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Freelance Financial Consultant Jobs (NOW HIRING)

OpenUp

Talent Pool: Financial Well-being Expert

Financial Well-being Expert Remote Are you interested in joining us as a Freelance Financial Well ... Minimum 2+ years' experience providing 1:1 consulting, financial advisory, or coaching on personal ...

Toloka

About the Role Technical consultants play a key role in our company, ensuring top-level delivery of ... financial efficiency. * Monitor key KPIs (e.g. throughput, quality metrics, Gross Margin ...

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Freelance Financial Consultant information

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$45.5K

$103.9K

$174K

How much do freelance financial consultant jobs pay per year?

As of Aug 7, 2026, the average yearly pay for freelance 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 are the key skills and qualifications needed to thrive as a freelance financial consultant, and why are they important?

To thrive as a Freelance Financial Consultant, you need a solid background in finance or accounting, analytical skills, and often a degree in a related field such as finance, economics, or accounting. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and financial analysis tools such as QuickBooks or SAP is typically required, along with certifications like CFA or CPA being advantageous. Strong client communication, self-motivation, and adaptability are vital soft skills for building trust and managing diverse client needs. These skills and qualifications are crucial for delivering effective financial solutions, maintaining client relationships, and succeeding in a competitive, project-based environment.

What is the difference between Freelance Financial Consultant vs Financial Advisor?

AspectFreelance Financial ConsultantFinancial Advisor
CredentialsCertifications like CFP, CFA often preferred; independentTypically holds CFP, ChFC, or similar certifications
Work EnvironmentSelf-employed, remote or client-siteEmployed by firms or banks, client meetings often in offices
Employer & Industry UsageServes multiple clients independentlyWorks for financial institutions or advisory firms
Search & Comparison IntentHigh overlap in client consulting needsSimilar client financial planning services

Freelance Financial Consultants operate independently, offering tailored financial advice to various clients, often with flexible hours. Financial Advisors typically work within firms, providing comprehensive financial planning and investment advice. Both roles require certifications like CFP and involve client-facing work, but their work settings and employment structures differ significantly.

How does a freelance financial consultant typically manage client relationships and expectations?

Freelance Financial Consultants often juggle multiple clients at once, making clear communication and expectation-setting essential. They usually start with in-depth consultations to assess client goals and financial situations, followed by regular progress updates and strategy adjustments as needed. Building trust through transparency and timely responses is key, as is establishing clear boundaries regarding deliverables and availability. Consultants also benefit from using project management tools to track tasks and maintain organized records, ensuring clients always feel informed and supported.

What does a freelance financial consultant do?

A freelance financial consultant provides independent advice to clients on financial planning, investment strategies, and risk management. They analyze clients' financial situations, develop tailored plans, and often use tools like financial software; certifications such as CFP or CFA can enhance credibility. Their work typically involves flexible schedules and self-managed client relationships.

What is a freelance financial consultant?

A Freelance Financial Consultant is an independent professional who provides financial advice, planning, and analysis services to individuals or businesses on a contract basis. Unlike consultants employed by a firm, freelancers work for themselves and take on multiple clients, often specializing in areas like investment planning, budgeting, tax strategies, or risk management. They help clients make informed financial decisions, improve financial health, and achieve specific financial goals. Their services can be tailored to short-term projects, ongoing advisory, or one-time consultations depending on client needs.
More about Freelance Financial Consultant jobs
What cities are hiring for Freelance Financial Consultant jobs? Cities with the most Freelance Financial Consultant job openings:
What are the most commonly searched types of Financial Consultant jobs? The most popular types of Financial Consultant jobs are:
What states have the most Freelance Financial Consultant jobs? States with the most job openings for Freelance Financial Consultant jobs include:
What job categories do people searching Freelance Financial Consultant jobs look for? The top searched job categories for Freelance Financial Consultant jobs are:
Freelance Financial Consultant jobs near you
Infographic showing various Freelance Financial Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Talent Pool: Financial Well-being Expert

OpenUp

Remote

Other

Re-posted 14 days ago

Job description

Financial Well-being Expert

Remote

Are you interested in joining us as a Freelance Financial Well-being expert, but don't see a specific role currently listed on our website? We are always looking to connect with talented professionals, so we've created a Permanent Talent Pool for future opportunities.

Please note, this is a general application for our Permanent Talent Pool and is not tied to a specific active job posting. We will review your application and reach out when a matching assignment becomes available. Apply now to be considered for upcoming opportunities!

At OpenUp, our mission is to make mental well-being accessible to everyone. We support companies, their employees, and their families with proactive and practical mental health services. Through our platform, clients can access 1:1 check-ins, online courses, articles, videos, group sessions, mindfulness practices, and a team of committed experts. We believe that mental and physical well-being are deeply connected. With Lifestyle Experts focusing on nutrition, exercise, and sleep, we offer a truly holistic approach that helps people take ownership of their health. We're proud to work with forward-thinking organizations and are committed to raising the bar on accessible care.

OpenUp is ranked in the Top 3 on LinkedIn's Top Startups list for 2023, 2024 & 2025 and is still growing. We are expanding our international teams and we are searching for like-minded talent. We are already helping over 2000+ (international) companies and 550K+ employees, e.g. Rituals, Deloitte, Decathlon, KPMG, and McDonalds.

To fuel our growth, we are looking for entrepreneurial, purpose-driven experts who share our vision of making health and well-being direct, approachable, and impactful.

At OpenUp, we focus on prevention, therefore we guide individuals to take control of their personal finances, reduce financial stress, and create healthy money habits. Whether it's budgeting, savings strategies, planning for financial security, or building confidence in financial decision-making – we empower people with clarity and actionable steps. Please note we offer coaching, not financial product advice.

We offer planned and on-demand video consults seven days a week, ensuring people can access support when they need it most – no long waits, no barriers. In each session (usually 25 minutes), you'll help clients set clear, achievable financial goals and guide them toward meaningful first steps.

Our mission is to help people build skills and autonomy, so they feel confident to continue their journey independently. Many clients find they gain what they need in just a few focused conversations – thanks to your structured, goal-oriented support.

You'll engage with a wide variety of people, from diverse cultural backgrounds and industries, and you'll have opportunities to grow through weekly intervision sessions and ongoing development. We work together to make well-being accessible, practical, and empowering for everyone.

You're passionate about helping people improve their financial health and resilience. You enjoy working in a dynamic, fast-paced environment and are eager to contribute to a meaningful mission.

We welcome experts who meet the following criteria:

  • Strong English communication skills (written and spoken) and confident in delivering consultations in English.
  • BA degree in Finance, Economics, or Business Administration.
  • Minimum 2+ years' experience providing 1:1 consulting, financial advisory, or coaching on personal finance, budgeting, or financial well-being.
  • Certification in financial planning, budget coaching or WFT (at least Basis and Asset management) (completed or in progress).
  • Nice to have: local certifications, regulated advisory licenses, or financial coaching accreditations (e.g., in the Netherlands: WFT Asset Management under the Financial Supervision Act).
  • Tech-savvy, with a self-reliant approach to digital platforms and systems.
  • You have a laptop/computer with Windows 11, OR MacOS Sonoma 14, AND an antivirus turned on in your device.
  • Entrepreneurial, proactive, and open to continuous learning.
  • A team player who thrives independently and takes ownership of personal and professional growth.
  • A natural connector: you create a safe, supportive space for clients and act decisively to help them move forward.
  • You live the "practice what you preach" mindset, showing integrity and reflection in how you approach both clients and colleagues.

Join us at a time of exciting growth, where your expertise and ideas are valued. Here's what you can expect:

  • A freelance contract for an agreed amount of hours per week.
  • A diverse and international team with expertise in psychology, health, lifestyle medicine, and financial well-being.
  • A culture of reflection, collaboration, and continuous improvement.
  • Weekly check-ins, intervision sessions, and skill-building opportunities.
  • Two dedicated training half-days each year to reflect on your practice and develop your skills further.

Inspired to be part of OpenUp (in the future)? We'd love to have you in our Talent Pool so you'll be the first to know when an exciting assignment opens up that matches your profile!

Send us your application in English through our website and leave your details. We'll reach out when we see a strong match with one of our assignments - please note this may take a couple of weeks, depending on openings.

If you have questions, please visit our FAQ page or reach out directly.

At OpenUp, everyone is welcome to apply regardless of age, gender, background, nationality, or any other characteristic. What matters to us is high performance, a real drive to make an impact and the ambition to become the European market leader. If you're ready to OpenUp, join us!

We may use artificial intelligence (AI) tools to streamline parts of our recruitment process. These tools assist our recruitment team but do not replace human judgement. All hiring decisions are made by humans. If you would like more information about how we use AI in the process, please contact us.

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