Remote Financial Consultant Jobs
Remote financial consultant jobs are open across the U.S. at remote-first firms, distributed financial services teams, and companies in sectors like fintech, insurance, and corporate advisory. Employers hiring remote financial consultants right now include Fidelity Investments, UST, and Optum. Find a role that fits below and apply directly.
Find JobsOverview
Open roles55
Top employerFidelity Investments
Top industryScience
Top credentialExperience equivalent to degree accepted
Companies hiring30
Showing 5 of 55+ Remote Financial Consultant jobs
Financial & Actuarial Consultant
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Added 1d ago
Gallagher
Financial & Actuarial Consultant
Rolling Meadows, Illinois
Added 1d ago
B
Financial Empowerment Consultant | Remote
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B
Added 1d ago
Beacon Hill Financial Group
Financial Empowerment Consultant | Remote
Remote
Added 1d ago
Senior Financial Operations Consultant
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Added 1d ago
CLEAResult
Senior Financial Operations Consultant
Boston, Massachusetts
Added 1d ago
Financial Consultant - Santa Barbara, CA
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Added 1d ago
Fidelity Investments
Financial Consultant - Santa Barbara, CA
Santa Barbara, California
Added 1d ago
Financial Consultant - Cleveland East, OH
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Added 1d ago
Fidelity Investments
Financial Consultant - Cleveland East, OH
Orange, Ohio
Added 1d ago
Added 1d ago
Financial & Actuarial Consultant
Gallagher·Rolling Meadows, Illinois
Job functions:
$70k - $137k/yr
Remote (US)
Bachelor's degree
10,000+ employees
Job Description
Introduction
Overview
Primary focus of role is to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the Financial & Actuarial Consulting team regarding core services.
How you'll make an impact
About You
Required:
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
Overview
Primary focus of role is to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the Financial & Actuarial Consulting team regarding core services.
How you'll make an impact
- Apply advanced skills in order to evaluate and present monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. to the Account Management teams and to clients when necessary.
- Help train subordinates.
- Demonstrate proficiency and understanding of various proprietary Models and Tools used to calculate financial results.
- Analyzing data from carriers on clients, and provide recommendations to account management teams or to clients, in order to effectively negotiate rates and funding levels.
- Preparing, analyzing and consulting on various client deliverables, as defined by the scope of services of the Financial & Actuarial Consulting team.
- Demonstrate understanding of whether or not analysis “makes sense”; can think beyond the numbers on the page.
- Conduct any activity for special assignments as assigned by management.
- Maintain workflow tracking application or logs, as established by management and departmental guidelines and protocol.
- Oversee the review of contract documents such as plan descriptions, administrative agreements, claim exclusions and limitations, etc. in order to gain basic knowledge of client parameters that may impact financial reports; identify training opportunities in this regard for subordinates on the team.
- Evaluate, assign, monitor and peer review reports generated by Financial Benefits Consulting team subordinates, when requested by various Gallagher staff.
- Demonstrate competence with collection of required data and materials needed for the successful completion of various projects with minimal supervision.
- Serve as a resource to branch office staff in order to provide resolution of complex underwriting problems and questions delivered by client.
- Stay abreast of what's happening in local markets, to make certain that each branch is given the tools needed to stay competitive in their communities.
- Assist in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding Financial Benefits Consulting policies and scope of services
- Proficient and compliant with internal systems, including workflow tracking applications.
- Strong oral and written communications and presentations
- Manage escalated service issues to productive outcome
- Oversee communication from Analyst positions regarding processes and data needed in order to effectively analyze client financial status
- Ability to peer review and make suggestions for materials and notices shared across the region and/or divisional Financial Benefits Consulting team
About You
Required:
- Bachelor's degree and 3 years within employee benefits field in an underwriting capacity.
- Working knowledge of Microsoft Windows applications and Microsoft Office.
Highly Preferred:
- Bachelor’s degree, (financial / math preferred)
- Minimum of at least 3 years’ experience in the Employee Benefits Field in an underwriting capacity
- Ability to communicate effectively in a fast paced work environment
- Excellent oral and written communication skills
- Knowledgeable of underwriting principles and of the employee benefits field
- Able to take direction from others
Technical Skills
- Must show competency with Microsoft Office, and be able to work in a Windows environment
- Advanced Microsoft Excel skills – Effectively write and use formulas
Interpersonal Skills
- Ability to communicate effectively in fast pace work environment
- Excellent communication skills (both orally and in writing)
- Must be able to persuade others to provide items needed to complete this job within pre-established timeframes
- Support corporate, region and/or sub-region initiatives
- Ability to negotiate and effectively communicate to manage expectations
- Initiative to continue growing personally and professionally as our industry changes and business need changes
- Must demonstrate ability to work professionally as a team member in a group with diverse backgrounds
- Must have initiative and be properly assertive in presenting new ideas
- Participate and assist with regularly scheduled Financial & Actuarial Consulting Team meetings and Champion calls hosted by Director of Financial & Actuarial Consulting
- Develop and maintain strong working relationships with all external and internal partners by demonstrating customer focus and work ethic, thereby establishing an environment of trust and reliability
- Provide assistance as needed to any member of the Financial & Actuarial Consulting team or to any branch location to the extent possible including on site client meetings
- Effectively navigate through conflict
#LI-JS1 #LI-Remote
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Gallagher
Financial & Actuarial Consultant
Rolling Meadows, Illinois
Added 1d ago10,000+ employees
Job functions:
$70k - $137k/yr
Remote (US)
Bachelor's degree
Job Description
Introduction
Overview
Primary focus of role is to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the Financial & Actuarial Consulting team regarding core services.
How you'll make an impact
About You
Required:
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
Overview
Primary focus of role is to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the Financial & Actuarial Consulting team regarding core services.
How you'll make an impact
- Apply advanced skills in order to evaluate and present monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. to the Account Management teams and to clients when necessary.
- Help train subordinates.
- Demonstrate proficiency and understanding of various proprietary Models and Tools used to calculate financial results.
- Analyzing data from carriers on clients, and provide recommendations to account management teams or to clients, in order to effectively negotiate rates and funding levels.
- Preparing, analyzing and consulting on various client deliverables, as defined by the scope of services of the Financial & Actuarial Consulting team.
- Demonstrate understanding of whether or not analysis “makes sense”; can think beyond the numbers on the page.
- Conduct any activity for special assignments as assigned by management.
- Maintain workflow tracking application or logs, as established by management and departmental guidelines and protocol.
- Oversee the review of contract documents such as plan descriptions, administrative agreements, claim exclusions and limitations, etc. in order to gain basic knowledge of client parameters that may impact financial reports; identify training opportunities in this regard for subordinates on the team.
- Evaluate, assign, monitor and peer review reports generated by Financial Benefits Consulting team subordinates, when requested by various Gallagher staff.
- Demonstrate competence with collection of required data and materials needed for the successful completion of various projects with minimal supervision.
- Serve as a resource to branch office staff in order to provide resolution of complex underwriting problems and questions delivered by client.
- Stay abreast of what's happening in local markets, to make certain that each branch is given the tools needed to stay competitive in their communities.
- Assist in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding Financial Benefits Consulting policies and scope of services
- Proficient and compliant with internal systems, including workflow tracking applications.
- Strong oral and written communications and presentations
- Manage escalated service issues to productive outcome
- Oversee communication from Analyst positions regarding processes and data needed in order to effectively analyze client financial status
- Ability to peer review and make suggestions for materials and notices shared across the region and/or divisional Financial Benefits Consulting team
About You
Required:
- Bachelor's degree and 3 years within employee benefits field in an underwriting capacity.
- Working knowledge of Microsoft Windows applications and Microsoft Office.
Highly Preferred:
- Bachelor’s degree, (financial / math preferred)
- Minimum of at least 3 years’ experience in the Employee Benefits Field in an underwriting capacity
- Ability to communicate effectively in a fast paced work environment
- Excellent oral and written communication skills
- Knowledgeable of underwriting principles and of the employee benefits field
- Able to take direction from others
Technical Skills
- Must show competency with Microsoft Office, and be able to work in a Windows environment
- Advanced Microsoft Excel skills – Effectively write and use formulas
Interpersonal Skills
- Ability to communicate effectively in fast pace work environment
- Excellent communication skills (both orally and in writing)
- Must be able to persuade others to provide items needed to complete this job within pre-established timeframes
- Support corporate, region and/or sub-region initiatives
- Ability to negotiate and effectively communicate to manage expectations
- Initiative to continue growing personally and professionally as our industry changes and business need changes
- Must demonstrate ability to work professionally as a team member in a group with diverse backgrounds
- Must have initiative and be properly assertive in presenting new ideas
- Participate and assist with regularly scheduled Financial & Actuarial Consulting Team meetings and Champion calls hosted by Director of Financial & Actuarial Consulting
- Develop and maintain strong working relationships with all external and internal partners by demonstrating customer focus and work ethic, thereby establishing an environment of trust and reliability
- Provide assistance as needed to any member of the Financial & Actuarial Consulting team or to any branch location to the extent possible including on site client meetings
- Effectively navigate through conflict
#LI-JS1 #LI-Remote
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
See All 55 Remote Financial Consultant Jobs
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Find JobsRemote Financial Consultant Job Market
Who's Hiring
- Fidelity Investments25
- UST2
- Optum1
- Zocks1Z
- Harbor1
Top Industries Hiring
- Science & Research
- Technology & Software
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in remote financial consultant jobs.
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Active Series 65, Series 7, or CFP certification depending on the advisory model
- Demonstrated experience building and managing client financial plans
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong record of client relationship management and business development
- Knowledge of tax planning, retirement accounts, and investment vehicle regulations
Tips for Your Remote Financial Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial consultant openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated postings.
Show remote-ready communication on your resume
Remote employers look for evidence that you can communicate financial analysis clearly in writing. Call out experience delivering written reports, async client updates, or remote presentations to stakeholders who weren't in the room with you.
Build fluency in the tools remote teams use
Financial consultants on distributed teams rely on cloud-based modeling tools, shared spreadsheet platforms, and video conferencing daily. Name the specific tools you've used, such as Excel Online, Google Sheets, or client portal software, so remote hiring managers know you won't need ramp time.
Prepare for async-first interview processes
Many remote-first employers screen candidates through written case studies or recorded video responses before scheduling a live call. Practice explaining your financial reasoning clearly in writing, since remote roles are often won or lost at this stage.
Remote Financial Consultant Jobs: Frequently Asked Questions
How do I get a remote financial consultant job?
Target companies that already run distributed finance teams, including fintech platforms, insurance carriers, and advisory firms with national client bases, since they're built for remote collaboration. Remote employers screen for self-direction, clear written communication, and fluency with tools like Excel, financial modeling software, and video conferencing. Candidates who demonstrate async communication skills and a history of managing client relationships independently stand out.
Which companies hire remote financial consultants?
Companies hiring remote financial consultants right now include Fidelity Investments, UST, and Optum, based on current remote listings on Migrate Mate as of August 2026. Remote openings for this role are most common at remote-first financial services firms, distributed insurance and fintech companies, and large enterprises with decentralized finance functions.
Can you get a remote financial consultant job with no experience?
Yes, but remote entry-level financial consultant roles are harder to land because employers expect you to work independently from day one with minimal supervision. Fintech startups and smaller advisory firms are more likely to take a chance on early-career candidates. A strong foundation in financial analysis, completed certifications like a CFP or Series 65, and demonstrated remote work in any context can open doors.
Do you need a degree for remote financial consultant jobs?
Not always, though most remote employers prefer a bachelor's degree in finance, accounting, economics, or a related field. What remote hiring managers weigh heavily alongside education is demonstrated analytical ability, relevant certifications, and a concrete history of advising clients or producing financial work product. A portfolio showing real analysis or client outcomes can carry as much weight as a degree for some employers.
Which industries hire the most remote financial consultants?
Remote financial consultant roles concentrate in Science & Research, Technology & Software, and Investment & Asset Management, based on current remote listings on Migrate Mate as of August 2026. Those sectors hire financial consultants remotely because their distributed teams serve clients across multiple time zones and regions without requiring on-site presence.
See All 55 Remote Financial Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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