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Remote Ex Financial Advisor Jobs in Riverside, CT

Talnt

Senior Corporate Attorney

New York, NY · On-site +1

$225K - $325K/yr

Senior Corporate Attorney New York, NY | Hybrid (4 Days On-Site, 1 Day Remote) | Full-Time About ... Negotiate directly with opposing counsel, financial advisors, and business executives to facilitate ...

Fundraise Up

Lead FP&A and Deal Desk Associate

New York, NY · Remote

$138K - $150K/yr

Advise Sales on the financial structure of complex or high-impact deals * Document the forecasting ... Generous home office stipend to support your remote workspace. * Annual professional development ...

Zocks

Senior Accountant

New York, NY · On-site +1

$120K - $130K/yr

We're a venture-backed team, building something that changes how financial advisors serve their ... Preference for NYC but remote candidates will be considered. We are currently only able to hire ...

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All JobsEx Financial Advisor JobsRemote Ex Financial Advisor JobsRemote Ex Financial Advisor Jobs in Riverside, CT

Remote Ex Financial Advisor information

See Riverside, CT salary details

$38.1K

$108.2K

$152.6K

How much do remote ex financial advisor jobs pay per year?

As of Sep 9, 2026, the average yearly pay for remote ex financial advisor in Riverside, CT is $108,231.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $138,800.00 per year, depending on experience, location, and employer.

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.

Can a remote ex financial advisor work remotely?

A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.

What are popular job titles related to Remote Ex Financial Advisor jobs in Riverside, CT?

For Remote Ex Financial Advisor jobs in Riverside, CT, the most frequently searched job titles are:

What job categories do people searching Remote Ex Financial Advisor jobs in Riverside, CT look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Riverside, CT are:

What cities near Riverside, CT are hiring for Remote Ex Financial Advisor jobs?

Cities near Riverside, CT with the most Remote Ex Financial Advisor job openings:

Remote Ex Financial Advisor jobs near you
Infographic showing various Remote Ex Financial Advisor job openings in Riverside, CT 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, with an average salary of $108,231 per year, or $52 per hour.

SME & Enterprise Account Executive

New York, NY • Remote

Thomas Talent Network
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Thomas Talent Networkexternal

$100K - $125K/yr

Full-time

Medical, PTO

Re-posted 26 days ago

Job description

Location: United States — Fully Remote
Employment Type: Full-Time
Experience: 2+ Years
Salary: $100,000 - $125,000 + uncapped commission + competitive equity
Visa Sponsorship: None available

About the Company: Our client is a decision-intelligence software company for wealth management. The platform unifies risk, compliance, and investment strategy in one place so financial advisors can run smarter practices without the manual work. The company has real product-market fit, roughly $3M in ARR, and a clear path to $10M, in a $100B+ addressable market of independent RIAs and wealth management firms across the U.S.

The team runs on EOS and sells directly to compliance officers, principals, and operations leaders at RIAs and broker-dealers. The sales org has direct access to the Head of Sales and CEO. It's a small, low-bureaucracy team where high performers shape the playbook they build.

About the Role: As an SME & Enterprise Account Executive, you'll own the company's largest and most complex deals with RIA and wealth-management firms with 50+ advisors, spanning mid-market through enterprise. This is executive relationship selling: multi-stakeholder buying committees, multi-year phased deals, and the deal architecture that wins over the biggest firms in an underserved $100B+ market. The Founder and a subject-matter expert support the largest opportunities.

You'll build trusted relationships with principals, CCOs, COOs, and operations leaders, self-source pipeline through industry relationships and referrals, and keep a forecast-accurate pipeline in HubSpot. You'll partner with the Solutions Consultant on demos and technical proof points, hand off cleanly to Customer Success at close, and report to the Head of Sales alongside one other Account Executive on the SMB segment.

What You'll Own

  • Full-cycle ownership of SME and enterprise opportunities, from qualified opportunity through signed contract, for firms with 50+ advisors
  • Executive relationships with principals, CCOs, COOs, and operations leaders across complex buying committees
  • Multi-year, phased, and enterprise-wide deal structures with strategic, justified pricing
  • A forecast-accurate pipeline in HubSpot with a reliable commit-to-close conversion
  • A clean handoff to Customer Success on every closed deal

Must-Have Requirements

  • 2+ years in wealth management, financial services, or fintech sales — fluent in RIA, custodian, compliance, and fiduciary language
  • 1+ year closing complex, multi-stakeholder deals with large-firm wealth management or fintech buyers
  • Documented quota attainment of 90%+ for at least one full year
  • Self-sourcing ability — generating pipeline through industry relationships, referrals, and events, not just inbound
  • Prior experience at a small or growth-stage company (under 100 employees), comfortable without a polished playbook
  • U.S. timezone availability

Nice-to-Have

  • Existing relationships with CCOs, CIOs, or advisory leadership at enterprise firms
  • Experience with HubSpot and modern sales tools (Outreach, Gong, LinkedIn Sales Navigator)
  • MEDDPICC, Challenger, or similar enterprise sales methodology training
  • Track record of generating client referrals in the wealth management community

Benefits & Perks

  • Uncapped commission — larger ACVs mean larger commission checks
  • Unlimited PTO
  • Health benefits for employees
  • Fully remote, U.S.-based team
  • Competitive equity