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Remote Financial Consultant Jobs in Racine, WI (NOW HIRING)

Adecco

Compliance Supervision Consultant

Milwaukee, WI · Remote

$35/hr

We are hiring for a REMOTE Compliance Consultant, with a leading company in the financial services industry located in Milwaukee, WI. If you are interested in this role and meet the requirements ...

State of Wisconsin

Financial Specialist

Milwaukee, WI · On-site +1

$22.76/hr

... and professional consultation services to support their health, goals, and overall well-being ... This position is not eligible for remote work. Qualifications Applicants will be assessed on ...

Bakertilly

Senior Payroll Consultant

Milwaukee, WI · On-site +1

S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... While this position is mostly remote, team members must be within 50 miles of a Baker Tilly office ...

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How much do remote financial consultant jobs pay per year?

As of Jul 27, 2026, the average yearly pay for remote financial consultant in Racine, WI is $97,403.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,100.00 and $117,200.00 per year, depending on experience, location, and employer.

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.

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Strategy & Transformation Senior Consultant

Strategy & Transformation Senior Consultant

Deloitte

Milwaukee, WI • On-site, Remote

$114K/yr

Other

Posted 1 hour ago

Deloitte rating

8.1

Company rating: 8.1 out of 10

Based on 91 frontline employees who took The Breakroom Quiz

58th of 150 rated financial services

Job description

Join Deloitte's Finance Transformation group as  Senior Consultant, Strategy, Growth, and Transformation, partnering directly with the CFO and Finance leadership to design and execute the programs that define the future of Finance at Deloitte. In this role, you will drive workstreams within the large-scale Finance Transformation program, enabling a human-led, AI-powered finance ecosystem, as well as other high-priority strategic efforts to create meaningful impact across the firm while building deep relationships with senior Finance stakeholders

Recruiting for this role ends on August 15th 2026.

What You'll Do

As a Finance Transformation Senior Consultant, Strategy, Growth, and Transformation, you will:

  • Support workstreams within Finance-wide transformations and other strategic Finance Transformation initiatives, gathering and analyzing information, formulating and testing hypotheses, and developing actionable recommendations
  • Create compelling presentations to communicate findings and influence senior Deloitte Finance leadership
  • Develop, own, and modify detailed models to conduct analyses and perform other analytical tasks
  • Present team findings to senior Finance stakeholders and help implement recommendations
  • Begin building long-term trusted advisor relationships with Finance counterparts across the firm
  • Identify leading practices, improve processes, enhance systems, and support realignment of the Finance organization to realize strategic opportunities

The successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others
  • Demonstrated strong analytical, project management, and organizational skills
  • Empowered self-starter comfortable taking the lead on initiatives with the ability to effectively collaborate across teams
  • Strategic thinker with the ability to make connections across workstreams and matrixed organizations
  • Strong commitment to integrity and confidentiality

The Team

The Finance Transformation group is an internal consulting team that supports the Deloitte CFO and Finance leadership in executing strategic initiatives. Our team currently drives a large-scale Finance Transformation program focused on redesigning Finance operations and enabling a human-led, AI-powered finance ecosystem. We identify and implement digital finance solutions, optimize organizational structures, and serve as a trusted partner to Finance leadership. Joining this team means high-visibility work with senior stakeholders and a direct role in shaping Deloitte's Finance organization for the future.

Qualifications

Required:

  • Bachelor's degree and 5+ years of relevant experience in Finance Transformation, Organizational Transformation, or Strategy Consulting
  • Advanced proficiency in Excel and PowerPoint
  • Limited travel required (approximately 10-20%), with the ability to work remotely when not co-locating with team or client stakeholders
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred:

  • Prior experience at a big 4 or consulting firm
  • Comfort with ambiguity and the ability to logically structure issues and determine recommended resolutions
  • Strong executive presence and ability to work with and influence senior leaders
  • Detail-oriented with ability to plan, prioritize, and make decisions on multiple time-sensitive projects
  • Familiarity with utilizing AI tools to increase efficiency across the workstream

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,000 to $171,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Qualifications:

Join Deloitte's Finance Transformation group as  Senior Consultant, Strategy, Growth, and Transformation, partnering directly with the CFO and Finance leadership to design and execute the programs that define the future of Finance at Deloitte. In this role, you will drive workstreams within the large-scale Finance Transformation program, enabling a human-led, AI-powered finance ecosystem, as well as other high-priority strategic efforts to create meaningful impact across the firm while building deep relationships with senior Finance stakeholders

Recruiting for this role ends on August 15th 2026.

What You'll Do

As a Finance Transformation Senior Consultant, Strategy, Growth, and Transformation, you will:

  • Support workstreams within Finance-wide transformations and other strategic Finance Transformation initiatives, gathering and analyzing information, formulating and testing hypotheses, and developing actionable recommendations
  • Create compelling presentations to communicate findings and influence senior Deloitte Finance leadership
  • Develop, own, and modify detailed models to conduct analyses and perform other analytical tasks
  • Present team findings to senior Finance stakeholders and help implement recommendations
  • Begin building long-term trusted advisor relationships with Finance counterparts across the firm
  • Identify leading practices, improve processes, enhance systems, and support realignment of the Finance organization to realize strategic opportunities

The successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others
  • Demonstrated strong analytical, project management, and organizational skills
  • Empowered self-starter comfortable taking the lead on initiatives with the ability to effectively collaborate across teams
  • Strategic thinker with the ability to make connections across workstreams and matrixed organizations
  • Strong commitment to integrity and confidentiality

The Team

The Finance Transformation group is an internal consulting team that supports the Deloitte CFO and Finance leadership in executing strategic initiatives. Our team currently drives a large-scale Finance Transformation program focused on redesigning Finance operations and enabling a human-led, AI-powered finance ecosystem. We identify and implement digital finance solutions, optimize organizational structures, and serve as a trusted partner to Finance leadership. Joining this team means high-visibility work with senior stakeholders and a direct role in shaping Deloitte's Finance organization for the future.

Qualifications

Required:

  • Bachelor's degree and 5+ years of relevant experience in Finance Transformation, Organizational Transformation, or Strategy Consulting
  • Advanced proficiency in Excel and PowerPoint
  • Limited travel required (approximately 10-20%), with the ability to work remotely when not co-locating with team or client stakeholders
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred:

  • Prior experience at a big 4 or consulting firm
  • Comfort with ambiguity and the ability to logically structure issues and determine recommended resolutions
  • Strong executive presence and ability to work with and influence senior leaders
  • Detail-oriented with ability to plan, prioritize, and make decisions on multiple time-sensitive projects
  • Familiarity with utilizing AI tools to increase efficiency across the workstream

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,000 to $171,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Education:Bachelor's DegreeEmployment Type:

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