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Remote Ex Financial Advisor Jobs in Arizona (NOW HIRING)

Advisor

Phoenix, AZ · Remote

$25K/mo

Advisor - Realm Remote in Phoenix / Scottsdale, AZ $50K-$65K base + commission This role is remote ... A home renovation, addition, ADU, or rebuild is one of the largest, most emotional financial ...

Branch Office Examiner

Scottsdale, AZ · On-site +1

$65K - $75K/yr

Open to Qualified Remote Applicants in the United States Role Type: Full-time Salary: $65,000 - $75 ... This position is responsible for administering Branch Exams to Financial Advisors affiliated with ...

Branch Office Examiner

Scottsdale, AZ · On-site +1

$65K - $75K/yr

REMOTE Compliance Risk Opportunity in Financial Services Branch Office Examiner Location(s): Open ... This position is responsible for administering Branch Exams to Financial Advisors affiliated with ...

Remote Sales

Mesa, AZ · On-site +1

$10K - $20K/wk

... financial goals and family needs. Meet & Advise (2 days/week) Conduct virtual or in-person ... Fully remote, flexible work environment * Growth-focused culture with advancement opportunities If ...

US-Remote with the ability to travel up to 50%. What You'll Do: * Develop, articulate, and deliver ... Connect configuration decisions to operational and financial impacts, shaping solution direction ...

Showing results 21-40

Remote Ex Financial Advisor information

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

What are the most commonly searched types of Ex Financial Advisor jobs in Arizona? The most popular types of Ex Financial Advisor jobs in Arizona are:
What are popular job titles related to Remote Ex Financial Advisor jobs in Arizona? For Remote Ex Financial Advisor jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Remote Ex Financial Advisor jobs in Arizona look for? The top searched job categories for Remote Ex Financial Advisor jobs in Arizona are:
What cities in Arizona are hiring for Remote Ex Financial Advisor jobs? Cities in Arizona with the most Remote Ex Financial Advisor job openings:
Infographic showing various Remote Ex Financial Advisor job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

$25K/mo

Full-time

Medical, Dental, Vision, PTO

Re-posted 23 days ago


Job description

Advisor - Realm

Remote in Phoenix / Scottsdale, AZ
$50K-$65K base + commission
This role is remote, but it is not open nationally. We are only considering candidates currently based in the Phoenix metro area.

A home renovation, addition, ADU, or rebuild is one of the largest, most emotional financial decisions most people will ever make.

Today, that decision often happens in the dark: bids that can't be compared, costs no one will commit to, a future home they can't fully visualize yet, contractors chosen because they replied first, and homeowners signing six-figure contracts on instinct instead of information.

Realm changes that.

We help homeowners move from "we're thinking about it" to a signed construction contract - with the right scope, the right contractor, and a budget they trust. Our Advisors are the connective tissue between homeowners, contractors, and Realm's technology platform.

We're hiring a remote class of Advisors this summer based in Phoenix or Scottsdale, Arizona.

This is not a customer support role. This is a GMV-driven advisory seat - where GMV, or Gross Merchandise Value, is the total contract value of the renovations and rebuilds you help bring to life. The role sits at the intersection of consultative sales, PropTech, real estate, construction, marketplace operations, and high-trust homeowner advisory.

What Makes This Different

No cold calling: Homeowners come to Realm with active projects and real budgets. You're not selling them on the idea - you're helping them make a high-stakes decision well. That takes persistence, follow-through, commercial judgment, emotional intelligence, and the ability to keep momentum across long, complex sales cycles.

Tangible, life-changing projects: Not SaaS bookings. Not subscription ACV. Advisors help homeowners navigate major remodels, renovations, ADUs, new builds, and rebuilds - moving projects toward signed construction contracts with clarity around scope, budget, timeline, contractor fit, tradeoffs, risk, and confidence.

Complex, high-value work: Projects range from $25K upgrades to $1M+ rebuilds, including kitchens, bathrooms, additions, ADUs, full-home renovations, new construction, and post-fire rebuilds. The work often involves underinsured homeowners, scope mismatches, multi-contractor decisions, complex budgets, emotional family decisions, and rebuilds after displacement or loss.

Equity in a high-growth company: Everyone is an owner. When Realm wins, we all win - every employee gets ownership in a category-defining platform for home renovation.

The Work

You'll own an active book of homeowner relationships, end to end - from first conversation to signed construction contract.

Success is measured on:

  • Homeowner experience
  • Process discipline
  • Terminal conversion
  • GMV closed
Your Week

You will:

  • Lead discovery calls with homeowners exploring remodels, additions, ADUs, full renovations, new builds, and rebuilds
  • Scope projects against budget using Realm's AI tooling, structured playbooks, and internal data
  • Clarify goals, priorities, timeline, decision criteria, tradeoffs, and risk
  • Match homeowners with the right contractors based on project type, geography, budget, and fit
  • Orchestrate bid sourcing and keep momentum across homeowners, contractors, and internal teams
  • Lead bid review conversations that help homeowners understand pricing, scope differences, tradeoffs, and risk
  • Drive pipeline stages with weekly accountability on conversion and GMV
  • Maintain clean CRM records, improve through Gong coaching, communicate proactively in Slack, and use AI tools fluently
  • Follow the deal where it goes - homeowners may need you at 7 PM on a Tuesday or 10 AM on a Saturday. You're available.
  • Navigate real complexity, including rebuild families dealing with insurance, displacement, grief, and major construction decisions
What You Bring

Location: Based in Phoenix or Scottsdale, AZ. Required.

Experience: 3-5 years of full-cycle sales experience required. You have personally owned pipeline, revenue, quota, signed agreements, or closed business. Experience in real estate, mortgage, home services, PropTech, ConstructionTech, FinTech, marketplace operations, or other high-trust customer-facing industries is a plus.

Commercial instincts: You've hit goals, managed a pipeline, created urgency without being pushy, asked direct questions without losing trust, and moved customers from uncertainty to action. You are comfortable being measured by outcomes - conversion, signed contracts, and revenue - not just customer satisfaction or activity.

High EQ: You can support a stressed homeowner while still guiding the conversation forward.

Organization: You manage a full book of relationships without dropping threads. Every active relationship has a current status, clear next step, follow-up date, documented risk, and reason to keep moving.

Process discipline: You know scale comes from consistency: structured data capture, CRM hygiene, playbook compliance, clear notes, timely follow-up, and clean handoffs.

Tech & AI fluency: You're not just comfortable with CRMs, Gong, and AI workflows - you're early to adopt them. You build personal collateral with AI tools, use technology to improve communication, organization, follow-up, and decision-making.

Remote maturity: You're self-directed, proactive, and accountable. You don't need an office, constant oversight, or daily hand-holding to stay focused and productive.

Follow the deal: Homeowners make these decisions on their schedule, not yours. Weeknight calls and Saturday morning bid reviews are part of how the job works.

Travel: You're comfortable traveling as needed, including roughly once per quarter to Realm headquarters, plus occasional trade shows, events, or team gatherings.

Builder mindset: This is a startup environment. We're building something ambitious, moving fast, and pushing hard. You're energized by that and willing to lift where needed to help build the company.

Coachability: You're hungry to improve. Feedback lands, gets applied, and shows up on the next call.

Construction experience: Helpful, but not required. What matters most is whether you can sell consultatively, lead with clarity, stay organized, and build trust with homeowners making high-stakes decisions.

What You Get
  • Compensation: $50K-$65K base + commission
  • Equity: Everyone is an owner. When Realm wins, we all win.
  • Health benefits: Medical, dental, and vision coverage, plus One Medical and Talkspace
  • Parental leave: Gender-neutral parental leave. Family comes first.
  • Time off: Generous PTO. We advocate for unplugging and encourage real vacations.
  • Hardware: Company-provided laptop, mouse, keyboard, and headset
  • Remote work: Work from home in the Phoenix / Scottsdale metro. Built for serious remote operators.
  • In-person meetups: Quarterly trainings, team events, working sessions, and happy hours at Realm HQ in Marina del Rey, CA
  • Coaching: Personalized and Gong-based call coaching, manager support, structured feedback, and playbooks built to help you improve every month
  • Learning & growth: We learn from our community, educate others, and celebrate wins together
  • Modern tooling: Proprietary CRM Gong Co-Pilot LevelSet AI scoping tools Realm's platform
  • Startup velocity: Close to the customer. Close to the product. Close to the decisions that shape how Realm scales.
Why Now

Realm is an early-stage, venture-backed company at a genuine inflection point. We've already proven strong product-market fit through high-intent homeowner demand, organic referrals, repeat contractor engagement, and rapid growth across a massive, underserved category.

Home renovation and rebuilding is a $500B+ market still operating with fragmented tools, low trust, and outdated workflows - exactly the kind of industry where category-defining companies get built.

The Advisors we hire now will help shape the playbook, operating model, customer experience, future Advisor motion, and path toward becoming the market leader in home renovation.

Who This Is For

You'll thrive here if you want more than a standard sales or customer success role - if you're commercially sharp, emotionally intelligent, technically fluent, and motivated by work that actually matters to the people you serve.

You're genuinely interested in the creative side of the work. Renovations and rebuilds are design decisions as much as financial ones: what a home could look like, how a family wants to live, what's worth investing in, what tradeoffs make sense, and what future they're trying to build.

You're an early adopter of AI tools and have already integrated them into how you work. You're comfortable with ambiguity. You move fast without skipping the process steps that matter. You follow up relentlessly without becoming overbearing. And when a homeowner needs you at an inconvenient hour, you show up - because that's where the deals get closed.

If that's you, we'd love to meet you.


Realm is an equal opportunity employer. We're committed to building a team that reflects the diversity of the homeowners we serve.

A quick note on the application: We don't require a cover letter. Instead, we ask a few short questions to understand how you think, work, use tools, and guide customers through complex decisions. Please keep answers concise - we value specificity over length.