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Remote Finance Advisor Assistant Jobs in Raleigh, NC

Zirtual

Remote Virtual Executive Assistant

Durham, NC · On-site +1

$1.5K - $3.8K/mo

... remote assistants for both personal and professional needs. Our Executive Assistants are committed ... No Financial Requests: Zirtual will never ask for payment or demand personal financial details ...

HMG Careers

Remote Sales and Service Advisor

Stem, NC · Remote

$69K/yr

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

HMG Careers

Remote Sales and Service Advisor

Apex, NC · Remote

$69K/yr

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

HMG Careers

Remote Sales and Service Advisor

Garner, NC · Remote

$69K/yr

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

HMG Careers

Remote Sales and Service Advisor

Clayton, NC · Remote

$69K/yr

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

HMG Careers

Remote Sales and Service Advisor

Kenly, NC · Remote

$69K/yr

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

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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 Sep 14, 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.

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.

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.

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
Infographic showing various Remote Finance Advisor Assistant job openings in Raleigh, NC as of August 2026, with employment types broken down into 38% Full Time, 21% Part Time, and 41% Contract. Highlights an 100% Remote job distribution, with an average salary of $52,730 per year, or $25.4 per hour.

Regional Director(Raleigh-Durham, North Carolina Territory)

Raleigh, NC • On-site, Remote

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees
Learn more about Fidelity Investmentsexternal

Full-time

Posted 11 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 274 frontline employees who took The Breakroom Quiz

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We have an exciting sales opportunity based in Raleigh, NC working with Independent B/D and Wirehouse advisors to drive and support the distribution of Fidelity investment products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, who is passionate about the industry and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that has a depth and breadth of both products and resources, along with growth and development opportunities for their employees. Your responsibilities include:
  • Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
  • Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.
  • The territory is based out of Raleigh, NC and includes advisors across the Eastern Carolinas.
  • You are required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.

The Expertise and Skills You Bring
  • Bachelor's Degree required
  • Series 7 and 63 required
  • CIMA or CFA desired
  • Passion for the financial services industry
  • 5 years of field sales experience, working within financial services highly preferred
  • Outstanding communication, negotiation, decision making and multi-tasking abilities
  • Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
  • Ability to represent multiple product offerings including Mutual Funds, ETFs, Custom model portfolios, ETFs, SMAs, Direct Indexing, and Alternative Investments
  • Excellent interpersonal skills that translate into a positive client experience
  • Passion for sales and the ability to uncover and qualify new opportunities
  • Commitment to constant self-improvement and exhibit a competitive drive
  • Ability to thrive in our fast-paced environment and enjoy being part of a strong team
  • High aptitude to learn new things quickly and adapt to new situations
  • Effective consultative sales and presentation skills

The Team
As a Regional Director your primary responsibility will be supporting and driving sales through Registered Investment Advisors. You'll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.
Must live within the territory.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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