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Remote Finance Advisor Assistant Jobs in Raleigh, NC

Principal Financial Group

Compliance Advisor

Raleigh, NC · On-site +1

$104K - $150K/yr

In this role, you'll assist compliance leadership in operating a comprehensive compliance program ... Operating at the intersection of financial services and technology, Principal builds financial ...

Wisepath Group

Wealth Advisor

Durham, NC · On-site +1

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...

Wisepath Group

Wealth Advisor

Raleigh, NC · On-site +1

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...

IAG

Be Seen First

Mergers and Acquisitions Advisor/Independent Contractor/Remote

Raleigh, NC · Remote

$75K - $159K/yr

Generally, a strong desire to succeed financially, a willingness to learn, and some direct sales ... As a Business Intermediary/IAG M&A Advisor, you will have complete freedom to direct your full-time ...

Definiti

Regional Sales Director - Western US

Cary, NC · On-site +1

Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... Create new financial advisor relationships that will ultimately sell Definiti retirement solutions ...

Definiti

Regional Sales Director - Eastern US

Cary, NC · On-site +1

Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... Create new financial advisor relationships that will ultimately sell Definiti retirement solutions ...

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All JobsFinance Advisor JobsRemote Finance Advisor Assistant JobsRemote Finance Advisor Assistant Jobs in Raleigh, NC

Remote Finance Advisor Assistant information

See Raleigh, NC salary details

$27.7K

$52.7K

$88.5K

How much do remote finance advisor assistant jobs pay per year?

As of Jul 13, 2026, the average yearly pay for remote finance advisor assistant in Raleigh, NC is $52,730.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $61,200.00 per year, depending on experience, location, and employer.

How much do remote financial advisors make?

Remote financial advisors typically earn between $50,000 and $100,000 annually, with experienced professionals or those managing larger portfolios earning higher salaries. Compensation often includes base pay plus commissions or performance bonuses, and many roles require relevant certifications such as the CFP or CFA.

How does a Remote Finance Advisor Assistant typically collaborate with financial advisors and clients?

As a Remote Finance Advisor Assistant, you will frequently partner with financial advisors to prepare client documents, schedule meetings, and manage client communications. Most interactions occur via digital tools like video conferencing, secure messaging, and shared document platforms. You may also be responsible for gathering client information, processing forms, and ensuring that all compliance requirements are met. Effective communication and attention to detail are essential, as you act as a bridge between clients and advisors, helping to ensure a smooth client experience.

What are the key skills and qualifications needed to thrive as a Remote Finance Advisor Assistant, and why are they important?

To thrive as a Remote Finance Advisor Assistant, you need a solid understanding of financial principles, administrative support skills, and often a relevant degree or coursework in finance or business. Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Strong organizational abilities, attention to detail, and effective virtual communication are standout soft skills for this role. These competencies ensure you can efficiently support advisors and clients, maintain data accuracy, and uphold professionalism in a remote work environment.

Can financial advisors make $500,000 a year?

Financial advisors can potentially earn $500,000 or more annually, especially those with extensive client portfolios, specialized expertise, or working in high-net-worth markets. Achieving this level of income often requires advanced certifications, strong client relationships, and a high volume of assets under management. Income varies widely based on experience, location, and firm size.

Can I work from home as a financial advisor?

Remote finance advisor assistants can often work from home, especially if their employer allows telecommuting and provides necessary tools like secure communication platforms and financial software. The role typically involves client communication, data analysis, and report preparation, which can be performed remotely with proper certifications and compliance with confidentiality standards.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, managing schedules, and gathering financial data. They often use financial planning software and need strong organizational and communication skills to help with client inquiries and administrative tasks. This role typically requires attention to detail and knowledge of financial concepts.

What is a Remote Finance Advisor Assistant?

A Remote Finance Advisor Assistant is a professional who works remotely to support financial advisors in their daily tasks. Their duties often include managing client communications, scheduling meetings, preparing financial documents, conducting research, and assisting with account management. By handling administrative and basic financial tasks, they allow financial advisors to focus more on providing expert advice to clients. This role requires strong organizational, communication, and technical skills to operate effectively in a virtual environment.
What are popular job titles related to Remote Finance Advisor Assistant jobs in Raleigh, NC? For Remote Finance Advisor Assistant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Remote Finance Advisor Assistant jobs in Raleigh, NC look for? The top searched job categories for Remote Finance Advisor Assistant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Remote Finance Advisor Assistant jobs? Cities near Raleigh, NC with the most Remote Finance Advisor Assistant job openings:
Remote Finance Advisor Assistant jobs near you

HFA Financial Advisor Senior -Branch

Huntington

Raleigh, NC • On-site, Remote

Full-time

Re-posted 13 days ago

Job description

Description

Summary:
Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients.  Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.

Duties & Responsibilities:

  • Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
  • Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance.
  • Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
  • Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
  • Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
  • Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
  • Performs other duties as assigned.

Basic Qualifications:

  • High School Diploma
  • Minimum of 1 year of investment sales experience
  • Series 7, 63, 65/66 and Life and Health Licenses

Preferred Qualifications:

  • Bachelor's Degree
  • At least 2-3 years of experience in an investments area
  • Experience coaching, influencing and developing individuals in a team environment
  • Track record of exceeding expectations as well as assigned goals and targets
  • Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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