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Remote Financial Advisor Jobs in Bothell, WA (NOW HIRING)

City of Renton, WA

Finance Analyst 1

Renton, WA · On-site +1

$69K - $92K/yr

Non-Represented Remote Employment: Flexible/Hybrid Job Number: 26-00113 Department: FIN - Finance Opening Date: 08/04/2026 Closing Date: 8/18/2026 11:59 PM Pacific The City of Renton has an exciting ...

Payabli

FP&A Analyst

Seattle, WA · On-site +1

Background working with transaction-level or large-scale financial datasets While the role is remote, candidates located in Seattle or Los Angeles are preferred. We think you'll love being part of ...

City of Bothell, WA

Financial Analyst, Senior

Bothell, WA · On-site +1

$113K - $143K/yr

Regular Full Time Remote Employment: Flexible/Hybrid Job Number: 26-00261 Department: Finance Opening Date: 07/06/2026 Closing Date: Continuous Position Description Please note: Application may not ...

City of Renton, WA

Senior Finance Analyst

Renton, WA · On-site +1

$104K - $138K/yr

Non-Represented Remote Employment: Flexible/Hybrid Job Number: 26-00118 Department: FIN - Finance Opening Date: 07/18/2026 Closing Date: 8/7/2026 11:59 PM Pacific The City of Renton is seeking a ...

InfluxData

Director of Finance

Seattle, WA · Remote

$180K - $230K/yr

InfluxData is a remote-first company with a globally distributed workforce. For more information ... Financial Planning: Lead the annual budgeting and rolling forecast processes, delivering clear ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Bothell, WA

Remote Financial Advisor information

See Bothell, WA salary details

$40.2K

$114.2K

$161K

How much do remote financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for remote financial advisor in Bothell, WA is $114,175.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,800.00 and $146,400.00 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 Bothell, WA? The most popular types of Financial Advisor jobs in Bothell, WA are:
What are popular job titles related to Remote Financial Advisor jobs in Bothell, WA? For Remote Financial Advisor jobs in Bothell, WA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Bothell, WA look for? The top searched job categories for Remote Financial Advisor jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Remote Financial Advisor jobs? Cities near Bothell, WA with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Bothell, WA 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 $114,175 per year, or $54.9 per hour.

Billing Specialist (Mountain Time Zone or Pacific Time Zone)

Mercer Advisors

Seattle, WA • On-site, Remote

$26 - $31/hr

Full-time

Re-posted 10 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

As a key member of the Operations Team, the Billing Specialist partners with advisors, internal teams, and external stakeholders to ensure accurate and timely billing for Mercer Advisors' investment management clients. This role is responsible for maintaining billing integrity, updating billing instructions, processing fees, resolving discrepancies, and supporting efficient revenue recognition processes.

Key Responsibilities:

  • Perform monthly billing audits, including fee calculations, account troubleshooting, and adjustment processing
  • Review and maintain client accounts and household structures to ensure accurate fee schedule assignments
  • Partner with advisors and internal stakeholders to update and maintain billing instructions, ensuring alignment with client agreements
  • Reconcile direct debit results and ensure timely and accurate fee collection
  • Respond to billing-related inquiries from advisors and Client Service teams in a timely and professional manner
  • Partner with Trading and Client Service teams to ensure sufficient account liquidity for billing debits
  • Proactively track, manage, and follow up on outstanding, failed, or rejected fee transactions
  • Investigate root causes of failed collections and coordinate resolution
  • Partner with advisors, Client Service, and Trading teams to facilitate collections, including funding accounts, re-processing fees, or updating client billing setups
  • Maintain detailed records of collection efforts and outstanding balances; provide regular reporting on aged receivables and collection status
  • Identify trends in collection issues and recommend process improvements to reduce failed or delayed billing

Knowledge, Skills & Abilities:

  • Strong analytical and problem-solving skills with high attention to detail
  • Understanding of portfolio accounting and client performance reporting concepts
  • Proficiency in Microsoft Office, particularly Excel
  • Experience working with integrated financial systems and billing platforms
  • Experience with Orion strongly preferred
  • Experience with Salesforce strongly preferred
  • Highly organized with the ability to manage multiple priorities and deadlines
  • Strong written and verbal communication skills
  • Proven ability to collaborate effectively with advisors and cross-functional teams

Location: This is a remote position with a strong preference for candidates in the Mountain or Pacific Time Zones.

Working Hours: Monday through Friday, 8:00 AM to 5:00 PM

Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$26—$31 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

What Mercer Advisors employees say

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