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Remote Financial Consultant Jobs (NOW HIRING)

CSAA

Job Title Financial Consultant, Personal Lines Insurance FP&A - Remote Requisition Number R7744 Financial Consultant, Personal Lines Insurance FP&A - Remote (Open) Location Ohio - Home Teleworkers ...

CSAA

Job Title Financial Consultant, Personal Lines Insurance FP&A - Remote Requisition Number R7744 Financial Consultant, Personal Lines Insurance FP&A - Remote (Open) Location Ohio - Home Teleworkers ...

Manning & Napier

FINANCIAL CONSULTANT

$75/hr

Summary As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals ...

TruOak Financial Partners

Financial Consultant

Atlanta, GA · On-site +1

$95K - $123K/yr

TruOak Financial Partners is looking for competitive, coachable professionals who want more than a title, quota, or traditional advisor path. This is for someone who wants to build something real: a ...

CSAA

Job Title Financial Consultant, Personal Lines Insurance FP&A - Remote Requisition Number R7744 Financial Consultant, Personal Lines Insurance FP&A - Remote (Open) Location Ohio - Home Teleworkers ...

CSAA

Job Title Financial Consultant, Personal Lines Insurance FP&A - Remote Requisition Number R7744 Financial Consultant, Personal Lines Insurance FP&A - Remote (Open) Location Ohio - Home Teleworkers ...

CSAA

Job Title Financial Consultant, Personal Lines Insurance FP&A - Remote Requisition Number R7744 Financial Consultant, Personal Lines Insurance FP&A - Remote (Open) Location Ohio - Home Teleworkers ...

CSAA

Job Title Financial Consultant, Personal Lines Insurance FP&A - Remote Requisition Number R7744 Financial Consultant, Personal Lines Insurance FP&A - Remote (Open) Location Ohio - Home Teleworkers ...

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Remote Financial Consultant information

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$45.5K

$103.9K

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How much do remote financial consultant jobs pay per year?

As of Jun 12, 2026, the average yearly pay for remote financial consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 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.

More about Remote Financial Consultant jobs
What cities are hiring for Remote Financial Consultant jobs? Cities with the most Remote Financial Consultant job openings:
What are the most commonly searched types of Financial Consultant jobs? The most popular types of Financial Consultant jobs are:
What states have the most Remote Financial Consultant jobs? States with the most job openings for Remote Financial Consultant jobs include:
What job categories do people searching Remote Financial Consultant jobs look for? The top searched job categories for Remote Financial Consultant jobs are:
Remote Financial Consultant jobs near you
Infographic showing various Remote Financial Consultant job openings in the United States as of June 2026, with employment types broken down into 79% Full Time, 8% Part Time, and 13% Contract. Highlights an 100% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Remote Sales Consultant - Financial Services

Succession Partners

Memphis, TN • Remote

$4K - $6K/wk

Full-time

Posted 6 days ago

Job description

About this role

We are hiring Remote Financial Sales Consultants. In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home.

What the day-to-day looks like
  • Contact warm inbound leads — people who have already requested information about financial protection for their families
  • Conduct needs-based consultations by phone or Zoom to identify the right coverage options
  • Present and explain policy options from our network of 60+ carriers
  • Follow up consistently with prospects and track your daily activity
  • Attend weekly virtual training and team meetings
  • Work toward leadership and the ability to build and manage your own team
Compensation
  • $800 to $1,200 commission per closed sale
  • Part-time agents (20 hrs/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 weekly 
  • Performance-based incentives and bonuses available
  • Long-term override income available through team building
What we provide
  • Warm inbound leads and outbound follow-up opportunities (lead cost structure discussed during interview)
  • Licensing assistance — we will walk you through how to obtain your Life and Health License if you do not already have one
  • Step-by-step onboarding and a dedicated mentor for your first 90 days
  • Access to products from 60-plus insurance carriers so you can match every client with the right fit
  • Clear path to team leadership and passive override income
Who does well in this role

You do not need a background in finance or insurance. The following backgrounds consistently produce strong first-year consultants:

  • Real estate, mortgage, or banking
  • Retail, hospitality, or customer service
  • Military veterans and first responders
  • Teaching, coaching, or fitness
  • Any previous commission or performance-based sales role
Requirements
  • Must be a U.S. citizen or legal resident currently living in the United States
  • Fully remote role
  • Must be able to pass a background check
  • Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided)
  • Reliable internet connection and a quiet workspace for calls
Benefits
  • Flexible schedule — work full time or part time
  • Work from home
  • Weekly pay
  • 100% Uncapped commission structure
  • Mentorship and ongoing training
  • Leadership and team-building opportunities
How to apply

Submit your resume through Indeed. No cover letter required. In the screener questions below, answer honestly — we review every application and respond within 2 business days.

We would rather hire five people who are a strong fit than fifty who are not. If you are serious about changing your income, apply today.