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Remote Financial Jobs in Lexington, KY (NOW HIRING)

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Remote Insurance Agent

Lexington, KY · Remote

$60K - $110K/yr

Remote Insurance Sales Agent | $60k-$110k+ First Year | No Cold Calling Earn strong first-year ... About the Company We're a national financial services organization helping families achieve ...

InsuraTec

Sales Representative (Remote)

Richmond, KY · 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 ...

InsuraTec

Sales Representative (Remote)

Winchester, KY · 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 ...

InsuraTec

Sales Representative (Remote)

Versailles, KY · 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 ...

InsuraTec

Sales Representative (Remote)

Georgetown, KY · 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 ...

InsuraTec

Sales Representative (Remote)

Berea, KY · 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 ...

InsuraTec

Sales Representative (Remote)

Frankfort, KY · 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 ...

InsuraTec

Sales Representative (Remote)

Lexington, KY · 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 ...

Nexera

Entry Level Remote Sales Role

Lexington, KY · Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

Nexera

Entry Level Remote Insurance Sales

Lexington, KY · Remote

$1.5K - $3.2K/wk

No finance or insurance background needed. We'll train you and get you licensed. Why recent grads ... Raleigh/Triangle area preferred -- fully remote, open to all U.S. locations * Able to pass a ...

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All JobsFinancial JobsRemote Financial JobsRemote Financial Jobs in Lexington, KY

Remote Financial information

What is a remote financial job?

A remote financial job is any job in the finance industry that allows you to telecommute instead of working in an office. You can do almost any finance job on a remote basis. Some of the most common remote jobs include accountants, accounting managers, account managers, finance assistants, financial planners, bookkeepers, finance analyst, traders, and underwriters. Depending on your position, your duties and responsibilities may include managing investments, overseeing an audit, or preparing taxes. Keep in mind that while remote jobs allow you to work from home, you may need to travel to your employer’s office on occasion to consult with clients.

How do remote financial professionals typically collaborate with team members and clients across different locations?

Remote Financial professionals often rely heavily on digital communication tools such as video conferencing, secure file-sharing platforms, and project management software to coordinate with colleagues and clients. Regular virtual meetings and clear documentation are essential to ensure everyone is aligned on financial goals, deadlines, and compliance requirements. While working independently is common, teamwork remains crucial, particularly during financial reporting periods or when addressing client inquiries. Building strong communication habits and proactively reaching out to team members can help overcome the unique challenges of remote collaboration in this field.

What are the key skills and qualifications needed to thrive as a remote financial analyst, and why are they important?

To thrive as a Remote Financial Analyst, you need strong analytical abilities, financial modeling expertise, and a relevant degree in finance, accounting, or a related field. Proficiency in tools like Microsoft Excel, financial ERP systems, and possibly certifications such as CFA or CPA is highly valuable. Excellent communication, self-motivation, and time management are crucial soft skills for remote collaboration and independent work. These skills and qualifications ensure accurate financial insights, effective remote teamwork, and reliable business decision support.

What is the difference between Remote Financial vs Remote Bookkeeper?

AspectRemote FinancialRemote Bookkeeper
CredentialsFinancial certifications (e.g., CFA, CPA), accounting degreesBookkeeping certifications (e.g., QuickBooks Certified), basic accounting knowledge
Work EnvironmentFinancial firms, corporate finance departments, consultingSmall businesses, accounting firms, freelance work
Employer & Industry UsageUsed in finance, banking, investment sectorsCommon in small business, retail, service industries
Search & Comparison IntentLooking for financial analysis, planning, or consulting rolesSeeking bookkeeping, data entry, or basic accounting tasks

Remote Financial professionals typically handle complex financial analysis, planning, and consulting, often requiring advanced certifications. Remote Bookkeepers focus on recording transactions, maintaining financial records, and basic accounting, usually with less formal credentials. Both roles are remote-friendly but serve different business needs and skill levels.

Is it possible to work remotely in finance?

Remote financial jobs are common and include roles such as financial analysts, accountants, and advisors. These positions often require skills in financial software, data analysis, and communication tools, and many companies offer remote or hybrid work arrangements depending on the role and organization.
More about Remote Financial jobs

What are the most commonly searched types of Financial jobs in Lexington, KY?

The most popular types of Financial jobs in Lexington, KY are:

What are popular job titles related to Remote Financial jobs in Lexington, KY?

For Remote Financial jobs in Lexington, KY, the most frequently searched job titles are:

What job categories do people searching Remote Financial jobs in Lexington, KY look for?

The top searched job categories for Remote Financial jobs in Lexington, KY are:

What cities near Lexington, KY are hiring for Remote Financial jobs?

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

Remote Financial jobs near you
Infographic showing various Remote Financial job openings in Lexington, KY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Entry-Level Financial Educator & Planner - Lexington (Remote)

Traction Forge Financial

Lexington, KY • Remote

$77K - $104K/yr

Full-time

Re-posted 12 days ago

Job description

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and looking for driven, competitive individuals ready to build a real careernot just take a job.

If you're motivated, coachable, and want control over your income and growth, this is your opportunity to break into the financial services industry and make an impact.

No experience? We provide the training, mentorship, and licensing supportyou bring the work ethic.

What You'll Do
  • Build and grow your own client relationships
  • Educate clients on retirement, protection, and wealth strategies
  • Conduct financial needs analyses and deliver personalized solutions
  • Utilize digital tools to manage and expand your business
  • Continuously develop your skills through training and mentorship
Who This Is For
  • Self-starters who take ownership of their results
  • Competitive individuals who want more out of their career
  • Strong communicators who can connect and influence
  • Growth-minded professionals ready to level up
  • Individuals willing to get licensed and commit to the process

If you're comfortable staying average, this isn't for you.

What You Get
  • Unlimited income potential based on performance
  • Flexible, remote schedule with full autonomy
  • Proven training system and ongoing mentorship
  • Clear path to leadership and business ownership
  • Opportunity to build a meaningful, long-term career
Requirements
  • Legal U.S. Resident, Citizen, or valid Work Permit with SSN
  • Life Insurance License preferred
    • Must be willing to obtain within 14 - 21 days if not currently licensed
  • Soft background check required