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Remote Financial Advisor Jobs in Riverside, CA (NOW HIRING)

First American

Escrow Advisor (Remote- US)

Santa Ana, CA · Remote

$73K - $98K/yr

This role is remote in the United States and may require some travel. HOW YOU'LL CONTRIBUTE ... financial transactions, and the ability to meet customer-imposed criminal history requirements.

Embla Medical

Senior Financial Analyst

Irvine, CA · On-site +1

$91K - $114K/yr

However, this is also a remote-eligible position in the following states: AZ, AR, CA, CO, FL, GA ... About the Role The FP&A (or Business Control) team is responsible for providing financial planning ...

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

Remote Compensation: $75,000 - $100,000 / year Description **Applications will be reviewed on a ... The ideal candidate will be knowledgeable in business and personal tax, finance, bookkeeping ...

InsuraTec

Sales Representative (Remote)

Eastvale, CA · 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)

Beaumont, CA · 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)

Perris, CA · 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)

Montclair, CA · 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)

Calimesa, CA · 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)

Muscoy, CA · 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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Showing results 21-40

All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Riverside, CA

Remote Financial Advisor information

See Riverside, CA salary details

$37.6K

$106.6K

$150.2K

How much do remote financial advisor jobs pay per year?

As of Sep 12, 2026, the average yearly pay for remote financial advisor in Riverside, CA is $106,553.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,200.00 and $136,700.00 per year, depending on experience, location, and employer.

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 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 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 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.

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.

Can a remote financial advisor work remotely?

A remote financial advisor can work remotely, often providing services through online communication tools and financial planning software. Many firms support remote work arrangements, but advisors typically need relevant certifications and must comply with industry regulations regardless of location.

Why do so many remote financial advisors quit?

Remote financial advisors often leave their roles due to high workload, lack of in-person interaction, and challenges in maintaining work-life balance. Additionally, the need for ongoing certifications and client management can contribute to job dissatisfaction and turnover.
More about Remote Financial Advisor jobs

What are the most commonly searched types of Financial Advisor jobs in Riverside, CA?

The most popular types of Financial Advisor jobs in Riverside, CA are:

What are popular job titles related to Remote Financial Advisor jobs in Riverside, CA?

For Remote Financial Advisor jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor jobs in Riverside, CA look for?

The top searched job categories for Remote Financial Advisor jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Remote Financial Advisor jobs?

Cities near Riverside, CA with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Riverside, CA as of September 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $106,553 per year, or $51.2 per hour.

Municipal Finance Associate Attorney

Irvine, CA • On-site, Remote

Direct Counsel
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Direct Counselexternal

$158K - $205K/yr

Full-time

Medical, Retirement

Re-posted yesterday

Job description

Direct Counsel is seeking a Municipal Finance Associate with 3–6 years of experience to join a highly regarded Public Law practice. This opportunity is ideal for an attorney interested in advising public agencies and other participants in sophisticated municipal finance transactions throughout California.

The ideal candidate will have experience supporting municipal finance matters, strong drafting and analytical skills, and a demonstrated interest in public agency representation.

Responsibilities
  • Represent public agencies, underwriters, lenders, borrowers, and other participants in municipal finance transactions
  • Assist with the structuring, negotiation, and closing of public finance transactions
  • Draft and review financing documents, resolutions, agreements, disclosure documents, and related transaction materials
  • Conduct due diligence and assist with transaction management
  • Research and analyze municipal finance, regulatory, and public law issues
  • Advise clients regarding financing structures, regulatory requirements, and transaction-related risks
  • Collaborate with attorneys and clients to develop practical, business-oriented solutions
  • Manage multiple projects and deadlines in a fast-paced environment
Qualifications
  • J.D. from an accredited law school
  • Active California Bar membership in good standing
  • 3–6 years of experience with municipal finance transactions
  • Experience representing public agencies, underwriters, lenders, borrowers, or other transaction participants
  • Strong legal research, writing, drafting, and analytical skills
  • Excellent verbal and written communication abilities
  • Demonstrated interest in public agency representation
  • Ability to analyze sophisticated financing structures and regulatory requirements
  • Self-motivated with a strong work ethic and collaborative mindset
Compensation & Benefits
  • Salary Range: $158,000 – $205,000
  • Mainly Remote – Must Reside in California!
  • Annual performance-based bonus opportunities
  • Annual billable-hours bonus opportunities
  • Competitive health insurance benefits
  • 401(k) with partial employer match
  • Reasonable billable hour expectations
  • Flexible work arrangement
  • Strong mentorship and professional development opportunities
Why This Opportunity
  • Advise public agencies on meaningful infrastructure and public finance projects
  • Gain direct client contact and significant responsibility
  • Work on sophisticated municipal finance transactions across California
  • Join a collaborative and supportive public law team
  • Enjoy a flexible work environment with a strong emphasis on work-life balance and professional growth

Direct Counsel is committed to connecting exceptional legal talent with premier law firms and fostering inclusive hiring practices.