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Remote Financial Consultant Jobs (NOW HIRING)

Americor

Financial Solutions Consultant

Miami, FL · On-site +1

$120K - $260K/yr

As a Financial Consultant, you'll be the first point of contact for people looking for a way forward financially. You'll take the time to understand their situation, walk them through their options ...

Americor

Financial Solutions Consultant

Miami, FL · Remote

$120K - $260K/yr

As a Financial Consultant, you'll be the first point of contact for people looking for a way forward financially. You'll take the time to understand their situation, walk them through their options ...

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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.

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What cities are hiring for Remote Financial Consultant jobs?

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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 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) - Baltimore, MD

Traction Forge Financial

Baltimore, MD • Remote

Full-time, Part-time

Re-posted 9 days ago

Job description

At Legacy Wealth Financial (powered by GFI), we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps.

We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is requiredwe provide the blueprint, the mentorship, and the platform; you provide the work ethic.

Why Choose This Path?
  • Earn While You Learn: Transition into a high-demand industry with a structured training program.
  • Total Flexibility: Design a schedule that fits your lifeperfect for those seeking a full-time career change or a strategic part-time income stream.
  • Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership.
  • Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection.
What You'll Do
  • Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why."
  • Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions.
  • Professional Development: Attend structured training sessions to master financial concepts and client relationship management.
Qualifications
  • Ethical Standards: Must be able to pass a standard soft background check.
  • Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN.
  • Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance).
  • Communication: You should enjoy talking to people and have a "service-first" attitude.