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Virtual Advisor Jobs in Philadelphia, PA (NOW HIRING)

Lincoln Investment

Virtual Sales Assistant

Fort Washington, PA · On-site +1

$20.50 - $27.50/hr

Under general supervision by Lincoln's Manager VSA and direction from their assigned advisors, the Virtual Sales Assistant will provide service to existing clients on non-solicited business; process ...

lincoln

Virtual Sales Assistant

Fort Washington, PA · On-site

$20.50 - $27.50/hr

Under general supervision by Lincoln's Manager VSA and direction from their assigned advisors, the Virtual Sales Assistant will provide service to existing clients on non-solicited business; process ...

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All JobsAdvisor JobsVirtual Advisor JobsVirtual Advisor Jobs in Philadelphia, PA

Virtual Advisor information

See Philadelphia, PA salary details

$12

$26

$45

How much do virtual advisor jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for virtual advisor in Philadelphia, PA is $26.17, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $30.10 per hour, depending on experience, location, and employer.

What is a virtual advisor?

Virtual Advisors are professionals who provide expert guidance, support, or consultation to clients remotely, often through digital platforms such as video calls, chat, or email. They can work in various fields, including finance, education, career development, or wellness, offering personalized advice tailored to individual needs. Virtual Advisors use technology to connect with clients, making their services accessible regardless of location. Their main role is to help clients make informed decisions and achieve their goals efficiently.

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

To thrive as a Virtual Advisor, you need expertise in your advisory field, strong digital communication skills, and relevant educational or professional qualifications. Familiarity with virtual meeting platforms, CRM systems, and secure data-sharing tools is typically required. Exceptional active listening, adaptability, and relationship-building skills help foster trust and personalize client guidance. These skills are crucial for delivering effective, client-focused advice in a remote, technology-driven environment.

How does a virtual advisor typically collaborate with clients and team members in a remote setting?

As a Virtual Advisor, most interactions with clients and colleagues occur through digital communication platforms such as video calls, emails, and instant messaging. Advisors frequently coordinate with internal teams, such as research analysts or support staff, to provide accurate and timely advice tailored to each client's needs. Effective collaboration requires strong communication skills, proactive scheduling, and familiarity with collaboration tools to ensure seamless client experiences and maintain team alignment despite working remotely.

What is the difference between Virtual Advisor vs Virtual Customer Service Representative?

AspectVirtual AdvisorVirtual Customer Service Representative
Required CredentialsOften requires industry-specific knowledge, certifications, or expertiseTypically requires customer service training or basic certifications
Work EnvironmentRemote, often consulting or advisory settings with client interactionRemote, handling customer inquiries and support
Employer & Industry UsageFinancial, insurance, or consulting firms providing expert adviceRetail, telecom, e-commerce companies providing support
Search & Comparison IntentSeeking expert guidance or specialized adviceLooking for customer support or issue resolution

The main difference between a Virtual Advisor and a Virtual Customer Service Representative lies in their roles and expertise. Virtual Advisors typically offer specialized advice within a specific industry, requiring relevant credentials, while Virtual Customer Service Representatives focus on handling customer inquiries and support tasks. Both roles are remote but serve different purposes based on the employer's needs.

What are the most commonly searched types of Advisor jobs in Philadelphia, PA?

The most popular types of Advisor jobs in Philadelphia, PA are:

What are popular job titles related to Virtual Advisor jobs in Philadelphia, PA?

For Virtual Advisor jobs in Philadelphia, PA, the most frequently searched job titles are:

What job categories do people searching Virtual Advisor jobs in Philadelphia, PA look for?

The top searched job categories for Virtual Advisor jobs in Philadelphia, PA are:

What cities near Philadelphia, PA are hiring for Virtual Advisor jobs?

Cities near Philadelphia, PA with the most Virtual Advisor job openings:

Virtual Advisor jobs near you
Infographic showing various Virtual Advisor job openings in Philadelphia, PA as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 49% Physical, 2% Hybrid, and 49% Remote job distribution, with an average salary of $54,432 per year, or $26.2 per hour.

Virtual Banking Relationship Advisor II

Citadel Federal Credit Union

Exton, PA • On-site, Remote

Full-time

Posted 19 days ago

Job description

Job Overview

The Virtual Banking Relationship Advisor II reports to the Virtual Banking Manager and is responsible for providing an outstanding experience to Citadel’s members, both existing and potential. Your main responsibilities include addressing inquiries and reviewing member relationships to ensure they benefit from our legendary products and services. Additionally, you will work collaboratively with the team to ensure smooth and efficient operations.

What will I be doing?

As a Virtual Banking Relationship Advisor II, you will address the needs of our members to ensure their experience is truly exceptional. The following tasks must be executed with high fidelity:

  • Handle member interactions through chat, email, & video calls that lead to a successful outcome and exceptional experience.
  • Successfully handle and convert sales leads via inbound phone channel from the Call Center.
  • Evaluate member scenarios through a critical thinking approach to decision-making that ensures a positive & desired outcome.
  • Perform member service activities for a broad range of products, services, and problem resolution through inbound and digital channels.
  • Promote credit union products and services, based on account review, while assisting members.
  • Maintain advanced knowledge level of Citadel’s consumer and business product lines to effectively recommend appropriate products and troubleshoot Citadel’s services.
  • Collaborate with team members to achieve overall contact center goals and objectives.  
  • Consistently achieve or exceed member experience and production metrics.
  • Continuous education on industry trends and best practices.
  • Meet and comply with all the requirements set forth in the SAFE Act including but not limited to successful completion of the required background checks.
  • Perform other duties as assigned.

          This position can be hybrid or remote.

What we are looking for?

The Virtual Banking Relationship Advisor II represents Citadel by working on behalf of our external and internal members. To successfully fill this role, you should meet and maintain these skills and values:

  • High school diploma; College degree preferred.
  • 2-4 years of retail and/or contact center experience is required.
  • Proficient knowledge and understanding of contact center technologies and data analysis.
  • Proven track record of delivering exceptional service.
  • Proven track record of strong goals performance.  
  • Exceptional communication and interpersonal skills.
  • The ability to work under pressure.
  • Integrity, Accountability, and Resiliency.
  • A fluent English-speaking person.

Apply