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Remote Financial Advisor Jobs in Fishers, IN (NOW HIRING)

WestPoint Financial Group

Advisor

Indianapolis, IN · Remote

$50K - $100K/yr

Join West Point Financial Group -- a growth-minded MassMutual Midwest firm -- as an Advisor with potential to develop into leadership. You'll start by building your practice, mastering client ...

CFS

Tax and Accounting Manager

Indianapolis, IN · Remote

$90K - $120K/yr

Remote Industry: Financial Services Salary: $90,000 to $120,000 Position Overview The Tax ... Serve as a trusted advisor to clients, helping them understand and plan for tax implications of ...

CFS

Tax and Accounting Manager

Indianapolis, IN · Remote

$90K - $120K/yr

Remote Industry: Financial Services Salary: $90,000 to $120,000 Position Overview The Tax ... Serve as a trusted advisor to clients, helping them understand and plan for tax implications of ...

Topo Advisors

Director, Tax (Remote)

Indianapolis, IN · Remote

This position can be remote based in the United States. The company is headquartered and based in ... Collaborate with Topo Advisors' accounting and finance teams on cross-functional client matters

Spieldenner Financial Group

Sales (Remote)

Indianapolis, IN · On-site +1

$10K - $20K/wk

... financial goals and family needs. Meet & Advise (2 days/week) Conduct virtual or in-person ... Fully remote, flexible work environment * Growth-focused culture with advancement opportunities If ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Fishers, IN

Remote Financial Advisor information

See Fishers, IN salary details

$33.7K

$95.6K

$134.8K

How much do remote financial advisor jobs pay per year?

As of Aug 3, 2026, the average yearly pay for remote financial advisor in Fishers, IN is $95,598.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,200.00 and $122,600.00 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 Fishers, IN? The most popular types of Financial Advisor jobs in Fishers, IN are:
What are popular job titles related to Remote Financial Advisor jobs in Fishers, IN? For Remote Financial Advisor jobs in Fishers, IN, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Fishers, IN look for? The top searched job categories for Remote Financial Advisor jobs in Fishers, IN are:
What cities near Fishers, IN are hiring for Remote Financial Advisor jobs? Cities near Fishers, IN with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Fishers, IN as of July 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $95,598 per year, or $46 per hour.

Financial Advisor

WestPoint Financial Group

Indianapolis, IN • Remote

$80K - $100K/yr

Full-time

Re-posted 7 days ago

Job description

Indianapolis, IN | Commission-based | $80K–$110K at plan

You've spent years hitting numbers, managing a territory, and coaching people to perform — and somewhere along the way you started wondering what it would look like if all that effort built your business instead of a company's quarterly report.

At WestPoint Financial Group, we work with people making exactly that jump. Most of our advisors didn't come from finance. They came from roles where they were already running things — managing accounts, leading teams, owning results — and they were ready to trade a title for equity in their own future.

Why advisors choose WPFG:

  • Non-captive model — you're not locked into one company's products or quotas
  • 100+ advisors who've made this switch, many mid-career
  • Real mentorship from people who've done it, not a training video

The work:

  • Turn the relationships and reputation you've already built into a client base
  • Help people protect what they've earned and grow what's next for them
  • Run your practice with the backing of an established team and infrastructure
  • Keep sharpening your edge on planning and risk strategy as the industry shifts

What you'll need:

  • A track record people trust — and a network to prove it
  • The drive to own outcomes instead of just hitting someone else's targets
  • Willingness to get licensed (Life & Health, SIE, Series 7) if you're not already
  • A four-year degree, preferred but not a dealbreaker if your experience speaks for itself

If you're the person your team already comes to when something needs to get done — this might be the move where you finally do it for yourself.

Apply today, or reach out to talk it through.


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