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Remote Financial Consultant Jobs (NOW HIRING)

Synergy Financial

Financial Consultant (Remote)

Houston, TX · 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 ...

New

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 ...

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

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 ...

Iremonger & Ashford Wealth Partners

Be Seen First

Financial Consultant

Los Angeles, CA · Remote

$65K - $100K/yr

... financial consulting firm. We have a ton of A-rated companies on our platform. We work with a wide ... This is a fully remote opportunity with flexible options for full-time, part-time, or referral ...

New

Iremonger & Ashford Wealth Partners

Be Seen First

Financial Consultant

Los Angeles, CA · Remote

$65K - $100K/yr

... financial consulting firm. We have a ton of A-rated companies on our platform. We work with a wide ... This is a fully remote opportunity with flexible options for full-time, part-time, or referral ...

New

Iremonger & Ashford Wealth Partners

Be Seen First

Financial Consultant

Los Angeles, CA · Remote

$65K - $100K/yr

... financial consulting firm. We have a ton of A-rated companies on our platform. We work with a wide ... This is a fully remote opportunity with flexible options for full-time, part-time, or referral ...

New

Foster Klima

Financial Consultant

Fargo, ND · On-site +1

$105K/yr

... Financial Consultant to join our entry-level ranks. The ideal candidate will be eager to learn the ... Remote Opportunity after training and licensing. No territory restrictions -- serve clients ...

Foster Klima

Financial Consultant

Bismarck, ND · On-site +1

... Financial Consultant to join our entry-level ranks. The ideal candidate will be eager to learn the ... Remote Opportunity after training and licensing. No territory restrictions - serve clients ...

Manning & Napier

FINANCIAL CONSULTANT

$75/hr

Summary As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals ...

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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 Jul 25, 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 July 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 87% Full Time, 7% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.
Financial Consultant (Remote)

Financial Consultant (Remote)

Synergy Financial

Houston, TX • Remote

$75K - $100K/yr

Full-time

Life, Retirement

Posted 2 days ago

Job description

Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals in the United States to join our team.

Opportunity of a Lifetime
This contract-based position provides an incredible opportunity to change your life. As a state-licensed insurance broker, you will have the chance to help families with various financial services, including 401K rollovers, annuities, life insurance, living benefits, death benefits, student loan debt settlements, and more. By joining our team, you will receive extensive training and become part of one of the highest-paying industries in financial services.
Robust Skill Sets

We are looking for individuals with a diverse range of skill sets to excel in this position. The ideal candidate possesses the following abilities:



  • Strong customer service skills
  • Excellent sales and negotiation skills
  • Business development expertise
  • Proficiency in data analytics
  • Consulting experience in financial services

These skill sets, combined with your dedication and hard work, will enable you to thrive in this commission-based role.

Life-changing Opportunity
At Synergy Financial, we believe in the power of financial education and creating generational wealth. Our organization is multi-lingual and multi-cultural, providing an inclusive and supportive environment. By joining our team, you will have the opportunity to make a positive impact on people's lives while enjoying a great income.

Compensation
This is a contract-based position with an estimated full-time annual On-Time-Estimate of Commissions at $75,000 - $100,000+. The earning potential is substantial, and the more you put into this opportunity, the more you can achieve.

Join the Movement
If you are looking to be part of a movement that is changing lives and creating a positive impact, this is your chance. Synergy Financial, and supporting screening team, Meraki Group Endeavors, offers this life-changing opportunity.

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative.

Don't miss out on this chance to join a dynamic team and take control of your financial future. Apply now and start your journey with Synergy Financial!

Industry Type(s): Independent Consulting and Financial Services
Employment Type: Contract