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Remote Financial Advisor Jobs in Arizona (NOW HIRING)

USAA

Compensation Advisor Lead

Phoenix, AZ · On-site +1

At USAA, our mission is to empower our members to achieve financial security through highly ... USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ...

USAA

Compensation Advisor Lead

Phoenix, AZ · On-site +1

At USAA, our mission is to empower our members to achieve financial security through highly ... USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ...

StateServ Medical LLC

Tax Manager - Remote

Mesa, AZ · On-site +1

$95K - $125K/yr

... advisors to ensure accurate and timely federal, state, local, and other required tax filings ... Collaborate cross-functionally with Finance, Accounting, Legal, Human Resources, and business ...

StateServ Medical

Tax Manager - Remote

Mesa, AZ · On-site +1

$95K - $125K/yr

... advisors to ensure accurate and timely federal, state, local, and other required tax filings ... Collaborate cross-functionally with Finance, Accounting, Legal, Human Resources, and business ...

StateServ

Tax Manager - Remote

Mesa, AZ · On-site +1

$120K - $150K/yr

... advisors to ensure accurate and timely federal, state, local, and other required tax filings ... Collaborate cross-functionally with Finance, Accounting, Legal, Human Resources, and business ...

TaxRise

Remote Sales Representative (AZ)

Phoenix, AZ · Remote

$8.0K - $13K/mo

Your job is to be their trusted advisor--conducting discovery calls, analyzing financial and tax ... Proven success in remote phone sales or telemarketing (minimum 3 years) * Highly motivated with ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Arizona

Remote Financial Advisor information

See Arizona salary details

$33.5K

$95.2K

$134.2K

How much do remote financial advisor jobs pay per year?

As of Aug 7, 2026, the average yearly pay for remote financial advisor in Arizona is $95,178.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,900.00 and $122,100.00 per year, depending on experience, location, and employer.

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

To thrive as a Remote Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or Series 7. Proficiency with financial planning software, CRM systems, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and self-motivation help build client trust and manage relationships remotely. These skills and qualities are crucial for delivering effective advice, maintaining compliance, and ensuring client satisfaction in a virtual environment.

How do remote financial advisors typically build and maintain client relationships without in-person meetings?

Remote Financial Advisors rely heavily on digital communication tools such as video calls, secure messaging, and client portals to foster strong relationships with their clients. Consistent follow-ups, personalized financial plans, and timely responses help build trust and rapport. Advisors often schedule regular virtual check-ins and provide educational resources to keep clients engaged and informed. While it can be challenging to establish the same level of personal connection as in face-to-face meetings, leveraging technology and demonstrating proactive support can lead to successful long-term client partnerships.

What is the difference between Remote Financial Advisor vs Remote Financial Planner?

AspectRemote Financial AdvisorRemote Financial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentVirtual client meetings, online platformsVirtual client meetings, online platforms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, goal setting

Remote Financial Advisors and Remote Financial Planners often share certifications and work environments, focusing on virtual client interactions. While Advisors typically concentrate on investment strategies and portfolio management, Planners provide broader financial planning services. Both roles are integral to financial services and frequently searched together, but their primary focus distinguishes them within the industry.

What does a remote financial advisor do?

As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

Why do so many remote financial advisors quit?

Remote financial advisors often leave the profession due to high workload, client management challenges, and the need for strong self-discipline in a home environment. Job satisfaction can also decline if advisors lack sufficient support, training, or clear career progression, leading to burnout and turnover.

What is a remote financial advisor?

A remote financial advisor is a professional who provides financial planning, investment advice, and wealth management services to clients via online platforms, phone calls, or video conferencing, rather than meeting in person. This role allows clients to receive expert financial guidance from anywhere, making it convenient and accessible. Remote financial advisors assess clients' financial situations, help set goals, and develop personalized strategies to manage finances, investments, retirement planning, and more.
More about Remote Financial Advisor jobs
What are the most commonly searched types of Financial Advisor jobs in Arizona? The most popular types of Financial Advisor jobs in Arizona are:
What are popular job titles related to Remote Financial Advisor jobs in Arizona? For Remote Financial Advisor jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Arizona look for? The top searched job categories for Remote Financial Advisor jobs in Arizona are:
What cities in Arizona are hiring for Remote Financial Advisor jobs? Cities in Arizona with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Arizona as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $95,178 per year, or $45.8 per hour.

Financial Controller - (Executive level in Renewable Energy Industry)

AstroHire

Phoenix, AZ • On-site, Remote

Full-time

Medical, Dental, Vision

Re-posted 22 days ago

Job description

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\n Introduction: To pursue this job:<\/span><\/b>
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\n AstroHire<\/b> has partnered with the Navajo Power Home to hire its next full\-time Financial Controller. 
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\n All applications should be submitted to AstroHire here: <\/span>https:\/\/zurl.to\/fHFY?source=CareerSite<\/span><\/a>
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\n Job type\/ Location:<\/b> It's preferred that the Financial Controller live in or near Flagstaff, Arizona, and this position can ALSO be remote\/hybrid within Arizona, New Mexico, or near the Navajo Nation. <\/span>
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\n About Navajo Power Home<\/b><\/span>
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\n Navajo Power Home <\/b>is a next\-generation utility provider that was established in 2021 with the vision of bringing the power of the sun to all homes on Navajo and Hopi Nation that are seeking good quality, consistent and reliable electricity service. We believe that our solar electricity service empowers families to overcome the adversities around energy access on the tribal lands and brings new possibilities to even the most remote regions. Our service also promotes sustainability for the people and the earth, Nihima Asdzaan, by increasing job opportunities, providing education and training, as well as reducing carbon emissions through the use of renewable energy.  <\/span>
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\n The NPH Financial Controller <\/u><\/b>will contribute to the Executive team and oversee all accounting operations, ensuring the accuracy, integrity, and compliance of financial records while providing strategic insights to senior leadership. The role combines standard accounting functions with industry\-specific needs, such as construction and inventory accounting.
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    • Financial Reporting & Statements:<\/b> Lead the preparation and timely publication of accurate monthly, quarterly, and annual financial statements in compliance with GAAP.<\/span><\/span>
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    • Accounting Operations:<\/b> Oversee day\-to\-day accounting functions including accounts payable (AP), accounts receivable (AR), payroll, general ledger maintenance, and cash flow management.<\/span><\/span>
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    • Budgeting & Forecasting:<\/b> Coordinate the annual budgeting and planning processes, monitor performance against targets, and provide variance analysis to support strategic decision\-making.<\/span><\/span>
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    • Internal Controls & Compliance:<\/b> Develop, document, and enforce strong internal controls, policies, and procedures to safeguard company assets and ensure regulatory compliance (local, state, and federal).<\/span><\/span>
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    • Audits & Taxes:<\/b> Manage all audit activities and serve as the primary liaison for external auditors and tax advisors.<\/span><\/span>
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    • Industry\-Specific Accounting:<\/b> Manage financial oversight of inventory and supply chain operations, including costing models for solar components (panels, inverters, etc.) and specific construction accounting practices like Work in Progress (WIP) and job costing.<\/span><\/span>
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    • Systems & Process Improvement: <\/b>Optimize accounting and enterprise resource planning (ERP) systems, identifying and implementing workflows to streamline operations and enhance efficiency.<\/span><\/span>
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    • Stakeholder Management:<\/b> Partner with executive leadership to develop and execute strategic financial plans, and manage relationships with external stakeholders like lenders and investors.<\/span><\/span>
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      • Strong financial leadership in capital\-intensive or project\-based sectors (renewable energy\/infra experience highly valued).<\/span>
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      • Deep understanding of project finance, tax equity, and renewable energy incentives.<\/span>
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      • Expertise in financial modeling, forecasting, risk management, and building scalable systems.<\/span>
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      • Proven ability to partner with executive teams and drive strategic growth.<\/span>
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        • Tax Credits: <\/b>Maximizing benefits from Investment Tax Credits (ITC) and Production Tax Credits (PTC). <\/span>
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        • Project Economics:<\/b> Ensuring viability and profitability of large\-scale solar projects.<\/span>
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        • Regulatory Landscape:<\/b> Navigating evolving energy regulations and compliance.<\/span>
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        • Scalability:<\/b> Building finance systems to support rapid organic and inorganic growth.<\/span>
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          Benefits<\/h3>\n
          \n Health insurance, Vision, Dental, and other benefits.<\/span><\/b>
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      Apply