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Remote Financial Advisor Jobs in Union, KY (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Cincinnati, OH · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

New

CFS

Sr FP&A

Cincinnati, OH · Remote

$80K - $120K/yr

Hybrid - South Bend, Indiana (2 days onsite / 3 days remote) Salary: $80,000 - $120,000 Position Overview We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana

Huntington

Private Bank Wealth Advisor II

Cincinnati, OH · On-site +1

At least 3 years of wealth management/financial advisory/sales/relationship management experience ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor II

Cincinnati, OH · On-site +1

At least 3 years of wealth management/financial advisory/sales/relationship management experience ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Schnitzer Agency

Remote Sales Consultant

Cincinnati, OH · On-site +1

$30K - $160K/yr

Your role is to guide, advise, and close. What makes this different: * Inbound, pre-qualified leads ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

Ceritypartners

Tax Principal

Cincinnati, OH · On-site +1

Role can be remote to the right person, but preferred in Louisville, KY office. What Makes This ... Lead tax planning conversations in collaboration with Cerity Partners' financial advisors ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Union, KY

Remote Financial Advisor information

See Union, KY salary details

$33K

$93.5K

$131.9K

How much do remote financial advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for remote financial advisor in Union, KY is $93,534.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,700.00 and $120,000.00 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 cities near Union, KY are hiring for Remote Financial Advisor jobs?

Cities near Union, KY with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Union, KY as of August 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 100% Remote job distribution, with an average salary of $93,534 per year, or $45 per hour.

Financial Advisor

Lit at Night Enterprises

Wyoming, OH • Remote

Full-time

Re-posted 27 days ago

Job description

We are seeking a dedicated and client-focused Financial Advisor to join our esteemed firm. This role involves providing expert financial guidance and developing personalized strategies to help clients achieve their long-term financial goals. You will build strong relationships and offer comprehensive solutions across investment, retirement, and estate planning.

Responsibilities

  • Assess clients' financial status, understand their goals, and develop tailored financial plans.

  • Provide expert advice on investment strategies, retirement planning, insurance, and estate planning.

  • Monitor market trends and economic conditions to make informed recommendations.

  • Build and maintain strong, long-term relationships with clients through regular communication and service.

  • Ensure compliance with all industry regulations and company policies.

  • Educate clients on financial products and services, explaining complex information clearly.

Qualifications

  • Bachelor's degree in Finance, Economics, Business, or a related field.

  • Proven experience as a Financial Advisor or in a similar financial planning role.

  • Relevant certifications such as CFP®, Series 7, and Series 66 licenses are required.

  • Strong understanding of financial markets, investment products, and financial planning principles.

  • Excellent communication, interpersonal, and client relationship management skills.

  • Proficiency in financial planning software and CRM systems.

  • Demonstrated ability to meet sales targets and build a client base.