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Remote Financial Advisor Jobs in La Crosse, WI (NOW HIRING)

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within ... This position requires a strong understanding of healthcare finance, cost structures, and ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Remote Financial Advisor information

See La Crosse, WI salary details

$35.3K

$100.3K

$141.4K

How much do remote financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for remote financial advisor in La Crosse, WI is $100,267.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,600.00 and $128,600.00 per year, depending on experience, location, and employer.

What is a remote financial advisor?

A remote financial advisor is a professional who provides financial planning, investment advice, and wealth management services to clients via online platforms, phone calls, or video conferencing, rather than meeting in person. This role allows clients to receive expert financial guidance from anywhere, making it convenient and accessible. Remote financial advisors assess clients' financial situations, help set goals, and develop personalized strategies to manage finances, investments, retirement planning, and more.

What does a remote financial advisor do?

As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

How do remote financial advisors typically build and maintain client relationships without in-person meetings?

Remote Financial Advisors rely heavily on digital communication tools such as video calls, secure messaging, and client portals to foster strong relationships with their clients. Consistent follow-ups, personalized financial plans, and timely responses help build trust and rapport. Advisors often schedule regular virtual check-ins and provide educational resources to keep clients engaged and informed. While it can be challenging to establish the same level of personal connection as in face-to-face meetings, leveraging technology and demonstrating proactive support can lead to successful long-term client partnerships.

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

To thrive as a Remote Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or Series 7. Proficiency with financial planning software, CRM systems, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and self-motivation help build client trust and manage relationships remotely. These skills and qualities are crucial for delivering effective advice, maintaining compliance, and ensuring client satisfaction in a virtual environment.

What is the difference between Remote Financial Advisor vs Remote Financial Planner?

AspectRemote Financial AdvisorRemote Financial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentVirtual client meetings, online platformsVirtual client meetings, online platforms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, goal setting

Remote Financial Advisors and Remote Financial Planners often share certifications and work environments, focusing on virtual client interactions. While Advisors typically concentrate on investment strategies and portfolio management, Planners provide broader financial planning services. Both roles are integral to financial services and frequently searched together, but their primary focus distinguishes them within the industry.

Can a remote financial advisor work remotely?

A remote financial advisor can work remotely, often providing services through online communication tools and financial planning software. Many firms support remote work arrangements, but advisors typically need relevant certifications and must comply with industry regulations regardless of location.

Why do so many remote financial advisors quit?

Remote financial advisors often leave their roles due to high workload, lack of in-person interaction, and challenges in maintaining work-life balance. Additionally, the need for ongoing certifications and client management can contribute to job dissatisfaction and turnover.

What are the most commonly searched types of Financial Advisor jobs in La Crosse, WI?

The most popular types of Financial Advisor jobs in La Crosse, WI are:

What are popular job titles related to Remote Financial Advisor jobs in La Crosse, WI?

For Remote Financial Advisor jobs in La Crosse, WI, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor jobs in La Crosse, WI look for?

The top searched job categories for Remote Financial Advisor jobs in La Crosse, WI are:

What cities near La Crosse, WI are hiring for Remote Financial Advisor jobs?

Cities near La Crosse, WI with the most Remote Financial Advisor job openings:

Infographic showing various Remote Financial Advisor job openings in La Crosse, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $100,267 per year, or $48.2 per hour.

Financial Consultant

UnitedHealth Group

La Crosse, WI • Remote

Full-time

Retirement

Posted 4 days ago


Key responsibilities

  • Develop, maintain, and refine financial models used in forecasting to assess company performance and strategic initiatives.

  • Create, refresh, and tie-out monthly, quarterly, and annual financial reports, including reconciliation and support reporting.

  • Conduct variance analysis to understand deviations from plans and provide insights on corrective actions.


UnitedHealth Group rating

7.6

Company rating: 7.6 out of 10

Based on 146 frontline employees who took The Breakroom Quiz

191st of 898 rated healthcare providers


Job description

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. For all hires in Minneapolis, Virginia, Maryland, or Washington, D.C. area, you will be required to work in the office for a minimum of four (4) days per week.

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

Quality at UnitedHealth Group means striving for excellence in everything we doin order tohelp us achieve our Mission. Simply put,it'sinour DNA and whywe'rein business - to help people.Our Mission serves as ourwhy;ourValuesunite us aroundhow we willachieve it. Because when we follow our Mission and live our Values, we deliver Quality.

This role will play a key role in budgeting, forecasting, financial modeling, and performance analysis. This position requires a strong understanding of healthcare finance, cost structures, and regulatory environments. The ideal candidate will be analytical, collaborative, and passionate about improving healthcare outcomes through financial insight. We are looking for candidates that are proficient in handling dynamic environments and passionate about financial analysis and reporting.  You will use your expert skills to be a key influence for financial planning and strategic decision-making process. The team always welcomes curious and creative problem solvers that are high on accountability and willing collaborators. The ideal candidate will be analytical, collaborative, and passionate about improving healthcare outcomes through financial insight.

This position is full time, Monday - Friday. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm EST or CST time zone.

We offer weeks of on-the-job training. The hours of the training will be based on schedule or will be discussed on your first day of employment.

Primary Responsibilities:

  • Develop, maintain and refine financial models used in forecasting that assess company performance and strategic initiatives and enhance modeling reliability
  • Create, refresh and tie-out monthly, quarterly, and annual financial reporting. This includes monthly actuals reconciliation, budget and forecast support reporting
  • Conduct variance analysis to understand deviations from plan and providing insights on corrective actions
  • Solid research and analysis skills - Conduct analysis of financial data to identify trends, anomalies, and areas of improvements
  • Ensure financial models align with business rules, provide support with business case development related to scalable reporting structures
  • Presenting financial analysis, findings, and recommendations to senior leadership

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

  • BS / BA Bachelor's Degree (or higher) in Accounting, Finance, Economics, OR related degree
  • 3 years of Financial Analysis experience with solid capability to translate financial data into executive reporting
  • Experience in enhancing financial process focusing on reliability and accuracy and efficiently handle ad hoc requests
  • Advanced experience with Microsoft Excel
  • Ability to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm EST or CST time zone from Monday - Friday

Preferred Qualifications:

  • Experience in analytical skills in Microsoft Excel workbooks
  • Experience in Power BI

Telecommuting Requirements:

  • Ability to keep all company sensitive documents secure (if applicable)
  • Required to have a dedicated work area established that is separated from other living areas and provides information privacy
  • Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service

Soft Skills:

  • Proven solid communication skills with ability to convey financial findings in a clear and concise manner
  • Proven to be skilled in multi-tasking and prioritizing workloads
  • Proven ability to work in a fast-paced environment with tight financial deadlines
  • Proven ability to work autonomously on special projects

*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.

Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

 

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

 

 

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

 

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.


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