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Remote Financial Advisor Jobs in Carson, CA (NOW HIRING)

STAND DESK

VP of Finance

Los Angeles, CA · Remote

Partner with internal legal and outside advisors to set up financial systems, legal structures ... Highly organized, with an ability to juggle several tasks at once and interface with remote teams

YO AI Labs

AI Finance Expert - Remote

Los Angeles, CA · Remote

$100 - $200/hr

Remote Job Overview We are seeking experienced AI Finance Domain Experts to contribute their ... No prior AI experience is required--your financial expertise, analytical skills, and professional ...

Iremonger & Ashford Wealth Partners

Be Seen First

Financial Consultant

Los Angeles, CA · Remote

$65K - $100K/yr

This is a fully remote opportunity with flexible options for full-time, part-time, or referral ... We utilize every aspect of the financial industry: * Wealth Management * Retirement Planning * Tax ...

SPRCHRGR

Senior Financial Analyst

Los Angeles, CA · Remote

$92K - $114K/yr

We are looking for stellar Sr. Financial Analysts who want to support an interesting mix of ... Remote, Full-time time, and Part-time positions available - US only Compensation * Competitive Pay ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Carson, CA

Remote Financial Advisor information

See Carson, CA salary details

$37.6K

$106.8K

$150.6K

How much do remote financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for remote financial advisor in Carson, CA is $106,815.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,400.00 and $137,000.00 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 Carson, CA?

The most popular types of Financial Advisor jobs in Carson, CA are:

What are popular job titles related to Remote Financial Advisor jobs in Carson, CA?

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

What job categories do people searching Remote Financial Advisor jobs in Carson, CA look for?

The top searched job categories for Remote Financial Advisor jobs in Carson, CA are:

What cities near Carson, CA are hiring for Remote Financial Advisor jobs?

Cities near Carson, CA with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Carson, CA as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $106,815 per year, or $51.4 per hour.

Director of Finance-Financial Analytics (Remote)

California FAIR Plan Association

Los Angeles, CA • Remote

Full-time

Posted 12 days ago

Job description

POSITION SUMMARY
The Director of Finance is responsible for budgeting, forecasting, financial operations and reporting.


PRINCIPAL DUTIES & RESPONSIBILITIES
Research, maintain and implement financial accounting systems, software, and business processes.
Manage financial reporting, state and regulatory compliance filings.
Direct the preparation of accurate and timely financial reports in accordance with statutory accounting practices.
Monitor and analyze department work to develop efficient procedures and use of resources to enhance the workflows of the department.
Manage hiring, training, counseling, termination and performance appraisals of Accounting personnel.
Advise Accounting department staff regarding the handling of non-routine reporting transactions.
Support the Vice President - Finance with special projects, workflow process improvements, and various operations matters
SPECIFIC DUTIES & RESPONSIBILITIES (DIRECTOR) - FINANCIAL ANALYTICS
Serve as Data Governance lead for financial data.
Manage the budgeting and forecasting process.
Develop and maintain key performance metrics.
Conduct financial analysis to identify trends, variances, and opportunities for improvement.
Develop and deliver reporting for Executive leadership team, Board, and other stakeholders.
Develop strategies for analyzing metrics to identify trends, processes, and system opportunities and recommend action.
Work with business units and IT to address specific financial data and reporting issues and requirements.


EDUCATION & EXPERIENCE
The individual in this position must meet the following general requirements:
Bachelor's degree or equivalent in Accounting.
MBA, CPA, CFA or other advanced financial credential preferred.
7 to 10 years of experience in a senior level finance or accounting position.
Knowledge of financial reporting standards and regulations.
Microsoft Suite experience required. Advanced Excel and Word skills required, including power query
Advanced proficiency in SQL and business intelligence (BI) dashboard tools, including experience with refactoring existing queries. (Director - Financial Analytics)
Duck Creek Insurance suite system (including Clarity, Snowflake) experience preferred.
Strong organizational skills, attention to detail, ability to prioritize and meet deadlines.
Excellent oral and written communication skills.

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