Financial Consultant
La Crosse, WI · Remote
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 ...
La Crosse, WI · Remote
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 ...
La Crosse, WI · Remote
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 ...
Dallas, TX · On-site +1
$75K - $150K/yr
In this role, you will act as a trusted financial consultant, helping individuals and families ... Ability to work independently in a remote setting while maintaining high levels of motivation, work ...
Dallas, TX · On-site +1
$75K - $150K/yr
In this role, you will act as a trusted financial consultant, helping individuals and families ... Ability to work independently in a remote setting while maintaining high levels of motivation, work ...
Garland, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Garland, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Katy, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Katy, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Houston, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Houston, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Corpus Christi, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Corpus Christi, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Corpus Christi, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Corpus Christi, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Katy, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Katy, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Lubbock, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Lubbock, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Houston, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Houston, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Lubbock, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Lubbock, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Garland, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
Garland, TX · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Remote - Nationwide
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 ...
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 ...
$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 ...
Austin, TX · Remote
$88K - $147K/yr
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 ...
Austin, TX · Remote
$88K - $147K/yr
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 ...
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 ...
Quick apply
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 ...
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 ...
Quick apply
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 ...
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 ...
Quick apply
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 ...
Dallas, TX · On-site +1
$107K - $198K/yr
Support period-end close activities, revenue recognition setup (ASC 606 / IFRS 15), and financial ... NetSuite ERP Consultant certification or SuiteFoundation certification preferred. * Experience with ...
Dallas, TX · On-site +1
$107K - $198K/yr
Support period-end close activities, revenue recognition setup (ASC 606 / IFRS 15), and financial ... NetSuite ERP Consultant certification or SuiteFoundation certification preferred. * Experience with ...
Houston, TX · On-site +1
$125/hr
Help Shape the Future of AI in Accounting & Finance Remote Accounting/Finance AI Consultant 100% Remote | 30-40 Hours per Week | 12-Week Consulting Engagement (Potential Extension) Are you a seasoned ...
Houston, TX · On-site +1
$125/hr
Help Shape the Future of AI in Accounting & Finance Remote Accounting/Finance AI Consultant 100% Remote | 30-40 Hours per Week | 12-Week Consulting Engagement (Potential Extension) Are you a seasoned ...
$42.4K - $53.3K
7% of jobs
$53.3K - $64.2K
7% of jobs
$72.3K is the 25th percentile. Wages below this are outliers.
$64.2K - $75K
14% of jobs
$75K - $85.9K
16% of jobs
The median wage is $89.4K / yr.
$85.9K - $96.8K
18% of jobs
$96.8K - $107.7K
11% of jobs
$109.2K is the 75th percentile. Wages above this are outliers.
$107.7K - $118.6K
17% of jobs
$118.6K - $129.5K
5% of jobs
$129.5K - $140.3K
4% of jobs
$140.3K - $151.2K
1% of jobs
$151.2K - $162.1K
0% of jobs
$42.4K
$96.8K
$162.1K
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.
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.
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.
The most popular types of Financial Consultant jobs in Texas are:
For Remote Financial Consultant jobs in Texas, the most frequently searched job titles are:
The top searched job categories for Remote Financial Consultant jobs in Texas are:
Cities in Texas with the most Remote Financial Consultant job openings:

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.
7.6
Based on 146 frontline employees who took The Breakroom Quiz
191st of 898 rated healthcare providers
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:
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:
Preferred Qualifications:
Telecommuting Requirements:
Soft Skills:
*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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Sourced by ZipRecruiter
Insurance services
10,000+ Employees
Minnetonka, MN, US
1977