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

Operations Manager

Raleigh, NC · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

Deputy General Counsel

Raleigh, NC · On-site +1

  • Retirement

  • PTO

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

Remote Tax Manager

Wake Forest, NC · On-site +1

$110K - $140K/yr

Serve as a trusted advisor and primary point of contact for client relationships * Lead tax ... Coordinate workflows between tax, accounting, and bookkeeping teams to keep client financials ...

Senior Sales Engineer

Raleigh, NC · Remote

  • Medical

  • Retirement

  • PTO

... third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   ... Conducts live and remote demonstrations and makes presentations to prospective clients clearly ...

Sales Representative - Southeast Region

Cary, NC · Remote

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Field-based / Remote (U.S.) Employment Type: W-2, Base Salary + Commission Compensation : $60,000 ... Develop relationships with CPAs, insurance brokers, financial advisors, and banks . * Forecast ...

Pricing Governance Lead

Raleigh, NC · On-site +1

  • Medical

  • Retirement

  • PTO

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

Pricing Governance Lead

Raleigh, NC · On-site +1

$108K - $135K/yr

  • Medical

  • Retirement

  • PTO

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

Pricing Governance Lead

Raleigh, NC · On-site +1

$108K - $135K/yr

  • Medical

  • Retirement

  • PTO

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

Sales Representative - Southeast Region

Raleigh, NC · Remote

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Field-based / Remote (U.S.) Employment Type: W-2, Base Salary + Commission Compensation : $60,000 ... Develop relationships with CPAs, insurance brokers, financial advisors, and banks . * Forecast ...

Showing results 21-40

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 Aug 14, 2026, the average yearly pay for remote financial advisor in Raleigh, NC is $99,283.00, 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.

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.

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 cities near Raleigh, NC are hiring for Remote Financial Advisor jobs?

Cities near Raleigh, NC with the most Remote Financial Advisor job openings:

Infographic showing various Remote Financial Advisor job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $99,283 per year, or $47.7 per hour.

Operations Manager

Salesforce, Inc.

Raleigh, NC • Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 26 days ago


Salesforce rating

8.1

Company rating: 8.1 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

112th of 244 rated software companies


Job description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Operations

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

As the Salesforce Business Operations (BizOps) team scales its operating model, we are seeking a highly analytical financial professional with the ability to obtain a federal security clearance to drive critical financial controls, governance, contract administration, and audit risk management for our major US Federal IDIQ contract vehicles.
Sitting directly under the AMERS BizOps Lead, this strategic role bridges the gap between Field Delivery Operations, Corporate Accounting, Legal Counsel, and Federal Program Management Offices (PMOs). Your primary mission will be to manage the end-to-end contract administration lifecycle, dismantle financial blindspots, untangle complex multi-stream intercompany ledgers, and secure the cash application process. By streamlining these high-volume, high-risk revenue streams, you will play a pivotal role in safeguarding our financial statements, defending margins, and accelerating federal business growth.
Position Details

  • Level: 7

  • Location: Anywhere in the US (Remote)

  • Citizenship & Clearance: Must be a U.S. citizen (U.S. born or naturalized) living on U.S. soil who does not hold dual citizenship with the ability to meet customer and government screening standards applicable to this role (eligibility and ability to obtain and maintain a US Federal Security Clearance)


Key Responsibilities
1. Contract Administration & PMO Interface (Large-Scale IDIQ)

  • Primary Point of Contact: Serve as the main operational interface between the organization and the Federal Government's Program Management Office (PMO) for a major government-wide acquisition contract (GWAC / IDIQ).

  • Portal & Queue Management: Proactively monitor federal portals for incoming Requests for Quotes (RFQs), manage order responses, and handle day-to-day program inquiries.

  • Contract Modification & Compliance: Execute line-item modifications (CLIN additions) via Technology Refreshment (TR) requests, ensure website ordering guidelines remain up-to-date, and strictly enforce data non-disclosure / data-restriction compliance.

  • Reporting & Deliverables: Help prepare mandatory agency financial reports, provide dedicated customer support services to vehicle users, and prepare critical Contract Data Requirements (e.g., Attachment D metrics).

2. Financial & Audit Governance

  • Risk Mitigation: Manage complex audit and financial statement risks for the expanding US Federal division, transforming the function from manual monitoring to high-leverage portfolio intelligence.

  • Deliverable Verification: Establish rigid operational safeguards to confirm that documented project milestones and deliverables strictly align with active corporate billings.

  • Intercompany Reconciliation: Formulate and execute robust validations for revenue recognition (rev-rec) processes across partner-led IDIQ streams to guarantee corporate and statutory audit compliance.

3. Invoicing, Cash Application & End-to-End Lifecycle Control

  • Untangle Complex Ledgers: Resolve visibility gaps caused by multi-tiered invoicing structures (e.g., internal entities invoicing third-party partners who subsequently invoice the federal client, combining software license and services contracts).

  • Variance Investigation: Proactively lead the cleanup and detailed investigation of existing transaction variances across multiple individual project sub-ledgers.

  • Lump-Sum Reconciliation: Deconstruct massive, complex lump-sum federal payments that merge software licenses and professional services. Systematically isolate and map cash flows back into proper CRM tracking systems.

4. Portfolio Scale & Delivery Advisory

  • Business Partnership: Serve as an essential financial advisor to Portfolio Delivery Leaders (PDLs) to optimize project revenue plans, pricing control, and P&L stability.

  • Margin Preservation: Enforce proactive pre-sales pricing models and margin management early in the project lifecycle, driving significant improvements in Bid vs. Delivered margin.


Required Qualifications & Experience

  • Experience: 5-8+ years of experience in Federal Financial Management, Contract Administration, or Business Operations within the US Public Sector.

  • Citizenship & Clearance: US Citizenship is required, alongside the eligibility and willingness to undergo a federal background investigation to obtain a security clearance.

  • IDIQ & Portal Management: Hands-on experience working directly with Federal PMOs, monitoring procurement portals, responding to RFQs, and managing contract deliverables/modifications (CLINs/TRs).

  • Federal Accounting Expertise: Deep, hands-on experience handling complex federal contract vehicles, billing structures, and intercompany cash application cycles (experience with partner-led defense or civilian contracts, or Prime/Sub relationships, is highly preferred).

  • Complex Problem Solving: Proven track record of untangling messy ledger data, investigating complex financial variances, and matching high-volume lump-sum payments without clean remittance advice.

  • Systems Knowledge: Strong familiarity with enterprise CRM financial architecture and the ability to build manual offline validation frameworks when system blindspots occur.


Why This Role Matters
This isn't classical controllership or static contract administration. This role directly owns the operational rhythm and financial health of an expansive, high-volume project pipeline. By stepping into this seat, you become the ultimate operational shield protecting margins, driving PMO excellence, and establishing an airtight system to safeguard our most complex public sector partnerships.

Unleash Your Potential

When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance andbe your best, and our AI agents accelerate your impact so you cando your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates' resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $117,400 - $177,600 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

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