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Remote Finance Advisor Assistant Jobs in Virginia

Osaic

Branch Office Examiner

Petersburg, VA · On-site +1

$65K - $75K/yr

Open to Qualified Remote Applicants in the United States Role Type: Full-time Salary: $65,000 - $75 ... This position is responsible for administering Branch Exams to Financial Advisors affiliated with ...

HMG Careers

Remote Benefits Advisor

Fredericksburg, VA · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

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Remote Finance Advisor Assistant information

How does a remote finance advisor assistant typically collaborate with financial advisors and clients?

As a Remote Finance Advisor Assistant, you will frequently partner with financial advisors to prepare client documents, schedule meetings, and manage client communications. Most interactions occur via digital tools like video conferencing, secure messaging, and shared document platforms. You may also be responsible for gathering client information, processing forms, and ensuring that all compliance requirements are met. Effective communication and attention to detail are essential, as you act as a bridge between clients and advisors, helping to ensure a smooth client experience.

What are the key skills and qualifications needed to thrive as a remote finance advisor assistant, and why are they important?

To thrive as a Remote Finance Advisor Assistant, you need a solid understanding of financial principles, administrative support skills, and often a relevant degree or coursework in finance or business. Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Strong organizational abilities, attention to detail, and effective virtual communication are standout soft skills for this role. These competencies ensure you can efficiently support advisors and clients, maintain data accuracy, and uphold professionalism in a remote work environment.

What is a remote finance advisor assistant?

A Remote Finance Advisor Assistant is a professional who works remotely to support financial advisors in their daily tasks. Their duties often include managing client communications, scheduling meetings, preparing financial documents, conducting research, and assisting with account management. By handling administrative and basic financial tasks, they allow financial advisors to focus more on providing expert advice to clients. This role requires strong organizational, communication, and technical skills to operate effectively in a virtual environment.
What are popular job titles related to Remote Finance Advisor Assistant jobs in Virginia? For Remote Finance Advisor Assistant jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Remote Finance Advisor Assistant jobs in Virginia look for? The top searched job categories for Remote Finance Advisor Assistant jobs in Virginia are:
What cities in Virginia are hiring for Remote Finance Advisor Assistant jobs? Cities in Virginia with the most Remote Finance Advisor Assistant job openings:
Remote Finance Advisor Assistant jobs near you
Infographic showing various Remote Finance Advisor Assistant job openings in Virginia as of August 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 14% In-person, and 86% Remote job distribution.

Financial Advisor

NASA Federal Credit Union

Falls Church, VA • On-site, Remote

$45K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis and assessments, pre/post retirement planning, asset allocations strategies, and account management. Enhances and expands the overall penetration and participation levels of the current investment program and ensures on-going quality service to existing member/clients.  
 
This is a Hybrid position.  You must reside in Maryland, Washington DC, or Virginia.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties as assigned.
  • Remains cognizant of and adheres to Credit Union policies and procedures, and regulations pertaining to the Bank Secrecy Act. 
  • Identifies potential clients using advertising campaigns, mailing lists, referral sources, and personal contacts.
  • Solicits business from prospects by pro-actively communicating available services.
  • Profiles clients to determine current investment objectives, while addressing overall financial goals.
  • Provides clients with information and advice on a range of offerings to include Mutual Funds, Annuities, Advisory accounts, Life Insurance, and other broker/dealer approved financial products/services.
  • Opens and services new accounts while finalizing completed sales and routing documents for processing.
  • Reviews status reports and performs calculations to monitor client accounts and verify transactions.
  • Develops and implements financial plans using available software.
  • Processes incoming client mail, paperwork, and all other necessary aspects of account servicing.
  • Interfaces with mutual fund companies, insurance companies, clearinghouses, and the Broker/Dealer in efficiently meeting member/client service needs while keeping current on product offerings and regulatory changes.
  • Listens empathetically to clients and gathers facts, analyzes total needs, and makes responsible recommendations.
  • Builds long-term financial advisory relationships with clients.
  • Manages incoming referrals from assigned branches and surrounding territories.
  • Maintains member/client files and records in accordance with regulatory and firm requirements.
  • Conducts offline or online research to resolve member/client problems.
  • Sets and keeps consistent office hours.
EDUCATION AND EXPERIENCE
  • Two plus years of relevant experience and/or training in sales of investment products (ideally in a bank/credit union environment).
  • College Degree preferred.
  • Proven track record of performance requiring minimum supervision.
  • Licensing required: 
  • Series 7, and combination of 63, 65, or 66 required.
  • Life & Health Insurance License required (or the ability to obtain within 90 days of hire)
  • Valid driver's license is required.
  • CFP Designation preferred.
Our Generous Benefit Package Includes:
  • $45,000 Base Salary + Commission
 
Why Join Our Team:
  • Unlimited commissions in addition to monthly salary
  • Commissions based on new assets and existing book of business - $20 Million AUM book with substantial opportunities to generate additional revenue.
  • Referrals from frontline staff and access to member data 
  • Tiered commission payout rates based on monthly production
  • Emerging technology
  • Continuing education committed to ensuring personal growth and staying ahead of market trends
 
 
NASA Federal Credit Union offers an array of benefits including comprehensive healthcare, 401(k), paid leave, remote work options for applicable positions, and more.
 
+Insurance coverage begins the 1st day of the month, following 30 days after hire date.
*100% Credit Union-Paid
 
Full-Time Employee Benefits
  • 401(k) with employer match up to 6% and immediate 100% vesting
  • Gain Sharing Bonus (eligibility rules apply)*Health Insurance (Choice of two nationwide PPO plans)
  • High-Deductible Plan: 100% employer contribution toward premium. (HSA and FSA compatible)+*
  • Low-Deductible Plan: Generous employer contribution toward premium. (FSA compatible)+
  • Dental Insurance: Generous employer contribution toward premium (HSA and FSA compatible)+
  • Vision Insurance: Generous employer contribution toward premium (HSA and FSA compatible)+
  • Long-term Disability Insurance+*
  • Flexible Spending Medical Account (FSA)+
  • Flexible Spending Dependent Care Account+
  • Health Savings Account (HSA)+
  • Voluntary Supplemental Employee and Dependent Life Insurance+
  • Voluntary Short-term Disability Insurance+
  • Remote or Remote / Hybrid work options based on position
  • Life Insurance/AD&D+*
  • Vacation Leave (excluding Outside Loan Officers)
  • Sick and Safe Leave
  • 11 Paid Holidays
  • Education Assistance
  • Employee Referral Bonus*
  • Credit Union Membership Eligible
  • Employee Assistance Program+*
  • Identity Theft Protection (Additional premiums to add family members)+*
  • Pet Insurance
  • Employee Discount Program
  • Remote or Remote / Hybrid work options based on position
 
All benefits are based on meeting NASA Federal Credit Union's eligibility requirements and the carrier's terms and conditions. 
 

                                                                              WE'RE STRONGER TOGETHER

At NASA Federal Credit Union, we strive to ensure a culture of collaboration, inclusion, and opportunity where everyone can feel valued, appreciated, and respected. We commit to recruit and retain a diverse team with the best talents to live our vision, mission, and values. We recognize that respecting different perspectives and experiences makes us stronger together.

$45,000 - $45,000 a year
$45,000 Base Salary + Commission  -
 
Why Join Our Team:
  • Unlimited commissions  in addition to monthly salary
  • Commissions based on new assets  and existing book of business - $20 Million AUM book with substantial opportunities to generate additional revenue.
  • Referrals from frontline staff and access to member data 
  • Tiered commission payout rates based on monthly production
  • Emerging technology
  • Continuing education committed to ensuring personal growth and staying ahead of market trends
Posted 10/03/2025
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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