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Remote Junior Financial Advisor Jobs in Raleigh, NC

Accounting Fly

Remote Tax Manager

Wake Forest, NC · On-site +1

$110K - $140K/yr

Serve as a trusted advisor and primary point of contact for client relationships * Lead tax ... Coordinate workflows between tax, accounting, and bookkeeping teams to keep client financials ...

Salesforce, Inc.

Operations Manager

Raleigh, NC · Remote

Anywhere in the US (Remote) * Citizenship & Clearance: Must be a U.S. citizen (U.S. born or ... Serve as an essential financial advisor to Portfolio Delivery Leaders (PDLs) to optimize project ...

ACA Group

Senior Principal Consultant

Durham, NC · On-site +1

Location: Flexible, can be US remote The individual in this position is responsible for ... ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We ...

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All JobsFinancial Advisor JobsRemote Junior Financial Advisor JobsRemote Junior Financial Advisor Jobs in Raleigh, NC

Remote Junior Financial Advisor information

See Raleigh, NC salary details

$31.1K

$63.6K

$96.2K

How much do remote junior financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for remote junior financial advisor in Raleigh, NC is $63,608.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $72,400.00 per year, depending on experience, location, and employer.

What does a remote junior financial advisor do?

A Remote Junior Financial Advisor assists clients with their financial planning needs, such as budgeting, investment strategies, and retirement planning, all while working from a remote location. They typically work under the supervision of senior advisors, helping to prepare financial reports, conduct research, and support client communications. Their role involves understanding clients’ goals, providing recommendations, and learning the basics of financial products and regulations. This entry-level position is ideal for those starting their career in finance and looking to gain experience in a flexible, virtual environment.

What is the difference between Remote Junior Financial Advisor vs Remote Financial Analyst?

AspectRemote Junior Financial AdvisorRemote Financial Analyst
Required CredentialsFINRA Series 7, 66, or 65 licenses often preferred; CFP certification optionalTypically requires a bachelor's degree in finance, accounting, or related field; CFA or CPA may be advantageous
Work EnvironmentClient-facing, providing financial planning and advice remotelyData analysis, financial modeling, and reporting primarily remote
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesInvestment firms, corporations, financial services companies

While both roles involve finance and often work remotely, a Remote Junior Financial Advisor focuses on client interactions and financial planning, requiring licenses like Series 7 and 66. In contrast, a Remote Financial Analyst emphasizes data analysis, financial modeling, and reporting, often requiring a finance-related degree and certifications like CFA. Understanding these differences helps job seekers align their skills and certifications with the right role.

What are the key skills and qualifications needed to thrive as a remote junior financial advisor?

To thrive as a Remote Junior Financial Advisor, you generally need a solid understanding of finance, investment principles, and financial planning, often supported by a relevant degree and entry-level certifications such as Series 7 or Series 66. Familiarity with financial planning software, customer relationship management (CRM) systems, and virtual communication tools is typically required. Strong interpersonal skills, attention to detail, and self-motivation are important soft skills for building client trust and managing tasks independently. These skills and qualities are crucial for delivering effective financial advice, maintaining compliance, and fostering client relationships in a remote environment.

What are some common challenges faced by remote junior financial advisors, and how can they be addressed?

Remote Junior Financial Advisors often face challenges such as building client relationships without in-person meetings, staying updated on financial regulations, and managing their own schedules effectively. To overcome these, advisors should leverage video conferencing tools to foster strong client communication, participate in ongoing virtual training to remain informed about industry changes, and use digital productivity tools to organize their daily tasks. Regular check-ins with senior team members and active participation in virtual team meetings can also help remote advisors feel connected and supported.
What are popular job titles related to Remote Junior Financial Advisor jobs in Raleigh, NC? For Remote Junior Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Remote Junior Financial Advisor jobs in Raleigh, NC look for? The top searched job categories for Remote Junior Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Remote Junior Financial Advisor jobs? Cities near Raleigh, NC with the most Remote Junior Financial Advisor job openings:
Remote Junior Financial Advisor jobs near you

Remote Tax Manager

Accounting Fly

Wake Forest, NC • On-site, Remote

$110K - $140K/yr

Full-time

Posted 11 days ago

Job description


Job Title:
Tax Manager, Wake Forest, NC
Job ID:
1059912
Date Posted:
July 28, 2026
Employment Type:
Full-time
Hiring Company (Organization):
Confidential
Location: Wake Forest, NC
US Remote (Telecommute)Applicants must be located in the United States.
Base Salary:
$110,000-$140,000 per year (USD)
(performance-based bonus opportunities)
Commensurate with experience and qualifications.
Job Description:
About Us
Our client is a growing CPA firm providing tax, accounting, and advisory services to individuals and businesses. We're built on collaboration, practical problem-solving, and strong client relationships. Our managers actively shape workflow, technology, and client service decisions — this isn't a firm where leadership operates behind closed doors.
The Role
We're hiring an experienced Tax Manager to work in our Wake Forest, NC office to lead tax review and planning, advise clients directly, mentor staff, and help coordinate workflows across our accounting and tax teams. You'll work closely with firm leadership on both client work and firm operations.
What You'll Do
  • Review and prepare individual, business, fiduciary, and related tax returns
  • Serve as a trusted advisor and primary point of contact for client relationships
  • Lead tax planning, projections, and advisory engagements
  • Coordinate workflows between tax, accounting, and bookkeeping teams to keep client financials accurate and tax-ready
  • Mentor and review the work of accounting, bookkeeping, and tax staff
  • Help manage scheduling and workflow during tax season
  • Research and resolve complex tax and accounting issues
  • Contribute to process improvement and firm operational decisions
What You'll Need
  • 7+ years of recent public accounting experience
  • CPA or Enrolled Agent (EA) license
  • Strong experience preparing and reviewing individual and business tax returns
  • Direct client-facing experience
  • Strong communication, leadership, and organizational skills
Nice to Have
  • Experience supervising or mentoring staff
  • Solid grasp of bookkeeping and financial statements
  • Experience coordinating workflows or leading a team
  • Familiarity with UltraTax CS, QuickBooks Online, or Karbon
  • Interest in using AI and technology to improve workflow and client service
  • Multi-state tax experience
Opportunity Highlights
  • No large-firm bureaucracy
  • A real voice in operational and strategic decisions
  • Modern, tech-forward work environment
  • Meaningful, advisory-focused client relationships
  • A clear, defined path to partnership/ownership
  • A team that takes the work seriously without taking itself too seriously
Accountingfly logo

About Accountingfly

Sourced by ZipRecruiter

In 2016, Accountingfly determined that fully-remote recruiting was the future of accounting staffing, offering huge benefits for employers, job-seekers, and our own business. We decided to focus our recruiting business on those companies offering only remote work opportunities—and it was the best decision we ever made. While our competitors struggle to adapt to the remote world, we lean on years of experience to provide unmatched remote accounting recruitment expertise. We’ve seen and done it all, successfully filling a wide variety of remote roles and making career dreams come true for talent at every level.

Industry

Accounting services

Company size

1 - 10 Employees

Headquarters location

Pensacola, FL, US

Year founded

2011

Social media

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