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 ...

DPDHL

Financial Analyst

Westerville, OH · On-site +1

$55K - $90K/yr

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

DPDHL

Financial Analyst

Westerville, OH · On-site +1

$55K - $90K/yr

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

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 8, 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 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 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 95% Full Time, and 5% Part Time. Highlights an 2% In-person, 2% Hybrid, and 96% Remote job distribution, with an average salary of $97,099 per year, or $46.7 per hour.

Client Protection Advisor

Meron Financial Agency

Lorain, OH • On-site, Remote

$150K - $200K/yr

Full-time

Re-posted 9 days ago

Job description

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, we believe you can have both: financial success and a life you love.
We're not just building careers-we're building leaders, entrepreneurs, and legacies. Whether you're brand new to the industry or a seasoned pro, we'll give you the mentorship, tools, and proven system to help you grow without limits.
And the best part? No cold calling. You'll only connect with people who already asked for help protecting their families.
Why Agents Choose Us
  • Leads - No chasing, no begging
  • Ownership Pathway - Build your own agency
  • Hands-On Mentorship - Learn directly from top leaders
  • Cutting-Edge Tech & Training - Work smarter, not harder
  • Incentive Trips & Recognition - See the world while being celebrated
  • Partnerships with 60+ A+ Rated Carriers (Foresters, Mutual of Omaha, Transamerica, Americo, and more)

The Bigger Picture
  • Performance bonuses and capital opportunities
  • True work-life balance-design your schedule, your way
  • Passive income and long-term wealth-building options
  • A culture where people come first

What You Can Expect
  • Commission-Only with uncapped earning potential
  • Average new agents earn $800-$1,200 per policy
  • Part-Time: $50K+ your first year
  • Full-Time: $80K-$300K+ your first year
  • Agency Owners: $200K-$500K+ annually in system-driven income

What We're Looking For
  • Driven, coachable individuals who want to make a real impact
  • Must live in the U.S.
  • Must be a U.S. citizen or legal/permanent resident

Don't just dream it-build it. Apply today and start creating the freedom, impact, and income you deserve.

Apply