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Remote Advice Giving Jobs (NOW HIRING)

Aprio

Wealth Advisor

Atlanta, GA · 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 ...

Aprio

Wealth Advisor

Chicago, IL · 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 ...

Aprio

Wealth Advisor

Overland Park, KS · 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 ...

Aprio

Wealth Advisor

Dallas, TX · 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 ...

Aprio

Wealth Advisor

Houston, TX · 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 ...

Aprio

Wealth Advisor

Rockville, MD · 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 ...

Aprio

Wealth Advisor

Minneapolis, MN · 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 ...

Aprio

Wealth Advisor

Charlotte, NC · 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 ...

Aprio

Wealth Advisor

Denver, CO · 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 ...

Aprio

Wealth Advisor

Fort Lauderdale, FL · 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 ...

Aprio

Wealth Advisor

Nashville, TN · 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 ...

Aprio

Wealth Advisor

Austin, TX · 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 ...

Christianson PLLP

Senior Audit Accountant

Willmar, MN · Remote

$75K - $83K/yr

Our people deliver the best in class advice and build long-lasting relationships. Examples of the ... This position is open to remote candidates across the U.S.; however, preference will be given to ...

Christianson PLLP

Audit Staff Accountant

Willmar, MN · Remote

$65K - $72K/yr

Our people deliver the best in class advice and build long-lasting relationships. Examples of the ... This position is open to remote candidates across the U.S.; however, preference will be given to ...

Christianson PLLP

Audit Staff Accountant

Willmar, MN · On-site +1

$65K - $72K/yr

Our people deliver the best in class advice and build long-lasting relationships. Examples of the ... This position is open to remote candidates across the U.S.; however, preference will be given to ...

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Remote Advice Giving information

See salary details

$16.5K

$78.8K

$113K

How much do remote advice giving jobs pay per year?

As of Jun 7, 2026, the average yearly pay for remote advice giving in the United States is $78,771.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,500.00 and $89,500.00 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.
More about Remote Advice Giving jobs
What cities are hiring for Remote Advice Giving jobs? Cities with the most Remote Advice Giving job openings:
What are the most commonly searched types of Advice Giving jobs? The most popular types of Advice Giving jobs are:
What states have the most Remote Advice Giving jobs? States with the most job openings for Remote Advice Giving jobs include:
What job categories do people searching Remote Advice Giving jobs look for? The top searched job categories for Remote Advice Giving jobs are:
Remote Advice Giving jobs near you
Infographic showing various Remote Advice Giving job openings in the United States as of May 2026, with employment types broken down into 2% Internship, 84% Full Time, 7% Part Time, and 7% Contract. Highlights an 100% Remote job distribution, with an average salary of $78,771 per year, or $37.9 per hour.
Wealth Advisor

Wealth Advisor

Aprio

Atlanta, GA • On-site, Remote

$150K - $250K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 2 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Wealth Management team and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team. 
 
As a Wealth Advisor at Aprio, you are responsible for advising families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the tam providing our clients that advice. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals. The Wealth Advisorshould have substantial knowledge in financial planning concepts, investments, estate and retirement planning, and insurance. Our client experience revolves around a personal financial plan and includes advice on all our clients' financial needs. 
Responsibilities:
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. 
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management. 
  • Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.  
  • Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.  
  • Drive business results and acquire new assets, both from the existing client base and new client acquisition. 
  • Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning.  
  • Partner with internal tax advisors to provide interdisciplinary expertise to clients.  
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills. 
Qualifications:
  • Bachelor's degree. 
  • CFP designation, or working towards it. 
  • 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm. 
  • The series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date. 
  • Ability to integrate financial strategies and investments for clients. 
  • Able to gain and maintain the respect of high-net-worth clients. 
  • Excellent knowledge of financial markets, products, and services. 
  • Ability to juggle multiple projects successfully. 
  • Exceptional attention to detail and skilled problem solver. 
  • Strong listening, communication, organizational, and interpersonal skills. 
  • Proactive, takes initiative, and uses critical thinking to solve problems. 
  • Proven capability to work in a team environment. 
  • Advanced knowledge in Excel with experience in Microsoft Office products.  
  • Knowledge of financial planning software.  
  • Entrepreneurial spirit. 
$150,000 - $250,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on April 1, 2026 and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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