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Flexible Remote Financial Consultant Jobs (NOW HIRING)

Synergy Financial

Financial Consultant (Remote)

Stanford, CA · Remote

$75K - $100K/yr

  • Medical

  • Life

  • Retirement

Remote (U.S. Based) Employment Type: 1099 Contract | Commission-Only Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting ✅ Are You an Entrepreneurial Professional ...

Synergy Financial

Financial Consultant (Remote)

Winter Park, FL · Remote

$75K - $100K/yr

  • Medical

  • Life

  • Retirement

Remote (U.S. Based) Employment Type: 1099 Contract | Commission-Only Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting ✅ Are You an Entrepreneurial Professional ...

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Synergy Financial

Financial Consultant (Remote)

Miami, FL · Remote

$75K - $100K/yr

  • Medical

  • Life

  • Retirement

Remote (U.S. Based) Employment Type: 1099 Contract | Commission-Only Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting ✅ Are You an Entrepreneurial Professional ...

New

Synergy Financial

Financial Consultant (Remote)

Temecula, CA · Remote

$75K - $100K/yr

  • Life

  • Retirement

Independent Consulting and Financial Services Employment Type: Contract Industry * Business Consulting and Services Employment Type Contract TAGS : Remote Sales Jobs, Financial Services, Insurance ...

New

Synergy Financial

Financial Consultant (Remote)

Houston, TX · Remote

$75K - $100K/yr

  • Life

  • Retirement

Synergy Financial is a rapidly growing financial services company offering remote work-from-home ... Consulting experience in financial services These skill sets, combined with your dedication and ...

Synergy Financial

Financial Consultant (Remote)

Manhattan, NY · Remote

$75K - $100K/yr

  • Life

  • Retirement

Synergy Financial is a rapidly growing financial services company offering remote work-from-home ... Consulting experience in financial services These skill sets, combined with your dedication and ...

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Relevante

Financial Consultant

Cleveland, OH · Remote

$112K/yr

  • Medical

  • Dental

Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No sponsorships or visa holders. No Corp to Corp. Benefits of the Financial Consultant: * Medical ...

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112K/yr

  • Medical

  • Dental

Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No sponsorships or visa holders. No Corp to Corp. Benefits of the Financial Consultant: * Medical ...

Iremonger & Ashford Wealth Partners

Be Seen First

Financial Consultant

Los Angeles, CA · Remote

$65K - $100K/yr

... financial consulting firm. We have a ton of A-rated companies on our platform. We work with a wide ... This is a fully remote opportunity with flexible options for full-time, part-time, or referral ...

Richter

Financial Consultant

Twinsburg, OH · Remote

Provide professional financial consulting services to clients through onsite and/or remote engagement.Achieve objectives defined within the scope of each consulting engagement.Deliver technical ...

Valor Family Financial

Financial Consultant

Our flexible scheduling promotes a healthy work-life balance, and you'll benefit from corporate ... financial consulting or a related field, with a focus on personalized client strategies. • ...

MEK Consulting, LLC

Be Seen First

Remote Sales Consultant - Training Provided | Flexible Schedule

Dover, NH · Remote

$25K - $200K/yr

We are expanding our remote financial services team and seeking motivated individuals who enjoy ... Remote and flexible schedule Full training and mentorship Commission-based compensation Leadership ...

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All JobsFinancial Consultant JobsFlexible Remote Financial Consultant Jobs

Flexible Remote Financial Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do flexible remote financial consultant jobs pay per year?

As of Aug 16, 2026, the average yearly pay for flexible remote financial consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What skills and qualifications are needed to be a flexible remote financial consultant?

To thrive as a Flexible Remote Financial Consultant, you need strong analytical skills, comprehensive financial knowledge, and typically a bachelor’s degree in finance or a related field, often accompanied by certifications such as CFP or CFA. Familiarity with financial planning software, CRM systems, and virtual communication tools is essential for advising clients remotely. Excellent communication, self-motivation, and adaptability are important soft skills for building trust and managing client relationships independently. These competencies ensure accurate financial guidance, effective remote collaboration, and sustained client satisfaction in a dynamic, digital environment.

What are the typical daily responsibilities of a flexible remote financial consultant?

As a Flexible Remote Financial Consultant, your daily responsibilities often include evaluating client financial situations, developing personalized financial plans, conducting virtual meetings, and staying updated on financial regulations and market trends. Client communication is primarily managed through video conferencing, phone calls, and secure messaging platforms, requiring strong digital communication skills. Regular collaboration with internal teams, such as analysts and support staff, is also important to ensure client needs are met efficiently while working remotely.

What is the difference between Flexible Remote Financial Consultant vs Flexible Remote Financial Advisor?

AspectFlexible Remote Financial ConsultantFlexible Remote Financial Advisor
CredentialsCertifications like CFP, CFA often preferredCertifications like CFP, CFA often preferred
Work EnvironmentRemote, project-based or client-specificRemote, ongoing client relationship management
Employer & Industry UsageConsulting firms, financial services companiesFinancial planning firms, banks, independent practice
Common Search & ComparisonOften compared for advisory roles with flexible work optionsCompared for client-facing financial planning roles

The main difference is that a Flexible Remote Financial Consultant typically works on specific projects or consulting engagements, providing expert advice without ongoing client management. In contrast, a Flexible Remote Financial Advisor maintains ongoing relationships with clients, offering personalized financial planning and advice. Both roles require similar credentials and can be performed remotely, but their focus and client interaction levels differ.

What does a flexible remote financial consultant do?

A Flexible Remote Financial Consultant provides expert financial advice to clients while working remotely and often with a customizable schedule. Their responsibilities include helping individuals or businesses manage their finances, develop investment strategies, plan for retirement, and achieve financial goals. They communicate with clients via phone, video calls, and email, leveraging digital tools to analyze financial data and suggest tailored solutions. This role offers flexibility in work hours and location, making it ideal for those seeking work-life balance while delivering professional financial services.
More about Flexible Remote Financial Consultant jobs

What cities are hiring for Flexible Remote Financial Consultant jobs?

Cities with the most Flexible Remote Financial Consultant job openings:

What are the most commonly searched types of Remote Financial Consultant jobs?

The most popular types of Remote Financial Consultant jobs are:

What states have the most Flexible Remote Financial Consultant jobs?

States with the most job openings for Flexible Remote Financial Consultant jobs include:

What job categories do people searching Flexible Remote Financial Consultant jobs look for?

The top searched job categories for Flexible Remote Financial Consultant jobs are:

Flexible Remote Financial Consultant jobs near you
Infographic showing various Flexible Remote Financial Consultant job openings in the United States as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Financial Consultant (Remote)

Synergy Financial

Stanford, CA • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 7 days ago

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.

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