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Flexible Remote Financial Consultant Jobs (NOW HIRING)

MEK Consulting, LLC

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Remote Sales Consultant - Training Provided | Flexible Schedule

Dover, NH · Remote

$25K - $150K/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 ...

MEK Consulting, LLC

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Remote Sales Consultant - Training Provided | Flexible Schedule

Dover, NH · Remote

$25K - $150K/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 ...

Meraki Group Endeavors

Financial Consultant

Murrieta, CA · Remote

$75K - $100K/yr

Heart to Heart 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 ...

Marsh McLennan

Financial Consultant

Washington, DC · Remote

$64K - $120K/yr

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim ... LI-Remote The applicable base salary range for this role is $64,700 to $120,400. The base pay ...

Flex HR

Financial/Investment Consultant

Atlanta, GA · On-site +1

$55K - $85K/yr

Financial/Investment Consultant CPA Tax Advisors • Remote (Must Reside in Georgia) -- ~10% On ... Comfortable working in a flexible, entrepreneurial environment with a positive, can-do attitude.

New

Fortis Financial

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Financial Consultant Manager

Orlando, FL · Remote

$90K - $150K/yr (+ commission)

Comfortable working independently in a remote environment via Zoom and digital platforms. Dynamic ... Conduct virtual consultations to break down complex financial concepts into actionable plans. · ...

Flagstar Bank

The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable for achieving client engagement, satisfaction, and business development outcomes in full compliance ...

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Flexible Remote Financial Consultant information

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$45.5K

$103.9K

$174K

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

As of Sep 8, 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 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.

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.

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.

Remote Sales Consultant - Training Provided | Flexible Schedule

MEK Consulting, LLC

Dover, NH • Remote

$25K - $150K/yr

Part-time

Posted 24 days ago

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Job description

Job description


Looking for a career change with flexibility, growth potential, and meaningful work?
We are expanding our remote financial services team and seeking motivated individuals who enjoy helping people, building relationships, and growing professionally.
This opportunity is ideal for professionals from backgrounds such as:
Sales
Healthcare
Education
Customer Service
Hospitality
Real Estate
Insurance
Management
Entrepreneurs and career changers

No prior financial services experience is required. We provide training, mentorship, and licensing support for qualified candidates.


MUST HAVE PRIMARY RESIDENCE AND PHONE NUMBER IN THE UNITED STATES.
What You’ll Do:
Meet with clients virtually
Educate individuals and families on financial protection and retirement strategies
Build and maintain client relationships
Work independently with support from a collaborative team environment
Participate in ongoing professional development and training


What We Offer:
Remote and flexible schedule
Full training and mentorship
Commission-based compensation
Leadership and advancement opportunities
Supportive team culture
Opportunity for part-time or full-time income


What We’re Looking For:
Strong communication skills
Self-motivated and coachable individuals
Positive attitude and professional mindset
Comfortable working with people
Desire for personal and professional growth


Compensation:
Compensation is performance-based and includes opportunities for commissions, bonuses, and advancement.

Schedule:
Flexible schedule
Remote work
Full-time and part-time opportunities


Apply Today:
If you are motivated, people-oriented, and open to learning a new industry with long-term growth potential, we would love to connect with you.
Production Based Range Averages: $25,000.00 - $150,000.00 + per year

Company Description

At MEK Consulting, LLC, we are dedicated to empowering individuals and families through financial education, wealth protection, and retirement strategies. We partner with top-tier industry leaders to provide comprehensive training and mentorship, allowing our team members to build successful, independent careers in financial services.