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Remote Finance Advisor Jobs in Virginia (NOW HIRING)

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 ...

Aris

Executive Value Advisor (USA remote)

Reston, VA · On-site +1

We are seeking an Executive Value Advisor (EVA) to lead strategic advisory across our most complex ... Ability to connect transformation initiatives to measurable financial/operational outcomes

Maximus

Senior Human Performance Advisor (HPA)

VA · On-site +1

$137K - $137K/yr

Build Your Financial Future - 401(k) Retirement Savings Plan with Company Match. Generous Time Away ... Remote EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants ...

Helium Health

Senior Finance Analyst

Keller, VA · Remote

$80K - $100K/yr

Conduct research and competitive analysis to identify and advise on opportunities for growth and ... Nigeria region, with opportunity for remote work Remuneration: Competitive based on experience ...

Workforce

Account Executive

Richmond, VA · Remote

Remote work environment * Supplemented health insurance What You'll Do As an Account Executive, you will become a trusted financing advisor to real estate investors by helping them identify the right ...

SagePaths

Corporate Partner - 100% REMOTE

Reston, VA · Remote

$250K/yr

Advise clients on business structuring, governance, and strategic matters * Maintain and grow an ... Demonstrated experience handling M&A, financing transactions, and general corporate matters

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All JobsFinance Advisor JobsRemote Finance Advisor JobsRemote Finance Advisor Jobs in Virginia

Remote Finance Advisor information

See Virginia salary details

$16.5K

$62.4K

$139.6K

How much do remote finance advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for remote finance advisor in Virginia is $62,402.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,928.00 and $79,747.00 per year, depending on experience, location, and employer.

What is a remote finance advisor?

A Remote Finance Advisor is a financial professional who provides guidance on investments, budgeting, retirement planning, and other financial matters to clients through virtual channels such as phone, video calls, or online platforms. Unlike traditional advisors who meet clients in person, remote advisors leverage technology to offer flexible and accessible financial advice regardless of their clients’ locations. They help individuals and businesses make informed decisions about managing money, achieving financial goals, and navigating complex financial products. This role typically requires strong communication skills, financial expertise, and familiarity with digital tools.

How does a remote finance advisor typically collaborate with clients and team members while working offsite?

Remote Finance Advisors primarily use digital communication tools such as video conferencing, secure messaging platforms, and cloud-based financial software to interact with clients and colleagues. Effective collaboration requires strong organizational skills and proactive communication to ensure client needs are met and compliance standards are maintained. Regular virtual meetings, document sharing, and collaborative planning sessions help maintain team cohesion and deliver high-quality financial advice. Building trust and rapport remotely can be challenging at first, but adaptability and responsiveness are key to success in this role.

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

To excel as a Remote Finance Advisor, you need a solid background in finance, accounting, or economics—often supported by a relevant degree and certifications like CFA or CFP. Proficiency with financial planning software, virtual meeting platforms, and secure data management tools is crucial for delivering services remotely. Exceptional communication, self-motivation, and the ability to build trust virtually are standout soft skills for this role. These skills ensure accurate financial guidance, strong client relationships, and effective service delivery in a remote environment.

What is the difference between Remote Finance Advisor vs Remote Financial Analyst?

AspectRemote Finance AdvisorRemote Financial Analyst
CredentialsCertifications like CFA, CFP often preferredCertifications like CFA, CPA common
Work EnvironmentClient-facing, advisory roles, often independentData analysis, reporting, internal teams or clients
Employer & IndustryFinancial advisory firms, banks, wealth managementInvestment firms, banks, corporate finance departments
Search & Comparison IntentSeeking advisory services or consulting rolesAnalyzing financial data, investment research

Remote Finance Advisors focus on providing personalized financial advice and strategies to clients, often requiring certifications like CFA or CFP. Remote Financial Analysts analyze financial data to support investment decisions or business strategies. While both roles involve finance expertise, Advisors are client-facing consultants, whereas Analysts primarily work with data analysis within organizations.

What are the most commonly searched types of Finance Advisor jobs in Virginia?

The most popular types of Finance Advisor jobs in Virginia are:

What cities in Virginia are hiring for Remote Finance Advisor jobs?

Cities in Virginia with the most Remote Finance Advisor job openings:

Remote Finance Advisor jobs near you

Financial Advisor

NASA Federal Credit Union

Falls Church, VA • On-site, Remote

$45K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 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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