Remote Financial Sales Consultant Jobs
Remote financial sales consultant jobs are open across the U.S. in sectors including financial services, insurance, fintech, and wealth management, from entry-level advisor support roles to senior consultants on distributed sales teams. Employers hiring remotely right now include Fidelity Investments, Next Level Financial, and VeeRteq Solutions. Scan the live roles below and apply to whichever ones fit.
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Job Overview
We are seeking a dedicated and knowledgeable Financial Consultant to join our dynamic team. We train you on Financial concepts and be adept at providing tailored financial advice to clients. This role requires a blend of analytical skills, sales acumen, and a commitment to building lasting client relationships. As a Financial Consultant, you will play a crucial role in helping clients achieve their financial goals through effective planning and management strategies.
Duties
- Provide comprehensive financial consulting services, including estate planning, investment management, and wealth management.
- Analyze clients' financial situations to develop personalized financial plans that encompass tax strategies, cash management, and portfolio management.
- Compliant on all financial transactions.
- Conduct thorough research on financial products and market trends to offer informed recommendations.
- Utilize financial software for analysis and reporting to enhance client presentations and decision-making processes.
- Build and maintain strong customer relationships through effective communication and exceptional service.
- Collaborate with clients on wills, trusts, and estate law matters to ensure their assets are managed according to their wishes.
- Engage in ongoing professional development to stay current with industry trends and enhance technical accounting skills.
Experience
- Strong background in accounting, corporate accounting, or public accounting is advantageous.
- Familiarity with asset management principles and practices is beneficial.
- Demonstrated ability in financial analysis and understanding of investment strategies.
- Proficiency in customer relationship management (CRM) systems to track client interactions effectively.
- Mathematical skills for accurate financial assessments and projections.
- Experience with technical accounting principles as they relate to the finance sector is a plus. We invite qualified candidates who are passionate about finance and committed to delivering exceptional service to apply for this exciting opportunity as a Financial Consultant.
Job Types: Contract, Commission
Pay: $125,000.00 - $200,000.00 per year
Benefits:
- Flexible schedule
Application Question(s):
- Are you a citizen of the United States?
Education:
- High school or equivalent (Required)
Work Location: Remote
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Who's Hiring
- Fidelity Investments49
- Next Level Financial3N
- VeeRteq Solutions2
- LJG1L
- UST1
Top Industries Hiring
- Technology & Software
What Employers Look For
The qualifications that appear most often in remote financial sales consultant jobs.
- Active Series 6, Series 7, or Series 63 license or willingness to obtain within 90 days
- Demonstrated experience meeting or exceeding a sales quota in a financial services environment
- Proficiency with CRM platforms to manage pipelines, track activity, and log client interactions
- Bachelor's degree in finance, business, economics, or a related field
- Strong knowledge of financial products including investment vehicles, insurance, or lending products
- State insurance license or Life and Health license depending on the product line being sold
Tips for Your Remote Financial Sales Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial sales 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 listings that aren't actually remote.
Lead your resume with remote sales results
Quantify what you closed or converted without in-person support. Remote hiring managers want proof you can hit targets independently, so pipeline metrics, conversion rates, and client retention numbers carry more weight than job duties.
Get licensed before you apply
Holding a Series 6, Series 63, or relevant state insurance license before you apply removes a common screening barrier at remote-first firms. Many distributed teams won't sponsor licensing for remote hires, so arriving credentialed shortens your time to first offer.
Prepare for async-heavy remote interviews
Many remote financial sales consultant hiring processes include a written case study or recorded video pitch alongside live interviews. Practice presenting a financial product clearly in writing and on camera, since those formats reveal the communication skills remote teams depend on daily.
Remote Financial Sales Consultant Jobs: Frequently Asked Questions
How do I get a remote financial sales consultant job?
Target remote-first financial services firms, insurtech companies, and fintech startups that run distributed sales teams, since those employers are built to onboard and manage consultants without an office. Remote hiring managers screen heavily for self-direction, clear written communication, and comfort with video-based client interactions. A demonstrated history of meeting targets independently and familiarity with CRM platforms like Salesforce gives you a concrete edge.
Which companies hire remote financial sales consultants?
Remote financial sales consultant roles are posted by Fidelity Investments, Next Level Financial, and VeeRteq Solutions and others right now, based on current remote listings on Migrate Mate as of November 2026. These tend to be remote-first financial services firms, insurance carriers with distributed agent networks, and fintech companies operating across multiple states.
Can you get a remote financial sales consultant job with no experience?
Yes, but remote entry-level roles are harder to land because you're expected to work independently from day one without in-person coaching. Insurance carriers and fintech platforms are the most likely to hire entry-level remote, especially if you hold a relevant license such as Series 6, Series 63, or a state insurance license. Showing completed certifications, a structured self-study history, and strong written communication can substitute meaningfully for direct experience.
Do you need a degree for remote financial sales consultant jobs?
Not always. Many remote employers in insurance and fintech weigh active licenses, demonstrated sales results, and product knowledge as heavily as formal education. A degree in finance, business, or economics helps at larger wealth management firms, but smaller remote-first companies often care more about your ability to close independently and manage a pipeline without supervision.
Which industries hire the most remote financial sales consultants?
Remote financial sales consultant roles concentrate in Technology & Software, based on current remote listings on Migrate Mate as of November 2026. Those sectors rely heavily on distributed sales teams because their products and client relationships can be managed entirely through digital channels without requiring a physical presence.
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