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Remote Financial Counselor Jobs in Riverside, CA

Infinite Wise Solutions

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Remote Financial Retirement Planning Professional

Irvine, CA · Remote

$1.0K - $250K/yr

Tax-advantaged financial solutions * Asset preservation * Legacy and estate planning concepts ... Must have reliable internet access and a professional remote-work environment * Must be able to ...

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How much do remote financial counselor jobs pay per hour?

As of Aug 25, 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 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 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:

Remote Financial Counselor jobs near you
Infographic showing various Remote Financial Counselor job openings in Riverside, CA as of August 2026, with employment types broken down into 82% Full Time, and 18% Part Time. Highlights an 100% Remote job distribution, with an average salary of $47,077 per year, or $22.6 per hour.

Remote Financial Retirement Planning Professional

Irvine, CA • Remote

Infinite Wise Solutions
See more jobs at Infinite Wise Solutionsexternal

$1.0K - $250K/yr

Part-time

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

Job description

Build a Career Helping Families Protect Their Future

We are expanding our retirement and insurance planning team and seeking motivated, professional individuals who want to build a long-term career helping individuals, families, and business owners protect what they've built, prepare for retirement, and create lasting financial security.

Our professionals work with clients in several key areas, including:

  • Retirement income planning
  • Life insurance planning
  • Wealth protection strategies
  • Tax-advantaged financial solutions
  • Asset preservation
  • Legacy and estate planning concepts
  • Strategic retirement distribution planning

This opportunity is ideal for individuals who enjoy building relationships, educating clients, and serving as a trusted financial resource over the long term.

You will receive structured training, mentorship, licensing support, technology, and proven systems—but your success will ultimately depend on your professionalism, consistency, and commitment to serving clients.

This is a performance-based, 1099 independent contractor opportunity designed for individuals interested in building a professional financial services practice.

What You'll Do

  • Meet virtually with individuals, families, and business owners to understand their financial goals and priorities
  • Conduct comprehensive Financial Needs Analyses
  • Educate clients on retirement planning, life insurance, wealth protection, and tax-efficient financial strategies
  • Help clients evaluate solutions involving:
    • Retirement income planning
    • Fixed and fixed indexed annuities
    • Life insurance
    • Cash value accumulation strategies
    • Asset protection
    • Retirement account rollovers
    • Tax-advantaged wealth accumulation and distribution
  • Develop customized recommendations tailored to each client's objectives
  • Build lasting client relationships through annual reviews and ongoing service
  • Generate new business through referrals, networking, prospecting, educational events, and company-supported lead-generation systems
  • Participate in advanced planning workshops, mentorship, product training, and leadership development

Who We're Looking For

The professionals who thrive on our team are relationship builders—not transactional salespeople.

Strong candidates are:

  • Professional, ethical, and client-focused
  • Highly coachable and committed to continuous improvement
  • Excellent communicators who enjoy educating others
  • Comfortable discussing personal financial goals with clients
  • Entrepreneurial and self-motivated
  • Organized and disciplined with follow-up
  • Interested in building a respected career in retirement and insurance planning
  • Motivated by long-term relationships rather than one-time transactions

Professionals with experience in financial services, banking, accounting, tax planning, insurance, real estate, mortgage lending, consulting, business ownership, healthcare, education, or professional sales often transition successfully into this career.

Minimum Requirements

  • Must be at least 18 years old
  • Must be authorized to work in the United States
  • Must have reliable internet access and a professional remote-work environment
  • Must be able to pass applicable background screening requirements
  • Must be willing to obtain the required state insurance producer license within the designated timeframe
  • Must complete all required training and carrier appointment requirements before conducting regulated insurance activities
  • Must be comfortable with commission-based compensation and business-development responsibilities
  • Must be able to commit consistent weekly time to training, prospecting, client appointments, and follow-up

Why Join Our Team?

We are committed to developing knowledgeable financial professionals who lead with education, integrity, and long-term client relationships.

Our associates receive the mentorship, training, technology, and professional support needed to strengthen their skills, serve clients effectively, and build a scalable financial services practice.

This opportunity may be a strong fit for professionals who want greater control over their schedule, income potential, and career direction—and who are prepared to accept the accountability that comes with those opportunities.

Application Process

To be considered, please submit your resume along with a brief statement explaining:

  1. Why you are interested in retirement planning or financial services
  2. Your previous experience working with clients, developing business, or managing relationships
  3. Your availability and interest in either a part-time or full-time schedule

Applications without a resume or complete responses may not be considered.