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Remote Financial Counselor Jobs in Riverside, CA

Sagient

Financial Advisor

Irvine, CA · Remote

$100K - $300K/yr

Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a ...

Aionios LLC

Labor & Employment Attorney

Irvine, CA · On-site +1

$150K - $275K/yr

Remote, hybrid, and alternative arrangements available. * Autonomy + Support: Build your practice ... Backed by a financially strong platform with consistent growth. * Compensation & Benefits:

Wintrust

Portfolio Manager Managed Assets

Irvine, CA · Remote

$71K - $92K/yr

Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and ... outside counsel. This includes the management of liquidations and receiverships. * Manage the ...

BPM LLP

Tax Manager/Director - Flowthrough

Irvine, CA · On-site +1

$125K - $175K/yr

Bachelor's degree in accounting, finance, engineering, technology, or related field. * Licensed CPA ... with counseling, leadership and career guidance. What you get: * Total rewards package: from ...

BPM LLP

Tax Manager/Director - Flowthrough

Irvine, CA · On-site +1

$125K - $175K/yr

Bachelor's degree in accounting, finance, engineering, technology, or related field. * Licensed CPA ... with counseling, leadership and career guidance. What you get: * Total rewards package: from ...

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How much do remote financial counselor jobs pay per hour?

As of May 30, 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 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 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 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.
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Remote Financial Counselor jobs near you
National Commercial Underwriter/Counsel (Remote)

National Commercial Underwriter/Counsel (Remote)

First American

Santa Ana, CA • On-site, Remote

$148.60K - $198.20K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago

Job description

Who We AreJoin a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.What We DoCome join First American Global Operations (GO) as National Commercial Underwriting Counsel.
As Global Operations Commercial Underwriting Counsel, you'll be a go-to underwriter on a high performing title production team responsible for delivering best-in-industry commercial production services. You will operate with aligned autonomy - given the freedom to make high-impact decisions while owning every outcome. With grit and the steadfast support of our team, you will overcome significant challenges to deliver exceptional value to our customers. Growth, achievement, and shaping the future of First American is not just possible, it's expected.

What You'll Do:

  • Execute our strategic vision to deliver best-in-industry commercial title production services with cutting edge technology and a world class team.
  • Collaborate with underwriters, examiners and business stakeholders across the country to navigate commercial title production challenges and identify innovative solutions that balance risk and business opportunity.
  • Use your expertise to propose new ideas that support an improved commercial production process.
  • Support the development of our 21st-century underwriting talent, growing the skills of teammates, and serving as a talent magnet to attract more A level people to the First American team.

What You'll Bring:

  • 5+ years of national commercial title underwriting (multi-region experience strongly preferred).
  • Bachelor's degree, Law degree preferred.
  • Excellent ability to build relationships, generate empathy, and create rapport across a variety of different constituencies.
  • Demonstrated commercial underwriting experience grounded in ownership and accountability.
  • The ability to actively listen, communicate clearly and persuasively, and consider the viewpoints and objectives of the diverse business organization we support.
  • An expert-level understanding of the fundamental concepts, practices, and procedures of commercial real estate transactions, title insurance, and settlement services.
  • Comfort in evaluating commercial real estate title production and underwriting issues across jurisdictions.
  • Drive to be constantly upskilling and learning in areas relevant to the intersection of title insurance, commercial real estate, and technology.
  • Intellectual curiosity, creative problem-solving and the courage to challenge the status quo.
  • The capacity to address problems using AI and an eagerness to engage with emerging technologies.

Note: Brief cover letter recommended with application.

Pay Range: $148,600.00 - $198,200.00 AnnuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We OfferBy choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

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