ZipRecruiter

Log In

2

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

previous page

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 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:

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

Benefit Specialist Entry Level WFH

American Income Life Insurance Company

Milwaukee, WI • On-site, Remote

$90K - $120K/yr

Full-time

Posted 11 days ago

Job description

AO Globe Life is hiring experienced professionals to support veterans and their families through virtual benefit consultations. This fully remote role offers schedule flexibility, structured training, and the opportunity to make a meaningful impact-without cold calling or outbound prospecting. All client appointments are warm and pre-qualified.
This position is ideal for professionals who value service, integrity, and long-term relationship building.
Key Responsibilities
  • Host scheduled Zoom consultations with clients
  • Clearly explain supplemental life, accident, and health benefit options
  • Guide clients through enrollment and provide ongoing policy support
  • Maintain accurate digital records while ensuring compliance standards
  • Participate in weekly training sessions, team development calls, and leadership workshops
What We Offer
  • 100% remote position (U.S.-based candidates only)
  • Flexible scheduling with autonomy over your workday
  • Weekly commission-based compensation with vested renewals for long-term growth
  • Pre-qualified client appointments only
  • Comprehensive training and licensing support
  • Equity opportunity at qualifying performance levels
  • Monthly and quarterly performance bonuses
  • Leadership development and advancement pathways
Ideal Candidate Qualifications
  • Experience in benefits advising, sales, financial services, or client support
  • Strong virtual communication and interpersonal skills
  • Organized, coachable, and mission-driven
  • Comfortable using Zoom, CRM systems, and digital documentation platforms
  • A genuine passion for serving veterans and their families
Requirements
  • Authorized to work in the United States
  • Reliable high-speed internet connection
  • Windows-based laptop or PC with a working webcam
About AO Globe Life
With more than 70 years of history, AO Globe Life partners with unions, credit unions, and veteran-focused organizations to provide supplemental benefits to working families nationwide. Our fully remote infrastructure supports professional growth, ethical service, and long-term career development.
If you are ready to align your career with purpose, flexibility, and growth, we encourage you to apply today.

Apply