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Remote Financial Advisor Jobs in Raleigh, NC (NOW HIRING)

Definiti

Regional Sales Director - Western US

Cary, NC · On-site +1

Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... Create new financial advisor relationships that will ultimately sell Definiti retirement solutions ...

Definiti

Regional Sales Director - Eastern US

Cary, NC · On-site +1

Most roles are fully remote, so you need to be comfortable using technology, be productive in a ... Create new financial advisor relationships that will ultimately sell Definiti retirement solutions ...

Definiti

Internal Sales Wholesaler

Cary, NC · On-site +1

Experience working with financial advisors, recordkeeping wholesalers and CPAs * Current QKS or QKA or ability to obtain at least one designation with 12 months of hire REMOTE WORKING REQUIREMENTS As ...

Principal Financial Group

Compliance Advisor

Raleigh, NC · On-site +1

$104K - $150K/yr

Operating at the intersection of financial services and technology, Principal builds financial ... LinkedIn Remote Hashtag #LI-RemoteQualifications: * 6+ years related experience (mutual fund and/or ...

IAG

Be Seen First

Mergers and Acquisitions Advisor/Independent Contractor/Remote

Raleigh, NC · Remote

$75K - $159K/yr

Generally, a strong desire to succeed financially, a willingness to learn, and some direct sales ... As a Business Intermediary/IAG M&A Advisor, you will have complete freedom to direct your full-time ...

Genworth Financial

Deputy General Counsel

Raleigh, NC · On-site +1

... advising a regulated financial services organization. LOCATION Enact Headquarters, Raleigh, NC(Hybrid Schedule). Remote candidates with the appropriate experience may be considered, with regular ...

Salesforce, Inc.

Operations Manager

Raleigh, NC · Remote

Anywhere in the US (Remote) * Citizenship & Clearance: Must be a U.S. citizen (U.S. born or ... Serve as an essential financial advisor to Portfolio Delivery Leaders (PDLs) to optimize project ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Raleigh, NC

Remote Financial Advisor information

See Raleigh, NC salary details

$35K

$99.3K

$140K

How much do remote financial advisor jobs pay per year?

As of Jul 24, 2026, the average yearly pay for remote financial advisor in Raleigh, NC is $99,277.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $127,300.00 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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, certifications like the CFP, and a focus on high-value financial planning or investment management.

Can a financial advisor work remotely?

Yes, many financial advisors work remotely, especially with the increased use of digital communication tools and financial planning software. Remote work allows advisors to serve clients virtually, often requiring certifications like the Series 7 or CFP and strong communication skills.

How can I make $100,000 a year working from home?

A remote financial advisor can earn $100,000 or more annually by building a strong client base, obtaining relevant certifications such as the CFP, and leveraging digital tools for client communication and financial planning. Increasing experience, specialization, and offering comprehensive services can also boost income potential while working remotely.

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.

How much do remote financial advisors make?

Remote financial advisors typically earn between $60,000 and $100,000 annually, with experienced professionals and those managing larger client portfolios earning higher salaries. Compensation often includes base pay, commissions, and bonuses, and may vary based on certifications like CFP or CFA, as well as the firm size and client base.

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 Raleigh, NC? The most popular types of Financial Advisor jobs in Raleigh, NC are:
What are popular job titles related to Remote Financial Advisor jobs in Raleigh, NC? For Remote Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor jobs in Raleigh, NC look for? The top searched job categories for Remote Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Remote Financial Advisor jobs? Cities near Raleigh, NC with the most Remote Financial Advisor job openings:
Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Raleigh, NC as of July 2026, with employment types broken down into 83% Full Time, 6% Part Time, and 11% Contract. Highlights an 100% Remote job distribution, with an average salary of $99,277 per year, or $47.7 per hour.

HFA Financial Advisor Senior -Branch

Huntington

Raleigh, NC • On-site, Remote

Full-time

Posted 24 days ago

Job description

Description

Summary:
Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients.  Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.

Duties & Responsibilities:

  • Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
  • Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance.
  • Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
  • Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
  • Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
  • Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
  • Performs other duties as assigned.

Basic Qualifications:

  • High School Diploma
  • Minimum of 1 year of investment sales experience
  • Series 7, 63, 65/66 and Life and Health Licenses

Preferred Qualifications:

  • Bachelor's Degree
  • At least 2-3 years of experience in an investments area
  • Experience coaching, influencing and developing individuals in a team environment
  • Track record of exceeding expectations as well as assigned goals and targets
  • Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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