ZipRecruiter

Log In

2

Remote Financial Advisor Jobs in Ohio (NOW HIRING)

Meron Financial Agency

Client Protection Advisor

Lorain, OH · On-site +1

$150K - $200K/yr

Why Meron Financial Agency? Are you working hard but not getting paid what you're worth? Or maybe you're earning well but sacrificing your time, freedom, and peace of mind? At Meron Financial Agency ...

Meron Financial Agency

Client Protection Advisor

Lorain, OH · On-site +1

$150K - $200K/yr

Why Meron Financial Agency? Are you working hard but not getting paid what you're worth? Or maybe you're earning well but sacrificing your time, freedom, and peace of mind? At Meron Financial Agency ...

DPDHL

Sr Financial Analyst II

Westerville, OH · On-site +1

$70K - $115K/yr

Review and approve remote sites month-end close * Facilitate the development of monthly forecasts ... Analyze the financial performance of assigned sites and provide explanation of significant ...

CFS

Sr FP&A

Cincinnati, OH · 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

Huntington

Private Bank Wealth Advisor II

Columbus, OH · On-site +1

... wealth management/financial advisory/sales/relationship management experience in banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor II

Cincinnati, OH · On-site +1

At least 3 years of wealth management/financial advisory/sales/relationship management experience ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor II

Columbus, OH · On-site +1

At least 3 years of wealth management/financial advisory/sales/relationship management experience ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor II

Cincinnati, OH · On-site +1

At least 3 years of wealth management/financial advisory/sales/relationship management experience ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor II

Columbus, OH · On-site +1

At least 3 years of wealth management/financial advisory/sales/relationship management experience ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

previous page

Showing results 41-60

All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Ohio

Remote Financial Advisor information

See Ohio salary details

$34.2K

$97.1K

$136.9K

How much do remote financial advisor jobs pay per year?

As of Aug 23, 2026, the average yearly pay for remote financial advisor in Ohio is $97,099.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $124,500.00 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 Ohio?

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

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

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

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

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

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

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

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Ohio as of August 2026, with employment types broken down into 72% Full Time, 14% Part Time, and 14% Contract. Highlights an 100% Remote job distribution, with an average salary of $97,099 per year, or $46.7 per hour.

Chief Financial Officer (remote)

PrimaryOne Health

Columbus, OH • Remote

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 27 days ago

Job description

Join PrimaryOne Health and be a part of something special— help us care for our community—with compassion, dignity, and purpose. We are a mission-driven team providing quality care, hope, and healing to the community we proudly serve.

Apply Today.

WORK FOR US! 

PrimaryOne Health is seeking a Chief Financial Officer.

Essential Job Responsibilities:

  • Establishes the company’s financial plan and leads all aspects of financial management.
  • Develops, implements, and updates the financial plan consistent with the long-term financial goals of the organization.
  • Develops organizational financial policies and procedures and standards to safeguard and manage the company’s financial assets.
  • Directs, manages and supervises the accounting and billing operations and establishes and implements appropriate goals and objectives for those operations.
  • Consults and advises the management team on all financial matters.
  • Prepares and monitors the annual operating budget.
  • May direct various administrative functions (Information Technology, Facilities) as needed / appropriate.
  • Responsible for the coordination, management and completion of the annual independent audit.
  • Responsible for completion and timely submission of all required annual, monthly, and periodic financial reports.
  • Responsible for preparing and presenting monthly financial reports to the Board of Directors.
  • Summarizes the results of operations and submits monthly financial statements as required by funding agencies for grant/contract compliance.
  • Serves as a key advisor to the Chief Executive Officer on financial matters and on business development and strategic direction. May act on behalf of the Chief Executive Officer during his/her absence.
  • Occasional travel required.
  • Other duties of special projects as assigned.

Successful candidates must possess a master’s degree or bachelor’s degree and eight to ten years of experience in financial/accounting management. Experience in healthcare financial management required, as well as non-profit experience. Extensive experience in healthcare revenue cycle management required, as well as preferred non-profit experience

  WHAT WE OFFER  

PrimaryOne Health offers competitive wages and an extremely attractive benefits package, including generous Paid Time Off, Paid Holidays, Medical/Dental/STD/LTD/Life, Professional Development / Professional Education, and company contribution to retirement plan. Other perks, such as discount programs, EAP, and worksite wellness are also available. Most benefits are available on the first of the month following the date of hire.  

EOE 

Apply