Great remote jobs in finance

Great remote jobs in finance was originally published on College Recruiter.

Finance is almost inherently a knowledge-based field. Early during the Covid pandemic, the vast majority of finance workers suddenly found themselves working from home. For some, working remotely was great. For others, they couldn’t wait to get to the office full-time. And for still others, going from fully in-person to fully remote allowed them to see pros and cons to each and so they’d like a hybrid model where sometimes they’re in-person in the office and other times they’re remote from home.

For those who are interested in working in finance and want to work remotely at least part of the time, we thought that it would be helpful to put together a list of finance-related jobs that lend themselves well to remote work. We asked 17 hiring experts for some examples of these:

  • Analyze Financial Data Remotely
  • Operational Finance Roles from Home
  • Client-Facing Finance Careers Remotely
  • Top Remote Finance Jobs
  • Remote Fraud Analysis and Education
  • Day Trading and Insurance from Anywhere
  • Ideal Remote Finance Positions
  • Remote Analysts and Accountants
  • Remote Compliance and Underwriting Jobs
  • Remote Forex and Fintech Opportunities
  • Plan, Analyze, and Prepare Taxes Remotely
  • Remote Entry-Level Financial Jobs
  • Remote Financial Analysis and Planning
  • Remote Analysis and Equity Research
  • Remote Financial Planning and Writing
  • Remote Financial Planning and Risk Management
  • Remote Credit and Risk Analysis

Analyze Financial Data Remotely

Financial Analyst: Financial analysts can work remotely to analyze financial data, create reports, and provide recommendations to help organizations make informed decisions. This role typically involves analyzing financial statements, forecasting future trends, and evaluating investment opportunities.

Accounting Specialist: Remote accounting specialists can perform various accounting tasks, such as bookkeeping, accounts payable and receivable, payroll processing, and financial reporting. This role is ideal for individuals with strong accounting skills and attention to detail.

Personal Financial Advisor: As a remote personal financial advisor, individuals can provide financial planning services to clients, including investment management, retirement planning, tax planning, and estate planning. This job requires strong communication skills and the ability to build trust with clients remotely.

These roles typically require a relevant degree or certification in finance, accounting, or a related field, as well as experience in the respective domain. Remote workers in these positions can enjoy the flexibility of working from home while contributing to the finance industry with their expertise.

Brian Meiggs, Founder, My Millennial Guide

Operational Finance Roles from Home

For those interested in supporting the operational side of businesses, I strongly advocate considering these roles. 

First, HR Process Manager in Finance: This unique position allows you to oversee HR processes, such as payroll, benefits administration, and compliance, within financial organizations, all from a remote setting. Utilizing your financial acumen, you can ensure that compensation packages are competitive and in line with budgetary constraints, while also managing financial aspects of employee benefits.

Second, Credit Analysts assess the creditworthiness of individuals or companies applying for loans. Working remotely, they analyze financial statements, credit data, and economic conditions to determine the risk of lending. This role utilizes financial analysis software and online databases to conduct assessments, making it conducive to remote work environments.

Lastly, Risk Managers in remote settings identify, analyze, and mitigate financial risks for businesses. This includes monitoring financial markets, developing risk management models, and advising on strategies to minimize potential financial losses. The role demands strong analytical skills, knowledge of financial modeling software, and effective communication abilities.

This recommendation suits individuals who are strategic thinkers and enjoy contributing to the foundational aspects of business operations and financial stability.

Gillian Dewar, Chief Financial Officer, Crediful

Client-Facing Finance Careers Remotely

For professionals with a focus on personal finance and client-facing services, I highly recommend three prime jobs:

Personal Financial Advisors working remotely offer personalized advice on financial planning, investments, insurance, and retirement to help individuals manage their finances effectively. This role involves assessing clients’ financial goals, risk tolerance, and life stages to provide tailored financial strategies. With the aid of financial planning software and virtual meeting platforms, advisors can build and maintain client relationships, conduct financial analysis, and monitor clients’ accounts remotely, making it an ideal role for those seeking to work in finance from a distance.

Financial Planners provide remote consultations to clients, offering advice on savings, investments, insurance, and overall financial strategies to meet long-term goals. Utilizing financial planning software and virtual meeting platforms, they can manage client portfolios, conduct financial health assessments, and adjust plans based on changing financial goals or market conditions, all from a remote setting.

Tax Consultants who work remotely assist clients with tax preparation, compliance, and strategy to optimize their tax situation. This job involves staying updated on tax laws, analyzing clients’ financial documents, and recommending tax-saving strategies. Remote tax consultants rely on secure, cloud-based platforms to manage documents and communicate with clients, offering the flexibility to work with clients across different jurisdictions from the comfort of their home.

These roles enable you to assist individuals in navigating their financial journey, from tax planning to investment strategies and retirement planning. Utilizing video conferencing tools and financial planning software, you can offer personalized advice and build lasting client relationships remotely.

This path is perfect for those who excel in communication and are driven by the desire to help others achieve their financial goals.

Jay Xiao, Co-Founder, SuretyNow

Top Remote Finance Jobs

In my experience within the finance field, the move toward remote working has been quite significant, opening doors for many finance professionals to thrive outside the traditional office environment. One of the top roles suitable for remote work is that of a Financial Analyst. This job involves digging into financial statistics, crafting forecasts, and aiding companies in making well-informed strategic choices. Given that most of this work is conducted using computers, through data analysis and leveraging software tools, it’s a role that has seamlessly transitioned to remote work setups.

Trading in foreign exchange, or being a Forex Trader, is another excellent remote-working opportunity. The forex market’s round-the-clock operation makes this role highly adaptable to remote work, requiring a keen understanding of market trends and a quick response to changes, tasks that can be managed from virtually any location with reliable internet.

A Remote Accountant also fits well into the sphere of remote finance jobs. Thanks to cloud-based accounting technologies, accountants can now handle financial documentation, conduct audits, and ensure financial regulation compliance from anywhere in the world. This flexibility not only allows them to work remotely but also to service a global client base.

Ace Zhuo, Business Development Director (Sales and Marketing), Tech & Finance Expert, TradingFXVPS

Remote Fraud Analysis and Education

From my experience co-founding Silver Fox Secure, a company dedicated to protecting individuals from identity theft and financial exploitation through innovative solutions, I’ve garnered an expansive view of the finance sector, especially in relation to safeguarding personal and financial data. This background places me in a unique position to suggest careers in finance that are particularly suited to remote work while ensuring security and trust.

First, a role in fraud analysis is a great match for remote workers in finance. Successful implementation of identity theft protection and credit monitoring services, similar to those offered by Silver Fox Secure, requires keen analytical skills to identify suspicious activities and trends. These tasks can be performed remotely, given access to the right tools and technologies for secure data analysis. From my experience, employees excelling in these roles are vigilant, detail-oriented, and possess a strong understanding of financial systems.

Second, personal financial advisors who operate remotely have become increasingly significant, especially as people seek advice on protecting their financial future amidst growing concerns over security and privacy. Leveraging platforms that provide secure video conferencing and document sharing can make remote work seamless in this field. In our practices, offering personalized banking and budget management advice remotely has not only been feasible but also effective, suggesting a broader applicability for financial advisors looking to work from home or any other remote location.

Lastly, roles in financial content creation and education can be pursued remotely and are vital. The financial sector is changing, and there is a continuous demand for up-to-date information on protecting one’s financial interests against potential risks, such as identity theft or market changes. My journey with Silver Fox Secure underscored the importance of creating engaging, informative content that can prevent financial exploitation. Remote workers with a knack for writing or creating multimedia content can significantly contribute to educating people on financial security and literacy from virtually anywhere.

Jenna Trigg, Co-Founder, Silver Fox Secure

Day Trading and Insurance from Anywhere

Day Trader

Intraday stock trading has gained popularity, and many choose it as a remote finance career. You can trade individually without high risk or join an institution for team-based trading. It’s an engaging part-time remote finance job with significant risk-reward potential. To be a day trader at a firm, a bachelor’s degree is typically required, and for higher positions, a Master’s in Business Administration (MBA) might be needed. Strong knowledge of economics and financial markets is essential. Average earnings for a day trader are around $65,000 annually, but there’s potential for more through commissions.

Insurance Agent

Working as an insurance agent involves selling various insurance policies (like life, health, medical, and property) and explaining their benefits. Agents may cater to individuals, families, or businesses, offering policies for risk protection or as employee benefits. This role usually doesn’t require advanced education, making it accessible for high school graduates starting their careers.

Budget Estimator

This remote finance job involves creating budget estimates using historical company expenditure data. Budget estimators work with teams to suggest strategies for reducing costs and improving cash flow. An accounting degree is a prerequisite for this role, and prior experience as a budget estimator or assistant is beneficial. Career progression can lead to finance manager or senior financial analyst roles.

Paw Vej, Chief Operating Officer,

Ideal Remote Finance Positions

In the evolving landscape of finance, the rise of remote work has opened up a plethora of opportunities for professionals seeking flexibility without compromising their career ambitions. Based on my experience and observation of the finance industry’s shifting dynamics, three roles stand out as particularly well-suited for remote workers.

Firstly, a Financial Analyst position is ideal for remote work. Financial analysts can perform deep dives into market trends, company financials, and industry data from virtually anywhere, thanks to digital access to databases and analytical tools. In my experience, effective communication channels and access to real-time data enable remote financial analysts to deliver insights and recommendations that drive decision-making, just as effectively as their on-site counterparts. This role’s independence and focus on deliverables make it a perfect match for those seeking the autonomy of remote work.

Secondly, the role of a Remote Tax Consultant or Preparer has become increasingly viable and necessary. With the complexity of tax codes and the universal need for tax preparation services, professionals with expertise in navigating tax laws can manage consultations, document reviews, and filings entirely online. My involvement in virtual tax consultations has not only streamlined the process for clients but also allowed for a more flexible lifestyle for the consultants, underscoring the role’s suitability for remote work.

Lastly, a Virtual Bookkeeper position is another excellent option for finance professionals looking to work remotely. The digital nature of transaction recording, payroll processing, and financial reporting allows bookkeepers to efficiently manage clients’ accounts from any location. Leveraging cloud-based accounting software, I’ve observed virtual bookkeepers maintain accurate and timely financial records for businesses across various sectors, demonstrating the role’s adaptability and effectiveness in a remote setting.

Michael Dion, Chief Finance Nerd, F9 Finance

Remote Analysts and Accountants

Analysts or Accountants

Thankfully, most finance work is done on computers now. That means there are several opportunities for individuals seeking flexible employment. One suitable job is that of a remote financial analyst. In this role, you analyze financial data, create reports, and offer insights to help companies make informed decisions.

Another option is to hire a remote accountant. As an accountant, you handle financial records, prepare taxes, and ensure compliance with regulations, all from the comfort of your home. Additionally, remote financial advisors provide personalized advice on investments, retirement planning, and wealth management to clients through virtual meetings and digital platforms. These roles offer flexibility and autonomy, making them ideal for remote workers in the finance sector.

Matthew Edwards, Managing Director, Auto Finance Online

Remote Compliance and Underwriting Jobs

Individuals with a penchant for ensuring accuracy and compliance might find fulfilling careers as follows:

Remote Accountants play a crucial role in managing and auditing financial records, preparing tax returns, and ensuring compliance with financial laws and regulations. This position requires attention to detail, a solid understanding of accounting principles, and proficiency in accounting software.

Compliance Officers in the finance sector ensure that financial transactions and company operations adhere to all relevant laws and regulations. Remote work for compliance officers involves reviewing company policies, conducting audits, and staying updated on regulatory changes. They use secure online platforms to monitor compliance, report findings, and advise on necessary adjustments, ensuring that financial services operate within legal and ethical standards from anywhere.

Insurance Underwriters evaluate insurance applications to decide on coverage terms and premiums. Remote underwriters use specialized software to analyze risk factors based on data and actuarial tables. This position is well-suited to remote work as it requires focused analysis and decision-making that can be conducted effectively outside a traditional office environment.

These roles are critical in maintaining the financial integrity and legal compliance of businesses and financial transactions. With cloud-based accounting software, secure data platforms, and digital compliance tools, you can manage financial records, ensure regulatory adherence, and assess insurance risks effectively from any location.

These positions are ideal for detail-oriented professionals who value structure and precision in their work.

Jim Pendergast, Senior Vice President, altLINE Sobanco

Remote Forex and FinTech Opportunities

If you’re interested in the rapidly evolving digital finance landscape, consider positions like Forex Trader, FinTech Consultant, or Blockchain Developer. These roles allow you to operate on the cutting edge of financial technology and markets from the comfort of your home. 

First, Forex Traders can operate from virtually anywhere, focusing on the exchange of currencies in the global market. They need to stay informed about global economic indicators, news events, and market sentiment to make trading decisions. 

The second role is FinTech Consultants, advising on the integration of technology into financial services. They explore innovative solutions to enhance banking, investment, and insurance products. Working remotely, FinTech consultants research trends, analyze market needs, and collaborate with tech teams to develop and implement financial technologies. 

Lastly, Blockchain Developers in the finance sector work on developing and implementing blockchain solutions for improving financial services like payments, smart contracts, and tokenization. This highly specialized role requires a deep understanding of blockchain technology, coding skills, and a keen interest in financial innovation. 

These positions are ideal for those passionate about leveraging technology to transform the finance sector.

Bert Hofhuis, Founder, Every Investor

Plan, Analyze, and Prepare Taxes Remotely

For remote workers who want a finance career, three fantastic options are financial planner, financial analyst, and tax preparer. As a financial planner, like myself, you can help individuals, businesses, and families navigate their financial goals. This can involve retirement planning, investments, or budgeting. With the right tools and technology, you can easily meet with clients virtually, create financial plans, and provide ongoing advice and support.

On the other hand, as a financial analyst, you’ll be diving deep into company data to assess performance, make forecasts, and provide recommendations. Many aspects of financial analysis can be done remotely, so it’s a good career path. This involves crunching and analyzing numbers and making reports and presentations for stakeholders.

Lastly, tax preparation is a field that can be done remotely with the right software and systems in place. Whether you’re working with individuals or businesses, you can gather necessary documents, prepare tax returns, and even conduct client meetings online. It’s a flexible role that allows you to assist clients with their tax needs from anywhere.

Joe Chappius, Financial Planner, Tax Climate

Remote Entry-Level Financial Jobs

If you have an interest in finance, strong analytical skills, and enjoy helping others with their financial needs and goals, these jobs may be appealing to you. The great thing is that they are also remote entry-level positions, offering flexibility to work from anywhere within your region or anywhere in the U.S. Financial planners help individuals navigate their financial goals. With a background in accounting, finance, or a related field, along with the necessary professional certification, financial planners provide personalized financial advice and guidance. A starting salary of $58,000 to $60,000 is typical in the industry, offering a rewarding and financially stable career path. Loan officers, as financial experts, possess extensive knowledge of loans and their requirements. Specializing in commercial loans, mortgages, personal loans, or a combination, loan officers work closely with clients, meeting them one-on-one to discuss financial goals, guide them through the application process, and provide clarity on loan offers or credit decisions. Strong people skills are essential for this role, ensuring effective communication and building trust with clients. With a starting salary of $32,000 to $34,000, loan officers have room to grow both in terms of experience and education, offering a fulfilling career in the finance industry. Compensation and benefits specialists ensure fair and competitive employee compensation and benefits within a company. Working in human resources departments, they oversee various aspects, including maintaining compensation databases, researching the job market, conducting annual performance reviews, and updating job descriptions. With a bachelor’s degree in business administration, finance, or human resources, along with a background in business ethics and communication, benefits specialists are well-equipped to excel in this field. Starting wages for compensation and benefits specialists typically range from $41,000 to $43,000.

Sacha Ferrandi, Founder & Principal, Source Capital

Remote Financial Analysis and Planning

For remote workers aiming to thrive in the finance sector, three excellent job roles include financial analysts, who can leverage data to forecast financial trends and advise on investment decisions; accountants, who can manage financial records and ensure compliance from anywhere with internet access; and financial planners, who offer personalized financial advice to clients, leveraging technology to conduct virtual meetings and manage portfolios. These roles not only capitalize on the flexibility and global reach afforded by remote work but also cater to the growing demand for financial expertise in an increasingly digital economy.

Steve Crews, Financial Advisor, Golden Road Reborn

Remote Analysis and Equity Research

For those with a knack for analysis and forecasting, I recommend exploring roles such as a Remote Financial Analyst, Investment Analyst, or Equity Research Analyst. 

As a Financial Analyst working remotely, you’d delve into market trends, financial statements, and investment data to help companies or clients make informed financial decisions. The job demands strong analytical skills, proficiency with financial modeling software, and the ability to communicate complex data clearly. Remote work is highly feasible due to digital tools that allow for deep data analysis and virtual collaboration with team members and clients.

While Investment Analysts working remotely conduct deep dives into the financial health of entities, market trends, and investment opportunities. They compile reports, develop investment strategies, and often present recommendations to fund managers or individual clients. This role benefits from remote work as it requires access to a vast array of online databases and financial news sources, along with the use of advanced financial modeling software, all of which can be effectively utilized from any location.

Additionally, Equity Research Analysts analyze stocks and other equity securities to provide investment recommendations. Working remotely, they dive into financial reports, industry data, and market trends to evaluate investment potential. This role is well-suited to remote work as it relies heavily on online research, financial modeling, and digital communication channels to share findings with clients or investment teams.

These positions offer the flexibility to work from anywhere while diving deep into financial statements, market trends, and investment opportunities. You’ll need strong analytical skills, proficiency with financial modeling, and a keen understanding of market dynamics. 

Leveraging cloud-based platforms and financial databases, you can deliver valuable insights and recommendations that drive investment decisions, making a significant impact on business strategies or investment portfolios.

Shawn Plummer, CEO, The Annuity Expert

Remote Financial Planning and Writing

I am a fully remote financial planner using Microsoft Teams; therefore, personal financial planning is an obvious option. Another potential option is a financial writer/editor. Original content and writing can be delivered electronically in various formats. Lastly, corporate finance/accounting can be an option. Many of these jobs are already outsourced to independent contractors who may work remotely, onsite, or in a hybrid manner.

Joseph Chang, Certified Financial Planner, Empower

Remote Financial Planning and Risk Management

Independent Financial Planner

Independent financial planners, who are self-employed finance professionals, assist individuals, families, and businesses with financial planning. They can perform their practice remotely. Their work includes devising strategies for increasing income, reducing expenses, or saving for retirement. Financial planners can also be employed by corporate finance organizations. They typically earn a median salary of about $90,000 annually and need a bachelor’s degree in a relevant field.

Risk Manager

Risk managers evaluate and manage the various risks a company faces, advising leadership on strategies to mitigate these risks. Some companies are looking specifically for remote risk managers. They deal with market risk (like fluctuations in material costs, legal changes, and currency rate changes), credit risk (including defaults and vendor relationships), operational risk (such as fraud, data protection, and employee safety), and reputational risk (involving brand perception). Categorized as a type of financial manager, risk managers often earn a six-figure salary, and the career path offers faster-than-average growth prospects.

Remote Accountant

The remote accountant role is promising, with potential for a strong salary package. As you advance in this career, you can secure a remote position. Tasks typically include preparing and analyzing financial statements, calculating taxes, reviewing income and expenditure balance sheets, and ensuring compliance with laws and policies. Requirements include an accounting degree, passing the Certified Public Accountant exam, and relevant work experience. This career path is rapidly growing, offering substantial opportunities for advancement and an average salary of $73,560 per year.

Eric Croak, CFP, President, Croak Capital

Remote Credit and Risk Analysis

Credit Analyst

Remote work suits credit analysts because much of their work involves analyzing financial data and assessing creditworthiness, tasks that can be effectively performed using digital tools and communication platforms, without the need for physical presence in an office setting.

Risk Analyst

Remote work is great for risk analysts as they can utilize advanced analytics software and collaborate with team members virtually to identify and mitigate risks, allowing for flexibility in conducting risk assessments and implementing risk management strategies from any location.

Finance Advisor

Remote work is suitable for finance advisors as they can provide personalized financial advice and planning services to clients through virtual meetings and online platforms, offering convenience and accessibility while maintaining high-quality service delivery regardless of geographic location.

Michael Ashley, Founder and Finance Expert, Richiest

By College Recruiter
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