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Finance Advisor I - CTU Online (Remote)

Financial Aid Advisor Apply your active listening and problem-solving skills to carve a path for new students on their journey through the financial aid process. You will connect via phone, email ...

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Remote Finance Advisor information

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$36K

$102.1K

$144K

How much do remote finance advisor jobs pay per year?

As of Jun 29, 2026, the average yearly pay for remote finance advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

For a Remote Finance Advisor, having $200,000 in assets or income can be sufficient to seek professional financial advice, depending on the complexity of your financial situation and the advisor's fee structure. Many advisors charge a percentage of assets under management or flat fees, so your financial goals and needs will influence whether this amount is adequate for ongoing advice and planning services.

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.

Can financial advisors make $500,000 a year?

Remote finance advisors can potentially earn $500,000 annually, especially those with extensive experience, specialized skills, or working with high-net-worth clients. However, such earnings are typically achieved through a combination of base salary, commissions, bonuses, and client assets under management, and are not common for all financial advisors.

Can financial advisors do remote work?

Yes, financial advisors can perform their duties remotely, especially with the use of digital tools like financial planning software and secure communication platforms. Many advisors now offer virtual consultations and manage client portfolios online, making remote work a common and viable option in the industry.

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.

How can I make 2000 a week working from home?

A Remote Finance Advisor can earn $2,000 or more weekly by providing specialized financial consulting, managing client portfolios, or offering financial planning services remotely. Building a strong client base, obtaining relevant certifications, and utilizing financial software can help increase earning potential and achieve this income level.

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 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.
What cities are hiring for Remote Finance Advisor jobs? Cities with the most Remote Finance Advisor job openings:
What are the most commonly searched types of Finance Advisor jobs? The most popular types of Finance Advisor jobs are:
What states have the most Remote Finance Advisor jobs? States with the most job openings for Remote Finance Advisor jobs include:
Remote Finance Advisor jobs near you

Finance Advisor I - CTU Online (Remote)

perdoceo

Remote

Full-time

Posted 3 hours ago

Job description

Help students navigate the financial aid process and reach their educational goals.
Take students on a tour of their financial aid options. Guide them through the maze of rules, regulations and other challenges to help realize their educational goals. Explain funding options available to individuals as a financial aid advisor with Colorado Technical University. Our team is committed to making a difference, one amazing student at a time. We invite you to do the same in this exciting role:
Financial Aid Advisor
Apply your active listening and problem-solving skills to carve a path for new students on their journey through the financial aid process. You will connect via phone, email, and messaging app to determine eligibility for Title IV and other aid sources, and ensure that students have a solid understanding of their document requirements, viable payment options and the borrowing process.
What you'll do
  • Provide an overview of the financial aid process and available programs.
  • Offer assistance for paperwork, award information, and options available to cover educational expenses.
  • Evaluate submitted documentation and communicate any additional requirements.
  • Calculate tuition and financial aid awards based on student schedule and eligibility.
  • Deliver excellent service while meeting performance metrics.
  • Ensure compliance with Title IV, state, military, VA and institutional policies.
  • Review changes to financial aid eligibility throughout each student's degree program.

What is required
  • Ability to understand and apply internal and government policies, procedures and guidelines
  • Capacity to perform calculations, including gross and net amounts based on percentages
  • Ability to simplify complex information, communicate options, and answer questions for students
  • Proficiency in sorting, filtering, finding and adjusting data in spreadsheets and using web-based resources
  • High school education or equivalent; associate's degree from an institution of higher learning accredited by an agency recognized by the U.S. Department of Education (or international equivalent) preferred
  • Financial aid experience preferred

About Colorado Technical University (CTU)
For 55 years, Colorado Technical University (CTU) has helped students fit a real-world education into their busy daily lives. With nearly 80 degree programs and concentrations in which students can pursue a variety of degrees at the associate, bachelor's, master's and doctoral level. CTU provides flexible online classes, accessible through the University's Virtual Campus or the innovative CTU Mobile app. CTU also maintains two ground campus locations in Colorado Springs and Aurora, Colo. With the help of faculty and industry professionals, CTU has awarded over 109,000 degrees to traditional campus and online students since 1965. For more information about CTU, visit www.coloradotech.edu.

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