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Remote Finance Advisor Jobs in Utah (NOW HIRING)

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

$165K - $185K/yr

... Advisor (RIA) with more than four decades of experience serving individuals, families, business ... The firm provides comprehensive, holistic financial planning and investment advisory services ...

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

... Advisor (RIA) with more than four decades of experience serving individuals, families, business ... The firm provides comprehensive, holistic financial planning and investment advisory services ...

401GO

Regional Relationship Manager

Sandy, UT · On-site +1

Hybrid / Remote / Flexible Reports to: Director of Sales Travel: Up to 30% which also includes ... Build and maintain relationships with advisory firms and individual advisors in the assigned ...

RISE Services, Inc.

Web Developer/ Marketing

Orem, UT · On-site +1

... Advisors on behalf of a confidential client Location: Wasatch Front, UT (Remote) Schedule ... Real estate or finance experience is a plus but not required. What You'll Do * Build, maintain, and ...

401GO

Plan Consultant - HCM

Sandy, UT · Remote

Experience working with Financial Advisors, Payroll providers, and small to mid-size business ... United States (Remote) Travel: Requires domestic travel up to 25% of the time Why 401GO? At 401GO ...

Brex

Bill Pay Counsel

Salt Lake City, UT · On-site +1

$189K - $230K/yr

As a perk, we also have up to four weeks per year of fully remote work! Responsibilities * Serve as ... advising on money transmission, payments, and money movement matters for regulated financial ...

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All JobsFinance Advisor JobsRemote Finance Advisor JobsRemote Finance Advisor Jobs in Utah

Remote Finance Advisor information

See Utah salary details

$15.3K

$57.9K

$129.5K

How much do remote finance advisor jobs pay per year?

As of Aug 26, 2026, the average yearly pay for remote finance advisor in Utah is $57,891.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,187.00 and $73,982.00 per year, depending on experience, location, and employer.

What is a remote finance advisor?

A Remote Finance Advisor is a financial professional who provides guidance on investments, budgeting, retirement planning, and other financial matters to clients through virtual channels such as phone, video calls, or online platforms. Unlike traditional advisors who meet clients in person, remote advisors leverage technology to offer flexible and accessible financial advice regardless of their clients’ locations. They help individuals and businesses make informed decisions about managing money, achieving financial goals, and navigating complex financial products. This role typically requires strong communication skills, financial expertise, and familiarity with digital tools.

How does a remote finance advisor typically collaborate with clients and team members while working offsite?

Remote Finance Advisors primarily use digital communication tools such as video conferencing, secure messaging platforms, and cloud-based financial software to interact with clients and colleagues. Effective collaboration requires strong organizational skills and proactive communication to ensure client needs are met and compliance standards are maintained. Regular virtual meetings, document sharing, and collaborative planning sessions help maintain team cohesion and deliver high-quality financial advice. Building trust and rapport remotely can be challenging at first, but adaptability and responsiveness are key to success in this role.

What are the key skills and qualifications needed to thrive as a remote finance advisor, and why are they important?

To excel as a Remote Finance Advisor, you need a solid background in finance, accounting, or economics—often supported by a relevant degree and certifications like CFA or CFP. Proficiency with financial planning software, virtual meeting platforms, and secure data management tools is crucial for delivering services remotely. Exceptional communication, self-motivation, and the ability to build trust virtually are standout soft skills for this role. These skills ensure accurate financial guidance, strong client relationships, and effective service delivery in a remote environment.

What is the difference between Remote Finance Advisor vs Remote Financial Analyst?

AspectRemote Finance AdvisorRemote Financial Analyst
CredentialsCertifications like CFA, CFP often preferredCertifications like CFA, CPA common
Work EnvironmentClient-facing, advisory roles, often independentData analysis, reporting, internal teams or clients
Employer & IndustryFinancial advisory firms, banks, wealth managementInvestment firms, banks, corporate finance departments
Search & Comparison IntentSeeking advisory services or consulting rolesAnalyzing financial data, investment research

Remote Finance Advisors focus on providing personalized financial advice and strategies to clients, often requiring certifications like CFA or CFP. Remote Financial Analysts analyze financial data to support investment decisions or business strategies. While both roles involve finance expertise, Advisors are client-facing consultants, whereas Analysts primarily work with data analysis within organizations.

What are the most commonly searched types of Finance Advisor jobs in Utah?

The most popular types of Finance Advisor jobs in Utah are:

Remote Finance Advisor jobs near you

Senior Wealth Advisor-Remote

Park City, UT • On-site, Remote

RK Partners
See more jobs at RK Partnersexternal

$165K - $185K/yr

Full-time

Posted 5 days ago

Job description

Senior Wealth Manager

Presented by Rekroot on behalf of our client

About the Firm

Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of experience serving individuals, families, business owners, and institutional clients. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.

The organization manages approximately $8 billion in assets and is committed to delivering proactive, high‑touch guidance across all areas of clients’ financial lives.

Position Overview

Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will drive significant growth by representing the firm’s value proposition, delivering white‑glove service, and serving as a trusted advisor to high‑net‑worth clients — all with the support of a collaborative team behind you.

Senior Wealth Managers are long‑term strategic hires with a clear path to ownership.

This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts in a clear, relatable way. You will lead client relationships, oversee advanced planning engagements, and contribute meaningfully to both business development and client service.

What You Bring

Education & Credentials

  • Bachelor’s degree from an accredited four‑year university (social sciences or business preferred)
  • CFP® designation required

Experience

  • 6+ years serving as a lead advisor or consultant for high‑net‑worth clients within a wealth management firm or the tax division of an accounting firm
  • Proven experience as the primary relationship owner for complex client households

Lead Advisor Capabilities

  • Serve as the primary advisor and decision‑maker for high‑net‑worth clients
  • Lead client review and discovery meetings, including advanced planning scenarios
  • Deliver strategies across tax, estate, investments, retirement, and risk management
  • Coordinate tax strategy with external CPAs
  • Experience with equity compensation planning, business owners, or other specializations is a plus
  • Guide clients through retirement income and distribution planning
  • Partner with estate attorneys on legacy planning

Technical & Analytical Skills

  • Strong understanding of investment fundamentals, securities, account types, and transaction mechanics
  • Ability to synthesize competing priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
  • Commitment to a fee‑only, client‑first planning environment
  • Belief in academically grounded investment philosophy
  • Respect for confidentiality and fiduciary responsibility

Leadership & Growth Mindset

  • Invest in the development of Planners and Wealth Managers
  • Strong communication skills — written, verbal, and interpersonal
  • Positive, client‑focused attitude
  • Self‑motivated and able to operate independently

Business Development Experience

  • Lead the full discovery and onboarding process for new clients
  • Generate new business through referrals, firm‑generated leads, and personal networks
  • Consistently contribute to revenue growth and new client acquisition
  • Act as an ambassador for the firm by clearly articulating its value proposition

Why Work With Our Client

You’ll have the opportunity to learn from a team of experts, make a meaningful impact on clients’ lives, and contribute to a collaborative, values‑driven culture. The firm invests deeply in the people who take care of clients.

Compensation & Benefits

  • Competitive compensation with annual bonuses
  • Comprehensive benefits package
  • Daily catered lunch
  • Free access to an on‑site workout facility
  • Professional development support