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Remote Advice Giving Jobs in Rutherford, NJ (NOW HIRING)

Professions Inc

Senior Wealth Advisor

Manhattan, NY · Remote

This partnership is a fit for advisors who thrive in a remote-first, collaborative environment and ... Deliver high-impact financial planning and investment advice across: * Investment strategy and ...

Aprio

Wealth Advisor

New York, NY · On-site +1

$150K - $250K/yr

At Aprio, we provide contextual advice at the intersection of Tax Planning, Financial Planning, and ... charitable giving, and cash flow planning. * Partner with internal tax advisors to provide ...

SmartAsset

Client Experience Specialist

New York, NY · Remote

$60K/yr

SmartAsset is an online destination for consumer-focused financial information and advice, whose ... All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work ...

All JobsAdvice Giving JobsRemote Advice Giving JobsRemote Advice Giving Jobs in Rutherford, NJ

Remote Advice Giving information

See Rutherford, NJ salary details

$16.8K

$80.3K

$115.2K

How much do remote advice giving jobs pay per year?

As of Jun 8, 2026, the average yearly pay for remote advice giving in Rutherford, NJ is $80,301.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $91,200.00 per year, depending on experience, location, and employer.

What is the difference between Remote Advice Giving vs Remote Customer Support?

AspectRemote Advice GivingRemote Customer Support
CredentialsExpertise in specific field, certifications often preferredCustomer service skills, basic technical knowledge
Work EnvironmentConsultative, one-on-one advice sessionsHandling customer inquiries, troubleshooting
Industry UsageConsulting, coaching, professional servicesRetail, tech, telecom, service industries
Search & Comparison IntentSeeking expert advice or consultationSeeking help with product or service issues

Remote Advice Giving involves providing expert guidance and personalized recommendations, often requiring specialized credentials. Remote Customer Support focuses on assisting customers with product or service issues, emphasizing troubleshooting and customer service skills. While both roles are remote and client-facing, they serve different purposes and require different skill sets.

What are some common challenges faced in remote advice giving roles, and how can I effectively overcome them?

One of the main challenges in remote advice giving is establishing clear communication and building trust with clients without face-to-face interaction. It can also be difficult to interpret non-verbal cues or ensure clients fully understand your guidance. To overcome these challenges, it's important to use clear, concise language, actively listen, and ask clarifying questions. Additionally, leveraging video calls when possible, maintaining prompt responses, and utilizing collaborative tools can help foster strong client relationships and effective communication.

What is remote advice giving?

Remote advice giving is the process of providing guidance, recommendations, or expert opinions to clients or individuals through digital communication channels such as email, video calls, chat, or phone. This job allows professionals to offer their expertise from anywhere, making it convenient for both the advisor and the recipient. Remote advice can cover a wide range of fields, including legal, financial, medical, technical, or personal coaching. It is especially popular due to its flexibility, accessibility, and the ability to connect with clients globally.

What are the key skills and qualifications needed to thrive as a Remote Advice Giver, and why are they important?

To thrive as a Remote Advice Giver, you need strong subject-matter expertise, clear communication skills, and, in many cases, relevant professional qualifications or certifications. Familiarity with digital communication tools such as video conferencing platforms, messaging apps, and customer relationship management (CRM) systems is often required. Active listening, empathy, and problem-solving abilities are essential soft skills to connect with clients and provide tailored guidance. These skills and tools enable efficient, effective, and trustworthy support in a remote setting, ensuring client satisfaction and professional credibility.
What are popular job titles related to Remote Advice Giving jobs in Rutherford, NJ? For Remote Advice Giving jobs in Rutherford, NJ, the most frequently searched job titles are:
What job categories do people searching Remote Advice Giving jobs in Rutherford, NJ look for? The top searched job categories for Remote Advice Giving jobs in Rutherford, NJ are:
What cities near Rutherford, NJ are hiring for Remote Advice Giving jobs? Cities near Rutherford, NJ with the most Remote Advice Giving job openings:
Remote Advice Giving jobs near you
Infographic showing various Remote Advice Giving job openings in Rutherford, NJ as of May 2026, with employment types broken down into 2% Internship, 82% Full Time, 10% Part Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $80,301 per year, or $38.6 per hour.
Senior Wealth Advisor

Senior Wealth Advisor

Professions Inc

Manhattan, NY • Remote

Full-time

Posted 11 days ago

Job description

Partner with my client, a Modern, Tech-Forward RIA
They partner with experienced, independent Financial Advisors who want to own and grow their practice without the operational drag or outdated technology that comes with doing it alone. This partnership is a fit for advisors who thrive in a remote-first, collaborative environment and want a modern fintech platform that saves 12-19 hours of manual work so they can focus on clients and growth.
To partner with my client, advisors must have at least $25M in portable, fee-based AUM that they actively manage today.
The Partnership Model
You continue to run your practice and own your client relationships. My client provides the platform, infrastructure, and support to help you scale.
At this Fintech RIA, you will:

  • Own and manage client relationships while accelerating organic growth.
  • Deliver high-impact financial planning and investment advice across:
    • Investment strategy and portfolio construction
    • Tax-aware planning
    • Retirement income and distribution strategies
    • Estate and legacy considerations
    • Equity compensation
    • Charitable and philanthropic planning
    • Risk management and insurance analysis
  • Identify planning gaps and risks, translate complex concepts into clear recommendations, and deliver actionable financial plans.
  • Build, implement, and continuously monitor long-term investment strategies.
  • Coordinate with third-party specialists across tax, trust & estate, and insurance to ensure clients receive the right expertise at the right time.
  • Provide feedback into their product and technology roadmap to improve advisor and client workflows.
  • Support inorganic growth by participating in advisor-to-advisor conversations and integration discussions as appropriate.

What's Required to Run Your Practice with them...

  • A portable, fee-based book of business with $25M+ AUM that you actively advise today.
  • Appropriate registration to serve as an Investment Adviser Representative (Series 65, Series 7 & 66, or equivalent).
  • Strong interest in ownership, accountability, and building long-term enterprise value.
  • Comfort operating in a technology-forward, fintech-enabled advisory model.
  • Ability to manage multiple priorities in a fast-moving environment.
  • Desire to grow without sacrificing autonomy.

What Makes a Strong Fit (Not Required, but Helpful)

  • Experience at a technology-enabled advisory platform or fintech.
  • Background advising high-net-worth households ($1M+ investable assets).
  • Deep expertise in one or more planning domains (tax, equity comp, estate, retirement).
  • Familiarity with modern financial planning software and planning-led workflows.
  • Strong executive presence, critical thinking, and clear, proactive communication style.

Bottom line
You bring the clients, advice, and vision.
My client provides the technology, operations, compliance, marketing, and support to help you scale - without giving up ownership or independence.