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Remote Financial Consultant Jobs in Texas (NOW HIRING)

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 ...

Virtual Financial Consultant

Dallas, TX · On-site

$70K - $103K/yr

Virtual Financial Consultant The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on ...

$114K/yr

Monitor, Analyze, and Evaluate Financial Transactions: Monitor, analyze, and evaluate assigned ... Experience with BCBS Inter-Plan Programs and proficiency with Microsoft Office Suite. #LI-Remote ...

The AVP, Senior Trustee Consultant will be an integral member of the Business Development team ... Manage financial advisor and client experience while providing service and support for moderately ...

Word Expert - Remote

Houston, TX · Remote

$30 - $50/hr

Remote Job Overview We are seeking experienced Business Document Experts to support an AI training ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

Word Expert - Remote

Austin, TX · Remote

$30 - $50/hr

Remote Job Overview We are seeking experienced Business Document Experts to support an AI training ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

Word Expert - Remote

Dallas, TX · Remote

$30 - $50/hr

Remote Job Overview We are seeking experienced Business Document Experts to support an AI training ... Required Qualifications * 3+ years of professional business experience in finance, consulting ...

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Showing results 1-20

Remote Financial Consultant information

See Texas salary details

$42.4K

$96.8K

$162.1K

How much do remote financial consultant jobs pay per year?

As of Sep 5, 2026, the average yearly pay for remote financial consultant in Texas is $96,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,600.00 and $116,500.00 per year, depending on experience, location, and employer.

What is a remote financial consultant?

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 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 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 Texas?

The most popular types of Financial Consultant jobs in Texas are:

What cities in Texas are hiring for Remote Financial Consultant jobs?

Cities in Texas with the most Remote Financial Consultant job openings:

Infographic showing various Remote Financial Consultant job openings in Texas as of August 2026, with employment types broken down into 66% Full Time, 23% Part Time, and 11% Contract. Highlights an 100% Remote job distribution, with an average salary of $96,777 per year, or $46.5 per hour.

Financial Consultant

UnitedHealth Group

La Crosse, WI • Remote

Full-time

Retirement

Posted 4 days ago


Key responsibilities

  • 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.


UnitedHealth Group rating

7.6

Company rating: 7.6 out of 10

Based on 146 frontline employees who took The Breakroom Quiz

191st of 898 rated healthcare providers


Job description

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:

  • Develop, maintain and refine financial models used in forecasting that assess company performance and strategic initiatives and enhance modeling reliability
  • Create, refresh and tie-out monthly, quarterly, and annual financial reporting. This includes monthly actuals reconciliation, budget and forecast support reporting
  • Conduct variance analysis to understand deviations from plan and providing insights on corrective actions
  • Solid research and analysis skills - Conduct analysis of financial data to identify trends, anomalies, and areas of improvements
  • Ensure financial models align with business rules, provide support with business case development related to scalable reporting structures
  • Presenting financial analysis, findings, and recommendations to senior leadership

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:

  • BS / BA Bachelor's Degree (or higher) in Accounting, Finance, Economics, OR related degree
  • 3 years of Financial Analysis experience with solid capability to translate financial data into executive reporting
  • Experience in enhancing financial process focusing on reliability and accuracy and efficiently handle ad hoc requests
  • Advanced experience with Microsoft Excel
  • Ability to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm EST or CST time zone from Monday - Friday

Preferred Qualifications:

  • Experience in analytical skills in Microsoft Excel workbooks
  • Experience in Power BI

Telecommuting Requirements:

  • Ability to keep all company sensitive documents secure (if applicable)
  • Required to have a dedicated work area established that is separated from other living areas and provides information privacy
  • Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service

Soft Skills:

  • Proven solid communication skills with ability to convey financial findings in a clear and concise manner
  • Proven to be skilled in multi-tasking and prioritizing workloads
  • Proven ability to work in a fast-paced environment with tight financial deadlines
  • Proven ability to work autonomously on special projects

*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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