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Remote Financial Advisor Jobs in Kentucky (NOW HIRING)

Tax Principal

Louisville, KY ยท On-site +1

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 ...

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 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 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 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 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 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 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 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 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 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 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 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 ...

Showing results 21-40

Remote Financial Advisor information

See Kentucky salary details

$31.3K

$88.7K

$125.1K

How much do remote financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for remote financial advisor in Kentucky is $88,706.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,100.00 and $113,800.00 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.
What are the most commonly searched types of Financial Advisor jobs in Kentucky? The most popular types of Financial Advisor jobs in Kentucky are:
What job categories do people searching Remote Financial Advisor jobs in Kentucky look for? The top searched job categories for Remote Financial Advisor jobs in Kentucky are:
What cities in Kentucky are hiring for Remote Financial Advisor jobs? Cities in Kentucky with the most Remote Financial Advisor job openings:
Infographic showing various Remote Financial Advisor job openings in Kentucky as of August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 100% Remote job distribution, with an average salary of $88,706 per year, or $42.6 per hour.

Head of Sales Operations & Enablement

DPL Financial Partners

Louisville, KY โ€ข Remote

Full-time

This job post hasย expired 1 day ago.ย Applications are no longer accepted.


Job description

Job Title: Head of Sales Operations & Enablement

Reports to: Chief Distribution Officer

Direct reports: Sales Technology Administrator, Sales Enablement & Trainer

Location: Remote or Louisville, KY preferred

POSITION OVERVIEW

The Head of Sales Operations & Enablement serves as the operational backbone of the revenue organization and Chief of Staff to the Head of Sales. This is a critical backfill hire responsible for building and maintaining the processes, systems, and infrastructure that allow the sales organization to scale - while managing leadership through KPIs and operational cadence.

This role is designed for a builder. The ideal candidate has thrived in smaller, entrepreneurial company environments where they have created structure, process, and operational discipline from scratch. Candidates who have only operated inside large, structured organizations will not succeed here.

WHAT YOU WILL OWN

Sales Operations & Process

  • Build and maintain the sales operating rhythm - QBRs, pipeline reviews, forecast cadence, and field accountability structures
  • Own CRM governance, pipeline stage discipline, and process compliance across the sales organization
  • Drive consistency in sales execution across regions and advisor-facing teams
  • Identify and eliminate operational bottlenecks that slow advisor productivity and revenue execution
  • Partner with leadership on territory planning, headcount modeling, and capacity planning

Chief of Staff - Leadership Management Through KPIs

  • Serve as Chief of Staff to the Head of Sales, owning the operational cadence that keeps leadership aligned and accountable
  • Build and maintain the KPI dashboards and reporting infrastructure that allow the sales leader to manage the business by the numbers
  • Run the leadership operating calendar - agenda management, cross-functional alignment, strategic project execution, and meeting discipline
  • Act as proxy for the Head of Sales on operational and cross-functional matters
  • Ensure leadership has clean, timely visibility into pipeline, production, advisor activity, and team performance

Sales Enablement Strategy

  • Develop and execute the sales enablement strategy across onboarding, continuous learning, and field readiness
  • Build and iterate on training programs covering products, positioning, systems, and sales methodology
  • Partner with Sales Enablement & Trainer on program design and execution
  • Align field messaging with marketing and product through launch readiness programs

Cross-Functional Coordination

  • Serve as the central operational liaison between Sales, Marketing, Product, Operations, Compliance, and Technology
  • Lead cross-functional initiative coordination and ensure field readiness on all product and process launches
  • Own sales communications strategy and internal field engagement

WHAT WE ARE LOOKING FOR

Required

  • 7โ€“12+ years in Sales Operations, Revenue Operations, Sales Enablement, or Commercial Strategy
  • Demonstrated experience thriving in a small company or early-stage growth environment - this is non-negotiable
  • Proven ability to build sales process, forecasting infrastructure, and KPI frameworks from the ground up
  • Strong CRM and sales technology expertise; Salesforce experience strongly preferred
  • Executive presence and communication skills - comfortable presenting to and managing senior leadership
  • Strong analytical mindset combined with hands-on execution capability

Preferred

  • Financial services, fintech, insurance, wealth management, or advisor distribution experience
  • Experience serving in a Chief of Staff, Head of RevOps, or VP Sales Operations capacity
  • Familiarity with Salesloft, Gong, and ZoomInfo ecosystems
  • Track record managing KPI governance and leadership accountability structures

The right candidate can point to a specific company where they joined with minimal structure and built the operational foundation that allowed the sales organization to scale.

COMPENSATION

Competitive base salary and performance bonus. Compensation commensurate with experience.