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Remote Retail Finance Jobs in Virginia (NOW HIRING)

AO Globe Life

Remote CSR Agent Entry Level

Norfolk, VA · On-site +1

$14 - $19/hr

... financial future. Whether you're beginning a new career or bringing experience from customer ... Customer service, client success, retail, hospitality, healthcare, banking, education, military ...

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All JobsRetail Finance JobsRemote Retail Finance JobsRemote Retail Finance Jobs in Virginia

Remote Retail Finance information

What are the key skills and qualifications needed to thrive as a remote retail finance professional?

To thrive in Remote Retail Finance, you need a strong foundation in financial analysis, retail accounting, and business acumen, usually supported by a degree in finance, accounting, or a related field. Proficiency in financial software such as SAP, QuickBooks, or Oracle, and experience with data analysis tools like Excel or Tableau, are typically required. Excellent communication, self-motivation, and time-management skills help you collaborate effectively and manage tasks independently in a remote environment. These skills are crucial to ensuring accurate financial management, supporting business decisions, and maintaining operational efficiency from a distance.

What is remote retail finance?

Remote retail finance refers to financial services and operations within the retail sector that can be managed or delivered remotely, often through digital platforms. Professionals in this field may handle tasks such as budgeting, financial analysis, invoicing, and customer financing options, all without needing to be physically present in a retail location. The role usually requires strong analytical skills, familiarity with financial software, and the ability to communicate effectively with both internal teams and external clients online. Remote retail finance enables businesses to streamline operations, reduce costs, and adapt to the increasing trend of remote work environments.

What is the difference between Remote Retail Finance vs Remote Retail Banking?

AspectRemote Retail FinanceRemote Retail Banking
CredentialsFinance certifications, such as CFA or CFP, often preferredBanking licenses or certifications, like Series 6 or 63, may be required
Work EnvironmentFinancial services, credit analysis, loan processing, often client-facingBanking operations, account management, customer service, branch support
Employer & IndustryFinancial institutions, credit companies, fintech firmsCommercial banks, retail banks, credit unions
Search & Comparison IntentUnderstanding roles in finance, loan processing, credit analysisBanking services, account management, customer support roles

Remote Retail Finance focuses on credit, loans, and financial analysis within the retail sector, often requiring finance-specific certifications. Remote Retail Banking involves managing customer accounts and banking services, typically requiring banking licenses. Both roles are remote-friendly and serve financial institutions, but they differ in daily tasks and required credentials.

How does a remote retail finance professional typically collaborate with in-store teams to ensure accurate financial reporting?

Remote Retail Finance professionals frequently work closely with in-store teams through regular virtual meetings, shared financial software, and timely email or chat communications. They assist store managers in understanding financial reports, budgets, and key performance indicators, ensuring data accuracy and compliance with company policies. Clear communication and strong relationship-building skills are essential, as remote finance professionals often troubleshoot discrepancies or provide training on financial processes to on-site staff. This collaborative approach helps maintain alignment between financial goals and store operations, even across different locations.
What are popular job titles related to Remote Retail Finance jobs in Virginia? For Remote Retail Finance jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Remote Retail Finance jobs in Virginia look for? The top searched job categories for Remote Retail Finance jobs in Virginia are:
What cities in Virginia are hiring for Remote Retail Finance jobs? Cities in Virginia with the most Remote Retail Finance job openings:
Remote Retail Finance jobs near you
Infographic showing various Remote Retail Finance job openings in Virginia as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% 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 14 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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