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Flex Remote Financial Modeling Jobs in California

... models and mentorship. We believe in financial education before financial products -- and we're ... Remote insurance jobs, licensed insurance agent, annuities, financial advisor jobs, Series 6, ...

Posted today

Corporate FP&A Director

San Francisco, CA · On-site +1

$186K - $300K/yr

Develop and maintain corporate financial models in support of our forecast, annual planning, long ... Employee divides their time between in-office and remote work. Access to an office location is ...

Develop financial models to streamline decision-making and highlight key drivers of past, current ... Employee divides their time between in-office and remote work. Access to an office location is ...

Senior Financial Analyst

El Segundo, CA · On-site +1

$91K - $113K/yr

Assistin updating the company's long-range financial forecast model and partner with key ... Enjoy remote flexibility with teams across the US and globally - plus prime office space in El ...

Sr. Financial Analyst

San Francisco, CA · On-site +1

$105K - $163K/yr

Conduct scenario modeling, ad hoc financial analysis, and business case support for new initiatives ... Employee divides their time between in-office and remote work. Access to an office location is ...

This will be a hybrid in-office/remote role, and we are looking for candidates who plan to be ... Build and maintain detailed financial and operating models to support your stakeholders in all ...

Flex is the full financial home for ambitious owners. Since launching publicly in September 2023 ... San Francisco, Miami, New York, and fully remote. Flex Fuels Ambition. \uD83D\uDD7A About the Role ...

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Flex Remote Financial Modeling information

What is the difference between Flex Remote Financial Modeling vs Flex Remote Financial Analysis?

AspectFlex Remote Financial ModelingFlex Remote Financial Analysis
Primary FocusBuilding financial models, forecasts, and projectionsInterpreting financial data, performance analysis, and reporting
Required SkillsExcel, financial modeling, valuation techniquesData analysis, reporting, financial metrics interpretation
CertificationsCPA, CFA, or similar often preferredSame as modeling roles, with emphasis on analytical skills
Work EnvironmentRemote, project-based, collaborative with finance teamsRemote, analytical, often involved in strategic decision-making

Flex Remote Financial Modeling and Flex Remote Financial Analysis roles share similar credentials and remote work environments. Modeling focuses on creating detailed financial forecasts, while analysis emphasizes interpreting data to inform business decisions. Both roles are essential in finance teams and often overlap in skills and tools used.

What are the most commonly searched types of Remote Financial Modeling jobs in California? The most popular types of Remote Financial Modeling jobs in California are:
What are popular job titles related to Flex Remote Financial Modeling jobs in California? For Flex Remote Financial Modeling jobs in California, the most frequently searched job titles are:
What job categories do people searching Flex Remote Financial Modeling jobs in California look for? The top searched job categories for Flex Remote Financial Modeling jobs in California are:
What cities in California are hiring for Flex Remote Financial Modeling jobs? Cities in California with the most Flex Remote Financial Modeling job openings:

Financial Consultant (Remote)

Synergy Financial

Stanford, CA • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 21 hours ago

Posted today


Job description

? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting

✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.


? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets


? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors


? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset


? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.


? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.


? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

Keywords for Optimization (Do Not Delete):
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