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Remote Financial Advisor Jobs in Aiken, SC (NOW HIRING)

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 ...

Using our proprietary platform, you'll engage via text with clients and schedule discussions to review their financial information and work with them virtually to pick a product that meets their ...

Remote Financial Advisor information

See Aiken, SC salary details

$30.6K

$86.9K

$122.6K

How much do remote financial advisor jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote financial advisor in Aiken, SC is $86,943.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,800.00 and $111,500.00 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.

What job categories do people searching Remote Financial Advisor jobs in Aiken, SC look for?

The top searched job categories for Remote Financial Advisor jobs in Aiken, SC are:

What cities near Aiken, SC are hiring for Remote Financial Advisor jobs?

Cities near Aiken, SC with the most Remote Financial Advisor job openings:

Infographic showing various Remote Financial Advisor job openings in Aiken, SC 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 $86,943 per year, or $41.8 per hour.

Remote Insurance Advisor (Work from home)

Camesi Agency

Augusta, GA โ€ข Remote

$80K - $120K/yr

Other

Medical, Dental, Vision, Life

Posted 16 days ago


Job description

The Camesi Agency is a rapidly growing, fully remote brokerage focused on helping families protect their financial futures. We are seeking a results-driven Remote Sales Manager to lead and develop a small, high-performing remote sales team. This role is ideal for an organized, coachable leader who can drive sales performance, implement scalable processes, and support career development within a remote environment. Licensing and training support are provided.

Key responsibilities:

  • Lead, coach, and motivate a remote sales team to achieve individual and team sales targets.
  • Recruit, onboard, and train new sales representatives; maintain ongoing development through role-plays, feedback, and structured coaching.
  • Establish and enforce sales processes, performance standards, and CRM best practices to ensure accurate pipeline management and client records.
  • Monitor team performance using metrics and reporting; identify opportunities for improvement and implement corrective action plans.
  • Conduct regular one-on-one meetings, team meetings, and training sessions to maintain product knowledge and selling skills.
  • Support complex client consultations as needed and maintain high standards of client service and compliance.
  • Collaborate with leadership to set team goals, develop sales strategies, and contribute to continuous improvement initiatives.

Qualifications:

  • Proven experience in sales leadership, team management, or a comparable supervisory role; experience in remote team management is preferred.
  • Demonstrated ability to coach and develop sales representatives, set clear expectations, and drive measurable performance improvements.
  • Strong verbal and written communication skills with a consultative approach to client interactions and team coaching.
  • Comfortable working remotely with a reliable computer, high-speed internet connection, and a dedicated, quiet workspace.
  • Experience using CRM systems and familiarity with sales metrics and reporting tools.
  • Motivated, organized, and able to manage competing priorities in a fast-paced, small-team environment.
  • Willingness to obtain a Life & Health insurance license; licensing support and guidance provided.

What we offer:

  • 100% remote work with a flexible schedule.
  • Competitive compensation structure including base (where applicable), commission income, and performance-based bonuses.
  • Comprehensive training program, structured mentorship, and clear advancement pathways into senior leadership.
  • Supportive, small-team environment focused on professional development and internal promotion.
  • Benefits package including health, dental, vision, and life insurance, plus an employee referral program.

Additional information: This role focuses on leading consultative sales of life and health insurance products to inbound prospective clients. Performance expectations are transparent and supported through training and mentorship to accelerate success. The Camesi Agency values professional development and promotes from within as team members demonstrate consistent performance and leadership potential. We are an equal opportunity employer and welcome applicants who are enthusiastic about building and leading a remote sales team.