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Remote E Trade Financial Consultant Jobs (NOW HIRING)

Relevante

Financial Consultant

Cleveland, OH · Remote

$112K/yr

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

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 ...

Attridge Financial LLC

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Financial Consultant (Remote)

Spokane, WA · Remote

$40K - $100K/yr

Join our team as a Remote Financial Agent and gain the tools, mentorship, and support to thrive in the financial industry, no prior experience required. We offer comprehensive training and licensing ...

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Attridge Financial LLC

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Financial Consultant (Remote)

Spokane, WA · Remote

$40K - $100K/yr

Join our team as a Remote Financial Agent and gain the tools, mentorship, and support to thrive in the financial industry, no prior experience required. We offer comprehensive training and licensing ...

New

Attridge Financial LLC

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Financial Consultant (Remote)

Spokane, WA · Remote

$40K - $100K/yr

Join our team as a Remote Financial Agent and gain the tools, mentorship, and support to thrive in the financial industry, no prior experience required. We offer comprehensive training and licensing ...

New

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 ...

Iremonger & Ashford Wealth Partners

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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 ...

Flagstar Bank

Virtual Financial Consultant

The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable ... Choose an item. (Add applicable additional detail i.e. field of study preferred or equivalent work ...

OC Management, LLC

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HOA Financial Consultant

Anaheim, CA · Remote

... financial reporting, reconciliations, and consulting services for the communities we manage. This ... Per-Gig Opportunities Work Location Remote

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Remote E Trade Financial Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do remote e trade financial consultant jobs pay per year?

As of Aug 7, 2026, the average yearly pay for remote e trade 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 is the difference between Remote E Trade Financial Consultant vs Remote E Trade Financial Advisor?

AspectRemote E Trade Financial ConsultantRemote E Trade Financial Advisor
CertificationsSeries 7, Series 63/66, FINRA licensesSeries 7, Series 63/66, CFP or similar certifications often preferred
Work EnvironmentRemote, client-facing, sales-focusedRemote, client-focused, advisory services
Employer & Industry UsageBrokerage firms, online trading platformsFinancial planning firms, investment advisory firms
Common Search & ComparisonYesYes

The Remote E Trade Financial Consultant primarily focuses on sales and client onboarding for trading services, requiring licensing and a sales-oriented approach. In contrast, the Remote E Trade Financial Advisor provides comprehensive financial planning and investment advice, often with additional certifications like CFP. Both roles are remote and serve clients in the online trading and investment industry, but their core functions and credentials differ slightly.

More about Remote E Trade Financial Consultant jobs
What cities are hiring for Remote E Trade Financial Consultant jobs? Cities with the most Remote E Trade Financial Consultant job openings:
What are the most commonly searched types of E Trade Financial Consultant jobs? The most popular types of E Trade Financial Consultant jobs are:
What states have the most Remote E Trade Financial Consultant jobs? States with the most job openings for Remote E Trade Financial Consultant jobs include:
What job categories do people searching Remote E Trade Financial Consultant jobs look for? The top searched job categories for Remote E Trade Financial Consultant jobs are:
Remote E Trade Financial Consultant jobs near you
Infographic showing various Remote E Trade Financial Consultant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, and 5% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Financial Consultant

VeeRteq Solutions Inc.

Cleveland, OH • Remote

$112K/yr

Full-time

Re-posted 20 days ago

Job description

Job Title: Financial Consultant

Location: Remote
Salary: $112500/Yearly

Prioritized Must Have Skills for the Financial Consultant:

#1. Must have Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.

#2. Must have at least 5 years’ experience as a Financial Sales consultant.

#3. Must be able to build a book of business

#4. No more than 3 jobs in the past 10 years.

Responsibilities of the Financial Consultant:

Collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.

  • Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
  • Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
  • Work with the advisory team to implement investment plans and coordinate adjustments
  • Monitor client investment portfolios and performance
  • Communicate insights for clients regarding essential contributors and detractors
  • Advise high net worth clients as needed and consult mid-market institutional clients
  • Coordinate the creation of detailed wealth management plans for individuals
  • Organize the creation consulting reports for institutions
  • Help present plans to clients effectively and clearly
  • Actively seek new business opportunities
  • Develop essential knowledge of our financial planning software and technology
  • Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
  • Participate in regular internal meetings
  • Work on a schedule that best suits client needs

Requirements of the Financial Consultant:

  • Bachelor’s degree or higher
  • 5+ years’ relevant experience
  • Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
  • Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
  • Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
  • A proven record of achieving new business a plus