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Remote Financial Coach Jobs in Portland, OR (NOW HIRING)

Remote (Must reside in Oregon, Washington, Idaho, Utah, or North Dakota) Pay Rate: $35.00 - $38.00/hour Job Type: Contract About the Opportunity Our client is seeking an experienced Financial Analyst ...

Remote Insurance Agent

Portland, OR · Remote

$60K - $110K/yr

About the Company We're a national financial services organization helping families achieve ... Self-motivated, coachable, goal-oriented * Eligible to work in the U.S. * Reliable high-speed ...

Let's Get to Work

Portland, OR · Remote

$109K - $141K/yr

Remote (Work From Anywhere) Compensation: 100% Commission -- Uncapped Income Potential Experience ... Connect with clients to understand their financial goals and family protection needs * Present and ...

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Remote Financial Coach information

See Portland, OR salary details

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$24

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How much do remote financial coach jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for remote financial coach in Portland, OR is $24.42, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $28.56 per hour, depending on experience, location, and employer.

What is a remote financial coach?

A Remote Financial Coach helps clients improve their financial well-being by providing guidance on budgeting, saving, debt management, and financial planning. They work virtually, offering personalized advice through video calls, phone calls, or online messaging. This role focuses on education and accountability rather than selling financial products or providing investment advice. Coaches empower clients to set and achieve their financial goals by creating customized strategies based on their unique financial situation.

What are the typical daily responsibilities of a remote financial coach?

As a Remote Financial Coach, your typical day involves conducting virtual coaching sessions with clients, reviewing their financial situations, and developing personalized action plans. You’ll regularly track clients’ progress, provide ongoing support through digital tools or messaging platforms, and update financial reports and documentation. Additionally, you may research financial resources, participate in online team meetings, and stay current on industry trends to enhance your coaching strategies. This role combines independent work with collaboration, as you may coordinate with other coaches or refer clients to specialized financial professionals when needed.

What are the key skills and qualifications needed to thrive as a remote financial coach?

To thrive as a Remote Financial Coach, you need a strong understanding of personal finance principles, budgeting, debt management, and often a degree in finance, accounting, or a related field. Familiarity with financial planning software, video conferencing tools, and industry certifications like AFC® or CFP® can be highly beneficial. Excellent listening, motivational interviewing, and clear communication skills help build client trust and deliver actionable guidance remotely. These abilities are crucial to effectively support clients' financial goals and foster long-term financial wellness in a virtual environment.

How much money do remote financial coaches make?

Remote financial coaches typically earn between $40,000 and $70,000 annually, depending on experience, certifications, and client base. Some coaches with established practices or specialized skills can earn higher incomes, especially if they work independently or offer premium services.

Is there a demand for remote financial coaches?

There is growing demand for remote financial coaches as more individuals seek personalized financial guidance online. The increase in digital communication tools and remote work arrangements has expanded opportunities for financial coaching roles, often requiring certifications and strong interpersonal skills. This trend is expected to continue as financial literacy remains a priority for many consumers.

What are popular job titles related to Remote Financial Coach jobs in Portland, OR?

For Remote Financial Coach jobs in Portland, OR, the most frequently searched job titles are:

What cities near Portland, OR are hiring for Remote Financial Coach jobs?

Cities near Portland, OR with the most Remote Financial Coach job openings:

Infographic showing various Remote Financial Coach job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $50,793 per year, or $24.4 per hour.

Financial Services Representative

Portland, OR • On-site, Remote

AO Globe Life
Insurance Services • 1 - 5K employees

Full-time

Medical

This job post has expired today. Applications are no longer accepted.


Job description

We are looking for enthusiastic individuals who are passionate about serving others. We serve veterans and their families by providing them with expert guidance and support in navigating their life insurance and accidental benefit options. You will play a vital role in helping members secure the coverage they need to protect their loved ones and their legacies. This is an exciting opportunity to make a meaningful difference while enjoying the flexibility of working from home. Never been in the insurance industry before? That's ok! We walk you through the entire process!
What We Can Offer You:
  • ALWAYS Remote
  • 100K+ Earning Potential
  • Weekly Pay
  • Health Insurance Premium Reimbursement
  • All Warm Leads Provided
  • No Overhead Cost Expenses
  • Top Agent Performance Incentives Programs
  • Membership in OPEIU Local 277
  • Stability of a 70-year-old organization that thrives on Member Satisfaction and Legendary Service.

Responsibilities:
  • Making daily warm sales calls from our large membership database
  • Identifying the financial needs of our members and translating the importance and benefits of supplemental benefits products
  • Provide excellent customer service and maintain retention
  • Maintain ongoing communication with members throughout the application process, providing updates, addressing any concerns or questions, and offering support as needed.
  • Provide ongoing support after their policies are in place, including policy reviews, beneficiary updates, and claims assistance.
  • Adhere to all regulatory requirements and ethical standards governing the sale and servicing of life insurance policies.

Required Skills
  • Be an effective communicator both written and verbal
  • Have computer experience, organizational and time management skills
  • Self-motivated and detail-oriented
  • Sales experience is highly preferred
  • Ability to qualify for a Life Insurance License
  • Possess a competitive sales drive
  • Excellent problem-solving & critical-thinking skills
  • Ability to work independently and in a team setting
  • Ability to be coachable & implement constructive criticism