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Remote Banker Jobs in Miami, FL (NOW HIRING)

Financial Advisor - Remote

Miami, FL · Remote

$60K - $75K/yr

Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending * Create sales and marketing strategies designed to generate revenue growth and ...

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Remote Banker information

See Miami, FL salary details

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How much do remote banker jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for remote banker in Miami, FL is $18.99, according to ZipRecruiter salary data. Most workers in this role earn between $16.54 and $20.67 per hour, depending on experience, location, and employer.

What is a remote banker?

A Remote Banker is a banking professional who provides financial services, advice, and support to clients through digital channels, such as phone, video calls, email, or secure online platforms. Unlike traditional bank tellers or in-branch advisors, remote bankers assist customers with transactions, account management, loan applications, and other banking needs without requiring in-person visits. This role is becoming more popular as banks expand their online services to offer greater convenience and accessibility to clients.

How do remote bankers typically build strong client relationships despite working virtually?

Remote Bankers rely heavily on digital communication tools, such as secure video conferencing, instant messaging, and email, to maintain regular and personalized contact with clients. Building trust remotely involves being highly responsive, proactive in addressing clients’ needs, and leveraging technology to provide seamless banking solutions. Many employers provide training on virtual customer engagement and encourage team collaboration to ensure Remote Bankers have the support needed to deliver excellent service. Successfully managing these relationships can lead to career growth opportunities in client portfolio management, team leadership, or specialized financial advisory roles.

What are the key skills and qualifications needed to thrive as a remote banker, and why are they important?

To thrive as a Remote Banker, you need a solid understanding of banking products, financial regulations, and customer service best practices, often supported by a degree in finance or business. Familiarity with digital banking platforms, CRM systems, and secure communication tools is typically required. Excellent communication, problem-solving abilities, and strong attention to detail help build trust and resolve customer needs efficiently in a virtual setting. These skills are crucial for delivering seamless financial services, ensuring compliance, and maintaining customer satisfaction remotely.

What is the difference between Remote Banker vs Customer Service Representative?

AspectRemote BankerCustomer Service Representative
CredentialsBanking experience, sometimes certifications like FINRA or banking licensesHigh school diploma or equivalent, customer service skills
Work EnvironmentHome-based or remote banking platforms, virtual meetingsCall centers, remote customer support via phone or chat
Industry UsageFinancial institutions, banks, credit unionsVarious industries including retail, telecom, banking
Job FocusManaging banking products, financial advice, account managementHandling customer inquiries, resolving issues, providing information

Remote Bankers and Customer Service Representatives both work remotely but focus on different aspects of customer interaction. Remote Bankers specialize in banking products and financial services, often requiring specific banking credentials. Customer Service Representatives handle general customer inquiries across various industries. Understanding these differences helps job seekers find roles aligned with their skills and career goals.

Can I work remotely for a bank?

Remote bankers can perform many of their duties, such as customer service, account management, and financial advising, from a remote location using secure online banking platforms. However, some roles may require in-person presence for tasks like opening accounts or handling cash, and specific certifications or licenses might be necessary depending on the job and employer policies.

What are the most commonly searched types of Banker jobs in Miami, FL?

The most popular types of Banker jobs in Miami, FL are:

What are popular job titles related to Remote Banker jobs in Miami, FL?

For Remote Banker jobs in Miami, FL, the most frequently searched job titles are:

What job categories do people searching Remote Banker jobs in Miami, FL look for?

The top searched job categories for Remote Banker jobs in Miami, FL are:

What cities near Miami, FL are hiring for Remote Banker jobs?

Cities near Miami, FL with the most Remote Banker job openings:

Infographic showing various Remote Banker job openings in Miami, FL as of August 2026, with employment types broken down into 91% Full Time, 8% Part Time, and 1% Temporary. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,505 per year, or $19 per hour.

Financial Advisor - Remote

W3Global Inc.

Miami, FL • Remote

$60K - $75K/yr

Full-time

Re-posted 18 days ago


Job description

Job Requirements:

  • Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending

  • Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors

  • Profile, qualify, and convert prospects into SSLLC clients.

  • Identify and execute on new business opportunities with existing clients

  • Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects

  • Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood

Relationship Management:

  • Serve as the client's advocate and primary contact for strategic advice on financial matters

  • Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients

  • Manage client expectations regarding what can and cannot be executed on their behalf

  • Ensure financial strategies are kept current and appropriately aligned with client objectives

  • Understand and communicate the risk involved with financial and investment strategies

  • Ensure all client inquiries and problems are handled effectively and resolved

  • Help team members to acquire experience and establish credibility with clients

Compliance Oversight and Controls:

  • Comply with all regulatory policies and control procedures regarding client transactions and suitability

  • Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate

  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding SSLLC, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills and Knowledge:

  • Client facing experience, preferably in the financial services industry. Strong knowledge of investments and credit products

  • Strong knowledge of financial industry and current market conditions

  • Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills

  • Ability to establish relationships and partner effectively with various groups including sales, service, operations and compliance

  • Ability to understand, utilize and learn computer and web based applications

Qualifications and Education:

  • 10+ years of experience

  • Licensing: Series 7 & 66 (or 63 & 65)

  • Current book of AUMs (Min $30MM)

  • Extensive and proven experience in Private Banking having covered the UHNW market Extensive experience in working with and/or leading client teams and transactions Demonstrated track record in relationship selling

Compensation: Competitive and Based on AUMs (Book of Business),


W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006