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Remote Ex Financial Advisor Jobs in Sumter, SC (NOW HIRING)

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M&A Advisor (100% Remote) Warm Leads Provided. CRM Backed. Capitalize on the Silver Tsunami. 100 ... Deep understanding of the emotional and financial needs of business founders preparing for an exit.

Remote Ex Financial Advisor information

See Sumter, SC salary details

$32.1K

$91K

$128.2K

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

As of Sep 4, 2026, the average yearly pay for remote ex financial advisor in Sumter, SC is $90,958.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,800.00 and $116,700.00 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 Sumter, SC?

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

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

The top searched job categories for Remote Ex Financial Advisor jobs in Sumter, SC are:

What cities near Sumter, SC are hiring for Remote Ex Financial Advisor jobs?

Cities near Sumter, SC with the most Remote Ex Financial Advisor job openings:

Infographic showing various Remote Ex Financial Advisor job openings in Sumter, SC as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $90,958 per year, or $43.7 per hour.

Mergers and Acquisitions Advisor/Independent Contractor/Remote

IAG

Columbia, SC • Remote

Contractor

Re-posted 27 days ago

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Job description

M&A Advisor (100% Remote)

Warm Leads Provided. CRM Backed. Capitalize on the Silver Tsunami. 100% Commission + Bonuses.

We are a premier M&A advisory firm seeking a high-performing M&A Advisor for a 100% remote role. This position focuses heavily on securing sell-side mandates within the $1M to $100M deal size range.

We feed your pipeline with targeted, warm leads directly through our CRM. Your core job is to work these leads efficiently, connect with retiring Baby Boomer business owners during this historic "Silver Tsunami" wealth transfer, and sign them to our firm. Once you secure the mandate, you hand it off to our elite internal team of seasoned deal-makers, who handle execution from due diligence through closing.

THE GROWTH UPSIDE: If you already possess a strong background in selling businesses, this role offers an elite path for internal growth. Successful advisors with execution experience will have the future opportunity to run and sell these businesses personally, capturing the full transaction success fees and dramatically expanding your commission earnings. Visit us at iagmerger.com

What You Will Do:

  • Manage CRM Pipeline: Systematically track, nurture, and convert warm leads provided directly by the firm.
  • Target the Silver Tsunami: Connect with retiring Baby Boomer business owners ready to monetize their life's work.
  • Drive Sell-Side Mandates: Pitch and sign new clients looking to sell their businesses within the $1M–$100M range.
  • Seamless Handoff: Transition clients to our execution team, or execute them yourself if you qualify for our growth path.

What We Look For:

  • CRM Discipline: Highly organized professional who knows how to move leads efficiently through a sales pipeline.
  • Elite Closer: Proven track record of turning warm leads into signed advisory agreements or high-ticket B2B contracts.
  • Sell-Side Literacy: Deep understanding of the emotional and financial needs of business founders preparing for an exit.
  • C-Suite Communication: Ability to speak authoritatively and empathetically with mid-market business owners.
  • Execution Background (Preferred): Prior experience closing M&A transactions is a major plus for candidates seeking fast-track career growth.

What We Offer:

  • Inbound Lead Flow: We feed your CRM pipeline with qualified prospective sellers to accelerate your success.
  • Uncapped Earning Potential: 100% commission-based with aggressive payout splits and lucrative performance bonuses.
  • Elite Execution Support: A dedicated team to close your deals, giving you the freedom to focus entirely on revenue generation.
  • Clear Path to Execution: Step into a full dealmaker role to manage transactions yourself and maximize your upside.
  • Total Remote Freedom: Work from anywhere while targeting a massive market of exiting owners.

Company Description

As a highly successful Mergers and Acquisitions company, we represent business sellers, buyers, and investors throughout the U.S. and Canada. We have highly experienced professionals who specialize in successfully structuring "win-win" scenarios that enable all parties to actually close transactions.

We are a success-oriented business intermediary that provides business opportunity consulting, merger & acquisition services, and analysis, as well as having transaction specialists to help businesses -- Main Street & Middle Market -- to find qualified buyers (serious and can be financed) or appropriate businesses to acquire (with good returns on the investment). https://iagmerger.com