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

Forbes Advisor

SEO Director (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 ...

Forbes Advisor

PPC Specialist (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 ...

Forbes Advisor

Senior PPC Specialist (Remote)

Wilmington, DE · On-site +1

$75K - $93K/yr

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 ...

Forbes Advisor

CRM Executive (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 ...

Forbes Advisor

Senior SEM Specialist (Remote)

Wilmington, DE · On-site +1

$75K - $93K/yr

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 ...

Forbes Advisor

SEM Specialist (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 ...

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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 Sep 4, 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 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 Exton, PA?

The most popular types of Financial Advisor jobs in Exton, PA 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 61% Full Time, and 39% Part Time. Highlights an 100% Remote job distribution, with an average salary of $98,575 per year, or $47.4 per hour.

Creative Director, Paid Social (Remote)

Forbes Advisor

Wilmington, DE • On-site, Remote

Full-time

Re-posted 3 days ago

Key responsibilities

  • Own end-to-end creative development for the Health vertical, including concepting, scripting, directing, and post-production.

  • Lead and manage the Health creative team, including hiring, developing, and overseeing creative leads, editors, and producers.

  • Collaborate with editors and partners to produce and optimize video content across various production modes, ensuring compliance and performance goals.

Job description

At Forbes Advisor, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance so they can make informed decisions they feel confident in and get back to doing the things they care about most.
We are an experienced team of industry experts dedicated to helping readers make smart decisions and choose the right products with ease. Forbes Advisor boasts decades of experience across dozens of geographies and teams, including Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology and Sales. The team brings rich industry knowledge to Forbes Advisor's global coverage of consumer credit, debt, health, home improvement, banking, investing, credit cards, small business, education, insurance, loans, real estate and travel.
About the Role
Forbes Advisor is hiring a Creative Director of Paid Social to own end-to-end creative across our Health vertical, a portfolio that today includes weight loss medications, hair loss, hearing, TRT, and dating. You will concept, write, direct, and supervise editorial on the paid social and native creative that drives acquisition for Forbes and its partners, and you will lead a pod of creatives doing the same. This is a direct-response storyteller's role layered with creative management responsibility.
The role reports into the VP Creative and partners with our Paid Social and Native Buyers, who direct the spend, and vertical General Managers, who own category outcomes.
The successful candidate is a senior creative leader. You are fluent in the modern direct-response canon, comfortable in regulated health categories, and produce video and copy at performance-marketing pace without sacrificing craft. You have built and led creative teams before, and you can run a small team of senior individual contributors (creative leads and editors) and personally taking on high priority projects yourself. You move fluently across content modes (remote UGC, in-studio and on-location shoots, AI-generated content) and pick the right mode for pipeline needs. Above all, you are equally at home concepting on a page, directing on set, supervising an edit, and reviewing your team's work with sharp, useful notes.
We are a human-led shop that uses AI to accelerate output without diluting craft, and you will be expected to operate that way from day one. You can articulate where AI sharpens video storytelling and where it weakens it. In short, AI fluency is a baseline expectation. You already use it to improve the quality and efficiency of your work.
RESPONSIBILITIES:
  • Own end-to-end creative for the Health vertical: concept, copy, direction, post, and the operating system(s) that produces it.
  • Lead the Health creative pod (Creative Leads, editors, producers). Hire, develop, and raise the bar across the team. Partner with the VP Creative on org design as the team grows.
  • Concept new storytelling angles and write or supervise scripts from blank page to final cut across paid social and native video. Stay hands-on for hero or category-defining work.
  • Produce across the full range of content modes the vertical demands: remote UGC, in-studio and on-location shoots, and AI-generated content. Match production mode to pipeline needs.
  • Direct documentary-style, on-camera interviews with doctors, telehealth providers, patients, and UGC creators. Coach others on the team to direct interviews to the same bar.
  • Collaborate with editors from pre-production through delivery. Own the cut on hero work, supervise the rest.
  • Analyze performance data and use it to drive incremental and step-change creative optimizations that scale.
  • Work fluently inside compliance rails (FDA-style health claims, regulated category guardrails, partner overlays). Keep persuasion and compliance aligned rather than in tension.
  • Provide regular updates on creative performance, hiring, and craft initiatives to the Creative leadership team and to Health vertical stakeholders.
  • Available to travel to locations to film, gather footage, and conduct interviews.

REQUIREMENTS:
  • 10+ years of direct-response creative experience in performance-driven environments (supplements, health, telehealth or comparable), with at least 3 years in a creative management role.
  • Demonstrated experience leading and growing a creative team of 5+ individual contributors across writing, directing, and post.
  • Portfolio of video ads with clear performance attribution. We want to see the actual work and hear the actual results, including work your team produced under your direction.
  • Mastery of direct-response narrative architecture: hook, problem, mechanism, proof, transition, offer, and CTA. Working command of the modern direct-response canon.
  • AI-augmented creative fluency. Regular use of AI tools across ideation, scripting, and post.
  • Production fluency across multiple content modes: remote UGC at volume, in-person studio and location shoots, and AI-generated or AI-assisted content. You can pick the right mode for the brief.
  • Strong on-set craft. You can run a shoot yourself, direct non-actor talent, and hold the bar from concept through final cut.
  • Editorial voice fluency. You can direct an interview that feels like a real conversation and shape a story that feels like a story, not a sales letter shot on camera.
  • Demonstrated speed and volume in performance marketing environments. Comfortable shipping multiple cuts and tests a week across multiple categories and iterating from data.
  • Comfort working inside compliance rails (FDA-style health claims, regulated health category language, partner brand guardrails).
  • Strong collaboration skills across Creative, Buying, vertical GMs, Editorial, Brand, and Legal.
  • Self-starter with an entrepreneurial mindset, comfortable in a start-up style operating environment.
  • Excellent communication and organizational skills.

STRONG PLUSES:
  • Direct experience with GLP-1, weight loss, hair loss, telehealth, or comparable regulated health DR categories.
  • Quiz funnel and branching-narrative video experience.
  • Familiarity with the publisher and native-ad ecosystem (Outbrain, Taboola, sponsored content).
  • Comfort reading performance dashboards (Looker, Tableau, in-platform reporting).
  • Experience building reusable AI workflows for creative production: templates, Claude Projects or custom GPTs, prompt libraries, or agentic tooling that compounds team output without diluting craft.
  • Screenwriting or long-form visual storytelling background.

Forbes Advisor provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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