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Remote Finance Jobs in Madison, WI (NOW HIRING)

Wisconsin

InterPro Financial Specialist II

Madison, WI · On-site +1

$23/hr

Remote schedule will be determined at time of hire with the expectation of being in the office as ... Experience supporting non-finance employees with financial transactions * Experience working within ...

WestPoint Financial Group

Financial Advisor

Madison, WI · Remote

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will ...

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All JobsFinance JobsRemote Finance JobsRemote Finance Jobs in Madison, WI

Remote Finance information

See Madison, WI salary details

$25.2K

$93.3K

$136.5K

How much do remote finance jobs pay per year?

As of Aug 9, 2026, the average yearly pay for remote finance in Madison, WI is $93,338.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,600.00 and $109,800.00 per year, depending on experience, location, and employer.

Can I get a remote job in finance?

Remote finance jobs are widely available and include roles such as financial analyst, accountant, and financial planner. These positions often require skills in financial software, data analysis, and certifications like CFA or CPA, and may involve flexible schedules and virtual collaboration tools.

What are some common challenges faced by professionals working in remote finance roles, and how can they be addressed?

Remote finance professionals often face challenges such as maintaining clear communication with team members, managing sensitive financial data securely, and staying organized across different time zones. To address these challenges, it's important to use secure, collaborative tools for document sharing and communication, establish regular check-ins with colleagues, and follow strict data privacy protocols. Proactively managing your schedule and setting clear boundaries helps ensure timely completion of tasks and fosters better work-life balance in a remote setting.

What are the key skills and qualifications needed to thrive as a remote finance professional, and why are they important?

To thrive as a Remote Finance professional, you need strong analytical skills, financial acumen, and a relevant degree in finance, accounting, or a related field. Familiarity with financial software such as QuickBooks, Excel, and cloud-based ERP systems, as well as certifications like CPA or CFA, is highly valuable. Excellent communication, self-motivation, and time management skills distinguish top performers in remote finance roles. These capabilities are essential for delivering accurate financial insights, maintaining compliance, and collaborating effectively with dispersed teams.

What are remote finance jobs?

Remote finance jobs include positions such as remote financial analyst, remote finance manager, and remote financial planner. The details of your remote finance job depend on your position but often include things like tracking and monitoring accounts, helping a client plan their investments, and conducting an analysis of market trends and risks. Many remote finance jobs focus on helping to forecast likely downturns and problems. You may work to help a small number of clients in a specialized field, such as with certain types of investment products. Alternatively, you may help to answer questions on behalf of a larger employer, especially when those questions involve the client's unique situation and require a personalized answer.

What are remote finance jobs?

Remote finance jobs are positions within the finance industry that can be performed from locations outside of a traditional office, often from home or another remote setting. These roles include tasks such as financial analysis, accounting, bookkeeping, financial planning, and auditing, all of which can be managed using digital tools and secure online platforms. Remote finance professionals use technology to collaborate with teams, manage client accounts, and perform their duties efficiently without commuting to a central workplace.

What is the difference between Remote Finance vs Remote Accounting?

AspectRemote FinanceRemote Accounting
Required CredentialsFinance degrees, CPA or CFA often preferredAccounting degrees, CPA certification common
Work EnvironmentFinancial analysis, planning, investment rolesBookkeeping, auditing, tax preparation
Industry UsageFinance firms, investment companies, corporate financeAccounting firms, small businesses, corporations
Common Search IntentRemote finance jobs, financial analyst remoteRemote accounting jobs, accountant remote

Remote Finance and Remote Accounting share overlapping credentials and industry usage, but differ in job focus. Remote Finance involves financial analysis and planning, while Remote Accounting centers on bookkeeping and auditing. Both roles are in high demand for remote work, but target different skill sets and industries.

More about Remote Finance jobs
What are the most commonly searched types of Finance jobs in Madison, WI? The most popular types of Finance jobs in Madison, WI are:
What are popular job titles related to Remote Finance jobs in Madison, WI? For Remote Finance jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Remote Finance jobs in Madison, WI look for? The top searched job categories for Remote Finance jobs in Madison, WI are:
What cities near Madison, WI are hiring for Remote Finance jobs? Cities near Madison, WI with the most Remote Finance job openings:
Remote Finance jobs near you
Infographic showing various Remote Finance job openings in Madison, WI as of August 2026, with employment types broken down into 90% Full Time, and 10% Contract. Highlights an 100% Remote job distribution, with an average salary of $93,338 per year, or $44.9 per hour.

Financial Advisor Series 7, 65 or 66

San Blas Securities

Middleton, WI • Remote

$100K - $300K/yr

Full-time

Re-posted 12 days ago

Job description

About San Blas Securities:
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally.
  • Privately owned, well capitalized and strong balance sheet for our size
  • Experienced senior management team
  • Over $1 Billion of Customer Assets under management
  • In-house CIO
  • Top Tier Clearing, Custody and Technology
  • Highly Competitive Payouts (80% to 90%+ for independents) & Incentives
  • Onboarding Incentives including upfront forgivable transition loans
  • Fees such as E&O, Technology and Tickets below industry norm
Position Summary:
We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success.  This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization.
  • BD, RIA, and Insurance Platforms
  • We will consider both W2 and 1099 affiliations
  • Custody & Clearing with RBC & Schwab
  • We have attracted advisors from Regional, Wirehouse and Independent Firms
Qualifications:
  • 5+ years of proven success
  • Series 7 (6) and 63 licenses are required
  • Self-starter with a strong work ethic and ability to work independently
  • Portable existing client relationships are a requirement

San Blas Securities is an Equal Opportunity Employer
This is a Remote (work from home/own office) position.
 

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