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$25K

$65.2K

$132K

How much do remote financial services jobs pay per year?

As of May 28, 2026, the average yearly pay for remote financial services in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What is a Remote Financial Services job?

A Remote Financial Services job involves providing financial guidance, support, or solutions to clients while working from a remote location. This can include roles in financial planning, investment advising, accounting, banking, or customer support for financial products. Professionals in this field use digital communication tools to assist clients, analyze financial data, and manage transactions. Strong analytical skills, financial knowledge, and the ability to work independently are important for success in this role. Many positions require relevant certifications or qualifications, depending on the specific financial service provided.

What are the key skills and qualifications needed to thrive in the Remote Financial Services position, and why are they important?

To excel in Remote Financial Services, a strong background in finance, accounting, or economics is essential, often backed by a relevant degree or certifications such as CFP or CFA. Familiarity with financial analysis software, CRM systems, and secure communication platforms is typically required. Exceptional soft skills such as attention to detail, self-motivation, and effective virtual communication set candidates apart. These competencies are crucial for building client trust, maintaining regulatory compliance, and delivering quality financial solutions in a remote setting.

What are some common challenges faced when working in Remote Financial Services, and how can they be managed?

One common challenge in Remote Financial Services is maintaining effective communication with clients and colleagues without in-person interaction. To address this, professionals rely on secure digital platforms for meetings, document sharing, and collaborative work. It's also important to stay organized and self-disciplined, as remote work demands strong time-management to juggle client needs, compliance tasks, and ongoing learning. Employers often provide virtual training, regular team check-ins, and robust IT support to help remote financial professionals thrive.
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Remote Financial Services jobs near you

Fully Remote Financial & Annuity/Life Insurance Professional (Remote)

Infinite Wise Solutions

Columbus, OH • Remote

$1K - $500K/yr

Part-time

Life, Retirement, PTO

Posted 10 days ago

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Job description

Our Client is the fastest growing financial brokerage are seeking ambitious, self-driven individuals to join our team as remote Financial Retirement Insurance Sales Associate. The most lucrative industry opportunity with the flexibility to work from home while building your sales career in financial services.

  1. ALL Work from Anywhere Capacity
  2. Part time or Full Time positions available you do not have to quit your current job to see if this is a fit.
  3. Great free training and mentorship provided; no experience is needed
  4. Very lucrative, especially with baby boomers retiring as they control 70% of the wealth; can potentially can earn over six figures or more
  5. Leadership and Upward advancement

The need for financial services professionals continues to grow as more baby-boomer advisors retire each year. Eventually, there may be fewer advisors available to provide needed guidance and other services to middle-income people. These consumers are in search of a well-respected, value-driven financial services company that can help them develop strategies for their families’ long-term financial security, and this is where we come in. Must be able to pass a background check and obtain a state financial producer license (with our guidance and free program).

Here's what sets this opportunity apart:

  • Legal Ownership: Own your book of business, generational agency ownership that can be transferred to your future generations, equity, beneficiary to your business and agency, provided you get to a certain leadership
  • Rewarding Career: Make a real difference in people's lives by inspiring and helping them achieve their financial goals & dreams.
  • Meaningful Growth: We invest in your development with hands-on training, support, and world class mentorship to help you reach your full potential
  • Get paid what you are worth: COMMISSION ONLY, performance-based business model Producer, Agency Bonus, Expansion bonus, Yearly Renewal, Profit Sharing, World-class Travel, etc.

DAILY ROLE:

  • COMMISSION ONLY, performance-based business model
  • Leads: We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS (Just went Public) as a lead generation tool as well.
  • Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage for some of the following:
  • Protect Retirement Assets/401k and all IRA (Roth) Funds
  • College Planning
  • Tax-Free and Tax-Deferred Index Strategies
  • Debt Management Services
  • Annuities, Roth Conversions, and 401k and IRA Rollovers
  • Estate & Business Planning with our advance planning team

LUCRATIVE COMPENSATION:

  • Uncapped 1099 / production-based commission income (one client may be $2,500 in compensation and another may be $10,000)
  • Residual income (paid from work done last year, every year)
  • Passive income
  • Bonuses, Equity (must qualify) paid world travel, and more

REQUIREMENTS:

  • Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners like Fidelity, Ethos, AIG, and over fortune 500 companies.
  • Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
  • Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
  • Build meaningful and lasting relationships and experiences with clients, business associates, and partners
  • Expand business, management, and leadership skills working with clients, team members, and new associates
  • Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
  • Minimum 18 years of age
  • Legal U.S. Resident, Citizen or Work Permit with SSN
  • Able to pass a Background Screening
  • Able to complete licensing requirements within 30 days
  • Accountable with high level of integrity (critical in this regulated and customer based industry)