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Remote Financial Consultant Jobs (NOW HIRING)

Synergy Financial

Financial Consultant (Remote)

Irvine, CA · Remote

$75K - $100K/yr

Independent Consulting and Financial Services Employment Type: Contract Industry * Business Consulting and Services Employment Type Contract TAGS : Remote Sales Jobs, Financial Services, Insurance ...

Synergy Financial

Financial Consultant (Remote)

Corona, CA · Remote

$75K - $100K/yr

Synergy Financial is a rapidly growing financial services company offering remote work-from-home ... Consulting experience in financial services These skill sets, combined with your dedication and ...

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 ...

Synergy Financial

Financial Consultant

Medina, WA · Remote

$75K - $100K/yr

Synergy Financial is a rapidly growing financial services company offering remote work-from-home ... Consulting experience in financial services These skill sets, combined with your dedication and ...

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 ...

Valor Family Financial

Financial Consultant

$75K - $100K/yr

As an Entry-Level Financial Consultant, you'll be part of a passionate team that partners with leading Fortune 500 companies to deliver personalized financial solutions. This is your chance to make a ...

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Remote Financial Consultant information

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$45.5K

$103.9K

$174K

How much do remote financial consultant jobs pay per year?

As of Jun 12, 2026, the average yearly pay for remote 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 types of clients or projects do Remote Financial Consultants typically work with?

Remote Financial Consultants commonly serve a diverse range of clients, including individuals seeking investment or retirement planning, small businesses needing budgeting assistance, or corporations requiring strategic financial advice. Projects may involve portfolio analysis, developing financial plans, evaluating risk, or providing insights on tax optimization. Consultants often work directly with clients via video calls, email, or project management software, and may collaborate with other finance professionals or departments depending on project needs. The variety of clients and assignments in this remote setting offers opportunities to expand expertise, specialize by industry, and develop a broad professional network.

What is a Remote Financial Consultant job?

A Remote Financial Consultant provides financial advice, planning, and investment guidance to clients while working from a remote location. They analyze financial data, assess clients' goals, and recommend strategies to improve financial stability and growth. Using digital tools, they communicate with clients, monitor financial trends, and help with budgeting, retirement planning, and portfolio management. This role requires strong financial expertise, analytical skills, and the ability to build relationships virtually. Many consultants work independently or for financial firms offering remote advisory services.

What are the key skills and qualifications needed to thrive in the Remote Financial Consultant position, and why are they important?

Success as a Remote Financial Consultant requires strong analytical skills, a solid understanding of financial principles, and a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, spreadsheet tools like Microsoft Excel, and certifications such as CFP or CFA are often expected. Exceptional communication, self-motivation, and time management are key soft skills for building trustful client relationships and thriving independently. These abilities ensure reliable financial guidance, effective remote collaboration, and client satisfaction in a virtual consulting environment.

More about Remote Financial Consultant jobs
What cities are hiring for Remote Financial Consultant jobs? Cities with the most Remote Financial Consultant job openings:
What are the most commonly searched types of Financial Consultant jobs? The most popular types of Financial Consultant jobs are:
What states have the most Remote Financial Consultant jobs? States with the most job openings for Remote Financial Consultant jobs include:
What job categories do people searching Remote Financial Consultant jobs look for? The top searched job categories for Remote Financial Consultant jobs are:
Remote Financial Consultant jobs near you
Infographic showing various Remote Financial Consultant job openings in the United States as of June 2026, with employment types broken down into 79% Full Time, 8% Part Time, and 13% Contract. Highlights an 100% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Financial Consultant (Remote)

Synergy Financial

Bowling Green, KY • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

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

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.

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