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Remote Financial Counselor Jobs in Wisconsin (NOW HIRING)

State of Wisconsin

Financial Specialist FCC

Hawkins, WI · On-site +1

$22.76/hr

Any remote work must be performed from Wisconsin. This position is FLSA Non-Exempt. Anticipated ... Data gathering, entry, and financial reports Basic computer experience, including spreadsheets ...

Associated Bank

Virtual Financial Advisor

Green Bay, WI · On-site +1

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored ...

EDCi

Contracts Manager

Appleton, WI · On-site +1

$86K - $116K/yr

Remote EDCi provides infrastructure and call center technology services and solutions to clients ... The position requires collaboration with internal teams and external counsel, maintaining contract ...

Ascension

Infusion Authorization Advocate

Slinger, WI · On-site +1

Remote Department: Pharmacy Schedule: Full time 40 hours | Monday-Friday day shift Salary Range ... Certified Application Counselor credentialed from the state of Wisconsin. Education: * High School ...

Ascension

Talent Advisor

Appleton, WI · Remote

$65K/yr

Remote - must live within the greater Milwaukee or Appleton area to attend local events and on site ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

New

ChenMed

... counseling. * Plans patient care based on knowledge of the patient population and/or protocol ... effective and financially responsible. * Provides extraordinary customer service and ...

New

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Remote Financial Counselor information

What is a remote financial counselor?

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 does a remote financial counselor do?

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.

What are the key skills and qualifications needed to thrive as a remote financial counselor?

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 are popular job titles related to Remote Financial Counselor jobs in Wisconsin?

For Remote Financial Counselor jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Remote Financial Counselor jobs in Wisconsin look for?

The top searched job categories for Remote Financial Counselor jobs in Wisconsin are:

What cities in Wisconsin are hiring for Remote Financial Counselor jobs?

Cities in Wisconsin with the most Remote Financial Counselor job openings:

Remote Financial Counselor jobs near you
Infographic showing various Remote Financial Counselor job openings in Wisconsin as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 3% In-person, and 97% Remote job distribution.

Financial Services Specialist - Wisconsin

All Financial Freedom

Madison, WI • On-site, Remote

$30K - $50K/yr

Part-time

Re-posted 9 days ago

Job description

We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
This role supports a professional, structured environment focused on delivering financial education through virtual engagement. The position is well suited for individuals who value accountability, consistency, and long-term career growth.
Position Overview
This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.
No prior financial services experience is required. Comprehensive training and licensing support are provided.
Key Responsibilities
  • Deliver structured financial education through virtual meetings
  • Explain financial concepts related to protection, accumulation, and long-term planning
  • Support individuals through a standardized, needs-based process
  • Maintain accurate documentation and adhere to compliance standards
  • Participate in ongoing training and professional development

Required Qualifications
  • Bachelor's degree preferred or equivalent professional experience
  • Strong communication skills and professional presence
  • Ability to work independently in a remote environment
  • Willingness to obtain required state licensing (training provided)
  • Successful completion of a background check

Compensation & Benefits
  • Performance-based compensation structure
  • Remote work with flexible scheduling
  • Licensing assistance and structured onboarding
  • Clear advancement opportunities

Career Path
Advancement into senior specialist, leadership, or training roles based on performance.

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