2

Remote Financial Contractor Jobs in Minneapolis, MN

Be Seen First

Tax-advantaged financial solutions * Asset preservation * Legacy and estate planning concepts ... This is a performance-based, 1099 independent contractor opportunity designed for individuals ...

Hybrid - onsite and remote Hours: Full-time position. Flexible schedule with start times between ... contractor financial activities, and vendor invoice-related issues * Act as the primary liaison ...

Hybrid - onsite and remote Hours: Full-time position. Flexible schedule with start times between ... contractor financial activities, and vendor invoice-related issues * Act as the primary liaison ...

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Advantages of contracting with us: * You'll be able to choose which projects you want to work on ...

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Advantages of contracting with us: * You'll be able to choose which projects you want to work on ...

Sr. Financial Planning Strategist

Oakdale, MN · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for ...

Equipment Administrator - Remote

Stillwater, MN · On-site +1

$20.75 - $28.75/hr

Communicates with outside architects & engineers and contractors to share equipment specifications ... Organizational, interpersonal skills to coordinate with Finance and Accounting on inventory ...

... contractor payments * Coordinate financial processes and reporting with Tergar Mandala finance ... Remote position: We are open to non-US-based candidates if they meet the criteria. * Work Hours:

next page

Showing results 1-20

Remote Financial Contractor information

What is a remote financial contractor?

Remote Financial Contractors are finance professionals who provide services such as accounting, bookkeeping, financial analysis, or consulting to businesses or individuals from a remote location. They typically work on a contract basis rather than as full-time employees. This arrangement allows companies to access specialized financial expertise without hiring permanent staff and gives contractors flexibility in their work environment. Remote Financial Contractors utilize digital tools to manage financial records, deliver reports, and communicate with clients online.

What skills and qualifications are needed to thrive as a remote financial contractor?

To thrive as a Remote Financial Contractor, you need strong analytical skills, a solid understanding of accounting or finance principles, and typically a relevant degree such as in finance, accounting, or business. Familiarity with financial software like QuickBooks, Excel, and online collaboration platforms, as well as certifications such as CPA or CFA, are often required. Excellent time management, self-motivation, and clear communication skills set top performers apart in remote environments. These skills and qualities are vital for delivering accurate financial services, maintaining client trust, and ensuring efficiency while working independently.

What are common challenges remote financial contractors face when collaborating with distributed teams?

Remote Financial Contractors often work with colleagues and clients across different time zones, which can make scheduling meetings and aligning on project deadlines more complex. Effective communication is crucial, as misunderstandings may arise without face-to-face interactions. To overcome these challenges, contractors typically rely on clear documentation, regular virtual check-ins, and the use of collaborative financial software. Building strong relationships remotely also requires proactive engagement and adaptability to varying work styles within distributed teams.

What is the difference between Remote Financial Contractor vs Remote Financial Analyst?

AspectRemote Financial ContractorRemote Financial Analyst
CredentialsTypically requires certifications like CPA, CFA, or CPA preferredOften requires a degree in finance, accounting, or related field; certifications like CFA are common
Work EnvironmentContract-based, project-specific, often freelance or consultingFull-time or part-time employment within organizations, remote or hybrid
Employer & Industry UsageUsed by consulting firms, freelance platforms, and companies hiring temporary financial expertiseEmployed by corporations, financial institutions, or consulting firms for ongoing analysis

Remote Financial Contractors focus on project-based, temporary financial work often as freelancers or consultants, while Remote Financial Analysts typically work as full-time employees providing ongoing financial analysis within organizations. Both roles may require similar credentials but differ mainly in employment type and work setup.

Infographic showing various Remote Financial Contractor job openings in Minneapolis, MN as of July 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Remote Financial Retirement Planning Professional

Minneapolis, MN • Remote

$1.0K - $250K/yr

Part-time

This job post has expired 2 days ago. Applications are no longer accepted.


Job description

Build a Career Helping Families Protect Their Future

We are expanding our retirement and insurance planning team and seeking motivated, professional individuals who want to build a long-term career helping individuals, families, and business owners protect what they've built, prepare for retirement, and create lasting financial security.

Our professionals work with clients in several key areas, including:

  • Retirement income planning
  • Life insurance planning
  • Wealth protection strategies
  • Tax-advantaged financial solutions
  • Asset preservation
  • Legacy and estate planning concepts
  • Strategic retirement distribution planning

This opportunity is ideal for individuals who enjoy building relationships, educating clients, and serving as a trusted financial resource over the long term.

You will receive structured training, mentorship, licensing support, technology, and proven systems—but your success will ultimately depend on your professionalism, consistency, and commitment to serving clients.

This is a performance-based, 1099 independent contractor opportunity designed for individuals interested in building a professional financial services practice.

What You'll Do

  • Meet virtually with individuals, families, and business owners to understand their financial goals and priorities
  • Conduct comprehensive Financial Needs Analyses
  • Educate clients on retirement planning, life insurance, wealth protection, and tax-efficient financial strategies
  • Help clients evaluate solutions involving:
    • Retirement income planning
    • Fixed and fixed indexed annuities
    • Life insurance
    • Cash value accumulation strategies
    • Asset protection
    • Retirement account rollovers
    • Tax-advantaged wealth accumulation and distribution
  • Develop customized recommendations tailored to each client's objectives
  • Build lasting client relationships through annual reviews and ongoing service
  • Generate new business through referrals, networking, prospecting, educational events, and company-supported lead-generation systems
  • Participate in advanced planning workshops, mentorship, product training, and leadership development

Who We're Looking For

The professionals who thrive on our team are relationship builders—not transactional salespeople.

Strong candidates are:

  • Professional, ethical, and client-focused
  • Highly coachable and committed to continuous improvement
  • Excellent communicators who enjoy educating others
  • Comfortable discussing personal financial goals with clients
  • Entrepreneurial and self-motivated
  • Organized and disciplined with follow-up
  • Interested in building a respected career in retirement and insurance planning
  • Motivated by long-term relationships rather than one-time transactions

Professionals with experience in financial services, banking, accounting, tax planning, insurance, real estate, mortgage lending, consulting, business ownership, healthcare, education, or professional sales often transition successfully into this career.

Minimum Requirements

  • Must be at least 18 years old
  • Must be authorized to work in the United States
  • Must have reliable internet access and a professional remote-work environment
  • Must be able to pass applicable background screening requirements
  • Must be willing to obtain the required state insurance producer license within the designated timeframe
  • Must complete all required training and carrier appointment requirements before conducting regulated insurance activities
  • Must be comfortable with commission-based compensation and business-development responsibilities
  • Must be able to commit consistent weekly time to training, prospecting, client appointments, and follow-up

Why Join Our Team?

We are committed to developing knowledgeable financial professionals who lead with education, integrity, and long-term client relationships.

Our associates receive the mentorship, training, technology, and professional support needed to strengthen their skills, serve clients effectively, and build a scalable financial services practice.

This opportunity may be a strong fit for professionals who want greater control over their schedule, income potential, and career direction—and who are prepared to accept the accountability that comes with those opportunities.

Application Process

To be considered, please submit your resume along with a brief statement explaining:

  1. Why you are interested in retirement planning or financial services
  2. Your previous experience working with clients, developing business, or managing relationships
  3. Your availability and interest in either a part-time or full-time schedule

Applications without a resume or complete responses may not be considered.