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

Envestnet

Pricing Governance Manager

Raleigh, NC · On-site +1

$108K - $135K/yr

... remote for other east coast areas.   About Envestnet   Envestnet is an ... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ...

Envestnet

Pricing Governance Manager

Raleigh, NC · On-site +1

$108K - $135K/yr

... remote for other east coast areas.   About Envestnet   Envestnet is an ... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ...

Envestnet

Pricing Governance Manager

Raleigh, NC · On-site +1

... remote for other east coast areas.   About Envestnet   Envestnet is an ... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ...

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$111K - $133K/yr

... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ... Experience working with remote teams Nice-to-Haves   * AWS Solutions Architect / Developer / Data ...

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$111K - $133K/yr

... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ... Experience working with remote teams Nice-to-Haves   * AWS Solutions Architect / Developer / Data ...

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$111K - $133K/yr

... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ... Experience working with remote teams Nice-to-Haves   * AWS Solutions Architect / Developer / Data ...

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Showing results 1-20

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

Remote Financial Advisor information

See Raleigh, NC salary details

$31.8K

$90.2K

$127.1K

How much do remote financial advisor jobs pay per year?

As of Jun 30, 2026, the average yearly pay for remote financial advisor in Raleigh, NC is $90,176.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,200.00 and $115,700.00 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 experience, a strong client base, and specialized skills in high-net-worth advising. Achieving this level often requires advanced certifications like the CFP or CFA, a focus on affluent clients, and successful business development. Income varies widely based on location, firm size, and individual performance.

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.

How can I make 2000 a week working from home?

A remote financial advisor can potentially earn $2,000 or more weekly by building a strong client base, offering specialized financial planning services, and maintaining certifications such as CFP. Success depends on experience, client volume, and effective use of digital communication tools. Consistent marketing and high-quality advice are key to increasing earnings in this role.

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 to make $100,000 a year working from home?

A remote financial advisor can earn $100,000 annually by building a strong client base, obtaining relevant certifications such as the CFP, and leveraging digital marketing tools. Increasing experience, offering specialized services, and working efficiently from a home office can also help reach this income level.

Can you work remotely as a financial advisor?

Yes, many financial advisors work remotely, leveraging technology such as video conferencing, financial planning software, and secure data sharing tools. Remote work allows advisors to serve clients from anywhere, often requiring relevant certifications and strong communication skills.

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 June 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $90,176 per year, or $43.4 per hour.
Senior Financial Analyst - AI Trainer

Senior Financial Analyst - AI Trainer

DataAnnotation

Durham, NC • Remote

$50 - $60/hr

Contractor

Posted 16 days ago

Key responsibilities

  • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets.

  • Evaluate AI Assistant outputs for reasoning, accuracy, and performance using complex real-world scenarios.

  • Provide clear, structured feedback to improve the quality and reliability of AI models.

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

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