Top 550 Credit advisor Jobs in Remote

Financial Advisor
Heritage Capital Partners —Remote
- $25,000 - $150,000 a year
- Part-time
- Remote
- Mid-level
- Financial services
- 2 years
- Professional development assistance
- Flexible schedule
Quick Apply
Credit Risk Advisor: BusinessManager Solution
Jack Henry —Remote
- $107,700 - $155,200 a year
- Full-time
- Bachelor's degree
- Travel
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Vice President - Private Credit
Yalecrest Partners —Remote
- Full-time
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- Mid-level
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Bookkeeper / Account Advisor
Parable —Remote
- $40,000 - $60,000 a year
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- Microsoft Excel
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Wealth Advisor, Investments
Centura Wealth Advisory —Remote
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- Full-time
- Remote
- 8 years
- Analysis skills
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Transcom —Remote
- From $17.31 an hour
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- 18 years or older
- English
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Underwriting Help Desk
Atlantic Coast Mortgage LLC —Remote
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Swell Loans —Remote
- Full-time
- Remote
- Mid-level
- 1 year
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Home Loan Senior Processor
Golden 1 Credit Union —Remote
- $30.76 - $36.00 an hour
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Bilt Rewards —Remote
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- Full-time
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- Communication skills
- Entry level
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Client Success Advisor
Credit Connection, LLC —Remote
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Enterprise Client Success Manager
Array —Remote
- From $150,000 a year
- Full-time
- Remote
- 7 years
- Senior level
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Mortgage Loan Officer Assistant
GoRascal —Remote
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Independent Educational Consultant / College Admissions Advisor for Top Universities (B2C Sales Role)
Empowerly —Remote
- Full-time
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- 3 years
- Organizational skills
- Senior level
- Health insurance
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Mortgage Advisor
MSF Lending - Mortgage Solution Finders Inc —Remote
- $144,000 a year
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CFO Advisor
CU*SOUTH, INC. —Remote
- Remote
- CPA
- 5 years
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Non-Delegated/Broker Specialty Processor
Affordable Mortgage Advisors, LLC dba Holland Mortgage —Remote
- Full-time
- Mid-level
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Contact Center Advisor
Community Choice Credit Union —Jackson, MI
- Part-time
- Remote
- High school diploma or GED
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- 1 year
10d
Strategic Partnerships & Business Development Advisor
credit impact —Remote
- $30,000 - $120,000 an hour
- Part-time
- Remote
- Mid-level
- Communication skills
- Commercial
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Financial Advisor

Heritage Capital Partners
Remote

Quick Apply

Job Details

Part-time | Full-time
$25,000 - $150,000 a year

Benefits

Professional development assistance
Flexible schedule
Life insurance

Qualifications

Financial planning
Client relationship management
Tax planning
Customer relationship building
Finance
Investment management advisory services
Financial concepts
Estate tax planning
Financial goal setting advisory services
Insurance planning
Financial services
Estate planning
Retirement planning advisory services

Full Job Description

Independent Insurance Advisor / Financial AdvisorBuild Your Practice. Expand Into Wealth Management. Own Your Future.

Heritage Capital Partners is an independent financial planning and insurance firm that is expanding through the acquisition of a Registered Investment Advisory (RIA) firm serving approximately $100 million in client assets.

We're looking for independent insurance agents, financial advisors, and relationship-driven professionals who want more than just another agency contract.

Our model is designed for producers who want the freedom to build their own business while expanding beyond insurance into comprehensive wealth management, retirement planning, investment advisory services, and advanced planning strategies.

Insurance is not the end goal—it's the foundation for becoming a complete financial advisor.

Who We're Looking For

We're interested in professionals who already have experience developing client relationships, including:

Independent insurance agents
Financial advisors
Investment Advisor Representatives (IARs)
Producers looking to leave captive organizations
Bank or credit union advisors
Agricultural and rural financial professionals
Estate planning or business planning professionals
Experienced sales professionals who thrive on relationships

Whether you're already licensed or looking to expand your licenses, we'll help build the next phase of your career.

What Makes Heritage Different

Unlike traditional insurance agencies, we're creating an integrated financial planning firm where advisors can help clients with:

Investment Management
Retirement Planning
Estate & Legacy Planning
Tax-Efficient Strategies
Insurance Planning
Business Succession Planning
Agricultural & Landowner Planning
Alternative Investment Solutions
Family Wealth Transfer

You'll have the opportunity to build recurring advisory revenue in addition to traditional insurance commissions.

What You'll Do

Develop long-term relationships with individuals, families, business owners, farmers, and ranchers.

Help clients navigate:

Retirement planning
Investment management
Wealth preservation
Income planning
Insurance protection
Estate strategies
Business succession
Tax-efficient accumulation and distribution

Work collaboratively with specialists when appropriate while continuing to own your client relationships.

What We're Looking For

We're seeking professionals who:

Have experience in financial services, insurance, investments, banking, or relationship-based sales
Want to build an independent practice—not simply work for someone else
Value integrity and fiduciary advice
Enjoy helping clients solve complex financial challenges
Have strong communication and relationship-building skills
Are self-motivated entrepreneurs

Current insurance or securities licensing is preferred but not required for the right candidate.

Why Advisors Join Us

Independent business model
Access to multiple insurance carriers
Investment advisory platform
Existing RIA infrastructure
Mentorship and advisor development
Marketing support
Advanced planning resources
Client acquisition systems
Flexibility to build your own brand within our platform
Opportunity to develop recurring advisory revenue

Compensation

Highly competitive commission structure
Advisory fee revenue opportunities
Residual income
Ownership-minded culture
Unlimited earning potential
Full-time or part-time flexibility

Preferred Qualifications

2+ years of financial services, insurance, banking, or sales experience
Life & Health License preferred
Securities licenses (Series 65, 66, 7, etc.) are a plus
Strong networking and relationship development skills
Entrepreneurial mindset

Ideal Candidate

This position is designed for professionals who are asking:

"How do I become independent?"
"How do I offer investments instead of only insurance?"
"How do I build enterprise value instead of just earning commissions?"
"How do I create recurring income?"
"How do I build something I actually own?"

If those questions resonate with you, we'd like to have a conversation.

Job Type

Full-Time
Part-Time
Remote

Compensation

Performance-based with commission, advisory revenue opportunities, and long-term residual income.

Job Types: Full-time, Part-time

Pay: $25,000.00 - $150,000.00 per year

Benefits:

Flexible schedule
Life insurance
Professional development assistance

Application Question(s):

This job requires you to have licensure for either insurance or securities. Do you meet this requirement?
This position requires you to be an independent producer. Are you able to meet this requirement?

Experience:

Finance: 2 years (Preferred)

Work Location: Remote

Quick Apply

Refine Your Search

credit advisor jobs in remote

Financial Advisor

Credit Risk Advisor: BusinessManager Solution

Vice President - Private Credit

Bookkeeper / Account Advisor

Wealth Advisor, Investments

Technical and Customer Experience Advisor - Work From Home - US

Underwriting Help Desk

Senior Loan Advisor - Remote Opportunity

Home Loan Senior Processor

Media Relations Publicist – Lifestyle, Health, and Wellness

Luxury Travel Concierge

Client Success Advisor

Enterprise Client Success Manager

Mortgage Loan Officer Assistant

Independent Educational Consultant / College Admissions Advisor for Top Universities (B2C Sales Role)

Mortgage Advisor

CFO Advisor

Non-Delegated/Broker Specialty Processor

Contact Center Advisor

Strategic Partnerships & Business Development Advisor

I want to receive the latest job alert for credit advisor in remote

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