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Remote Financial Counselor Jobs in Riverside, CA

Counsel, M&A Transactions

Irvine, CA · On-site +1

$160K - $200K/yr

... or Teaneck, NJ office but remote work may be considered for exceptional candidates ... Project Development & Finance: Partner closely with project development and finance teams to ...

Sr. Counsel, M&A

Irvine, CA · On-site +1

$190K - $220K/yr

... financing, operations and maintenance, project engineering, procurement and construction (EPC ... Remote options could be considered for exceptional cases. RESPONSIBILITIES * Transaction Execution:

The role partners regularly with Finance, Human Resources, Operations, and Information Technology ... Will involve periodic travel or remote work as needed. Periodic time spent on project jobsites and ...

... remote work may be considered for exceptional candidates. POSITION DESCRIPTION: * Negotiates ... Work with finance, technology, and client service teams to resolve contractual issues * Assist with ...

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Remote Financial Counselor information

See Riverside, CA salary details

$14

$22

$32

How much do remote financial counselor jobs pay per hour?

As of Jun 24, 2026, the average hourly pay for remote financial counselor in Riverside, CA is $22.63, according to ZipRecruiter salary data. Most workers in this role earn between $19.04 and $24.81 per hour, depending on experience, location, and employer.

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 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 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.

What are popular job titles related to Remote Financial Counselor jobs in Riverside, CA? For Remote Financial Counselor jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Counselor jobs in Riverside, CA look for? The top searched job categories for Remote Financial Counselor jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Remote Financial Counselor jobs? Cities near Riverside, CA with the most Remote Financial Counselor job openings:
Infographic showing various Remote Financial Counselor job openings in Riverside, CA as of June 2026, with employment types broken down into 93% Full Time, and 7% Contract. Highlights an 100% Remote job distribution, with an average salary of $47,077 per year, or $22.6 per hour.

Financial Advisor - Training Provided

True Path Financial

Riverside, CA • On-site, Remote

$50K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 28 days ago


Job description

Description
As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life-from planning for major milestones to preparing for the unexpected. Through personalized strategies, you'll help clients work toward long-term goals such as education funding, healthcare and housing needs, and a confident retirement.
Whether you're launching your career, expanding an existing practice, or transitioning from another profession, you'll benefit from comprehensive training, ongoing development, and access to a wide range of financial solutions designed to support your success.
Build a career that grows with you while making a lasting impact on others. Your opportunity to thrive in financial services starts here.
Competitive Advantages:
  • Comprehensive training programs, dedicated mentorship, and clear pathways for professional growth
  • Be part of a financially stable, respected industry leader built on strong ethical values
  • Innovative tools and resources to expand your reach and strengthen client connections
  • Sophisticated financial planning and analysis technology to support top performance
  • Flexible work structure designed to promote work-life balance
  • Attractive compensation package complemented by comprehensive benefits

True Path Financial is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.
This position is not fully remote.
  • Job Types: Full-time, Contract
  • Pay: $50,000 - $150,000 per year
  • Compensation Package: Commission pay
  • Ability to Commute: Riverside, CA
  • Ability to Relocate: Riverside, CA: Relocate before starting work
  • Work Location: Hybrid remote in Riverside, CA

Benefits:
  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Responsibilities
• Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
• Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
• Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
• Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
• Actively prospect and generate new business opportunities through networking, referrals, and community involvement.
Qualifications
Desired Skills & Qualifications:
• Bachelor's Degree or equivalent in work experience.
• Excellent communication and relationship-building skills.
• Integrity and Strong Work Ethic.
• Business-minded Spirit.
• Confidence and Resilience.