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Remote Financial Advisor Jobs in Indiana (NOW HIRING)

Centra

Financial Advisor

Columbus, IN · On-site +1

The Financial Advisor is responsible for selling, educating, and counseling of investment and insurance products and services to Centra Credit Union Members and non-Members. This position can be ...

New

Osaic

Sr. Financial Planning Strategist

Indianapolis, IN · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Topo Advisors

Senior Financial Analyst

Indianapolis, IN · On-site +1

$81K - $101K/yr

Topo is hiring key team members for its finance and accounting team. If you've ever been interested ... Topo Advisors is an equal-opportunity employer, and we value diversity at our company. We don't ...

Stratford Davis

Client Sales Advisor

Indianapolis, IN · Remote

$85K - $150K/yr

We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career. This opportunity allows you to work from home ...

Deckers

$66K - $89K/yr

Financial Analyst, Global Brand Finance - UGG & HOKA Reports to: Global Brand Finance Director ... United States (Remote) Interested applicants must reside in one of the following approved states:

Topo Advisors

Director, Tax

Indianapolis, IN · On-site +1

This position can be remote based in the United States. The company is headquartered and based in ... Collaborate with Topo Advisors' accounting and finance teams on cross-functional client matters

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Indiana

Remote Financial Advisor information

See Indiana salary details

$34.3K

$97.2K

$137K

How much do remote financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for remote financial advisor in Indiana is $97,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 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 Indiana?

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

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

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

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

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

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

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

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Indiana as of August 2026, with employment types broken down into 63% Full Time, and 37% Part Time. Highlights an 100% Remote job distribution, with an average salary of $97,187 per year, or $46.7 per hour.

Financial Advisor

Centra

Columbus, IN • On-site, Remote

Full-time

Posted 3 days ago

New

Job description

Thank you for your interest in a career with Centra.A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities.Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States.Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC.Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family.Credit Unions are Not for Profit, Not for Charity, But for Service.If these are the things that matter to you then please read on, we look forward to hearing from you.   

Centra has an opportunity for a Financial Advisor at our Washington Street location in Columbus, Indiana. The Financial Advisor is responsible for selling, educating, and counseling of investment and insurance products and services to Centra Credit Union Members and non-Members. This position can be located within the Centra Credit Union footprint from Southern Indiana to Centra Indiana. This position contributes to a positive client experience, gross dealer concession, an increase in assets under management and new clients being served.

At Centra, we approach compensation with care and integrity, ensuring our pay practices reflect local markets while honoring our commitment to our Team Members. Compensation is just one part of our total rewards approach. Eligible positions also offer a comprehensive benefits package designed to support you and your family.  

Spanish/English interpreters may be eligible for an interpreting differential.  

ESSENTIAL FUNCTIONS:  This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

  • Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic marketing campaigns. Talks to prospective clients and conducts client reviews to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop or maintain a financial plan that is in their best interest.
  • Cultivates strong working relationships with Centra Team Members, Members and in the Communities we serve.
  • Delivers training and development to Centra Team Members to generate qualified referrals that lead to investment and insurance sales.
  • Maintains knowledge for compliance with all rules and regulations in the financial and insurance industries.

EDUCATION & EXPERIENCE:  (Equivalent combination of Education & Experience will be considered).

  • Bachelor's Degree in Related Field
  • A minimum of one year up to three years of similar or related experience, including preparatory experience.

LICENSES & CERTIFICATIONS:

  • Series 7 Securities License
  • Series 66 Securities License
  • Long Term Care Certification
  • Life and Health Insurance License
Centra is an Equal Opportunity Employer

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