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Remote Financial Counselor Jobs in Spring, TX (NOW HIRING)

Aionios LLC

Labor & Employment Attorney

Houston, TX · 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:

MilSpec Talent

Senior Attorney - Houston

Houston, TX · Remote

Remote | Houston Compensation: Performance-based | Keep up to 80% of billings Reports to: Managing ... Deliver sophisticated legal counsel within your core area of expertise Client Development & Growth

DealerBuilt

Customer Support Specialist

Houston, TX · On-site +1

$16.25 - $21.75/hr

Perform remote troubleshooting through diagnostic techniques and pertinent questions * Troubleshoot ... Financial Wellness: Benefit from a Health Savings Account (HSA) and Flexible Spending Accounts (FSA ...

EIDLexit

Manager, Legal Strategy

Houston, TX · Remote

$65K - $90K/yr

EIDLexit builds the financial and legal strategy and presents the client's options; when formal ... S. We have 37 fully-remote team members and no office. Houston-area candidates are preferred but ...

DealerBuilt

Performance Manager

Houston, TX · On-site +1

... remote/onsite) to improve the use of the solution, employee satisfaction, and financial impact ... Access confidential counseling, support, and resources through our EAP * Work/Life Balance: We ...

Qcells

Contracts Coordinator

Houston, TX · On-site +1

Remote CONTRACTS COORDINATOR Hanwha Qcells USA Corp (Qcells USA), headquartered in Irvine, CA ... Track contractual risks, working closely with legal counsel and project teams to address potential ...

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All JobsRemote Financial Counselor JobsRemote Financial Counselor Jobs in Spring, TX

Remote Financial Counselor information

See Spring, TX salary details

$12

$19

$27

How much do remote financial counselor jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for remote financial counselor in Spring, TX is $19.31, according to ZipRecruiter salary data. Most workers in this role earn between $16.25 and $21.15 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 Spring, TX? For Remote Financial Counselor jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Remote Financial Counselor jobs in Spring, TX look for? The top searched job categories for Remote Financial Counselor jobs in Spring, TX are:
What cities near Spring, TX are hiring for Remote Financial Counselor jobs? Cities near Spring, TX with the most Remote Financial Counselor job openings:
Remote Financial Counselor jobs near you
Financial Advisor (CFA or CFP) - AI Trainer

Financial Advisor (CFA or CFP) - AI Trainer

micro1 AI

Houston, TX • Remote

$80 - $110/hr

Part-time

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

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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