Remote Financial Planning Consultant Jobs
Remote financial planning consultant jobs are open across the U.S. in wealth management, insurance, fintech, and corporate finance at remote-first firms and distributed advisory teams. Employers hiring remotely right now include Fidelity Investments, Huron Consulting, and Eastridge Consulting. Scan the live roles below and apply to whichever ones fit.
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Job Summary
We are seeking a motivated, people-focused individual to empower others with essential financial literacy skills and guidance. In this role, you'll deliver clear, practical financial education, help clients build personalized financial plans, and foster lasting relationships built on trust. No prior experience in financial services is required — we provide structured training, mentorship, and a clear development path. This is a career opportunity, ideally not just a short-term resume line: we're looking for people who want to grow into this long-term.
Duties
- Meet with individuals and families to understand their financial goals and current situation
- Teach core financial concepts — budgeting, protecting income, saving, and long-term planning — in clear, everyday language
- Help clients build a personalized financial plan based on what they've learned together
- Maintain client relationships through consistent follow-up, ongoing support, and continued education
- Participate in structured training, coaching, and professional development to build your expertise over time
- Manage your own schedule and daily activity level
Skills
- A genuine interest in teaching and helping people understand their finances — not just closing deals
- Strong communication skills and the ability to explain financial concepts clearly to diverse audiences
- Coachable, positive attitude, and strong work ethic
- Comfortable in a relationship-based, consultative role rather than high-pressure sales
- Looking to build a long-term career, not a short-term or resume-building position
- Background in teaching, coaching, customer service, or consultative sales is a plus, but not required — training is provided
What We Offer
- Structured training and hands-on mentorship
- Flexible schedule — start part time and grow into full time at your own pace
- Clear path to advancement and leadership
- A team culture built around growth, education, and long-term results
Pay: $45,000.00 - $100,000.00 per year
Benefits:
- Financial planning services
- Flexible schedule
- Professional development assistance
Work Location: Remote
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Who's Hiring
What Employers Look For
The qualifications that appear most often in remote financial planning consultant jobs.
- CFP designation or active progress toward certification strongly preferred
- Series 65 or Series 7 license required for investment advisory roles
- 2-5 years of experience in financial planning, wealth management, or insurance
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or NaviPlan
- Bachelor's degree in finance, economics, accounting, or a related field
- Demonstrated ability to build and retain a book of client relationships
Tips for Your Remote Financial Planning Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial planning consultant openings from across the U.S. in one place. Search roles by function and seniority, then apply directly to the ones that match your experience and availability before postings fill.
Show async financial work in your materials
Remote employers want proof you can deliver without an office. Include writing samples, client-facing reports, or financial plan summaries that demonstrate your ability to communicate complex recommendations clearly in writing, without a meeting to explain them.
Highlight your remote planning tools fluency
Name the specific platforms you use: financial planning software, CRM tools, video conferencing, and document-sharing systems. Remote hiring managers screen for candidates who are already productive in distributed environments and need no ramp-up on tooling.
Prepare for virtual client scenario questions
Remote financial planning consultant interviews often include a scenario where you walk through a client recommendation on a video call. Practice delivering a clear, confident plan summary without whiteboards, printed materials, or in-room presence to rely on.
Remote Financial Planning Consultant Jobs: Frequently Asked Questions
How do I get a remote financial planning consultant job?
Target remote-first financial advisory firms, fintech companies, and insurance carriers that run distributed teams. Remote employers screen for self-direction, clear written communication, and proficiency with virtual meeting and financial planning software. Candidates who can demonstrate independent client management, document their workflow clearly, and show results without in-person oversight consistently edge out those who can't.
Which companies hire remote financial planning consultants?
Companies hiring remote financial planning consultants right now include Fidelity Investments, Huron Consulting, and Eastridge Consulting, based on current remote listings on Migrate Mate as of November 2026. The bulk of remote openings come from remote-first advisory firms, fintech platforms, and large insurance carriers running distributed consultant teams across wealth management and corporate financial planning.
Can you get a remote financial planning consultant job with no experience?
Yes, but remote entry-level roles are harder to land because you're expected to manage clients and workflows independently from day one. Remote-first fintech firms and insurance carriers occasionally hire junior consultants. Showing a completed financial planning certification, a portfolio of practice plans or case studies, and demonstrable comfort with virtual collaboration tools can open doors when experience is thin.
Do you need a degree for remote financial planning consultant jobs?
Not always. Remote employers weigh credentials like CFP certification, Series 65 or Series 7 licenses, and a demonstrated record of client outcomes alongside or instead of a four-year degree. For fully remote roles where output is measurable and work is asynchronous, practical skills and relevant certifications often carry more weight than the degree itself.
See All 7 Remote Financial Planning Consultant Jobs
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