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Remote Financial Wellness Consultant information

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$45.5K

$103.9K

$174K

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

As of Jul 17, 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 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.

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 are the key skills and qualifications needed to thrive as a Remote Financial Wellness Consultant, and why are they important?

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 Remote Financial Wellness Consultants?

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.
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Remote Financial Wellness Consultant jobs near you

Entry-Level Financial Wellness Planner (Remote)

Traction Forge Financial

Tampa, FL • Remote

$77K - $104K/yr

Full-time

Re-posted 20 days ago

Job description

Entry-Level Financial Wellness Planner (Remote)Remote | Flexible Schedule | Florida Growth Opportunity

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is growing and seeking driven, high-energy individuals looking to build a rewarding career in financial services while creating more freedom, flexibility, and long-term income potential for themselves and their families.

We are looking for motivated professionals who thrive in fast-paced environments, enjoy connecting with people, and are ready to grow both personally and professionally while helping others build stronger financial futures.

No prior financial services experience is required, though it is always welcomed. We provide comprehensive training, mentorship, and licensing support to help you develop the skills and confidence needed to succeed.

What You'll Do
  • Help individuals and families create financial game plans for retirement and protection
  • Build and grow your own client network
  • Educate clients on wealth-building strategies and financial concepts
  • Utilize digital and virtual platforms to support clients
  • Develop long-term relationships and personal brand credibility
  • Participate in ongoing leadership and professional development
Who We're Looking For
  • Motivated self-starters with big goals
  • Strong communicators who thrive around people
  • Entrepreneurial and growth-focused individuals
  • Professionals who want flexibility without sacrificing income potential
  • Coachable individuals ready to level up personally and financially

Backgrounds in hospitality, education, luxury sales, fitness, customer service, real estate, or entrepreneurship are highly transferable and encouraged.

What We Offer
  • Flexible remote schedule
  • Performance-based income with uncapped growth potential
  • Comprehensive training and mentorship
  • Leadership and business-building opportunities
  • High-energy, growth-focused culture
  • Opportunity to create long-term income and lifestyle freedom
Requirements
  • Legal U.S. Resident, Citizen, or valid Work Permit with SSN
  • Life Insurance License preferred but not required.
    • Must be willing to obtain licensing within a reasonable timeline if not already obtained
  • Soft background check required

This is not a clock in and clock out career.
This is for individuals ready to think bigger, move faster, and build a future on their terms.