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Remote Financial Consultant Jobs (NOW HIRING)

Meraki Group Endeavors

Financial Consultant

Murrieta, CA · Remote

$75K - $100K/yr

Heart to Heart is a rapidly growing financial services company offering remote work-from-home ... Consulting experience in financial services These skill sets, combined with your dedication and ...

Fortis Financial

Be Seen First

Financial Consultant Manager

Orlando, FL · Remote

$90K - $150K/yr (+ commission)

Comfortable working independently in a remote environment via Zoom and digital platforms. Dynamic ... Conduct virtual consultations to break down complex financial concepts into actionable plans. · ...

Flagstar Bank

Virtual Financial Consultant

Troy, NY · Remote

The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable for achieving client engagement, satisfaction, and business development outcomes in full compliance ...

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 ...

UnitedHealth Group

Financial Consultant

La Crosse, WI · Remote

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within ... This position requires a strong understanding of healthcare finance, cost structures, and ...

The Parallel Partnership

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Financial Consultant - Sales Manager

Glendale, CA · Remote

$40K - $250K/yr (+ commission)

We are seeking a Financial Consultant - Sales Manager! You will be responsible for the effective ... Remote Position * Commission Only NO SALARY (paid 8-9 times a month) Company Description At The ...

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Remote Financial Consultant information

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$45.5K

$103.9K

$174K

How much do remote financial consultant jobs pay per year?

As of Sep 5, 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 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.

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?

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Remote Financial Consultant jobs near you
Infographic showing various Remote Financial Consultant job openings in the United States as of August 2026, with employment types broken down into 62% Full Time, 25% 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.

Financial Consultant

Meraki Group Endeavors

Chula Vista, CA • Remote

$75K - $100K/yr

Full-time

Life, Retirement

Posted 10 days ago

Job description

Heart to Heart is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals in the United States to join our team.

Opportunity of a Lifetime
This contract-based position provides an incredible opportunity to change your life. As a state-licensed insurance broker, you will have the chance to help families with various financial services, including 401K rollovers, annuities, life insurance, living benefits, death benefits, student loan debt settlements, and more. By joining our team, you will receive extensive training and become part of one of the highest-paying industries in financial services.
Robust Skill Sets

We are looking for individuals with a diverse range of skill sets to excel in this position. The ideal candidate possesses the following abilities:






  • Strong customer service skills
  • Excellent sales and negotiation skills
  • Business development expertise
  • Proficiency in data analytics
  • Consulting experience in financial services

These skill sets, combined with your dedication and hard work, will enable you to thrive in this commission-based role.

Life-changing Opportunity
At Heart to Heart, we believe in the power of financial education and creating generational wealth. Our organization is multi-lingual and multi-cultural, providing an inclusive and supportive environment. By joining our team, you will have the opportunity to make a positive impact on people's lives while enjoying a great income.

Compensation
This is a contract-based position with an estimated full-time annual On-Time-Estimate of Commissions at $75,000 - $100,000+. The earning potential is substantial, and the more you put into this opportunity, the more you can achieve.

Join the Movement
If you are looking to be part of a movement that is changing lives and creating a positive impact, this is your chance. Heart to Heart and supporting screening team, Meraki Group Endeavors, offers this life-changing opportunity.

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Heart to Heart Representative.

Don't miss out on this chance to join a dynamic team and take control of your financial future. Apply now and start your journey with Heart to Heart!

Industry Type(s): Independent Consulting and Financial Services
Employment Type: Contract