Finding Financial Careers that Offer Work from Home Positions

Written by
Rebecca Smith

Oct 11, 2021

Oct 11, 2021 • by Rebecca Smith

The last couple years have introduced a whole new world of potential in terms of work-from-home careers. If you’re interested in a financial career that allows more flexibility and better work-life balance, a work-from-home option might be perfect for you. There are tons of benefits to working from home, but also a few drawbacks. We’re here to help you understand both sides of the coin so you can make an informed decision.

Benefits of Working from Home

Working remotely has many advantages, whether you are working from home or away on vacation. There are several perks you might’ve already figured out, but others might enlighten you to a host of new reasons to try it out.

Better Work-Life Balance

Remote jobs often come with flexible schedules that are helpful for a variety of reasons. Remote employment allows you to take care of business, while also taking care of your own personal affairs. Tasks such as dropping the kids off at school, taking the dog to the vet, getting in a workout, and more, are much easier with a flexible schedule.

Many employers who offer remote work are accustomed to offering this sort of schedule to their employees. For the most part, if your work is done and you’re performing well, the schedule is the least of the company’s concerns. This is especially attractive to self-motivated employees who don’t need someone monitoring their progress to be successful.

Save Money

Working from home can also benefit your wallet. If you have little ones at home, you may find that you don’t need to pay nearly as much for childcare because of your flexible schedule. You can also save money on gas, tolls, and other costs of commuting. You may also want to consider wear and tear on your car, and parking fees that are necessary to get you to and from work.

Something else you may not have considered is the cost of eating out for lunch multiple days per week or stopping for coffee on the way to work. That all adds up over time. Finally, you can save money on your dry-cleaning bills. Although you still need to look professional for those notorious zoom calls, you may not need quite as much professional clothing or dry-cleaning as you would in an office setting.

Reduced Commute Time

The most appealing perk to most workers. If your commute is from your bedroom to the kitchen to your home office, you’ll save a drastic amount of time. We all know that time is money, so this is a big one.

According to the Auto Insurance Center, the average American spends about 100 hours commuting each year and about 41 hours stuck in traffic. Talk about a waste of time. Imagine what you could accomplish with 141 more hours per year. What’s worse is that’s just the average. There are some commuters who spend a lot more time in the car than just 141 hours.

Decreased Stress

Decreased commute time can also lead to decreased stress and anxiety levels. Commutes of ten miles or more per day have been linked to a variety of health issues, such as:

  • Higher cholesterol
  • Increased blood pressure
  • Increased blood sugar
  • Higher risk of anxiety and/or depression

Decreasing the amount of time spent in your vehicle, especially during rush hour, can have a huge impact on your health. Remote employees often enjoy a much healthier lifestyle, often due to the work-life balance we discussed earlier, along with the lack of traffic jams and their associated stressors.

Increased Productivity

When you consider the increased amount of time you can spend on actual work, and the decreased amount of stress and anxiety, it’s no wonder that many remote workers enjoy increased productivity. When companies offer remote positions or even partial remote work, they often see the benefits in the form of higher levels of productivity.

In general, working from home often results in fewer distractions, fewer office politics, and fewer or more efficient meetings – often in the form of calls. All these things add up to happier employees because they can get their job done without burning the midnight oil. When employees are happy, productivity tends to skyrocket.

Work from Home Financial Careers

If all of this sounds interesting, let’s dive into some of the opportunities to work from home in the financial space. Believe it or not, there are plenty of options to go around.

Sales / Account Management

Sales and account management are basic functions in almost every industry imaginable. If you work for a company that has something to sell, chances are they have these types of positions. In the financial industry specifically, there are a variety of these types of jobs. Many involve banking services including mortgage origination, loan origination, payment processing, and insurance sales.

For example, most merchant services positions allow individuals to work remotely while selling merchant account services as independent agents. Other account management jobs may include Mortgage Originators, Personal Loan Officers, and Auto Loan Managers. Although there is often an option to work these jobs in an office setting, they can also be done almost 100% remotely.

IT Support

If you’re a wizard or even an apprentice on the tech side of things, you can probably handle an IT support job from home. Finding a job in the tech space is not as complicated as it may sound. There are a growing number of different websites and companies that offer listings of IT job openings around the world. One of the easier industries to shift online, the availability and need for remote IT workers is staggering. Simply having a reliable internet connection can open many employment options for people in the IT community.

Financial Freelance Writer

Not all jobs in the financial space are about numbers or analytics. If your skillset is more on the creative side, you can find a gig as a freelance writer. There are a variety of opportunities for this type of work as companies continue to build their web presence, email campaigns and other marketing efforts. Platforms are constantly popping up, offering a variety of different freelance jobs in every imaginable industry.

As a financial writer, you may be tasked with writing newsletters for clients or updating blogs and websites with the latest information from the stock market. If you have an interest in finance, the ability to do your own research, and the skills to write about it, this is a great opportunity for you.

Virtual Assistant

Think of this as an executive assistant who doesn’t have to go to the office. Many leaders in various size companies will hire virtual assistants in lieu of executive assistants. In the new world, many leaders are looking to allow remote work for employees who have health concerns, or other reasons for preferring to work from home.

If you’re highly organized and self-motivated, this may be a perfect fit for you. Handling the day-to-day calendar, meeting prep, and other tasks for an organizational leader is the bulk of this job. You may also be tasked with other items such as planning events or purchasing gifts for important clients. Either way, it’s an exciting and growing career field.

Customer Service

If you have the gift of gab, and patience, you may do well as a customer service representative. Many financial institutions are moving in the direction of automated services and call centers. If this sounds like an exciting path for you, what are you waiting for?

As more and more companies move in the direction of remote work and virtual systems, customer service is of the essence. If customers can’t physically come into the business and speak to a human, the next best thing is to talk to one over the phone. Your skills may be exactly what someone is looking for.


The careers listed above are obviously not an exhaustive list, but hopefully, they’ve given you some insight into the range of possibilities. If you’re truly passionate about finding a work-from-home financial career, it pays to do some research to find companies that can offer what you’re looking for. Whether it’s account management, financial advising, day trading, or something listed above, rest assured the opportunities are out there. You just must go find them.