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Remote Financial Consultant

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2320 financial services

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Remote Financial Consultant

Sacramento, CA · Remote

$30K - $150K/yr

Remote Financial Consultant - Future Agency Owner Track Are you ready to lead, grow, and own your future? We're looking for motivated individuals who are hungry for more than just a job. This is your ...

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Chloe Vafiadis - Financial Consulting

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$45.5K

$103.9K

$174K

How much do remote financial wellness consultant jobs pay per year?

As of Sep 2, 2026, the average yearly pay for remote financial wellness consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What is a remote financial wellness consultant?

Remote Financial Wellness Consultants are professionals who provide financial advice and support to individuals or organizations through virtual platforms. They help clients understand their finances, set goals, and develop strategies for budgeting, saving, investing, and managing debt, all from a remote location. These consultants may work for financial institutions, wellness companies, or as independent contractors, utilizing phone calls, video conferencing, and online tools to deliver their services. Their goal is to improve their clients' overall financial well-being and literacy.

What are the key skills and qualifications needed to thrive as a remote financial wellness consultant?

To thrive as a Remote Financial Wellness Consultant, you need a solid knowledge of personal finance, financial planning, and relevant regulations, often backed by a degree in finance or a related field and certifications such as CFP or AFC. Familiarity with financial planning software, CRM systems, and secure virtual meeting platforms is essential for effective remote client management. Strong communication, problem-solving, and trust-building skills are crucial to connect with clients and provide tailored financial guidance remotely. These competencies ensure you can deliver actionable advice, foster client engagement, and maintain compliance in a virtual environment.

What are the main challenges faced by remote financial wellness consultants when working with clients virtually?

Remote Financial Wellness Consultants often encounter challenges related to building trust and rapport with clients without face-to-face interactions. They must also adapt their communication style to effectively explain complex financial concepts through digital channels, ensuring clients stay engaged and informed. Additionally, consultants need to be highly organized and self-motivated to manage their schedules, follow up with clients, and keep sensitive information secure while working from home. Proficiency with virtual collaboration tools and secure platforms is essential for success in this role.

What is the difference between Remote Financial Wellness Consultant vs Remote Financial Advisor?

AspectRemote Financial Wellness ConsultantRemote Financial Advisor
CertificationsFinancial coaching certifications, CFP, or similarCFP, CFA, or similar
Work EnvironmentClient education, wellness programs, corporate settingsIndividual client financial planning, investment advice
Employer & IndustryWellness companies, corporations, financial education firmsFinancial planning firms, banks, investment companies

The main difference is that Remote Financial Wellness Consultants focus on educating clients about financial health and wellness, often within corporate or wellness programs, while Remote Financial Advisors provide personalized investment and financial planning advice. Both roles require financial credentials, but their work environments and client interactions differ significantly.

More about Remote Financial Wellness Consultant jobs

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Cities with the most Remote Financial Wellness Consultant job openings:

What are the most commonly searched types of Financial Wellness Consultant jobs?

The most popular types of Financial Wellness Consultant jobs are:

What states have the most Remote Financial Wellness Consultant jobs?

States with the most job openings for Remote Financial Wellness Consultant jobs include:

What job categories do people searching Remote Financial Wellness Consultant jobs look for?

The top searched job categories for Remote Financial Wellness Consultant jobs are:

Remote Financial Wellness Consultant jobs near you
Infographic showing various Remote Financial Wellness Consultant job openings in the United States as of August 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 100% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Financial Wellness Consultant

Marsh & McLennan Companies, Inc.

Phoenix, AZ • Remote

Full-time

Medical, Retirement

Posted 24 days ago

Job description

Company:
Marsh McLennan Agency
Description:
Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.
The Financial Wellness Consultant is responsible for cultivating and managing executive-level relationships with employer clients and key stakeholders, serving as the primary point of contact for Prosper Wise financial wellness services.
This role provides consultative guidance, leads ongoing client governance, and drives successful program execution, engagement, and outcomes through coordinated delivery with internal partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following:
Client Relationship Management
  • Develop and maintain strong relationships with client stakeholders (HR, Total Rewards/Benefits, Finance, and senior leaders as applicable).
  • Serve as the primary point of contact for Prosper Wise, ensuring a high-quality, consistent client experience.
  • Understand clients' business objectives and workforce needs to align Prosper Wise solutions to client goals.

Consultative Services / Financial Wellness Strategy
  • Conduct discovery and ongoing needs assessments to recommend tailored financial wellness strategies and annual roadmaps.
  • Advise clients on program components such as financial education, coaching promotion, communication campaigns, and engagement initiatives.
  • Provide strategic recommendations to improve employee participation, experience, and measurable outcomes.

Program Management & Service Delivery Oversight
  • Lead client governance (status meetings, quarterly business reviews, annual planning) and document decisions, action items, and timelines.
  • Coordinate with internal teams (delivery, communications, operations, product/technology, and sales as appropriate) to ensure seamless execution.
  • Proactively identify risks and resolve issues to maintain program momentum and client satisfaction.

Insights, Reporting, and Continuous Improvement
  • Monitor engagement and utilization trends; translate reporting into clear insights and action plans.
  • Prepare and present executive-ready summaries and recommendations.
  • Capture client feedback and partner internally to continuously enhance the Prosper Wise experience.

Collaboration and Thought Leadership
  • Partner cross-functionally to support retention, expansion, and long-term client success.
  • Stay current on financial wellness trends, participant engagement best practices, and relevant regulatory considerations impacting employer programs.

REQUIRED EDUCATION AND EXPERIENCE:
  • Bachelor's degree preferred (or equivalent relevant experience).
  • Requires four years of experience in relationship management and/or consulting capacity (financial wellness, retirement/benefits, financial services, or closely related field preferred).
  • Demonstrated experience managing complex clients and engaging senior/executive stakeholders.
  • Appropriate securities licenses required: FINRA Series 65/66.

KNOWLEDGE, SKILLS AND ABILITIES
  • Strong organizational, account planning, and client management skills with high attention to detail.
  • Consultative mindset with the ability to translate "big picture" goals into executable plans and priorities.
  • Strong analytical, problem-solving, and decision-making skills; sound judgment and comfort making difficult decisions.
  • Excellent interpersonal, verbal, and written communication skills; confident presenting to senior audiences.
  • Ability to work independently and collaboratively in a fast-paced environment; prioritize effectively and meet deadlines.
  • Ability to handle sensitive and confidential information with discretion.
  • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); comfort learning internal systems and workflows. Salesforce knowledge preferred.

PHYSICAL DEMANDS AND WORK ENVIRONMENT
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is:
    • Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
    • Occasionally required to stand and walk;
    • Extensive use of computer and keyboard and viewing of computer screen is required;
    • Specific vision abilities required by this job include vision, and ability to adjust focus.
  • Other working conditions are normal for an office environment.

WORK LOCATION
  • Work is typically performed either remotely or at various customer/MMA locations as required.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
Marsh McLennan and it affiliates are
EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAE
#LI-Remote
The applicable base salary range for this role is $63,200 to $117,900.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Applications will be accepted until:
September 25, 2026

Apply