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Remote Financial Advisor Jobs in Walnut, IA (NOW HIRING)

Associate - Customer Care - Non - Voice 5A

Guss, IA · Remote

$14.50 - $20/hr

Review, research, and validate requests received from customers, financial institutions, internal ... Type - Remote Work Shift - Rotating (United States of America) The approximate annual base ...

Associate - Customer Care - Voice 5A

Guss, IA · Remote

$14.50 - $20/hr

... Remote Type - Remote Work Shift - Rotating (United States of America) The approximate annual base compensation range for this position is: 31,200 to 39,000 USD "Los Angeles, California based ...

Associate - Customer Care - Non - Voice 5A

Guss, IA · Remote

$14.50 - $20/hr

... Voice Remote Type - Remote Work Shift - Any (United States of America) The approximate annual base compensation range for this position is: 31,200 to 39,000 USD "Los Angeles California-based ...

Associate - Customer Care - Voice 5A

Guss, IA · Remote

$14.50 - $20/hr

... Remote Type - Remote Work Shift - Rotating (United States of America) The approximate annual base compensation range for this position is: 31,200 to 39,000 USD "Los Angeles California-based ...

Sr. Associate - Customer Care - Voice 5B

Guss, IA · Remote

$14.50 - $20/hr

... Voice Remote Type - Remote Work Shift - Any (United States of America) The approximate annual base compensation range for this position is: 31,200 to 39,000 USD "Los Angeles California-based ...

Remote Financial Advisor information

See Walnut, IA salary details

$34.6K

$98.3K

$138.6K

How much do remote financial advisor jobs pay per year?

As of Aug 15, 2026, the average yearly pay for remote financial advisor in Walnut, IA is $98,270.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,200.00 and $126,000.00 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 cities near Walnut, IA are hiring for Remote Financial Advisor jobs?

Cities near Walnut, IA with the most Remote Financial Advisor job openings:

Infographic showing various Remote Financial Advisor job openings in Walnut, IA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $98,270 per year, or $47.2 per hour.

Associate - Customer Care - Non - Voice 5A

Genpact

Guss, IA • Remote

$14.50 - $20/hr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.


Genpact rating

6.3

Company rating: 6.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

183rd of 224 rated it services


Job description

Associate - Customer Care - Non - Voice

Ready to turn bold ideas into real-world impact?
At Genpact, we don't just adapt to change, we lead it. AI and digital innovation are transforming the way businesses work, and we're at the forefront of it. Genpact's AI Gigafactory, our industry-first accelerator, exemplifies how we scale advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. Whether tackling complex challenges through large-scale models or agentic AI, our breakthrough solutions tackle companies' most complex challenges.
If you thrive in a fast-moving, innovation-driven environment, love building and deploying cutting-edge AI solutions, and want to push the boundaries of what's possible, this is your moment.
Genpact (NYSE: G) is an agentic and advanced technology solutions company. We leverage process intelligence and artificial intelligence to deliver measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active learning mindset and client centricity at its core, we deliver lasting value for the world's leading enterprises.
Get to know us at genpact.com and on LinkedIn, YouTube, X, and Facebook.

Job Description

  • Process customer and account-related transactions accurately and efficiently in accordance with established procedures and service level agreements.
  • Review, research, and validate requests received from customers, financial institutions, internal departments, and other stakeholders.
  • Perform account maintenance activities, data verification, record updates, transaction reviews, and case processing tasks.
  • Analyze account information and supporting documentation to ensure completeness, accuracy, and compliance with business requirements.
  • Identify exceptions, discrepancies, or potential issues and escalate them to the appropriate teams when necessary.
  • Maintain accurate records and documentation of all actions taken within designated systems.
  • Meet productivity, quality, accuracy, compliance, and turnaround time targets.
  • Utilize multiple systems and applications to complete assigned tasks and resolve operational inquiries.
  • Support operational projects, process improvement initiatives, testing activities, and additional assignments as required.
  • Ensure compliance with company policies, client requirements, regulatory guidelines, and data privacy standards.

Collaborate effectively with internal teams and business partners to resolve operational issues and improve customer outcomes

Qualifications

Bachelors - Business Administration, Bachelors - Communication, Bachelors - Hospitality Management, Bachelors - Information Technology, Bachelors - Marketing

Certifications

Certified Customer Service Representative (CCSR) - TransmanTransman, Certified Data Processor (CDP) - LinkedIn LearningLinkedIn Learning, ITIL Foundation - AxelosAxelos, Professional Customer Service - SMG/KRC Poland Human ResourcesSMG/KRC Poland Human Resources, Supply Chain Design Certification - LinkedIn LearningLinkedIn Learning

Required Skills

Account Maintenance, Banking Capital Markets, Claims Resolution, Customer Care, Customer Experience (CX), Customer Journey Mapping, Online Customer Support

Language

English (Required)

Language Proficiency -

Proficient - C2

Additional Job Location -

Job Type

Regular

Master Skill List -

Customer Care - Non - Voice

Remote Type -

Remote

Work Shift -

Rotating (United States of America)

The approximate annual base compensation range for this position is:

31,200 to 39,000 USD
"Los Angeles, California based candidates are not eligible for this role. Richardson area candidates are eligible for this role only."

The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity.

Why join Genpact?
Lead AI-powered transformation - Drive innovation and solve real-world business challenges that matter
Make an impact - Help global enterprises solve business challenges that matter
Accelerate your career - Gain hands-on experience, mentorship, and world-class learning opportunities to stay ahead
Work with the best - Join 140,000+ bold thinkers and problem-solvers who push boundaries every day
Thrive in a values-driven culture - Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress
Come join the 140,000+ coders, tech shapers, and growth makers at Genpact and take your career in the only direction that matters: Up.
Let's build tomorrow together.
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation.
Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.


What Genpact employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


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About Genpact

Sourced by ZipRecruiter

Genpact is a global Professional Services firm delivering the outcomes that transform our Clients' Businesses and shape their future. We're guided by our real world experience Redesigning and Running thousands of processes for hundreds of Global Companies. Our Clients including many in the Global Fortune 500 partner with us for our unique ability to combine deep industry and functional expertise, Leading talent, and Proven Methodologies to drive Collaborative Innovation that turns insights into action and delivers outcomes at scale. We create lasting competitive advantages for our Clients and their Customers, running digitally enabled operations and applying our Data Tech AI services to design, Build, and Transform their businesses. And we do it all with purpose. From New York to New Delhi and more than 30 countries in between, our 115,000+ team is passionate in its relentless pursuit of a world that works better for people.

Industry

It services

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1997

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