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Remote Finance Advisor Jobs Near Me

Upsourced Accounting

Advisor

Columbus, OH · On-site +1

The Role An Advisor at Upsourced is the financial partner to our clients - functionally, their CFO. ... Hybrid and remote-friendly work environment

Commercial Vehicle Group

Finance Manager

New Albany, OH · On-site +1

Act as a financial advisor to operational and commercial teams, providing insights to improve ... Proven leadership experience managing remote or multi-site teams across complex financial functions.

Osaic

Sr. Financial Planning Strategist

Columbus, 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 ...

UMB Bank

Consumer Services Specialist

Columbus, OH · On-site

$19/hr

MO-REMOTE VA-REMOTE OK-REMOTE ID-REMOTE WV-REMOTE WI-REMOTE WA-REMOTE UT-REMOTE TX-REMOTE TN-REMOTE ... We are advisors, consultants, problem solvers, friends, community members, experts, and we are here ...

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Tipton Agency

Insurance Advisor

Columbus, OH · Remote

$60K - $200K/yr

We seek driven individuals who are passionate about helping clients achieve their financial protection objectives while enjoying the autonomy and flexibility of a remote work setting. Join us at The ...

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How much do remote finance advisor jobs pay per year?

As of Aug 25, 2026, the average yearly pay for remote finance advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

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Remote Finance Advisor jobs near you
A map of the United States highlighting the number of Remote Finance Advisor job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Remote Finance Advisor job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Financial Advisor

KEMBA Financial Credit Union

Columbus, OH • On-site

$48K/yr

Full-time

Medical, Life, Retirement

Re-posted 15 days ago

Kemba Financial Credit Union rating

8.3

Company rating: 8.3 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

Title: Financial Advisor
Reports to: Director of Wealth Management & Financial Resources
Supervises: None
Status: Exempt
Objective
The Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate insurance and securities products to meet Members goals and objectives. Establishing a relationship with continuous periodic reviews is an essential part of the Total-Needs Sales process. The Financial Advisor must present a professional image and cultivate a strong working relationship with Credit Union Staff, Members, and other key people involved in the credit union movement.
Duties and Responsibilities
  • Presents a professional image from a personal and professional level that will be beneficial to the Credit Union
  • Maintains and cultivates client/member relationships with existing book of business
  • Cultivates strong working relationships and build trust among Credit Union Staff and Members along with other key local people in the Credit Union movement, attend/participate in staff meetings and other Credit Union staff functions
  • Follows the sales process and procedures as established through the KEMBA Wealth Management program
  • Follows the established insurance and securities compliance guidelines, and strictly adhere to all company policies
  • Follows established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to Members, which in the same circumstance we would demand for ourselves
  • Follows the established guidelines for maintaining client files in accordance with Company practices and FINRA requirements
  • Attends all required training and informational meetings scheduled by the KEMBA Wealth Management Program Manager
  • Advises and serves as subject matter expert on the KEMBA Wealth Management program to staff associates within KEMBA
  • Completes and submits monthly activity reports promptly to the KEMBA Wealth Management Program Manager
  • Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
  • Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
  • On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
  • Relates to others beyond giving and receiving instructions:
    • Communicates with coworkers or peers without exhibiting behavioral extremes
    • Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
    • Responds appropriately to criticism from a supervisor
  • Performs other duties as required by management

Required Qualifications
  • FINRA Series 7 and 66 and Life, Accident, Health & Insurance licenses
  • Clean U-4
  • Two years sales experience in the financial services industry, preferably in a bank or credit union
  • Experience in Retirement Services doing Rollovers and 401K business
  • Advanced customer service, communication, and presentation skills
  • An advanced level of performance, requiring minimum supervision
  • Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within the credit union
  • College Degree preferred

Physical Demands
The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.
The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.
Eligibility
Laptop: Yes
Remote/Hybrid Work: Yes
Cell Phone Reimbursement: Yes
Vehicle Reimbursement: No
Incentive(s): Yes
Position is highly incentivized with average annualized income over $100,000. Listed salary is a draw paid bi-weekly and charged against commissions.
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