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Remote Finance Advisor Assistant Jobs in Raleigh, NC

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

FP&A Manager - AI Trainer

Cary, NC · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Showing results 21-40

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 Aug 1, 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:
Infographic showing various Remote Finance Advisor Assistant job openings in Raleigh, NC as of July 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 14% In-person, and 86% Remote job distribution, with an average salary of $52,730 per year, or $25.4 per hour.

Business Risk & Controls Advisor-Tech/Cyber (Remote)

First Citizens Bank

Raleigh, NC • On-site, Remote

$140K - $155K/yr

Full-time

Posted 10 days ago


First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

109th of 170 rated banks


Job description

Overview

This is a remote role that may be hired in several markets across the United States.

This position is responsible for advising the Technology or Cyber Business Unit (BU) risk activities in adherence with the Company's Risk Appetite and Corporate Strategy. Supports the management of Technology or Cyber business risks and controls across all risk types along with the execution of risk policies, standards, procedures, and/or program requirements. Provides advisory services to manage risks. Assists communication between Technology or Cyber, the 2nd & 3rd line, and regulators. Helps with influencing the achievement of shared departmental goals.


Responsibilities
  • Business Risk & Controls Knowledge and Expertise - Develops and maintains a deep understanding of the complexities inherent in the organization's business environment, including industry markets, products, services, client-base and competitive landscape. Ability to analyze and interpret business trends and drivers to identify underlying patterns, interdependencies and emerging opportunities and risks and operationalize 2nd line requirements for business area. Collaborate with cross-functional teams to assess the impact of external factors including regulatory changes, market disruptions or business operations and strategy.
  • Business Risk Management Support - Supports the execution and implementation of policies, standards, and procedures with BU associates in alignment with the Company's risk management framework. Aids the business in identifying risks & control gaps. Leads the tracking and resolution of issues across the organization, ensuring timely escalation and remediation. Collaborates with BU and stakeholders to develop and execute action plans and mitigation strategies to address root causes & prevent recurrence. Monitors the status and effectiveness of issue remediation efforts, providing regular updates and reports to senior management. Coordinates with other functions (i.e. Compliance, 2LOD) to ensure alignment with broader risk management and governance objectives. Supports prioritization and capacity assessment, ensuring resource alignment with strategic objectives and risk management initiatives.
  • Regulatory and Internal Audit Engagement - Supports regulatory and Internal Audit inquiries, examinations, and audits in collaboration with internal stakeholders. Assists in the business development of regulatory submissions, response and reporting requirements, driving accuracy, completeness, and timely submission.
  • Risk Governance & Reporting - Defines BU risk reports that provide a comprehensive view of risks impacting the BU and/or extrapolates information from existing data and dashboards. Monitors BU risk and control performance. Effectively manages and summarizes top and emerging risks and actions to address impacts. Partners with Reporting program to ensure timely escalation of key indicator limits and breaches as required by the Risk Appetite Framework (RAF). Advises BRC and/or BU senior leadership and their direct reports in relevant risk governance meetings utilizing understanding of the BU operations, risks, controls and related laws and regulatory guidance. Provides feedback and collaborates on relevant governance documents to support BU activities and manage risk. Drives the implementation of program policies, standards, and procedures. Ensures timely communication around current and emerging issues and regulatory requirements.

Qualifications
  • Bachelor's Degree and 4 years of experience in Financial Services, First Line Risk Management, Enterprise Risk or Operations Risk OR High School Diploma or GED and 8 years of experience in Financial Services, First Line Risk Management, Enterprise Risk or Operations Risk

Preferred Qualifications

  • Proficient use of MS office
  • CISA; CISM; AAIA certification

This job posting is expected to remain active for 5 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.

The base pay for this position is generally between $140,000 and $155,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:
  • Bachelor's Degree and 4 years of experience in Financial Services, First Line Risk Management, Enterprise Risk or Operations Risk OR High School Diploma or GED and 8 years of experience in Financial Services, First Line Risk Management, Enterprise Risk or Operations Risk

Preferred Qualifications

  • Proficient use of MS office
  • CISA; CISM; AAIA certification

This job posting is expected to remain active for 5 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.

The base pay for this position is generally between $140,000 and $155,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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