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

Nexera

Entry Level Remote Sales Role

Milwaukee, WI · Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

Morgan Dar

Oral Surgeon

Milwaukee, WI · Remote

$1.7K - $2.6K/day

... remote mentorship, and a top-tier support team. Key Practice Highlights & Financial Performance ... financial consultation suites, and advanced anesthesia equipment set up for complex implant ...

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Remote Financial Consultant information

See Racine, WI salary details

$42.7K

$97.4K

$163.2K

How much do remote financial consultant jobs pay per year?

As of Sep 7, 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 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 popular job titles related to Remote Financial Consultant jobs in Racine, WI?

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

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Remote Financial Consultant jobs near you

Entry Level Remote Sales Role

Nexera

Milwaukee, WI • Remote

$1.5K - $5.3K/wk

Full-time

Re-posted 19 days ago

Job description

About this role

We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs — working by phone and Zoom from your home. No prior experience in finance or insurance is required. We provide full training and licensing support.

Why recent grads choose this over a traditional job
Typical entry-level job
$42K–$55K
Fixed salary. 2–3% annual raise. Income ceiling from day one.
This role — year one potential
$50K–$100K+
No ceiling. Your effort directly determines what you earn.
What you will be doing
  • Contact warm inbound leads — people who have already requested information about protecting their families financially
  • Conduct phone and Zoom consultations to understand each client's needs and budget
  • Present and explain coverage options from our network of 60-plus carriers
  • Follow up consistently with prospects and manage your daily activity
  • Attend weekly virtual training and work closely with a dedicated mentor
  • Work toward team leadership and override income opportunities
Your income potential
  • $800 to $1,200 commission per closed sale
  • Part-time agents (approximately 20 hours per week) typically earn $50,000 to $80,000 in year one with consistent activity
  • Full-time agents typically earn $80,000 to $120,000 once established; top performers earn significantly more
  • Paid every week
  • Performance bonuses and incentives available
  • Long-term passive income through team building and leadership overrides
Your career path
  • Year 1: Get licensed, complete onboarding, make your first sales, build the habit
  • Year 2: Build pipeline consistency, increase activity, hit $80,000 to $100,000
  • Year 3: Begin building your own team, earn override income on their production
  • Year 5+: Lead a team, create passive income, work on your schedule

Most of our managers and team leaders started in this exact role with no prior experience.

What we provide
  • Complete licensing support — we walk you through every step of obtaining your Life and Health Insurance License (most candidates pass within 2 to 4 weeks)
  • A dedicated mentor for your first 90 days with weekly one-on-one check-ins
  • Warm inbound leads and outbound follow-up opportunities (lead cost structure discussed during interview)
  • Access to products from 60-plus insurance carriers — independent model, never limited to one company
  • Step-by-step training system designed specifically for new agents
  • Weekly pay on every closed sale
Degrees and backgrounds that perform well here

No specific degree is required. The following backgrounds consistently produce strong first-year agents:

  • Business, marketing, communications, or finance
  • Psychology, sociology, or criminal justice
  • Any customer-facing role — retail, hospitality, food service, tutoring
  • Student athletes or anyone with a competitive, team-oriented background
  • No degree required — drive and coachability matter more than credentials
Requirements
  • Must be a U.S. citizen or legal resident currently living in the United States
  • Raleigh/Triangle area preferred — fully remote role open to all U.S. locations
  • Must be able to pass a background check
  • Life and Health Insurance License required before start date — or genuine willingness to obtain quickly (full support provided)
  • Reliable internet connection and a quiet workspace for calls
  • Available at least 20 hours per week
Benefits
  • Fully remote — work from home or anywhere in the U.S.
  • Flexible schedule — full time or part time, you set your hours
  • Weekly pay
  • Pay is commission based
  • Licensing and onboarding support
  • Mentorship from day one
  • Leadership and team-building opportunities with passive income potential