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Remote E Trade Financial Consultant Jobs (NOW HIRING)

Synergy Financial

Financial Consultant (Remote)

Stanford, CA · Remote

$75K - $100K/yr

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

Posted today

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 ...

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 ...

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

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 ...

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 9, 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 (Remote)

Synergy Financial

Stanford, CA • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 17 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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