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Remote Financial Advisor Jobs in Missouri (NOW HIRING)

Remote Department: Finance Employment Type: Full-time Shift: Monday - Friday Job Summary: Are you a ... trusted advisor to the Chief Financial Officer, Chief Accounting Officer, and executive finance ...

New

PEO Sales Representative

Saint Louis, MO · Remote

$150K - $300K/yr

... remote, entrepreneurial environment. Key Responsibilities * Develop and grow referral partnerships with insurance brokers, CPAs, financial advisors, HR consultants, and other strategic partners

EquipmentShare is searching for a Financial Analyst for the corporate office in Columbia, Missouri (remote work is fine) to support the scaling of our OWN Program - an asset monetization program ...

Showing results 21-40

Remote Financial Advisor information

See Missouri salary details

$33.8K

$95.8K

$135.1K

How much do remote financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for remote financial advisor in Missouri is $95,802.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,400.00 and $122,900.00 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 Missouri? The most popular types of Financial Advisor jobs in Missouri are:
What are popular job titles related to Remote Financial Advisor jobs in Missouri? For Remote Financial Advisor jobs in Missouri, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Missouri look for? The top searched job categories for Remote Financial Advisor jobs in Missouri are:
What cities in Missouri are hiring for Remote Financial Advisor jobs? Cities in Missouri with the most Remote Financial Advisor job openings:
Infographic showing various Remote Financial Advisor job openings in Missouri as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $95,802 per year, or $46.1 per hour.

Vice President Finance - Remote

Brightli

Springfield, MO • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago


Brightli rating

7.7

Company rating: 7.7 out of 10

Based on 17 frontline employees who took The Breakroom Quiz


Job description

Job Description:

Job Title: Vice President of Finance
Location: Remote
Department: Finance
Employment Type: Full-time
Shift: Monday - Friday, 8:00 A.M. - 5:00 P.M.
Job Summary

The Vice President (VP) of Finance is a key member of Centerstone's financial leadership team, reporting directly to the Chief Accounting Officer (CAO). The VP of Finance provides strategic financial leadership, analytical insight, and operational oversight across the organization's financial planning, analysis, and reporting functions.

This role partners closely with the CAO, CFO, and other senior leaders to drive financial excellence, optimize performance, and support data-informed decision-making across all markets and service lines. The VP of Finance will play a critical role in aligning financial strategies with Centerstone's mission, vision, and long-term growth objectives.

Essential Job Functions

Strategic Financial Leadership

  • Partner with the CAO and CFO to define and execute financial strategies that support Centerstone's strategic goals, mission delivery, and sustainable growth.

  • Provide expert guidance and analysis to senior leadership to support organizational decision-making, forecasting, and resource allocation.

  • Lead development of multi-year financial plans and long-range forecasts to ensure fiscal sustainability and mission alignment.

  • Support the CAO in maintaining a strong internal control environment and compliance with all financial regulations, accounting standards, and audit requirements.

Financial Planning & Analysis (FP&A)

  • Oversee the preparation, consolidation, and analysis of annual budgets and forecasts in collaboration with operational and regional leaders.

  • Develop and refine key financial metrics and performance dashboards to monitor operational performance and identify improvement opportunities.

  • Lead ongoing variance and trend analyses to provide actionable insights on revenue, expenses, and capital utilization.

  • Drive financial modeling and scenario planning to support strategic initiatives and market expansion efforts.

Operational & Market Support

  • Partner with Market Presidents, State CEOs, and operational leaders to provide financial guidance and support decision-making at all organizational levels.

  • Serve as a strategic advisor on pricing, cost structure, service line profitability, and capital investments.

  • Ensure financial processes and reporting align with operational goals and provide transparency across markets and departments.

Accounting & Compliance Collaboration

  • Work closely with the CAO and accounting teams to ensure accuracy and integrity in financial statements and reporting.

  • Support compliance with GAAP, state and federal regulations, and organizational accounting policies.

  • Partner in the development of accounting policies and procedures that ensure efficiency, consistency, and compliance across the enterprise.

Leadership & Team Development

  • Lead, mentor, and develop a high-performing finance team focused on collaboration, accountability, and continuous improvement.

  • Promote a culture of transparency, integrity, and fiscal responsibility throughout the finance function.

  • Encourage professional development and career growth within the finance and accounting departments.

Performance Improvement & Systems

  • Lead initiatives to streamline financial processes, enhance use of technology, and strengthen data integrity across financial systems.

  • Evaluate and implement best practices to improve efficiency, accuracy, and reporting capabilities.

  • Support integration of financial systems following mergers, acquisitions, or organizational restructuring.

Knowledge, Skills, and Abilities

  • Healthcare experience

  • Multi-state operations experience

  • Strong leadership and team-building skills with the ability to influence across organizational boundaries.

  • Deep understanding of healthcare finance, reimbursement, cost management, and financial reporting.

  • Exceptional analytical, quantitative, and problem-solving abilities.

  • Demonstrated expertise in budgeting, forecasting, and financial modeling.

  • Advanced proficiency in financial management systems and tools (ERP, reporting platforms, Excel).

  • Excellent communication and presentation skills with the ability to translate complex data into actionable insights for non-financial leaders.

  • High degree of integrity, confidentiality, and professional judgment.

Experience and Education Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, or related field required.

  • Master's degree (MBA, MHA, or related) or CPA designation strongly preferred.

  • 10+ years of progressive finance leadership experience, preferably within healthcare, behavioral health, or nonprofit sectors.

  • Proven experience leading financial operations in multi-entity or multi-state environments.

  • Demonstrated success working within complex organizational structures with shared services or matrixed reporting.

Supervisory Responsibilities

  • Directly supervises finance leaders and analysts as designated by the Chief Accounting Officer.

  • Provides leadership, direction, and professional development opportunities to all team members.

  • Collaborates with accounting, operations, and executive leadership to ensure cohesive financial performance across the organization.

Position Perks & Benefits:

Paid time off: full-time employees receive an attractive time off package to balance your work and personal life

Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more

Top-notch training: initial, ongoing, comprehensive, and supportive

Career mobility: advancement opportunities/promoting from within

Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness

Brightli is on a Mission:

A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.

As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.

We are an Equal Employment Opportunity Employer.

Brightli is a Smoke and Tobacco Free Workplace.


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