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

Sociable Society Talent

Tax Manager CPA Cincinnati, OH

Columbia, SC · On-site +1

$125K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Tax Manager Columbia, SC This is not a 100% Remote role. This is a Hybrid role you MUST live in the ... O counterparts to deliver holistic client solutions ✅ Manage and grow client relationships ...

AO ASPIRE

Be Seen First

Remote Sales Rep- NO COLD CALLING

Columbia, SC · Remote

$50K - $120K/yr

  • Medical

  • Dental

  • Vision

... benefits and financial protection solutions. We are the official benefits company of the Los ... Our company focuses on remote career opportunities, leadership development, mentorship, and helping ...

Connection

Sr Solution Architect, 0365 - Remote

SC · On-site +1

$120K - $156K/yr

  • Medical

  • Retirement

  • PTO

The ideal candidate will serve as a trusted advisor to customers, sales teams, and internal ... We take pride in supporting employees with a total rewards package that provides financial ...

HMG Careers

Sales Representative Remote

Columbia, SC · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

Bcbsa

Legal Counsel

Columbia, SC · Remote

$167K - $222K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Summary The Legal Counsel serves as a trusted legal advisor to the company's business and ... S. jurisdiction. #LI-Remote $167,900.00 - $222,400.00 This is the lowest to highest salary we, in ...

Cloudbeds

Manager, Account Management - NORAM

North, SC · Remote

$83K - $123K/yr

Our AM Team is Our AM team is the engine of customer success at Cloudbeds - a diverse, completely remote group of relationship builders who are passionate about helping hoteliers thrive. We move fast ...

LIBERTY NATIONAL

Sales Representative

Columbia, SC · Remote

  • Medical

  • Life

You don't need a background in finance or years of experience to begin. Starting agents have the potential to get fully licensed and ready to write business in as little as 10 days. We also offer a ...

LIBERTY NATIONAL

Sales Representative

Columbia, SC · Remote

  • Medical

  • Life

You don't need a background in finance or years of experience to begin. Starting agents have the potential to get fully licensed and ready to write business in as little as 10 days. We also offer a ...

LIBERTY NATIONAL

Sales Representative

Columbia, SC · Remote

  • Medical

  • Life

You don't need a background in finance or years of experience to begin. Starting agents have the potential to get fully licensed and ready to write business in as little as 10 days. We also offer a ...

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Showing results 21-40

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 13, 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.

Tax Manager CPA Cincinnati, OH

Sociable Society Talent

Columbia, SC • On-site, Remote

$125K - $175K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

Tax Manager Columbia, SC



This is not a 100% Remote role. This is a Hybrid role you MUST live in the area or in a commutable distance or be willing to relocate

Respectfully please only apply if you meet this requirement



$15,000 sign-on bonus if you commit to 1 year!

Salary:$125,000 starting and negotiable


The Opportunity

We’re looking for a strategic, forward-thinking Tax Manager to lead and grow our tax team. This is a key leadership position for someone who thrives at the intersection of technical expertise, client advisory, and operational excellence. This is a full-time remote role, and the right person will be included in decision-making as part of the leadership team. Tax preparation and tax review experience is highly needed


What You’ll Do

✅ Lead and mentor a high-performing team of tax professionals

✅ Oversee complex tax compliance and planning engagements for businesses and individuals

✅ Collaborate with legal and accounting / Fractional CFO counterparts to deliver holistic client solutions

✅ Manage and grow client relationships through proactive tax strategy and advisory

✅ Ensure compliance with federal, state, and local tax laws – with a sharp eye for planning opportunities

✅ Develop and implement scalable workflows and technology integrations (we use Ignition, Karbon, and more)

✅ Stay ahead of tax law changes and advise both clients and internal teams accordingly


What We’re Looking For

  • CPA or EA is not necessary, but one must be able to obtain rapidly
  • 2+ years of progressive tax experience, ideally in a public accounting or multidisciplinary environment
  • Strong leadership and people management skills
  • Excellent communication – you can explain complex tax concepts in plain English
  • Strategic mindset with a hands-on approach
  • Comfortable working in a fast-growing, tech-forward, collaborative environment
  • Someone who has worked extensively with a workflow/practice management tool like Karbon


Why our client

✔️ Innovative ABS structure combining law, tax, and accounting

✔️ Entrepreneurial leadership and room to grow

✔️ Fully remote work environment

✔️ Competitive compensation and benefits

✔️ Team-oriented culture with real impact


Benefits

  • 10 days PTO (increasing each year)
  • 10 paid holidays
  • 13 paid Fridays off (May - July)
  • Reasonable working hours (average 50 during busy season)
  • Medical, dental, vision, short-term life, disability
  • 401(k) with match