20 Best financial consultant jobs in Remote (Hiring Now!)

Senior Investment Consultant
Newport —Remote
Formulate target return and risk-based portfolios using internal capital market assumptions and asset allocation tools.
Estimated: $125K - $158K a year
Principal Wealth Manager
Savvy —New York, NY
In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing…
$100,000 - $500,000 a year
Quick Apply
Tech-Savvy Financial Planner
The AmeriFlex Group —Remote
FINRA Series 7, 63+65, or 66 license. In this role, you will deliver tailored financial planning services to an existing book of business and have the…
$120,000 - $175,000 a year
Quick Apply
11d
Financial Consultant
Shield Guard —Remote
Willing to obtain a state license if you do not have one yet. You create your own beside weekly trainings. Comprehensive Planning Analysis tools, brokerage and…
Estimated: $76.6K - $97K a year
Quick Apply
Experienced Financial Advisor
Coastal Wealth, A MassMutual Firm —Florida
Must be licensed to sell insurance. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such…
$24,000 - $500,000 a year
Quick Apply
Experienced Financial Advisor - Teaming Opportunity
Coastal Wealth —Florida
Must be Series 7/6, Series 63/66 licensed and 215 licensed. You will be provided with current leads to build your book quickly and effectively.
$24,000 - $250,000 a year
Quick Apply
Junior Financial Advisor
Capital Financial Planners —Remote
Prepare and manage financial plans, risk assessments, and analyses for both prospects and clients. Conduct discovery meetings with new prospects, ensuring…
$80,000 - $100,000 a year
Quick Apply
Financial Professional
Leisure Lyfe Financial —Remote
Outside of teaching our consultants necessary financial concepts, we also train them in leadership skills, business skills, marketing, social media/branding,…
$50,000 - $100,000 a year
Quick Apply
Financial Professional
Indexed Financial LLC —Remote
►Professional industry (training and license) with clear advancement path to management and business ownership. ✔*passive income base* (agency development).
$74,092 - $85,945 a year
Quick Apply
Financial Advisor
Alto Financial Group, LLC —Remote
Active Series 65, 66, or 7 license is mandatory. Conduct thorough financial analysis to assess clients' current financial situations and develop tailored…
$50,000 - $170,000 a year
Quick Apply
Financial Planner
THG Financial Strategies —Remote
Mentoring Opportunities:* Become a part of our field mentoring program and help new advisors fill their client's needs. High school or equivalent (Required).
$59,000 - $250,000 a year
Quick Apply
Licensed Financial Advisor - Remote
Thrivent —Georgia
And since you currently hold at least your Series 7 securities license (or Series 6 with 66 or 63), you'll quickly understand why this role is different.
$50,000 - $157,000 a year
Quick Apply
Transition Consultant
TAG Advisors —Remote
The successful candidate will have advanced knowledge and field experience in transition and advisor service, demonstrate skills in project management,…
$50,000 - $65,000 a year
Quick Apply
4d
Financial Representative
Ashford Advisors —Remote
Ashford Advisors is not registered in any state or with the U.S. Implement cutting edge financial strategies to grow and develop long lasting, value-based…
$68,459 - $78,967 a year
Quick Apply
Financial Advisor - Tax
Seatmatch —Remote
Interpret and deliver analysis on financial statements regarding the financial impact of organizations for Business Owners; advice other than just about taxes.
$80,000 - $100,000 a year
Financial Advisor
SSH Staffing —Remote
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to…
From $100,000 a year
Quick Apply
Financial Advisor - Career Changer/College Grad
Coastal Wealth, A MassMutual Firm —Florida
Must be licensed to sell insurance. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such…
$34,000 - $500,000 a year
Quick Apply
Retirement and Insurance Benefits Consultant
WEA Member Benefits —Wausau, WI
Must have a valid Wisconsin driver’s license and satisfactory driving record. Wisconsin Property and Casualty license and Wisconsin Life license.
Estimated: $79.1K - $100K a year
Quick Apply
12d
Business/Real Estate Brokers and Financial Planners
WH LLP —Remote
The role requires outstanding organizational, communication, and leadership skills and an ability to develop innovative solutions that push boundaries.
$100,000 - $200,000 a year
Quick Apply
2d
Financial Consultant
AO Mutuals Inc. —Remote
Proven experience in financial planning, sales, or related field. Bachelor's degree in Finance, Economics, or related field (preferred).
$40,000 - $129,000 a year
Quick Apply
20h

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Senior Investment Consultant

Newport - Remote

Apply Now

Job Details

Full-time Estimated: $125K - $158K a year

Benefits

Retirement plan

Qualifications

Microsoft Powerpoint
Series 6
Economics
Microsoft Excel
Writing skills
Series 66
Microsoft Office
Finance
Master's degree
Series 7
Supervising experience
Project management
Bachelor's degree
FINRA License
Senior level
Chartered Financial Analyst
Communication skills
Adobe Acrobat
10 years

Full Job Description

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.

The Senior Investment Consultants are key members of Investment and Fiduciary Consulting client relationship management and consulting teams. Senior Investment Consultants support investors through all phases of the investment process. Senior Investment Consultants typically participate as members of the Investment and Fiduciary Consulting Investment Committee, which informs Investment and Fiduciary Consulting investment recommendations, analytical and due-diligence processes. Consultants work with Investment and Fiduciary Consulting team members and other areas of the company to deliver investment consulting services to institutional clients. Investment and Fiduciary Consulting provides governance and investment support to qualified and non-qualified plan sponsors.

Section 2: Job Functions, Essential Duties and Responsibilities

Proactively advise corporate plan sponsors on plan investment structure, asset allocation and investment manager selection in support of their retirement plans
Develop investment policy statements and the delivery of quarterly investment reviews
Formulate target return and risk-based portfolios using internal capital market assumptions and asset allocation tools
Develop hedging strategies for the purposes of asset-liability management
Develop client meeting materials with appropriate focus and attention to detail.
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture.

Travel

Senior Investment Consultants historically have had moderate-to-high travel schedules during a six-to-eight week period each quarter. Travel, however, greatly decreased over the past four years as most meetings are conducted virtually. NGC travel is determined by the clients that are supported.

Supervision

Section 3: Experience, Skills, Knowledge Requirements

Bachelor’s degree in finance or economics from an accredited university and/or hold the CFA designation; A master’s degree is a plus
Ten-plus years of experience working in a related position focusing on providing investment advice and services to retirement plan clients
Excellent written and oral communication skills, as interaction with clients, the team and other areas of the firm is critical to success
Ideal candidates will be able to work in a fast-paced, demanding environment and will be a "self-starter" working continuously under tight deadlines
Securities licenses or agreement to pursue (FINRA Series 6 or 7, 66, etc.)
Work effectively in a team environment
Excellent writing and verbal communication skills
Strong critical thinking skills, project management skills and problem solving skills,
Strong MS Office skills including MS Excel and PowerPoint
Experience with Adobe Acrobat

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Apply Now

financial consultant jobs in Remote

Senior Investment Consultant

Principal Wealth Manager

Tech-Savvy Financial Planner

Financial Consultant

Experienced Financial Advisor

Experienced Financial Advisor - Teaming Opportunity

Junior Financial Advisor

Financial Professional

Financial Professional

Financial Advisor

Financial Planner

Licensed Financial Advisor - Remote

Transition Consultant

Financial Representative

Financial Advisor - Tax

Financial Advisor

Financial Advisor - Career Changer/College Grad

Retirement and Insurance Benefits Consultant

Business/Real Estate Brokers and Financial Planners

Financial Consultant

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