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

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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 Jun 23, 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 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 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

Fractional CFO for Construction Company

Vessel Advisors

Irvine, CA • Remote

Part-time, Contractor

Posted 5 days ago

Job description

Vessel Advisors is a dynamic and forward-thinking accounting firm that specializes in providing bespoke financial solutions to a diverse portfolio of clients. We are currently seeking experienced Fractional CFOs to join our team. This unique position is designed for a strategic financial leader who is capable of stepping into a variety of roles that can address the unique financial challenges faced by our clients. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals. This role offers flexibility as you will collaborate with clients on a part-time basis, allowing you to manage multiple engagements on a contract basis, while wielding a significant impact on each organization’s financial health. The ideal candidate should thrive in a fast-paced environment, possess exceptional analytical skills, and have a deep understanding of financial strategy and operations, and be willing to utilize cloud based software. At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find a Fractional CFO who aligns with our core values and is ready to drive excellence in our clients’ financial endeavors.

We’re looking for exceptional fractional CFOs who are experts in the Construction industry to join our bench of independent contractors - to serve our clients in upcoming and recurring projects. Please do not apply or contact us without several years of experience in the Construction space.

Responsibilities
  • Provide high-level financial management and strategic planning services to clients as a Fractional CFO.
  • Analyze client financials, assess risk, and develop insights to guide strategic decision-making.
  • Assist clients in budgeting, forecasting, and financial modeling to ensure sustainable business growth.
  • Support mergers, acquisitions, and other financial transactions by providing expert advice and due diligence.
  • Collaborate with accounting teams to prepare financial statements and reports that comply with regulations and standards.
  • Implement financial systems and processes to enhance reporting accuracy and efficiency.
  • Serve as a trusted advisor, communicating complex financial information in an understandable manner to non-financial stakeholders.

Requirements

  • Bachelor's degree in accounting, finance, or a related field; MBA or CPA preferred.
  • 10+ years in the CFO seat for small-medium sized businesses, in the Construction industry
  • Proven experience as a CFO, financial consultant, or similar role, with a track record of success in managing financial strategy.
  • Strong understanding of corporate finance principles, budgeting, forecasting, and financial reporting.
  • Excellent analytical skills and the ability to interpret complex financial data and trends.
  • Exceptional communication and interpersonal skills, with a talent for building relationships with clients. We need someone who can lead a meeting room during a Discovery Assessment onsite with a client.
  • Demonstrated capacity to work independently and manage multiple projects simultaneously.
  • Proficient in financial software and advanced Excel skills, with the ability to quickly adapt to new tools.
  • Proactivity & Leadership - we need proactive CFOs who take the lead and can execute on deliverables
  • Willingness to travel for 1-2 days per client engagement for our onsite client assessments
  • Consultative approach

If you’re passionate about delivering value, have experience in high-level financial roles, and thrive in a flexible, remote (sometimes limited hybrid/onsite) environment, we’d love to hear from you! Learn more about what we do and who we are by visiting www.vesseladvisors.com.

We have current fractional CFO jobs in the construction industry we are looking to fill. Primarily remote with 1-2 days onsite and several in person meetings for discovery assessments.