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Remote Financial Jobs in Brea, CA (NOW HIRING)

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The work is remote (flexible schedule part/full-time) in the immense and lucrative financial services industry. It is ok to continue a current employment while building a skill and knowledge base ...

Remote Job Overview We are seeking experienced AI Finance Domain Experts to contribute their ... No prior AI experience is required--your financial expertise, analytical skills, and professional ...

Patient Financial Advocate

West Covina, CA · On-site +1

$19.41 - $28.14/hr

A Patient Financial Advocate is responsible for providing financial counseling to uninsured ... If applying for a remote or hybrid role, this includes remote work expectations related to ...

Patient Financial Advocate

West Covina, CA · On-site +1

$19.41 - $28.14/hr

A Patient Financial Advocate is responsible for providing financial counseling to uninsured ... If applying for a remote or hybrid role, this includes remote work expectations related to ...

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Financial Consultant

Los Angeles, CA · Remote

$65K - $100K/yr

This is a fully remote opportunity with flexible options for full-time, part-time, or referral ... We utilize every aspect of the financial industry: * Wealth Management * Retirement Planning * Tax ...

Senior Financial Analyst

Los Angeles, CA · Remote

$92K - $114K/yr

We are looking for stellar Sr. Financial Analysts who want to support an interesting mix of ... Remote, Full-time time, and Part-time positions available - US only Compensation * Competitive Pay ...

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Remote Financial information

What is a remote financial job?

A remote financial job is any job in the finance industry that allows you to telecommute instead of working in an office. You can do almost any finance job on a remote basis. Some of the most common remote jobs include accountants, accounting managers, account managers, finance assistants, financial planners, bookkeepers, finance analyst, traders, and underwriters. Depending on your position, your duties and responsibilities may include managing investments, overseeing an audit, or preparing taxes. Keep in mind that while remote jobs allow you to work from home, you may need to travel to your employer’s office on occasion to consult with clients.

How do remote financial professionals typically collaborate with team members and clients across different locations?

Remote Financial professionals often rely heavily on digital communication tools such as video conferencing, secure file-sharing platforms, and project management software to coordinate with colleagues and clients. Regular virtual meetings and clear documentation are essential to ensure everyone is aligned on financial goals, deadlines, and compliance requirements. While working independently is common, teamwork remains crucial, particularly during financial reporting periods or when addressing client inquiries. Building strong communication habits and proactively reaching out to team members can help overcome the unique challenges of remote collaboration in this field.

What are the key skills and qualifications needed to thrive as a remote financial analyst, and why are they important?

To thrive as a Remote Financial Analyst, you need strong analytical abilities, financial modeling expertise, and a relevant degree in finance, accounting, or a related field. Proficiency in tools like Microsoft Excel, financial ERP systems, and possibly certifications such as CFA or CPA is highly valuable. Excellent communication, self-motivation, and time management are crucial soft skills for remote collaboration and independent work. These skills and qualifications ensure accurate financial insights, effective remote teamwork, and reliable business decision support.

What is the difference between Remote Financial vs Remote Bookkeeper?

AspectRemote FinancialRemote Bookkeeper
CredentialsFinancial certifications (e.g., CFA, CPA), accounting degreesBookkeeping certifications (e.g., QuickBooks Certified), basic accounting knowledge
Work EnvironmentFinancial firms, corporate finance departments, consultingSmall businesses, accounting firms, freelance work
Employer & Industry UsageUsed in finance, banking, investment sectorsCommon in small business, retail, service industries
Search & Comparison IntentLooking for financial analysis, planning, or consulting rolesSeeking bookkeeping, data entry, or basic accounting tasks

Remote Financial professionals typically handle complex financial analysis, planning, and consulting, often requiring advanced certifications. Remote Bookkeepers focus on recording transactions, maintaining financial records, and basic accounting, usually with less formal credentials. Both roles are remote-friendly but serve different business needs and skill levels.

Is it possible to work remotely in finance?

Remote financial jobs are common and include roles such as financial analysts, accountants, and advisors. These positions often require skills in financial software, data analysis, and communication tools, and many companies offer remote or hybrid work arrangements depending on the role and organization.

What are the most commonly searched types of Financial jobs in Brea, CA?

The most popular types of Financial jobs in Brea, CA are:

What are popular job titles related to Remote Financial jobs in Brea, CA?

For Remote Financial jobs in Brea, CA, the most frequently searched job titles are:

What cities near Brea, CA are hiring for Remote Financial jobs?

Cities near Brea, CA with the most Remote Financial job openings:

Infographic showing various Remote Financial job openings in Brea, CA as of August 2026, with employment types broken down into 1% Internship, 1% As Needed, 82% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Entry-Level or Experienced Insurance & Annuity Professional (Remote)

Infinite Wise Solutions

Los Angeles, CA • Remote

$1.0K - $500K/yr

Part-time

Life, Retirement, PTO

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


Job description

Our Company is the fastest growing financial brokerage and we are seeking ambitious, self-driven individuals to join our team as remote Financial Retirement Insurance Sales Associates. 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)