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Remote Financial Counselor Jobs in Iowa (NOW HIRING)

W3Global Inc.

Managing Attorney - Remote

Hiawatha, IA · On-site +1

$170K - $175K/yr

... opposing counsel. * Oversee and participate in case work , including: * Bankruptcy filings ... Agricultural industry and farm finance * Commercial and bankruptcy law * Tax implications of ...

Aegon

Senior State Filing Analyst

Cedar Rapids, IA · Remote

$83.70K - $104.30K/yr

... includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and ... Remote *Please note that the compensation information that follows is a good faith estimate for ...

Aegon

Senior Claims Examiner

Cedar Rapids, IA · On-site +1

$48K - $55K/yr

... includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and ... Remote/Hybrid The Salary for this position generally ranges between$48,000-55,000 annually. Please ...

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How much do remote financial counselor jobs pay per hour?

As of May 28, 2026, the average hourly pay for remote financial counselor in Iowa is $20.38, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $22.36 per hour, depending on experience, location, and employer.

What is a Remote Financial Counselor job?

A Remote Financial Counselor provides financial guidance and support to clients from a remote location, typically via phone, video calls, or online platforms. They help individuals manage budgets, reduce debt, improve credit, and plan for financial goals. This role often requires knowledge of financial principles, advising techniques, and sometimes certification or licensing. Remote Financial Counselors may work for financial institutions, nonprofits, or as independent consultants. Their primary goal is to educate and empower clients to make informed financial decisions.

What are the key skills and qualifications needed to thrive in the Remote Financial Counselor position, and why are they important?

To thrive as a Remote Financial Counselor, you need a strong background in personal finance, counseling, and financial planning, often supported by a relevant degree or certification such as AFC®, CFP®, or similar credentials. Familiarity with financial planning software, secure communication platforms, and CRM systems is typically required for efficient virtual advising. Outstanding interpersonal skills, active listening, and the ability to explain complex concepts clearly set exceptional counselors apart. These skills are crucial for building trust, providing effective guidance, and empowering clients to make sound financial decisions from a remote setting.

What does a typical day look like for a Remote Financial Counselor?

A typical day for a Remote Financial Counselor includes conducting scheduled video or phone consultations with clients, reviewing and analyzing their financial situations, and providing tailored advice on budgeting, debt management, and future planning. You’ll also update and maintain client records using digital tools, respond to emails or chat inquiries, and occasionally prepare educational materials. Collaboration with other financial professionals or specialists may be required for complex cases. The remote nature of the role offers flexibility but also requires strong self-management to remain productive and responsive to client needs.
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Remote Financial Counselor jobs near you

Remote Financial Wellness Advisor

AO Garcia Agency

Dubuque, IA • On-site, Remote

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

A financial services firm is seeking passionate individuals to join their team. This position allows for a flexible work schedule, including the option to work from home. Responsibilities include conducting virtual consultations, assessing client needs, and cultivating lasting relationships.

The ideal candidate should be motivated, adaptable, and possess strong communication skills. Interviews will be conducted via Zoom, and training is provided for new employees. #J-18808-Ljbffr

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