Remote Financial Wellness Consultant Jobs
Remote financial wellness consultant jobs are open across the U.S. in sectors like employee benefits, fintech, insurance, and corporate HR services, with demand running from entry-level coaching roles to senior program leads on fully distributed teams. Employers hiring remotely right now include Huron Consulting, EPAM Systems, and Attain Partners. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 214+ Remote Financial Wellness Consultant jobs
National Consulting Engineer Account Manager NCE-AM
Build your best future with the Johnson Controls team!
Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education.
For more than 140 years, Johnson Controls has delivered performance where it really matters. Backed by advanced technology, lifecycle services and an industry-leading field organization, we elevate customer performance, turn goals into real-world results and help move society forward.
What We Offer
- Competitive base salary and commission program.
- Three weeks paid vacation in a calendar year/holidays/sick time/three PTO days in a calendar year.
- Comprehensive benefits package including 401K, medical, dental, and vision care - Available day one.
- Extensive product and on the job/cross training opportunities
- Encouraging and collaborative team environment
- Dedication to safety through our Zero Harm policy
- Company vehicle depending on the position (Decal or Non-decal)
- Providing Scheduling and management support.
- JCI Employee discount programs (The Loop by Perk Spot)
What You Will Do
The National Consulting Engineering Account Manager (NCE‑AM) will lead national engagement strategies for assigned consulting engineer accounts, ensuring that Johnson Controls – York Equipment, is positioned as a preferred partner across all regions and offices.
This is a remote position.
This role will:
- Build executive-level relationships within assigned firms
- Drive alignment on engineering standards, solutions, and specifications
- Increase BOD positioning at a rate equal to or exceeding overall company growth targets
- Coordinate internal teams and external stakeholders to deliver consistent engagement and value
National Account Leadership
- Develop and execute national account strategies
- Build relationships with C-level and executive leadership
- Establish the company as a strategic partner
- Align on standards, solutions, and design approaches
BOD & Specification Growth
- Drive Basis of Design (BOD) growth across all offices
- Track specification adoption nationally
- Align with company BOD growth targets
- Standardize engineering preferences and specs
Internal & External Coordination
- Execute account management strategies
- Coordinate and deploy tactics with key stakeholders
- Ensure alignment across regions and markets
- Support local teams with complex organizations
Enablement & Content Development
- Partner with System Engineers, Sales, and Marketing teams
- Develop tools, standards, and technical content
- Create reusable design guides and specs
- Drive adoption across field teams
Market & Relationship Development
- Identify national opportunities and trends
- Engage in industry events and forums
- Provide strategic insights to leadership
Qualifications – What you will need
Required
- Bachelor’s degree in mechanical engineering or related field
- 8+ years in HVAC or engineered systems
- Experience with consulting engineers and MEP firms
- Ability to influence executive stakeholders
- Knowledge of specification and design processes
Preferred
- Experience in leadership or managing national accounts
- Strong network in consulting engineering firms
- Experience influencing Basis of Design
- Professional Engineer (PE) or certifications
- Cross-functional leadership experience
Performance Metrics
- National BOD growth
- Firm standard alignment
- Executive relationship strength
- Adoption of tools and content
- Contribution to revenue and spec growth
Salary Range: HIRING SALARY RANGE: $109,100-$190,900 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) This role also offers a competitive Sales Incentive Plan that will take into account volume and margin on a project, quarterly, and annual basis. This position includes a competitive benefits package. The posted salary range reflects the target compensation for this role. However, we recognize that exceptional candidates may bring unique skills and experiences that exceed the typical profile. If you believe your background warrants consideration beyond the stated range, we encourage you to apply. To support an efficient and fair hiring process, we may use technology assisted tools, including artificial intelligence (AI), to help identify and evaluate candidates. All hiring decisions are ultimately made by human reviewers. For details, please visit the About Us tab on the Johnson Controls Careers site.
National Consulting Engineer Account Manager NCE-AM
Build your best future with the Johnson Controls team!
Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education.
For more than 140 years, Johnson Controls has delivered performance where it really matters. Backed by advanced technology, lifecycle services and an industry-leading field organization, we elevate customer performance, turn goals into real-world results and help move society forward.
What We Offer
- Competitive base salary and commission program.
- Three weeks paid vacation in a calendar year/holidays/sick time/three PTO days in a calendar year.
- Comprehensive benefits package including 401K, medical, dental, and vision care - Available day one.
- Extensive product and on the job/cross training opportunities
- Encouraging and collaborative team environment
- Dedication to safety through our Zero Harm policy
- Company vehicle depending on the position (Decal or Non-decal)
- Providing Scheduling and management support.
- JCI Employee discount programs (The Loop by Perk Spot)
What You Will Do
The National Consulting Engineering Account Manager (NCE‑AM) will lead national engagement strategies for assigned consulting engineer accounts, ensuring that Johnson Controls – York Equipment, is positioned as a preferred partner across all regions and offices.
This is a remote position.
This role will:
- Build executive-level relationships within assigned firms
- Drive alignment on engineering standards, solutions, and specifications
- Increase BOD positioning at a rate equal to or exceeding overall company growth targets
- Coordinate internal teams and external stakeholders to deliver consistent engagement and value
National Account Leadership
- Develop and execute national account strategies
- Build relationships with C-level and executive leadership
- Establish the company as a strategic partner
- Align on standards, solutions, and design approaches
BOD & Specification Growth
- Drive Basis of Design (BOD) growth across all offices
- Track specification adoption nationally
- Align with company BOD growth targets
- Standardize engineering preferences and specs
Internal & External Coordination
- Execute account management strategies
- Coordinate and deploy tactics with key stakeholders
- Ensure alignment across regions and markets
- Support local teams with complex organizations
Enablement & Content Development
- Partner with System Engineers, Sales, and Marketing teams
- Develop tools, standards, and technical content
- Create reusable design guides and specs
- Drive adoption across field teams
Market & Relationship Development
- Identify national opportunities and trends
- Engage in industry events and forums
- Provide strategic insights to leadership
Qualifications – What you will need
Required
- Bachelor’s degree in mechanical engineering or related field
- 8+ years in HVAC or engineered systems
- Experience with consulting engineers and MEP firms
- Ability to influence executive stakeholders
- Knowledge of specification and design processes
Preferred
- Experience in leadership or managing national accounts
- Strong network in consulting engineering firms
- Experience influencing Basis of Design
- Professional Engineer (PE) or certifications
- Cross-functional leadership experience
Performance Metrics
- National BOD growth
- Firm standard alignment
- Executive relationship strength
- Adoption of tools and content
- Contribution to revenue and spec growth
Salary Range: HIRING SALARY RANGE: $109,100-$190,900 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) This role also offers a competitive Sales Incentive Plan that will take into account volume and margin on a project, quarterly, and annual basis. This position includes a competitive benefits package. The posted salary range reflects the target compensation for this role. However, we recognize that exceptional candidates may bring unique skills and experiences that exceed the typical profile. If you believe your background warrants consideration beyond the stated range, we encourage you to apply. To support an efficient and fair hiring process, we may use technology assisted tools, including artificial intelligence (AI), to help identify and evaluate candidates. All hiring decisions are ultimately made by human reviewers. For details, please visit the About Us tab on the Johnson Controls Careers site.
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Find JobsRemote Financial Wellness Consultant Job Market
Who's Hiring
- Huron Consulting21
- EPAM Systems10
- Attain Partners7
- Cyclotron6
- Cognizant5
Top Industries Hiring
- Consulting & Professional Services
- Technology & Software
- Manufacturing
- Accounting & Auditing
What Employers Look For
The qualifications that appear most often in remote financial wellness consultant jobs.
- Bachelor's degree in finance, counseling, social work, or a related field
- Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP) credential
- Experience delivering one-on-one financial coaching or group financial education sessions
- Proficiency with financial wellness platforms and case management software
- Strong communication skills for translating complex financial concepts to diverse audiences
- Knowledge of employee benefits structures, retirement plans, and healthcare spending accounts
Tips for Your Remote Financial Wellness Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial wellness 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 async communication skills upfront
Remote financial wellness employers evaluate written clarity before they ever meet you. Write your cover letter and application responses as if they are your first client deliverable, because for a remote hiring manager, they are.
Demonstrate remote client delivery experience
Build a short portfolio of virtual workshop decks, recorded group coaching sessions, or digital financial education modules you have created. Remote employers want evidence you can run effective sessions over video, not just proof you can do the work in person.
Prepare for async and video interview rounds
Many remote financial wellness roles include a one-way video screen or a written case study before a live interview. Practice delivering a clear, structured financial coaching explanation to a camera without prompts, and keep your background and audio setup professional.
Remote Financial Wellness Consultant Jobs: Frequently Asked Questions
How do I get a remote financial wellness consultant job?
Target remote-first benefits platforms, digital insurance carriers, and HR tech companies, since those employers have built the infrastructure for distributed financial wellness teams. Remote hiring managers screen hard for self-direction, clear async written communication, and comfort running client sessions over video. Certifications like CFP, AFC, or FINRA licenses sharpen your profile, and a portfolio of workshop materials or client outcomes gives you a concrete edge over candidates who only list credentials.
Which companies hire remote financial wellness consultants?
Employers currently hiring remote financial wellness consultants include Huron Consulting, EPAM Systems, and Attain Partners, per current remote listings on Migrate Mate as of November 2026. The roles tend to concentrate at remote-first benefits platforms, distributed fintech firms, and large employers running virtual employee assistance programs across multiple time zones.
Can you get a remote financial wellness consultant job with no experience?
Yes, but remote entry roles are harder to land because you need to demonstrate you can manage client relationships and stay organized without in-office support from day one. Fintech startups and digital benefits platforms are the most likely to hire entry-level remotely. Showing completed financial coaching coursework, volunteer money-coaching experience, or a sample client education module can substitute for a formal work history and open the door.
Do you need a degree for remote financial wellness consultant jobs?
Not always. Remote employers weigh relevant certifications, demonstrated client outcomes, and financial coaching skills heavily alongside or instead of a four-year degree. Credentials like the AFC, CFP, or a FINRA license signal competence more directly than a diploma for most hiring managers in this space. Practical results, such as documented improvements in client financial behaviors or workshop completion rates, carry real weight in remote hiring decisions.
Which industries hire the most remote financial wellness consultants?
Most remote financial wellness consultant openings sit in Consulting & Professional Services, Technology & Software, and Manufacturing, per current remote listings on Migrate Mate as of November 2026. Those sectors hire financial wellness consultants remotely because their distributed workforces need scalable, virtual financial education and coaching delivered to employees across multiple locations.
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