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Remote Financial Consultant Jobs in Texas (NOW HIRING)

UnitedHealth Group

Senior Financial Consultant

Dallas, TX · Remote

$115K/yr

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within ... Financial discipline and accountability count more today than ever. Which is why your performance ...

Bcbsa

$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 ...

LPL Financial

AVP, Senior Trustee Consultant

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 ...

YO AI Labs

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 ...

YO AI Labs

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 ...

YO AI Labs

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 ...

Deloitte

Netsuite Financials Consultant

Dallas, TX · On-site +1

This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash ... and remote * Prepare Business Requirements and Technical Scoping Documents for client approval

Deloitte

Netsuite Financials Consultant

Austin, TX · On-site +1

This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash ... and remote * Prepare Business Requirements and Technical Scoping Documents for client approval

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All JobsFinancial Consultant JobsRemote Financial Consultant JobsRemote Financial Consultant Jobs in Texas

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 6, 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 are popular job titles related to Remote Financial Consultant jobs in Texas?

For Remote Financial Consultant jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Remote Financial Consultant jobs in Texas look for?

The top searched job categories for Remote 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:

Remote Financial Consultant jobs near you
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 Services Consultant- Remote

Infinity Recruitment Solutions

Dallas, TX • On-site, Remote

$75K - $150K/yr

Full-time

Medical, Dental, Vision

Posted 24 days ago

Job description

The Mathews Agency is seeking a dynamic and client-focused Financial Services Consultant to grow and manage individual client portfolios. In this role, you will act as a trusted financial consultant, helping individuals and families secure and protect their futures through comprehensive financial planning, investment management, and tailored life insurance strategies. The ideal candidate possesses a strong entrepreneurial spirit and exceptional relationship-building skills.

Key Responsibilities

  • Client Acquisition: Identify, prospect, and onboard individual clients through networking, referrals, and targeted outreach.
  • Financial Services: Conduct deep-dive assessments of clients' financial situations, goals, risk tolerance, and life stages to tailor customized financial solutions.
  • Insurance Solutions: Evaluate client liability and legacy goals to recommend and place appropriate life, disability, and critical illness insurance policies.
  • Relationship Retention: Conduct regular portfolio reviews with clients to adapt their financial plans to life changes, economic shifts, and evolving goals.

Qualifications

  • Proven experience in sales, telemarketing, or business development.
  • Strong proficiency with CRM software such as Salesforce Cloud or similar platforms; experience with sales automation tools is a plus.
  • Excellent communication skills with the ability to articulate concepts clearly and persuasively over the phone.
  • Demonstrated ability to negotiate effectively, close deals, and manage customer relationships with professionalism and confidence.
  • Familiarity with sales technology adoption, including outbound calling strategies, and sales automation technologies.
  • Ability to work independently in a remote setting while maintaining high levels of motivation, work ethic and organization.

Benefits:

  • Flexible schedule
  • Work from home
  • Discounted Dental, Vision and Health insurance
  • Best in class coaching, training and mentoring

If you are driven by a passion for helping families thrive, eager to take control of your earning potential, and ready to make a lasting impact on people's lives, we want to hear from you. Apply today to build a rewarding career where your success directly fuels the peace of mind and financial security of the clients you serve!

Employment Type: FULL_TIME

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