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Remote Financial Consultant Jobs (NOW HIRING)

UnitedHealth Group

Senior Financial Consultant

Eden Prairie, MN · Remote

$118K/yr

  • Retirement

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within ... The Senior Financial Consultant will provide comprehensive support across financial planning and ...

Foster Klima

Financial Consultant

Minneapolis, MN · On-site +1

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the ...

Infinite Wise Solutions

Be Seen First

Remote Financial Retirement Planning Professional

Raleigh, NC · Remote

$1.0K - $250K/yr

Tax-advantaged financial solutions * Asset preservation * Legacy and estate planning concepts ... consulting, business ownership, healthcare, education, or professional sales often transition ...

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$45.5K

$103.9K

$174K

How much do remote financial consultant jobs pay per year?

As of Aug 15, 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?

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?

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What are the most commonly searched types of Financial Consultant jobs?

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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 73% Full Time, 10% Part Time, and 17% Contract. Highlights an 100% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Entry-Level Financial Consultant (Remote)

Traction Forge Financial

Birmingham, AL • Remote

Full-time, Part-time

Retirement

Re-posted 7 days ago

Job description

Here at Traction Forge Financial (leveraging the strength of GFI), we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help, while providing the products that truly support the clients goals.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days