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, Guidehouse, and BlackRock. Find a role that fits below and apply directly.
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Showing 5 of 30+ Remote Financial Consultant jobs
INTRODUCTION
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
SUMMARY
Responsible for execution of all advanced pricing and analysis requests. Leads in the development and management of assigned underwriting and analyst teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES
-
Act as subject matter expert in all major areas of underwriting, including special pricing and marketing projects.
-
Meet with clients and Financial & Underwriting team to define and accomplish projects.
-
Assist in determining strategic goals of team(s), including but not limited to resource planning, education/training needs, policy development, and business growth.
-
Identify, coordinate, and manage all relevant external business partner relationships, including but not limited to insurance carriers, external consultants, and third party administrators and vendors.
-
Act as subject matter expert in understanding actuarial plan values and how they are used in various pricing and analysis projects. This includes ability to competently use software available for such types of plan analysis and pricing.
-
Understand underwriting models and reporting templates in order to fully modify and customize to meet customer needs.
-
Lead and manage all assigned client underwriting projects, and present analysis to clients directly in a confident and easy-to-understand manner.
-
Assist Producers in prospecting activities as needed, including but not limited to written RFP responses, finalist presentations, and related follow-up activities.
-
Maintain data tracking and reporting for financial management, underwriting models, client reports, and other analytical reporting deliverables.
-
Competent in multiple carrier data and reporting systems as needed to obtain claim data for reporting and analysis purposes.
-
Confidently analyze and challenge insurance company renewal calculations for fully-insured contracts (Health, Dental, and Vision).
-
Actively engage in educational opportunities to further underwriting knowledge, market trends, and regulatory environment.
-
Responsible for accuracy and timeliness of all work performed, including proper management of timelines and meeting deadlines as established.
-
Address incoming correspondence and respond as required in a timely manner.
-
Lead in training development and execution on all underwriting and analysis related topics.
-
Serve as mentor to team members in the Financial & Underwriting team.
-
Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
-
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
-
Bachelor's Degree or equivalent combination of education and experience
-
Eight (8) or more years of related work experience
-
One (1) or more years of management experience in leading a team of at least 3 individuals
-
Must continue to meet Continuing Education requirements for license renewal
-
Valid Insurance License within 90 Days
SKILLS
-
Proficient in Microsoft Office Suite, advanced MS Excel skills required
-
Excellent verbal and written communication skills
-
Excellent problem solving and time management skills
-
Good customer service skills, including telephone and listening skills
-
Excellent planning, organizational, and prioritization skills
-
Ability to work within a team and to foster teamwork
-
Ability to completely manage mid-level and large projects as well as effectively manage and lead assigned teams to complete goals
-
Ability to work productively as an individual to accomplish assigned projects
-
Ability to prioritize work for multiple projects and deadlines
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com.
INTRODUCTION
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
SUMMARY
Responsible for execution of all advanced pricing and analysis requests. Leads in the development and management of assigned underwriting and analyst teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES
-
Act as subject matter expert in all major areas of underwriting, including special pricing and marketing projects.
-
Meet with clients and Financial & Underwriting team to define and accomplish projects.
-
Assist in determining strategic goals of team(s), including but not limited to resource planning, education/training needs, policy development, and business growth.
-
Identify, coordinate, and manage all relevant external business partner relationships, including but not limited to insurance carriers, external consultants, and third party administrators and vendors.
-
Act as subject matter expert in understanding actuarial plan values and how they are used in various pricing and analysis projects. This includes ability to competently use software available for such types of plan analysis and pricing.
-
Understand underwriting models and reporting templates in order to fully modify and customize to meet customer needs.
-
Lead and manage all assigned client underwriting projects, and present analysis to clients directly in a confident and easy-to-understand manner.
-
Assist Producers in prospecting activities as needed, including but not limited to written RFP responses, finalist presentations, and related follow-up activities.
-
Maintain data tracking and reporting for financial management, underwriting models, client reports, and other analytical reporting deliverables.
-
Competent in multiple carrier data and reporting systems as needed to obtain claim data for reporting and analysis purposes.
-
Confidently analyze and challenge insurance company renewal calculations for fully-insured contracts (Health, Dental, and Vision).
-
Actively engage in educational opportunities to further underwriting knowledge, market trends, and regulatory environment.
-
Responsible for accuracy and timeliness of all work performed, including proper management of timelines and meeting deadlines as established.
-
Address incoming correspondence and respond as required in a timely manner.
-
Lead in training development and execution on all underwriting and analysis related topics.
-
Serve as mentor to team members in the Financial & Underwriting team.
-
Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
-
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
-
Bachelor's Degree or equivalent combination of education and experience
-
Eight (8) or more years of related work experience
-
One (1) or more years of management experience in leading a team of at least 3 individuals
-
Must continue to meet Continuing Education requirements for license renewal
-
Valid Insurance License within 90 Days
SKILLS
-
Proficient in Microsoft Office Suite, advanced MS Excel skills required
-
Excellent verbal and written communication skills
-
Excellent problem solving and time management skills
-
Good customer service skills, including telephone and listening skills
-
Excellent planning, organizational, and prioritization skills
-
Ability to work within a team and to foster teamwork
-
Ability to completely manage mid-level and large projects as well as effectively manage and lead assigned teams to complete goals
-
Ability to work productively as an individual to accomplish assigned projects
-
Ability to prioritize work for multiple projects and deadlines
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com.
See All 30 Remote Financial Consultant Jobs
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Find JobsRemote Financial Consultant Job Market
Who's Hiring
- Fidelity Investments4
- Guidehouse3G
- BlackRock2
- Gallagher2
- Glory Global Solutions2
Top Industries Hiring
- Investment & Asset Management8
- Insurance4
- Manufacturing2
- Accounting & Auditing2
- Consulting & Professional Services2
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.
Position yourself around independent client management
Remote financial consultant roles require managing client relationships without face-to-face contact. Highlight specific examples where you handled client questions, delivered recommendations, or managed a relationship from start to finish without needing a manager in the loop.
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, Guidehouse, and BlackRock, based on current remote listings on Migrate Mate as of June 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 Investment & Asset Management, Insurance, and Manufacturing, based on current remote listings on Migrate Mate as of June 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 30 Remote Financial Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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