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Remote Financial Consultant Jobs in Indiana (NOW HIRING)

CFO

Fort Wayne, IN ยท Remote

$140K - $160K/yr

Virtual Chief Financial Officer (VCFO) Salary: $140,000 - $160,000 Location: 100% Remote (U.S ... consulting environment--ideal for a Virtual Chief Financial Officer who wants to move beyond ...

Financial/Accounting knowledge. * Previous project management. * Knowledge of relational databases ... Remote work and more! About inHance: With over 35 years of experience in the utility industry, we ...

Financial/Accounting knowledge. * Previous project management. * Knowledge of relational databases ... Remote work and more! About inHance: With over 35 years of experience in the utility industry, we ...

Job Title Commercial Insurance Consultant, Claims Insights- Remote Requisition Number R7770 ... Collaborate with partners across Claims, Product, Underwriting, Actuarial, Finance, and Technology ...

Senior Financial Analyst

Domestic, IN ยท Remote

$100K - $115K/yr

Remote, United States Role Summary Reporting directly to the Senior Finance Manager, the Senior Financial Analyst is the crucial operational engine driving our day-to-day finance execution. This role ...

Deltek Costpoint ERP Consultan

Fort Wayne, IN ยท Remote

$145K - $170K/yr

Deltek Costpoint ERP Consultant - Remote Salary: $145,000-$170,000 Location: United States Office ... Partner with accounting, finance, contracts, and executive leadership teams Requirements * S.

With a strong financial foundation, national presence, and a culture rooted in integrity ... This position may work fully remote from any US-based location, provided they are able to work ...

Sales (Remote)

Indianapolis, IN ยท On-site +1

$10K - $20K/wk

Spieldenner Financial Group is expanding and looking for driven, self-starting individuals who want ... Meet & Advise (2 days/week) Conduct virtual or in-person consultations (your choice) to educate ...

$89K - $105K/yr

... remote role open to any location in continental US Manulife is a leading international financial ... The Senior Underwriting Consultant is responsible for evaluating applications of the highest ...

This compensation range is specific to a Remote role and takes into account the wide range of ... Finance, or Business * 2+ years of experience supporting ServiceNow implementation projects in a ...

IT Channel Sales Consultant

Warsaw, IN ยท Remote

$57.70 - $70/hr

Work Environment This position is 100% remote, allowing you to work from the comfort of your own ... Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ...

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Showing results 1-20

Remote Financial Consultant information

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.

What are the most commonly searched types of Financial Consultant jobs in Indiana? The most popular types of Financial Consultant jobs in Indiana are:
What are popular job titles related to Remote Financial Consultant jobs in Indiana? For Remote Financial Consultant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Remote Financial Consultant jobs in Indiana look for? The top searched job categories for Remote Financial Consultant jobs in Indiana are:
What cities in Indiana are hiring for Remote Financial Consultant jobs? Cities in Indiana with the most Remote Financial Consultant job openings:
Infographic showing various Remote Financial Consultant job openings in Indiana as of July 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 84% Full Time, 10% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.
Senior Retirement Plan Consultant

Senior Retirement Plan Consultant

Mutual of America Financial Group

Indianapolis, IN โ€ข Remote

$80K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago


Job description

Mutual of America Financial Group
Job Title:ย Senior Retirement Plan Consultantย 
Location:ย Remote - Indiana / Kentucky

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Senior Retirement Plan Consultant will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
  • Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

  • 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Knowledge of retirement products (401k and 403b plans)
  • Driven to make outbound cold calls into prospective clients
  • Demonstrated cold calling sales ability
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
  • Valid driverโ€™s license

Preferred Qualifications:

  • Bachelorโ€™s degree

What we offer you:

  • Competitive base salary
  • Quarterly uncapped commission structure
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays

    The salary range below describes the minimum to maximum base salary range for this role.ย  The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

    Base Salary Range: $80,000 - $120,000

    Visitย www.mutualofamerica.com/careersย for additional details about life at Mutual of America. You can also follow us onย Twitter:ย @mutualofamerica |ย Facebook:ย @mutualofamerica

    Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.