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Remote Financial Advisor Jobs in Delaware (NOW HIRING)

Forbes Advisor

CRM Manager (Remote)

Wilmington, DE · On-site +1

At Forbes Advisor, our mission is to help readers turn their aspirations into reality. We arm ... Intelligence, Finance, HR, Marketing, Production, Technology and Sales. The team brings rich ...

InsuraTec

Sales Representative (Remote)

Milford, DE · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Newark, DE · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Hockessin, DE · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Newark, DE · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Bear, DE · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Newark, DE · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Middletown, DE · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Newark, DE · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Smyrna, DE · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Dover, DE · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Wilmington, DE · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Truveris

Customer Success Director

Wilmington, DE · On-site +1

$120K - $150K/yr

... primary advisor and account owner for a small portfolio (3-5) of our most complex clients ... This role is fully remote, with travel required for key client engagements. Key Responsibilities

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Showing results 21-40

All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Delaware

Remote Financial Advisor information

See Delaware salary details

$36K

$102.2K

$144.1K

How much do remote financial advisor jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote financial advisor in Delaware is $102,222.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,100.00 and $131,100.00 per year, depending on experience, location, and employer.

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.

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.

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 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.

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.

Can a remote financial advisor work remotely?

A remote financial advisor can work remotely, often providing services through online communication tools and financial planning software. Many firms support remote work arrangements, but advisors typically need relevant certifications and must comply with industry regulations regardless of location.

Why do so many remote financial advisors quit?

Remote financial advisors often leave their roles due to high workload, lack of in-person interaction, and challenges in maintaining work-life balance. Additionally, the need for ongoing certifications and client management can contribute to job dissatisfaction and turnover.
More about Remote Financial Advisor jobs

What are the most commonly searched types of Financial Advisor jobs in Delaware?

The most popular types of Financial Advisor jobs in Delaware are:

What are popular job titles related to Remote Financial Advisor jobs in Delaware?

For Remote Financial Advisor jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor jobs in Delaware look for?

The top searched job categories for Remote Financial Advisor jobs in Delaware are:

What cities in Delaware are hiring for Remote Financial Advisor jobs?

Cities in Delaware with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Delaware as of August 2026, with employment types broken down into 64% Full Time, and 36% Part Time. Highlights an 100% Remote job distribution, with an average salary of $102,222 per year, or $49.1 per hour.

Remote Senior Tax Accountant

Solid Rock Recruiting LLC

Wilmington, DE • Remote

$101K - $135K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 27 days ago

Job description


Tax Senior– Remote | Public Accounting Firm


Job Type: Full-time

About the Firm:
Mid-size public accounting firm that provides comprehensive tax, advisory, and accounting services to a diverse client base. Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity.

This is an excellent opportunity for a tax professional looking to work with a firm that values work-life balance, flexibility, and career growth while working with a high-caliber client portfolio.

Key Responsibilities:
Lead and manage multiple tax engagements, ensuring timely and accurate filings for corporations, partnerships, and high-net-worth individuals.
Provide strategic tax planning and compliance services, identifying opportunities for tax savings and risk mitigation.
Review complex tax returns and research technical tax issues to ensure compliance with federal and state tax laws.
Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters.
Mentor and develop junior tax staff, providing training and guidance.
Stay current with tax law changes and advise clients accordingly.
Assist in business development efforts, including identifying and cultivating new client opportunities.
Qualifications:
CPA or EA designation required.
Bachelor's degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).
5+ years of public accounting experience with a strong focus on tax.
Expertise in federal and state tax regulations.
Experience with tax software such as CCH, ProSystem, or UltraTax.
Strong analytical, problem-solving, and client management skills.
Ability to work independently in a remote environment.
Why Join This Firm?

Fully remote work environment with flexible scheduling.
Competitive base salary + performance-based bonuses.
Comprehensive benefits package, including health, dental, and 401(k) match.
Generous PTO and paid holidays.
Strong leadership team that prioritizes professional development and career growth.

If you're a highly motivated individual looking for a remote opportunity with a growing public accounting firm, we'd love to hear from you!

Apply today by sending your resume to brian@solidrockrecruiting.com or Direct Phone: 605-910-9530