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Remote Financial Software Sales Jobs (NOW HIRING)

One Identity

Software Sales Account Manager

TX · Remote

Overview Software Sales Account Manager One Identity is an award-winning security software provider ... This is a remote based role with territory travel to new, or existing, client sites in the ...

One Identity

Software Sales Account Manager

MN · Remote

SOFTWARE SALES ACCOUNT MANAGER - MN Region There's more to enterprise security than defending ... This is a remote based role with territory travel to new, or existing, client sites in the ...

One Identity

Software Sales Account Manager

TX · Remote

Software Sales Account Manager One Identity is an award-winning security software provider offering ... This is a remote based role with territory travel to new, or existing, client sites in the ...

Versapay

Director, Software Sales- Upper Mid-Market

$150K - $170K/yr

Our solutions connect finance teams, customers, and business systems in one ecosystem to ensure ... Remote We are an equal opportunity employer and value diversity at our company. We do not ...

Flex HR

Financial/Investment Consultant

Atlanta, GA · On-site +1

$55K - $85K/yr

Financial/Investment Consultant CPA Tax Advisors • Remote (Must Reside in Georgia) -- ~10% On ... Relationship & Sales Skills: Strong interpersonal, relationship-building, and consultative sales ...

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Remote Financial Software Sales information

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$64K

$86.1K

$108K

How much do remote financial software sales jobs pay per year?

As of Sep 13, 2026, the average yearly pay for remote financial software sales in the United States is $86,070.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $93,500.00 per year, depending on experience, location, and employer.

What is the difference between Remote Financial Software Sales vs Remote Financial Software Support?

AspectRemote Financial Software SalesRemote Financial Software Support
Required CredentialsSales experience, financial software knowledge, sometimes certifications like CFP or CPATechnical knowledge, customer service skills, sometimes certifications like CFP or CPA
Work EnvironmentRemote sales teams, client meetings, demosRemote support teams, troubleshooting, client assistance
Employer & Industry UsageFinancial tech companies, SaaS providersFinancial institutions, software vendors
Search & Comparison IntentUnderstanding sales roles, job requirements, career pathsTechnical support roles, customer service careers

Remote Financial Software Sales focuses on selling financial software solutions to clients, requiring sales skills and industry knowledge. Remote Financial Software Support involves assisting clients with software issues, emphasizing technical support and customer service. Both roles often require similar certifications and work environments but differ in daily responsibilities and career focus.

More about Remote Financial Software Sales jobs

What cities are hiring for Remote Financial Software Sales jobs?

Cities with the most Remote Financial Software Sales job openings:

What are the most commonly searched types of Financial Software Sales jobs?

The most popular types of Financial Software Sales jobs are:

What states have the most Remote Financial Software Sales jobs?

States with the most job openings for Remote Financial Software Sales jobs include:

What are popular job titles related to Remote Financial Software Sales jobs?

For Remote Financial Software Sales jobs, the most frequently searched job titles are:

Remote Financial Software Sales jobs near you
Infographic showing various Remote Financial Software Sales job openings in the United States as of September 2026, with employment types broken down into 79% Full Time, 20% Part Time, and 1% Contract. Highlights an 83% Physical, 1% Hybrid, and 16% Remote job distribution, with an average salary of $86,070 per year, or $41.4 per hour.

Financial/Investment Consultant

Atlanta, GA • On-site, Remote

CPA Tax Advisors LLC
Accounting Services • 1 - 10 employees
Learn more about CPA Tax Advisors LLCexternal

Part-time

Re-posted 4 days ago

Job description

We are looking for a Remote Financial/Investment Consultant!


Job Location:

  • Must be located in Georgia.
  • Although the position is remote, 10% of your work MAY need to be done on-site


Job Responsibilities:

  • Assist clients in executing tailored strategies that will help them achieve their unique financial goals and increase their net worth.
  • Deliver a full day of private financial planning expertise to clients, either individuals or couples.
  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for high-net-worth clients.
  • Research and analyze investments, strategies, and market conditions, and provide sound financial advice based on findings.
  • Aptitude for applying financial planning knowledge in real-life situations.
  • Responsible for the satisfaction and retention of the organization's high-net-worth clients.
  • Participate in client meetings when appropriate and respond to executive client requests.
  • Grow and develop a client base through client referrals and outside sales.
  • Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.


Job Requirements:


  • AA degree or higher
  • Series minimum Series 65 or Series 7 certification (REQUIRED)
  • Experience with financial planning
  • Strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration.
  • Must live in GA (ability to travel to remote office, as requested, if not located in immediate area).
  • Willing to travel up to 30%, primarily between Atlanta, GA, and South GA.
  • Ability to work in a flexible and entrepreneurial environment with a positive, can-do attitude attitude.

Apply