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

Directive

Digital Marketing Manager (Remote US)

Milwaukee, WI · Remote

$80K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Directive Consulting is the leading B2B marketing agency for brands that are serious about the ... 💰 Financial - Traditional and Roth 401(k) with a 3% company match 🌟 Bonus - Annual bonus ...

Directive

Demand Generation Manager (Remote US)

Milwaukee, WI · Remote

$80K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Directive Consulting is the leading B2B marketing agency for brands that are serious about the ... 💰 Financial - Traditional and Roth 401(k) with a 3% company match 🌟 Bonus - Annual bonus ...

Rehlko, LLC

Senior M&A Analyst (remote)

Milwaukee, WI · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

Management consulting or investment banking experience preferred. Experience building and maintaining financial models preferred. Knowledge of power and/or industrial goods product and service ...

Rehlko, LLC

Senior M&A Analyst (remote)

Milwaukee, WI · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

Management consulting or investment banking experience preferred. Experience building and maintaining financial models preferred. Knowledge of power and/or industrial goods product and service ...

Directive

B2B Marketing Manager(Remote US)

Milwaukee, WI · Remote

$80K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Directive Consulting is the leading B2B marketing agency for brands that are serious about the ... 💰 Financial - Traditional and Roth 401(k) with a 3% company match 🌟 Bonus - Annual bonus ...

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Showing results 41-60

All JobsFinancial Consultant JobsRemote Financial Consultant JobsRemote Financial Consultant Jobs in Racine, WI

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 Aug 17, 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 job categories do people searching Remote Financial Consultant jobs in Racine, WI look for?

The top searched job categories for Remote Financial Consultant jobs in Racine, WI are:

What cities near Racine, WI are hiring for Remote Financial Consultant jobs?

Cities near Racine, WI with the most Remote Financial Consultant job openings:

Remote Financial Consultant jobs near you

Work From Home - Part-Time Enrollment Specialist

Global Elite Empire Consultants

Kenosha, WI • Remote

Full-time

Posted 7 days ago

Job description

What could an extra $1,000-$2,000 each month do for your household? We are helping teams find qualified candidates the chance to enter financial services on a part-time basis while working fully remotely. This means that you get all the earning potential of a trillion-dollar industry without having to give up the security of your current position. Pay off your house early, take the vacations your family deserves, or save for early retirement. 20 hours per week, from home, is all it takes to learn a new skill that could change everything!

Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to:
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
Work alongside a dynamic remote team, where collaboration is the heartbeat of success.

Benefits:
Work virtually, from anywhere
Comprehensive training provided
A fun, energetic, and positive team environment
Rapid career growth and advancement opportunities
Weekly pay

Responsibilities:
Calling and receiving calls from clients
Scheduling appointments with clients who request our benefits
Presenting and explaining insurance products and benefits packages virtually
Completing applications for insurance products
Attending ongoing, optional training sessions

*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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