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Remote Financial Counselor Jobs in Riverside, CA

New Gig Solutions

Associate Attorney

Ontario, CA · Remote

$105K/yr

Remote Associate Attorney | California | No Billables | No Sales New Gig Solutions is proud to ... Negotiate with creditors and opposing counsel * Handle legal issues related to financial hardship ...

New Gig Solutions

Associate Attorney

Irvine, CA · Remote

$105K/yr

Remote Associate Attorney | California | No Billables | No Sales New Gig Solutions is proud to ... Negotiate with creditors and opposing counsel * Handle legal issues related to financial hardship ...

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Remote Reporting To: Principal & CEO Compensation: $85,000 - $100,000 / year Description We are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and ...

JBA International

Associate - Business Law

Riverside, CA · On-site +1

... counsel work for privately owned businesses and nonprofits, commercial real estate, leasing ... Position is currently REMOTE until further notice, however candidate should reside in the areas of ...

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 ...

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All JobsRemote Financial Counselor JobsRemote Financial Counselor Jobs in Riverside, CA

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:
Remote Financial Counselor jobs near you
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 (CFA or CFP) - AI Trainer

Financial Advisor (CFA or CFP) - AI Trainer

micro1 AI

Rialto, CA • Remote

$80 - $110/hr

Part-time

Posted 8 days ago

Job description

Job Title: Financial Advisor (CFA or CFP)


Job Type: Contractor - US ONLY


Location: Remote


Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Key Responsibilities:

  1. Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
  2. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
  3. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
  4. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
  5. Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
  6. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
  7. Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.


Required Skills and Qualifications:

  1. 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  2. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
  3. CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
  4. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
  5. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
  6. Experience mentoring others, developing workflows, or standardizing planning processes.
  7. Comfort working asynchronously and independently in a remote setting.


Preferred Qualifications:

  1. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Background designing or improving standardized planning processes or digital advisory journeys.
  3. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

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