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Remote Financial Advisor Jobs in Lexington, SC (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Lexington, SC · 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)

Columbia, SC · 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)

Lexington, SC · 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)

Columbia, SC · 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)

Columbia, SC · 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)

Cayce, SC · 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)

Red Bank, SC · 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)

Irmo, SC · 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 Lexington, SC

Remote Financial Advisor information

See Lexington, SC salary details

$30.8K

$87.4K

$123.3K

How much do remote financial advisor jobs pay per year?

As of Aug 10, 2026, the average yearly pay for remote financial advisor in Lexington, SC is $87,423.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,200.00 and $112,100.00 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 Lexington, SC? The most popular types of Financial Advisor jobs in Lexington, SC are:
What are popular job titles related to Remote Financial Advisor jobs in Lexington, SC? For Remote Financial Advisor jobs in Lexington, SC, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Lexington, SC look for? The top searched job categories for Remote Financial Advisor jobs in Lexington, SC are:
What cities near Lexington, SC are hiring for Remote Financial Advisor jobs? Cities near Lexington, SC with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Lexington, SC as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $87,423 per year, or $42 per hour.

Mergers and Acquisitions Advisor/Independent Contractor/Remote

IAG

Columbia, SC • Remote

$75K - $150K/yr

Contractor

Re-posted 3 days ago

Job description

M&A Advisor (100% Remote)

Warm Leads Provided. CRM Backed. Capitalize on the Silver Tsunami. 100% Commission + Bonuses.

We are a premier M&A advisory firm seeking a high-performing M&A Advisor for a 100% remote role. This position focuses heavily on securing sell-side mandates within the $1M to $100M deal size range.

We feed your pipeline with targeted, warm leads directly through our CRM. Your core job is to work these leads efficiently, connect with retiring Baby Boomer business owners during this historic "Silver Tsunami" wealth transfer, and sign them to our firm. Once you secure the mandate, you hand it off to our elite internal team of seasoned deal-makers, who handle execution from due diligence through closing.

THE GROWTH UPSIDE: If you already possess a strong background in selling businesses, this role offers an elite path for internal growth. Successful advisors with execution experience will have the future opportunity to run and sell these businesses personally, capturing the full transaction success fees and dramatically expanding your commission earnings. Visit us at iagmerger.com

What You Will Do:

  • Manage CRM Pipeline: Systematically track, nurture, and convert warm leads provided directly by the firm.
  • Target the Silver Tsunami: Connect with retiring Baby Boomer business owners ready to monetize their life's work.
  • Drive Sell-Side Mandates: Pitch and sign new clients looking to sell their businesses within the $1M–$100M range.
  • Seamless Handoff: Transition clients to our execution team, or execute them yourself if you qualify for our growth path.

What We Look For:

  • CRM Discipline: Highly organized professional who knows how to move leads efficiently through a sales pipeline.
  • Elite Closer: Proven track record of turning warm leads into signed advisory agreements or high-ticket B2B contracts.
  • Sell-Side Literacy: Deep understanding of the emotional and financial needs of business founders preparing for an exit.
  • C-Suite Communication: Ability to speak authoritatively and empathetically with mid-market business owners.
  • Execution Background (Preferred): Prior experience closing M&A transactions is a major plus for candidates seeking fast-track career growth.

What We Offer:

  • Inbound Lead Flow: We feed your CRM pipeline with qualified prospective sellers to accelerate your success.
  • Uncapped Earning Potential: 100% commission-based with aggressive payout splits and lucrative performance bonuses.
  • Elite Execution Support: A dedicated team to close your deals, giving you the freedom to focus entirely on revenue generation.
  • Clear Path to Execution: Step into a full dealmaker role to manage transactions yourself and maximize your upside.
  • Total Remote Freedom: Work from anywhere while targeting a massive market of exiting owners.

Company Description

As a highly successful Mergers and Acquisitions company, we represent business sellers, buyers, and investors throughout the U.S. and Canada. We have highly experienced professionals who specialize in successfully structuring "win-win" scenarios that enable all parties to actually close transactions.

We are a success-oriented business intermediary that provides business opportunity consulting, merger & acquisition services, and analysis, as well as having transaction specialists to help businesses -- Main Street & Middle Market -- to find qualified buyers (serious and can be financed) or appropriate businesses to acquire (with good returns on the investment). https://iagmerger.com