from home. These companies have already embraced online technology as a means to interact efficiently and conveniently with their customers, so it makes sense that they extend these benefits to their workforce as well.

Many websites that offer online planning either allow or require their clients to upload most or all of their financial accounts and information into a sophisticated proprietary planning or budgeting program that allows the planner to see the client's entire financial picture at a glance.

This level of technological 澳洲幸运5开奖号码历史查询:transparency greatly reduces the amount of time that planners traditionally had to spend gathering and entering their clients' financial information. Clients who provide all of their information properly through this channel can often receive immediate feedback from the planner on certain topics.

Compensation

Financial planners who work remotely for companies🌸 are usually paid either by the client or receive a salary. And while most planners are still expected to market themselves in their sphere of contacts, substantial leads are typically provided on a regular basis.

According to the 澳洲幸运5开奖号码历史查询:Bureau of Labor Statistics, the median salary for a personal financial advisor was $99,580 in May 2023. The profession is expected to grow 17% between 2023 and 2033, which is much faster than other occupations.

The Bottom Line

During the 2020 crisis, many financial advisory firms shifted their office workforce to working at home. This trend in the industry is likely to expand in the next few years. Additionally, reports show that at-home workers maintained their productivity while working from home, and more than 70% of financial services employers found the work-from-home shift to be successful or very successful. If you're interested in working from home, seek out jobs that provide this type of flexibility. These roles aren't as rare as they used to be.