ZipRecruiter

Log In

2

Remote Financial Wellness Consultant Jobs (NOW HIRING)

Katie's Financial Services LLC

Financial Consultant

Description We are looking to expand our team of financial consultants in a Fully Remote environment!! This position is a Financial Consultant (part-time or full-time). Through our in-depth training ...

New

Betterment

401(k) Consultant

New York, NY · On-site +1

$99K - $118K/yr

  • Retirement

This is a salaried, exempt role that is remote eligible, except for the New York City metro area ... Align with clients on retirement and financial wellness goals, and deliver a clear roadmap to ...

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112K/yr

  • Medical

  • Dental

Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No sponsorships or visa holders. No Corp to Corp. Benefits of the Financial Consultant: * Medical ...

Relevante

Financial Consultant

Cleveland, OH · Remote

$112K/yr

  • Medical

  • Dental

Remote role but MUST be Cleveland resident. * No Schwab employees! * In office opportunity. * No sponsorships or visa holders. No Corp to Corp. Benefits of the Financial Consultant: * Medical ...

previous pagenext page

Showing results 21-40

All JobsFinancial Wellness Consultant JobsRemote Financial Wellness Consultant Jobs

Remote Financial Wellness Consultant information

See salary details

$45.5K

$103.9K

$174K

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

As of Aug 14, 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?

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 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.
More about Remote Financial Wellness Consultant jobs

What cities are hiring for Remote Financial Wellness Consultant jobs?

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 92% Full Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Mental Health & Financial Wellness Therapist - Lmsw

Honest Hour LLC

New York, NY • On-site, Remote

$40/hr

Full-time

Re-posted 19 days ago

Job description

Description
Remote - New York licensure required; additional compensation for dual NY/NJ licensure
This role requires active licensure and residency in New York. Candidates who are not currently NY-based will not be considered for this position.
Employment type: W-2, Full-Time
Compensation: Starting at $40/hr (clinical) | $20/hr (admin & community engagement)
Most therapy practices treat financial stress as background noise. At Honest Hour, we treat it as clinical material.
We're hiring a full-time Licensed Master Social Worker (LMSW) to join our financial therapy track - a dedicated pathway for clinicians who believe that money, identity, and emotional well-being are deeply connected and want to build a practice that reflects that.
This isn't a financial coaching role. You'll carry a full general therapy caseload while developing a specialization in the intersection of mental health and financial wellness - with direct mentorship from a Certified Financial Social Worker and up to $700 in training support in your first year to pursue your CFSW credential.
If you've already taken coursework in financial therapy, or you're simply drawn to this work and ready to grow into it, we want to hear from you.
WHO WE SERVE
Honest Hour provides virtual therapy for adults across New York and New Jersey who are ready to do the deeper work - emotionally, relationally, and financially.
Clients are often:
  • First-generation professionals navigating money guilt, burnout, or identity conflict
  • BIPOC individuals unlearning scarcity mindsets while building wealth and stability
  • High-achieving caregivers and helpers who carry financial stress alongside emotional weight
  • Millennials and Gen Xers managing anxiety, career transitions, and complicated money narratives
  • Adults who want honest, culturally grounded support that connects their emotional lives to their financial ones

We practice therapy that is practical, compassionate, and real - helping clients heal emotional wounds, rewrite money stories, and build lives that actually feel good to live.
WHAT MAKES THIS TRACK DIFFERENT
  • Direct mentorship from a Certified Financial Social Worker with years of clinical experience at the intersection of mental health and money
  • Up to $700 in financial therapy training support in year 1 - enough to cover the full cost of CFSW certification
  • $100 annual CEU stipend in subsequent years
  • A growing pipeline of financially-focused referrals as the specialization develops
  • A practice that already centers money as a clinical theme - you won't be building from scratch

DAY TO DAY RESPONSIBILITIES
  • Maintain a full caseload of 25 sessions/week (full-time) (adult individuals)
  • Deliver a minimum of 12 evening hours per week (5-9 PM, Monday-Friday)
  • Document session notes in SimplePractice within your practice's required turnaround window
  • Participate in structured group supervision toward LMSW licensure
  • Integrate financial wellness themes into general caseload while building specialization under CFSW mentorship
  • Engage in ongoing professional development (CEU stipend, financial therapy training)

COMPENSATION & BENEFITS
  • $40/hr clinical rate
  • $20/hr administrative rate (team meetings, community engagement, documentation support)
  • Additional compensation for dual NY/NJ licensure
  • Up to $700 financial therapy training stipend in year 1 (CFSW certification)
  • $100 annual CEU stipend after year 1
  • Supervision included - individual and group, with financial therapy mentorship
  • Full administrative support: billing, scheduling, and claims management
  • Flexible weekday scheduling with structure and autonomy
  • Collaborative, values-driven team environment

SCHEDULE: This is a full-time, weekday role. Clinicians build their own schedules with flexibility, with consistent availability required, including a minimum of 12 evening hours (5-9 PM, Monday-Friday). Full-time clinicians maintain 25 sessions/week.
Responsibilities
WHAT MAKES THIS TRACK DIFFERENT
• Direct mentorship from a Certified Financial Social Worker with years of clinical experience at the intersection of mental health and money
• Up to $700 in financial therapy training support in year 1 - enough to cover the full cost of CFSW certification
• $100 annual CEU stipend in subsequent years
• A growing pipeline of financially-focused referrals as the specialization develops
• A practice that already centers money as a clinical theme - you won't be building from scratch
Qualifications
$45

Apply