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Remote Financial Advisor Jobs in Frederick, MD (NOW HIRING)

Eliassen Group

Lead Financial BA

Rockville, MD · Remote

$70 - $75/hr

Hybrid 3 days onsite / 2 days remote in Rockville, MD Our client seeks a Lead Business Analyst to ... Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its ...

JDA

Sr. Director, Finance -IT

Rockville, MD · On-site +1

US Remote Dallas and Scottsdale preferred Overview: The Senior Director, Finance IT is a senior ... advisor to Finance and executive leadership. * Drive a platform-depth-first philosophy ...

New

InsuraTec

Sales Representative (Remote)

Leesburg, VA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Monrovia, MD · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Frederick, MD · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Frederick, MD · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Potomac, MD · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Damascus, MD · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Rockville, MD · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Frederick, MD

Remote Financial Advisor information

See Frederick, MD salary details

$35.8K

$101.5K

$143.2K

How much do remote financial advisor jobs pay per year?

As of Aug 12, 2026, the average yearly pay for remote financial advisor in Frederick, MD is $101,549.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,600.00 and $130,200.00 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 Frederick, MD? The most popular types of Financial Advisor jobs in Frederick, MD are:
What are popular job titles related to Remote Financial Advisor jobs in Frederick, MD? For Remote Financial Advisor jobs in Frederick, MD, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Frederick, MD look for? The top searched job categories for Remote Financial Advisor jobs in Frederick, MD are:
What cities near Frederick, MD are hiring for Remote Financial Advisor jobs? Cities near Frederick, MD with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Frederick, MD as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $101,549 per year, or $48.8 per hour.

Financial Statements, Notes, and Flux Analyst | Management Consultant IV (MC-IV)

BizFirst

Leesburg, VA • Remote

$170K - $185K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 21 days ago

Job description

This is a remote position.

Position Description

Financial Statements, Notes, and Flux Analyst | Management Consultant IV (MC-IV)

Program

OneStream Implementation

Location

100% Remote

Workstream

Functional

Skillset Focus Area

F/S, Notes, Flux

Labor Category (LCAT)

Management Consultant IV (MC-IV)

Education & Experience

Bachelor's degree and 16 years of experience, or Master's degree and 12 years of experience

Security Clearance

Secret or above


]Position Summary

The Financial Statements, Notes, and Flux Analyst supports the OneStream implementation by helping design, validate, test, and deploy capabilities for financial statements, note disclosures, and variance analysis reporting. This role works closely with finance, accounting, reporting, system integrator, and PMO teams to translate federal reporting requirements into functional inputs, validate mappings and logic, and help ensure outputs are accurate, complete, reconcilable, and usable for monthly, quarterly, and external reporting.

Our client is a boutique consulting firm that employs consultants and professionals with unique skill sets to support the federal government with strategic execution, financial process enablement, IT systems, and Enterprise Resource Planning (ERP) software implementation.


Key Responsibilities

• Support requirements definition for financial statements, note disclosures, and flux analysis reporting needs.

• Translate accounting, federal reporting, and business reporting requirements into functional design inputs for the implementation team.

• Advise on alignment with OMB Circular A-136, Treasury reporting requirements, SFFAS, and agency-specific financial statement and disclosure expectations.

• Help define report structures, GL mappings, calculations, hierarchies, and supporting schedules for financial statements and notes.

• Support design and validation of flux reporting logic, including period-over-period variance analysis, materiality thresholds, and explanatory reporting needs.

• Validate source-to-report mappings, account relationships, metadata, and reporting logic to ensure outputs are complete and accurate.

• Participate in testing of financial statements, notes, and flux reports, including reconciliation, defect identification, retesting, and resolution support.

• Review draft outputs to confirm usability, consistency, drill-down capability, and alignment with business and external reporting needs.

• Coordinate with accounting, reporting, data, and technical teams to resolve issues affecting statement, note, or flux outputs.

• Support UAT, user confirmation testing, training readiness, cutover, go-live, and early stabilization for reporting capabilities.

• Assist with documentation of reporting requirements, business rules, test scripts, control considerations, and user procedures for sustainment handoff.


Required Qualifications

• Strong understanding of federal financial statements, note disclosures, reconciliations, and period-over-period variance analysis.

• Strong knowledge of OMB Circular A-136, Treasury reporting expectations, and federal external reporting control points such as tie-points and edit checks.

• Ability to translate accounting and reporting requirements into functional specifications, mappings, test scenarios, and validation criteria.

• Experience preparing and validating financial statements, chart of accounts mappings, roll-forwards, and rounding.

• Strong written documentation skills for requirements, business rules, test evidence, procedures, and sign-off support.

• DoD Experience a plus


Client Benefits

• Family Health Care (54% cost covered for the entire family)

• Family Dental (54% cost covered for the entire family)

• Family Vision (54% cost covered for the entire family)

• Flexible Spending Account

• Overutilization bonuses for Time and Materials (T&M) contracts

• Lifetime Event Bonuses (e.g., child, marriage)

• Profit-sharing arrangement for any work brought into the company

• Unlimited Leave with Approval

• 401k 100% employer match on first 3% invested

• $1,000 training budget