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Virtual Advisor Jobs (NOW HIRING)

Associatedbank

Virtual Financial Advisor

Minneapolis, MN · On-site

$21.64 - $37.09/hr

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored ...

Associatedbank

Virtual Financial Advisor

Milwaukee, WI · On-site

$21.64 - $37.09/hr

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored ...

Associatedbank

Virtual Financial Advisor

Appleton, WI · On-site

$21.64 - $37.09/hr

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored ...

Associatedbank

Virtual Financial Advisor

Neenah, WI · On-site

$21.64 - $37.09/hr

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored ...

Associatedbank

Virtual Financial Advisor

Chicago, IL · On-site

$21.64 - $37.09/hr

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored ...

OURSOLARPLAN.CO

Virtual Solar Sales Advisor

Las Vegas, NV · Remote

$7.0K - $10K/mo

Go Virtual Solar Pros needed, get fast tracked and run a team virtually via zoom Part Time Flexible ... As a trained solar advisor, you can earn an average $7,000 - $10,000 per sale, SOLAR PROS CAN EARN ...

OURSOLARPLAN.CO

Virtual Solar Sales Advisor

Los Angeles, CA · Remote

$7.0K - $10K/mo

Go Virtual Solar Pros needed, get fast tracked and run a team virtually via zoom Part Time Flexible ... As a trained solar advisor, you can earn an average $7,000 - $10,000 per sale, SOLAR PROS CAN EARN ...

OURSOLARPLAN.CO

Virtual Solar Sales Advisor

San Diego, CA · Remote

$7.0K - $10K/mo

Go Virtual Solar Pros needed, get fast tracked and run a team virtually via zoom Part Time Flexible ... As a trained solar advisor, you can earn an average $7,000 - $10,000 per sale, SOLAR PROS CAN EARN ...

Adler University

Admissions Advisor

Chicago, IL

$45K - $55K/yr

Conduct in person, phone, and virtual advisement sessions with prospective students, to connect their career goals and interests to the appropriate Adler University programs. * Provide on-campus and ...

Adler University

Admissions Advisor

Chicago, IL · On-site

$45K - $55K/yr

Conduct in person, phone, and virtual advisement sessions with prospective students, to connect their career goals and interests to the appropriate Adler University programs. * Provide on-campus and ...

Duke University

Quad Advisor

Durham, NC · On-site

Proficiency using learning management systems, advising software, and virtual advising tools * Ability to maintain confidentiality and exercise sound judgment. * Familiarity with FERPA, HIPAA, or ...

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Virtual Advisor information

See salary details

$12

$25

$45

How much do virtual advisor jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for virtual advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 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.

More about Virtual Advisor jobs

What cities are hiring for Virtual Advisor jobs?

Cities with the most Virtual Advisor job openings:

What are the most commonly searched types of Advisor jobs?

The most popular types of Advisor jobs are:

What states have the most Virtual Advisor jobs?

States with the most job openings for Virtual Advisor jobs include:

What job categories do people searching Virtual Advisor jobs look for?

The top searched job categories for Virtual Advisor jobs are:

Virtual Advisor jobs near you
Infographic showing various Virtual Advisor job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 38% Physical, 2% Hybrid, and 60% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Virtual Financial Advisor

Associatedbank

Minneapolis, MN • On-site

$21.64 - $37.09/hr

Full-time

Retirement, PTO

Posted 11 days ago

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Role Summary


The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored financial solutions. This role supports client growth through proactive outreach, warm branch referrals, and consultative sales activity while providing a high-quality experience through phone, video, screen sharing, and occasional in-person meetings. This position offers a strong development path for someone motivated by clear goals, client education, and future growth in financial advising.

Key Accountabilities

  • Proactively engage assigned and referred clients to conduct investment reviews, assess financial objectives, and identify opportunities to deepen relationships.

  • Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards.

  • Own client relationships within the Guidance Center model by setting clear service expectations and providing consistent follow-through.

  • Achieve assigned sales and growth goals while participating in incentive compensation programs.

  • Manage warm referrals from branch partners and internal teams within defined service timeframes.

  • Collaborate with business partners to support cross-sell opportunities and holistic client solutions.

  • Maintain knowledge of Associated Bank and investment services products, policies, procedures, and regulatory requirements.

  • Partner with Financial Advisors to develop sales, book-management, and relationship-building skills for future growth opportunities.

Education & Experience

Required

  • Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.

  • 5+ years of brokerage, investments, or financial services experience.

  • Series 7 license.

  • Series 63 and 65 licenses, or Series 66 license.

  • Life and Health Insurance license.

Preferred

  • Bachelor's degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.

  • 6+ years of brokerage, investments, or financial services experience.

  • 3+ years of relationship management or consultative sales experience.

  • Prior experience in a similar advisor or financial services sales role.

  • Experience educating clients and explaining investments or financial solutions.

Why You'll Love Working Here
This role offers warm outreach, established client relationships, and the opportunity to help clients better understand their financial options. You'll gain hands-on experience managing a book of business, partnering with Financial Advisors, and building skills that can support future growth into broader financial advising opportunities. Join a team-oriented environment where your client focus, sales drive, and follow-through can make a meaningful impact.

Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.


The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.


For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.


$21.64 - $37.09 per hour

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