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Remote Financial Advisor Jobs in Spring, TX (NOW HIRING)

Cherry Bekaert

CFO Advisory, Senior manager

Houston, TX · On-site +1

... possibly remote for the right resource) with travel for specific projects as needed. An ideal ... Advise clients through accounting system selection and implementation by aligning key processes and ...

Payne & Associates LLC

Be Seen First

Bankruptcy Attorney

Spring, TX · Remote

$40 - $55/hr (+ commission)

Analyze case facts and advise clients appropriately * File and manage court documents promptly ... Strong attention to detail, communication, and problem-solving abilities Remote Requirements

Payne & Associates LLC

Be Seen First

Bankruptcy Attorney

Spring, TX · Remote

$40 - $55/hr (+ commission)

Analyze case facts and advise clients appropriately * File and manage court documents promptly ... Strong attention to detail, communication, and problem-solving abilities Remote Requirements

InsuraTec

Sales Representative (Remote)

Katy, TX · 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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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Spring, TX

Remote Financial Advisor information

See Spring, TX salary details

$32K

$90.9K

$128.1K

How much do remote financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for remote financial advisor in Spring, TX is $90,888.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,700.00 and $116,600.00 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 Spring, TX?

The most popular types of Financial Advisor jobs in Spring, TX are:

What are popular job titles related to Remote Financial Advisor jobs in Spring, TX?

For Remote Financial Advisor jobs in Spring, TX, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor jobs in Spring, TX look for?

The top searched job categories for Remote Financial Advisor jobs in Spring, TX are:

What cities near Spring, TX are hiring for Remote Financial Advisor jobs?

Cities near Spring, TX with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Spring, TX as of August 2026, with employment types broken down into 65% Full Time, and 35% Part Time. Highlights an 100% Remote job distribution, with an average salary of $90,888 per year, or $43.7 per hour.

Financial Analyst - Petrochemicals

CITGO Petroleum Corporation

Houston, TX • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 hours ago

Key responsibilities

  • Provide financial analysis and management reporting to support business decision making.

  • Track and analyze CITGO's financial performance, create forecasts, and prepare periodic reports for management.

  • Coordinate and develop management reports, including profitability reconciliation and commentary for commercial businesses.

Citgo rating

6.5

Company rating: 6.5 out of 10

Based on 59 frontline employees who took The Breakroom Quiz

64th of 87 rated oil and gas companies

Job description

CITGO PETROLEUM CORPORATION

CITGO Petroleum Corporation is a recognized leader in the refining industry and operates under the well-known CITGO brand. CITGO owns and operates three refineries located in Lake Charles, LA.; Lemont, IL.; and Corpus Christi, TX, and wholly and/or jointly owns 38 active terminals, six pipelines and three lubricants blending and packaging plants. With approximately 3,300 employees and a combined crude capacity of approximately 807,000 barrels-per-day (bpd), positions CITGO as one of the best-branded supplier companies in the industry.

At CITGO our people are our most important resource.  Our core values are Safety, Integrity, Respect, Accountability, and Care.

Job Summary

As a Financial Analyst – FP&A, your performance and contribution will achieve the following goals and objectives:
•         Increase efficiency and profitability: You will work closely with senior leadership to increase the firm’s efficiency and profitability by assisting with the formulation of both the medium and long-term financial plan.
•         Financial analysis and management reporting: You will conduct financial statement and general ledger analysis, including variance to forecast and prior year, overseeing design, preparation and review of ongoing and ad hoc management reports.
Lead business decision making: Your financial analysis of data will impact senior leadership in making profitable business decisions

Minimum Qualifications

•      Bachelor’s Degree in Accounting, Finance, or General Business Administration.
•      A minimum of 2 years job-related experience.
•      List any specialized training or unique skills required:
•      Strong analytical and problem-solving skills, seeks big picture answers beyond immediate scope.
•      Experience managing & taking ownership of financial models.
•      Fundamental knowledge of accounting and financial processes and reporting.
•      Fundamental knowledge of SAP.
•      Demonstrated ability to work in an extremely complex, dynamic and fast-paced team environment
•      Strong communication skills (written and verbal).
•       Ability to work effectively in a team environment.
•      Background in a quantitative discipline, such as finance, economics, math, or engineering.
 
Preferred:
•   Experience in Power Platform Apps and Right Angle preferred.
•   Proficiency/prior experience with energy trading and risk management (ETRM) software platform preferred.

Job Duties

1.           Business decision support: Work with various areas of the business to provide high quality advice on financial impacts through exceptional analytical and financial modeling skills.
2.           Planning & forecasting: Responsible for tracking CITGO’s financial performance against a plan, analyzing business performance and market conditions to create forecasts, and help senior management make tactical and strategic decisions by providing periodic reports.
3.           Management reporting:  Coordinate economic and financial profitability reconciliation reporting and commentary for the Commercial businesses with input from the Risk, Finance, and the underlying Commercial businesses to develop weekly, monthly, quarterly, and annual reports for presentation to Management.
4.           Business analytics: Use key relationships, and knowledge of business strategy, trends and key events to support new opportunities to improve business analytics, and performance management tools.
5.           Scenario modeling: Maintain and improve the actual model structure, testing process and implementation of the information model, and determines the best model delivery (i.e., using Power BI or MS Excel, etc.). Also creates the documentation for implementation of the models and the procedures on how to maintain the information models.
6.           Cross-division FPA: Cross- train in supply and trading FPA to ensure knowledge of best practices, enhance innovation and exhibit creativity in the identifying new solutions to difficult problems.
7.           Special projects: Support other initiatives and special projects as directed by the FP&A Management team.

Job Duties II
  •  

Job duties displayed above are not all-inclusive, site-specific responsibilities may be assigned. 

Here are the incentives we offer:

• Remote Work options available for eligible positions
• Options are department and/or location specific
• 9/80 Work Schedule Option (where applicable)
• Annual Vacation Incentive (40-120 hours of additional pay) for Eligible Employees
• Paid Vacation Time
• Company-Paid Holidays
• Caregiver Leave
• Excellent 401(k) Match
• Pension Plan

• Performance Incentive

• Company-Paid Sick Leave and Long-Term Disability
• Medical, Dental, & Vision Plans; FSA and HSA options
• Company-Paid Life Insurance for Active Employees
• Healthy Rewards Program
• Service Awards Program
• Educational Assistance Plan
• Dependent Children Scholarships
• Reimbursement for Gym Membership
• Employee Discount Programs
• On-site Health Clinic (select locations)
• On-site Cafeteria (select locations)
• On-site Credit Union and ATM (Corporate office only)
• On-site Fitness Center (select locations)


PLEASE NOTE ALL JOBS DO NOT QUALIFY FOR ALL PERKS

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.

Requisition ID - 2059 

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