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Remote Financial Consultant Jobs in Wisconsin (NOW HIRING)

Bcbsa

$113K/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 ...

Bcbsa

$124K/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 ...

CSAA

Job Title Litigation Operations Consultant, Projects & Technology - Remote Requisition Number R7823 ... Partner with internal stakeholders such as IT, strategic sourcing, facilities, finance, and other ...

CSAA

Job Title Litigation Operations Consultant, Projects & Technology - Remote Requisition Number R7823 ... Partner with internal stakeholders such as IT, strategic sourcing, facilities, finance, and other ...

CSAA

Job Title Litigation Operations Consultant, Projects & Technology - Remote Requisition Number R7823 ... Partner with internal stakeholders such as IT, strategic sourcing, facilities, finance, and other ...

CSAA

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

CSAA

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

CSAA

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

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All JobsFinancial Consultant JobsRemote Financial Consultant JobsRemote Financial Consultant Jobs in Wisconsin

Remote Financial Consultant information

See Wisconsin salary details

$45.9K

$104.8K

$175.6K

How much do remote financial consultant jobs pay per year?

As of Aug 25, 2026, the average yearly pay for remote financial consultant in Wisconsin is $104,848.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,700.00 and $126,200.00 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 Wisconsin?

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

What are popular job titles related to Remote Financial Consultant jobs in Wisconsin?

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

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

The top searched job categories for Remote Financial Consultant jobs in Wisconsin are:

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

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

Remote Financial Consultant jobs near you
Infographic showing various Remote Financial Consultant job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $104,848 per year, or $50.4 per hour.

Financial Audit Senior Consultant

Bcbsa

On-site, Remote

$113K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago

Job description

This role is responsible for monitoring, analyzing, and auditing financial transactions of high complexity, and providing a leadership role. The role also evaluates compliance with regulations, develops corrective action plans, and delivers training to BCBSA and Plans. Additionally, the role involves acting as a resource and consultant on audit activities, developing programs, policies, and procedures to prevent abuse, and leading and supporting projects. The role frequently interacts with staff and management at varying levels within BCBSA, Plans, and a large banking institution.
  • Monitor, Analyze, and Evaluate Financial Transactions: Monitor, analyze, and evaluate assigned financial/accounting transactions and other financial data for accuracy, propriety, and compliance with policy requirements. Document and summarize activities and results in analyses and reports to department management.
  • Lead Financial Audits/Reviews: Lead approximately three to five financial audits/reviews per year (via desk or on-site) to determine the accuracy and propriety of Plans recorded financial transactions/reports and assess compliance with pertinent Policies. Supervise and train team members assigned to support these audits.
  • Evaluate Compliance and Develop Corrective Action Plans: Evaluate the level of compliance with applicable federal regulations, contractual requirements, and procedures at BCBSA and Plans. Maintain the BCBSA compliance plan and serve as the main point of contact for BCBSA and Plans financial and claims audits. Develop corrective action plans as needed.
  • Serve as Subject Matter Expert and Provide Training: Serve as subject matter expert for BCBSA financial policies and procedures regarding the audit process; instruct audit flow facilitation; analyze and assess audit trends, best practices, and risk; and develop an overall and effective audit program. Develop and present training to BCBSA and Plans as it relates to all types of audits.
  • Evaluate and Recommend Billing Rates: Evaluate Plan inter-Plan billing rate requests of high complexity levels and recommend rates to be approved to ensure billings/reimbursements between Plans are valid and for proper amounts.
  • Perform Complex Contract Administration Activities: Perform more complex activities relating to administration of the contract with a large banking institution and provide guidance to team members on their assignments. Ensure that BCBSA's transaction billings to Plans are correct and that the various transaction activity reports provided to the Plans meet their internal needs.

The posting range for this position is:

92,787.88 - 122,529.02


Qualifications:
Education

  • Required Bachelor's Degree in accounting, business, finance, or related field; or equivalent work experience

Experience

  • Required 5+ Years related work experience, including health insurance accounting, internal/financial auditing, general accounting, financial reporting, and project management


Knowledge Skills and Abilities

  • Effective written and verbal communication skills.
  • Demonstrated ability to build relationships with key resource people, whether internal or external.
  • Ability to train less experienced staff.
  • Advanced analytical skills and ability to frame issues and develop solutions.
  • Ability to work independently and manage time effectively.
  • Effective presentation skills and ability to adapt to changing priorities.
  • Intermediate knowledge of auditing, finance, and claims operations.
  • Advanced negotiation, analytical, and problem-solving skills.
  • Effective project management, interpersonal, and organizational skills.
  • Ability to develop and maintain business relationships and create strategies that support initiatives.


Certifications & Licenses

  • Preferred: Certified Public Accountant (CPA) - Various
  • Extra Posting Information:

    Minimum of five years of related work experience, including health insurance accounting, internal/financial auditing, general accounting, financial reporting, and project management. Experience with BCBS Inter-Plan Programs and proficiency with Microsoft Office Suite.

#LI-Remote

The posted salary range is the lowest to highest salary we, in good faith, believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the hiring range and this hiring range may also be modified in the future. A candidate's position within the hiring range may be based on several factors including, but not limited to, specific competencies, relevant education, qualifications, certifications, relevant experience, skills, seniority, performance, shift, travel requirements, and business or organizational needs.This job is also eligible for annual bonus incentive pay.

We offer a comprehensive package of benefits including paid time off, 11 holidays, medical/dental/vision insurance, generous 401(k) matching, lifestyle spending account and many other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

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