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Remote Financial Counselor Jobs in Dallas, TX (NOW HIRING)

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PT/FT Financial Professional (Remote)

Dallas, TX · Remote

$1.0K - $500K/yr (+ commission)

Our Client is the fastest growing financial brokerage are seeking ambitious, self-driven individuals to join our team as remote Financial Retirement Insurance Sales Associate. The most lucrative ...

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The work is remote (flexible schedule part/full-time) in the immense and lucrative financial services industry. It is ok to continue a current employment while building a skill and knowledge base ...

Partner with finance, investor relations, and executive leadership on earnings releases, investor ... Flexible Work Schedules #LI-Remote Valuing different backgrounds: LivaNova values equality and ...

Associate General Counsel - Westlake, TX - Remote candidates may considered with periodic travel ... Partner closely with senior leaders across Sales, Finance, HR, Compliance, Engineering, and ...

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Remote Financial Counselor information

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How much do remote financial counselor jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for remote financial counselor in Dallas, TX is $21.46, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $23.56 per hour, depending on experience, location, and employer.

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 job categories do people searching Remote Financial Counselor jobs in Dallas, TX look for?

The top searched job categories for Remote Financial Counselor jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Remote Financial Counselor jobs?

Cities near Dallas, TX with the most Remote Financial Counselor job openings:

Infographic showing various Remote Financial Counselor job openings in Dallas, TX as of August 2026, with employment types broken down into 91% Full Time, and 9% Part Time. Highlights an 5% In-person, and 95% Remote job distribution, with an average salary of $44,639 per year, or $21.5 per hour.

PT/FT Financial Professional (Remote)

Infinite Wise Solutions

Dallas, TX • Remote

$1.0K - $500K/yr (+ commission)

Part-time

Life, Retirement, PTO

Posted 2 days ago

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Job description

Our Client is the fastest growing financial brokerage are seeking ambitious, self-driven individuals to join our team as remote Financial Retirement Insurance Sales Associate. The most lucrative industry opportunity with the flexibility to work from home while building your sales career in financial services.

  1. ALL Work from Anywhere Capacity
  2. Part time or Full Time positions available you do not have to quit your current job to see if this is a fit.
  3. Great free training and mentorship provided; no experience is needed
  4. Very lucrative, especially with baby boomers retiring as they control 70% of the wealth; can potentially can earn over six figures or more
  5. Leadership and Upward advancement

The need for financial services professionals continues to grow as more baby-boomer advisors retire each year. Eventually, there may be fewer advisors available to provide needed guidance and other services to middle-income people. These consumers are in search of a well-respected, value-driven financial services company that can help them develop strategies for their families’ long-term financial security, and this is where we come in. Must be able to pass a background check and obtain a state financial producer license (with our guidance and free program).

Here's what sets this opportunity apart:

  • Legal Ownership: Own your book of business, generational agency ownership that can be transferred to your future generations, equity, beneficiary to your business and agency, provided you get to a certain leadership
  • Rewarding Career: Make a real difference in people's lives by inspiring and helping them achieve their financial goals & dreams.
  • Meaningful Growth: We invest in your development with hands-on training, support, and world class mentorship to help you reach your full potential
  • Get paid what you are worth: COMMISSION ONLY, performance-based business model Producer, Agency Bonus, Expansion bonus, Yearly Renewal, Profit Sharing, World-class Travel, etc.

DAILY ROLE:

  • COMMISSION ONLY, performance-based business model
  • Leads: We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS (Just went Public) as a lead generation tool as well.
  • Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage for some of the following:
  • Protect Retirement Assets/401k and all IRA (Roth) Funds
  • College Planning
  • Tax-Free and Tax-Deferred Index Strategies
  • Debt Management Services
  • Annuities, Roth Conversions, and 401k and IRA Rollovers
  • Estate & Business Planning with our advance planning team

LUCRATIVE COMPENSATION:

  • Uncapped 1099 / production-based commission income (one client may be $2,500 in compensation and another may be $10,000)
  • Residual income (paid from work done last year, every year)
  • Passive income
  • Bonuses, Equity (must qualify) paid world travel, and more

REQUIREMENTS:

  • Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners like Fidelity, Ethos, AIG, and over fortune 500 companies.
  • Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
  • Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
  • Build meaningful and lasting relationships and experiences with clients, business associates, and partners
  • Expand business, management, and leadership skills working with clients, team members, and new associates
  • Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
  • Minimum 18 years of age
  • Legal U.S. Resident, Citizen or Work Permit with SSN
  • Able to pass a Background Screening
  • Able to complete licensing requirements within 30 days
  • Accountable with high level of integrity (critical in this regulated and customer based industry)