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Remote Financial Counselor Jobs in Gilbert, AZ (NOW HIRING)

LPL Financial

Mgr, Service Center Masters PODs

Tempe, AZ · On-site +1

$66K - $111K/yr

As a Service Manager at LPL Financial, you'll step into a pivotal role at the heart of our Client ... Partner with HR colleagues and advise senior leadership on progressive counseling needs for Service ...

Zeiders Enterprises

Career Advisor (Remote)

Phoenix, AZ · Remote

$20.75 - $27.75/hr

Educate military spouses on the availability of financial assistance resources to assist in ... Counselors (NBCC) or the National Career Development Association (NCDA). * Preference for ...

Zeiders Enterprises

Career Advisor (Remote)

Phoenix, AZ · On-site +1

$20.75 - $27.75/hr

Educate military spouses on the availability of financial assistance resources to assist in ... Counselors (NBCC) or the National Career Development Association (NCDA). * Preference for ...

Zeiders Enterprises

Career Advisor (Remote)

Phoenix, AZ · On-site +1

$20.75 - $27.75/hr

Educate military spouses on the availability of financial assistance resources to assist in ... Counselors (NBCC) or the National Career Development Association (NCDA). * Preference for ...

Zeiders Enterprises

Career Advisor (Remote)

Phoenix, AZ · Remote

$20.75 - $27.75/hr

Educate military spouses on the availability of financial assistance resources to assist in ... Counselors (NBCC) or the National Career Development Association (NCDA). * Preference for ...

Tyson & Mendes LLP

Senior Counsel

Scottsdale, AZ · On-site +1

$135K - $190K/yr

Stability + Agility - Join a firm with national reach, financial strength, and a collaborative, no ... Flexible, Performance-Focused Work - Office, hybrid, or remote--we value outcomes over facetime.

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Remote Financial Counselor information

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How much do remote financial counselor jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for remote financial counselor in Gilbert, AZ is $21.63, according to ZipRecruiter salary data. Most workers in this role earn between $18.22 and $23.70 per hour, depending on experience, location, and employer.

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 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 popular job titles related to Remote Financial Counselor jobs in Gilbert, AZ?

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

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Infographic showing various Remote Financial Counselor job openings in Gilbert, AZ as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $44,981 per year, or $21.6 per hour.

Director of Client Finance, Non-Profits

Charter Impact

Phoenix, AZ • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 26 days ago

Job description

About the Company:

Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.

Role Summary:
The Director of Client Finance, Non-Profits is responsible for overseeing Charter Impact's service delivery, as well as acting as an outsourced CFO on behalf of our non-profit clients.  This role oversees all finance, accounting and compliance reporting for assigned clients by working collaboratively with the Charter Impact Accounting, Accounts Payable, Payroll and Retirement Services Teams and ensuring accuracy and timeliness of financial information.  This position is highly visible to Charter Impact clients and must deliver excellence in professional expertise and customer-service in a proactive and positive manner.
 
This position is remote to candidates based in AZ, CA, CO, CT, FL, GA ID, IL, MI, NV, OR, SD, TX, UT and/or WA.

*This position requires up to 25% travel
Responsibilities
  • Oversee financial and accounting services and provide direction to Charter Impact Teams in the following areas: financial statement preparation, accounts payable, accounts receivable, expense tracking by grant, grant reporting - for both governmental and private grants, and ad hoc reporting as requested
  • Review all financial statements as prepared by Accounting Teams to ensure compliance with GAAP
  • Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition
  • Oversee the annual financial and governmental audits, including work paper preparation, liaison with auditors and understanding of the governmental programs
  • Oversee and ensure the accuracy and timeliness of all compliance reporting
  • Serve as a fiscal liaison to applicable Agencies
  • Provide training to client staff to ensure internal controls are properly implemented and followed
  • Work with organizational leaders and other executives to ensure financial information is properly communicated
  • Develop and maintain long-term relationships with client leadership and staff
  • Maintain up to date knowledge of the industry and related funding through regular professional development in areas of responsibility
  • Mentor staff to ensure continued professional growth within Charter Impact Teams
  • Work collaboratively with Business Development Team to develop and implement effective sales strategies to achieve sales targets and expand our non-profit customer base
  • Support the Business Development Team with subject matter expertise to find and win prospects
  • Analyze non-profit market trends and discover new opportunities for growth
  • Liaise with other departments to ensure brand consistency and increase sales through cross-functional efforts.
Requirements
  • Bachelor's degree in accounting or finance is required.
  • Master's degree in Finance or Accounting is highly desired.
  • 7 years of experience, a portion of which includes oversight and development of staff is required.
  • Experience in a professional service firm, such as a CPA firm, is a plus.
  • Experience in non-profit finance and operations is highly desired
  • Experience charter school finance and operations is a plus.
  • Certified Public Accountant is highly desired but not required.
  • Ability to maintain, encourage, and participate in a close and highly collaborative team environment with clients and Charter Impact staff.
  • Exceptional customer service skills.
  • Strong written and verbal communication skills.
  • High organizational skills with attention to detail.
  • Self-starter - able to prioritize and multi-task without daily direct supervision.
  • Computer skills and proficiency in Microsoft Office, particularly MS Excel.
  • Knowledge of Sage Intacct or other similar Non-Profit Accounting systems.
What's in it for You?
  • At Charter Impact, we believe great work happens when people feel supported, trusted, and connected.
  • Remotefirst flexibility: Work where you do your best work, with flexible, remote, and hybrid options depending on role. We provide a companyissued laptop and essential equipment to support a productive setup.
  • Comprehensive, competitive benefits: Medical, dental, vision, and life insurance, plus multiple plan options to meet your needs.
  • Financial wellness & retirement: 401(k) with company match to help you plan for the future.
  • Wellbeing support: Employee Assistance Program (EAP) offering confidential mental health support, counseling, and legal and financial resources for you and your household.
  • Time to recharge: Vacation accrual of up to four (4) weeks per year, plus 11 paid company holidays and a winter break from Christmas Day through New Year's Day.
  • Connection & culture: Opportunities to build relationships through virtual and inperson team events, with colleagues who care deeply about their work and impact.
  • Extra perks: Employee discounts, voluntary pet insurance, and an employee referral bonus program.
$120,000 - $150,000 a year
This position has a base salary of $120,000 - $150,000 annual, with the opportunity to earn an annual discretionary bonus. The amount a particular employee will earn within the salary range will be based on factors such as relevant education, qualifications, performance, business needs and business results.
Charter Impact strives to be an employer of choice for highly motivated and mission-driven professionals. We are committed to fostering a team environment where all members work together to achieve common goals, and where staff are supported, challenged and inspired in their work.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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