ZipRecruiter

Log In

2

Remote Financial Advisor Jobs in Exton, PA (NOW HIRING)

Forbes Advisor

CRM Manager (Remote)

Wilmington, DE · On-site +1

At Forbes Advisor, our mission is to help readers turn their aspirations into reality. We arm ... Intelligence, Finance, HR, Marketing, Production, Technology and Sales. The team brings rich ...

previous pagenext page

Showing results 21-40

All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Exton, PA

Remote Financial Advisor information

See Exton, PA salary details

$34.7K

$98.6K

$139K

How much do remote financial advisor jobs pay per year?

As of Aug 11, 2026, the average yearly pay for remote financial advisor in Exton, PA is $98,575.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,400.00 and $126,400.00 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 Exton, PA? The most popular types of Financial Advisor jobs in Exton, PA are:
What are popular job titles related to Remote Financial Advisor jobs in Exton, PA? For Remote Financial Advisor jobs in Exton, PA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Exton, PA look for? The top searched job categories for Remote Financial Advisor jobs in Exton, PA are:
What cities near Exton, PA are hiring for Remote Financial Advisor jobs? Cities near Exton, PA with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Exton, PA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 19% In-person, and 81% Remote job distribution, with an average salary of $98,575 per year, or $47.4 per hour.

Financial Analyst- Remote

Berkadia

Philadelphia, PA • Remote

Other

This job post has expired today. Applications are no longer accepted.

Job description

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?

Berkadia's investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.

The Financial Analyst is responsible for conducting comprehensive financial analyses to assess Commercial Real Estate assets, specifically Manufactured Housing, gaining expertise in market factors that influence the industry. This role involves supporting the preparation of financial analyses and market data for use in client-facing documents and presentations.

We Innovate to shape the future of CRE, so in this role you will:

       Own the process of analyzing P&L statements and rent rolls.

       Manage and update databases tracking investment sales activity, construction pipelines, and other key real estate metrics.

       Occasionally present analyses and provide support to clients.

       Review industry surveys, benchmarks, and economic and demographic trends.

       Conduct research and write market intelligence for marketing materials, ensuring accuracy and clarity.

       Prepare and present analytical results, including graphics and charts, in a clear and concise manner.

       Build strong working relationships with team members to understand and address their market intelligence needs.

       Leverage market intelligence to develop compelling narratives for deals.

       Other duties as assigned.

We Stand for Excellence, so to achieve success in this role you should have:

       Proficient in MS Office suite, including exceptionally strong Excel modeling skills - experience with VBA and complex formulas.

       Skilled in data analytics, including demographics, competitors, and industry trends.

       Ability to simplify and communicate complex ideas effectively through writing and data visualization.

       Organized and detail-oriented, with a focus on accuracy and thoroughness.

       Experience using Adobe Creative Suite. 

We believe People Matter, so we offer benefits that go beyond:

  • Monthly paid volunteer hours and donation matching to benefit our communities 
  • Employee Resource Groups that help you grow with us
  • Fertility and family planning services  
  • Up to 12-weeks of fully paid parental leave   
  • Mental health care, including free counseling sessions:  
  • We'll help you fund your learning journey with generous tuition reimbursement 
  • Pet insurance discounts 
  • And more! 

Be the Next Big Thing. Be Berkadia.

#LI-HB1 #LI-REMOTE

Apply