Financial Consultant
La Crosse, WI · Remote
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 ...
La Crosse, WI · Remote
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 ...
La Crosse, WI · Remote
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 ...
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 ...
... financial strategies that empower. Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where ...
... financial strategies that empower. Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where ...
$35.3K - $45K
3% of jobs
$45K - $54.6K
3% of jobs
$54.6K - $64.3K
10% of jobs
$64.3K - $73.9K
9% of jobs
$74.1K is the 25th percentile. Wages below this are outliers.
$73.9K - $83.5K
11% of jobs
$83.5K - $93.2K
8% of jobs
The median wage is $99.4K / yr.
$93.2K - $102.8K
11% of jobs
$102.8K - $112.5K
10% of jobs
$112.5K - $122.1K
10% of jobs
$124.5K is the 75th percentile. Wages above this are outliers.
$122.1K - $131.7K
8% of jobs
$131.7K - $141.4K
19% of jobs
$35.3K
$100.3K
$141.4K
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.
| Aspect | Remote Financial Advisor | Remote Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, or similar | CFP, CFA, or similar |
| Work Environment | Virtual client meetings, online platforms | Virtual client meetings, online platforms |
| Industry Usage | Financial services, wealth management | Financial planning, wealth management |
| Primary Focus | Investment advice, portfolio management | Comprehensive 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.
The most popular types of Financial Advisor jobs in La Crosse, WI are:
For Remote Financial Advisor jobs in La Crosse, WI, the most frequently searched job titles are:
The top searched job categories for Remote Financial Advisor jobs in La Crosse, WI are:
Cities near La Crosse, WI with the most Remote Financial Advisor job openings:

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.
7.6
Based on 146 frontline employees who took The Breakroom Quiz
191st of 898 rated healthcare providers
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:
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:
Preferred Qualifications:
Telecommuting Requirements:
Soft Skills:
*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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Sourced by ZipRecruiter
Insurance services
10,000+ Employees
Minnetonka, MN, US
1977