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Remote Financial Advisor Jobs in Indiana (NOW HIRING)

CFS

Sr. FP&A

Goshen, IN · Remote

$80K - $120K/yr

Hybrid - South Bend, Indiana (2 days onsite / 3 days remote) Salary: $80,000 - $120,000 Position Overview We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana

CFS

Sr. FP&A

Goshen, IN · Remote

$80K - $120K/yr

Hybrid - South Bend, Indiana (2 days onsite / 3 days remote) Salary: $80,000 - $120,000 Position Overview We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana

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

  • Medical

  • Dental

  • Vision

  • PTO

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

CFS

Deltek Costpoint ERP Consultan

Fort Wayne, IN · Remote

$145K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... advisor. Why you'll love this opportunity: * 100% remote work from anywhere in the U.S ... Partner with accounting, finance, contracts, and executive leadership teams Requirements * S.

Ceritypartners

Tax Principal

Indianapolis, IN · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Role can be remote to the right person, but preferred in Louisville, KY office. What Makes This ... Lead tax planning conversations in collaboration with Cerity Partners' financial advisors ...

Ceritypartners

Tax Manager

Indianapolis, IN · On-site +1

$125K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Role can be remote to the right person, but preferred in Louisville, KY office. What Makes This ... Lead tax planning conversations in collaboration with Cerity Partners' financial advisors ...

Agresta Storms and O'Leary PC

Tax Manager (Remote)

Indianapolis, IN · On-site +1

$106K - $139K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

... and financial statements while adhering to budget and engagement guidelines • Identify and ... advisor relationships • Supervise, train, and mentor 2-3 direct reports, including senior ...

Topo Advisors

Assistant Controller

Indianapolis, IN · On-site +1

Topo provides fractional embedded accounting and finance support to venture-backed companies. Topo ... This position can be remote based in the states in which the company operates. For a full list of ...

Manulife

$110K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial advisors and sharing the John Hancock goal of customers living Longer, Healthier and Better lives. This is a remote, home based opportunity. The position offers a sales based incentive with ...

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Showing results 21-40

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 Aug 15, 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 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 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 88% Full Time, and 12% Part Time. Highlights an 3% In-person, 2% Hybrid, and 95% Remote job distribution, with an average salary of $97,187 per year, or $46.7 per hour.

Sr. FP&A

CFS

Goshen, IN • Remote

$80K - $120K/yr

Full-time

Posted 11 days ago

Job description

Senior FP&A Analyst

Location: Hybrid – South Bend, Indiana (2 days onsite / 3 days remote)
Salary: $80,000 – $120,000

Position Overview

We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana. This position will serve as a strategic finance partner responsible for Asset Liability Management (ALM), balance sheet management, financial forecasting, and risk analysis. The ideal candidate will be a self-starter who enjoys working independently while providing meaningful financial insights and recommendations to executive leadership.

Key Responsibilities
  • Lead the Asset Liability Management (ALM) process by analyzing interest rate risk, liquidity risk, and overall balance sheet performance.
  • Develop financial models, forecasts, and scenario analyses to support strategic planning and executive decision-making.
  • Monitor key financial metrics, cash flow, capital adequacy, and balance sheet trends while identifying risks and recommending mitigation strategies.
  • Prepare and present financial reports, ALM analysis, and recommendations to executive leadership and the Asset Liability Committee (ALCO).
  • Partner with accounting and finance leadership on budgeting, forecasting, and long-range financial planning initiatives.
  • Analyze interest rate sensitivity and provide recommendations that strengthen profitability while minimizing financial risk.
  • Support regulatory reporting and ensure compliance with financial reporting standards and credit union regulations.
  • Continuously improve reporting processes, financial models, and analytical tools to drive efficiency and better business decisions.
Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 3+ years of experience in FP&A, treasury, banking, credit union, wealth management, insurance, or financial services.
  • Hands-on experience with Asset Liability Management (ALM) and balance sheet management.
  • Strong understanding of interest rate risk, liquidity management, and financial risk mitigation.
  • Advanced Excel and financial modeling skills.
  • Excellent communication and presentation skills with the ability to confidently present findings to executive leadership.
  • Ability to work independently while collaborating effectively across departments.
  • CFA, CTP, or other financial certifications are a plus.
Compensation & Benefits
  • Salary: $80,000 – $120,000
  • Hybrid schedule: 2 days onsite in South Bend, Indiana, with flexibility to work remotely the remainder of the week.
  • Comprehensive benefits package
  • Bonus eligibility
  • Excellent opportunity for career advancement within a growing organization
  • High visibility with executive leadership and the opportunity to influence strategic financial decisions.

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