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Virtual Cfa Jobs (NOW HIRING)

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Fractional CFO

Alpharetta, GA · On-site

The role is remote/virtual, with potential travel depending on client needs. It offers a unique ... Experience in multiple industries is a plus. * CPA, CFA, or similar certification is preferred.

North Star Staffing Solutions

Auditor

Charlotte, NC

... working in a virtual team environment where other team members, team management, and business ... CFA), or Certified Information Systems Auditor (CISA) Previous Wholesale Banking experience ...

North Star Staffing Solutions

Senior Auditor

Charlotte, NC · On-site

$79K - $97K/yr

... working in a virtual team environment where other team members, team management, and business ... Analyst (CFA), or Certified Information Systems Auditor (CISA) Strong oral and written ...

North Star Staffing Solutions

Senior Auditor

Charlotte, NC · On-site

$79K - $97K/yr

... working in a virtual team environment where other team members, team management, and business ... Analyst (CFA), or Certified Information Systems Auditor (CISA) - Strong oral and written ...

North Star Staffing Solutions

Senior Auditor

Charlotte, NC · On-site

$79K - $97K/yr

... working in a virtual team environment where other team members, team management, and business ... CFA), or Certified Information Systems Auditor (CISA) Previous Wholesale Banking experience ...

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Virtual Cfa information

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$596

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$2.5K

How much do virtual cfa jobs pay per week?

As of Jun 24, 2026, the average weekly pay for virtual cfa in the United States is $1,389.29, according to ZipRecruiter salary data. Most workers in this role earn between $1,163.46 and $1,471.15 per week, depending on experience, location, and employer.

What is a Virtual CFA?

A Virtual CFA is a Chartered Financial Analyst who offers financial analysis, investment advice, and portfolio management services remotely, often via online platforms. They assist clients with investment strategies, financial planning, and risk management just like traditional CFAs, but provide their services virtually, making it more convenient and accessible, especially for clients in different locations. Virtual CFAs use digital tools for communication, analysis, and reporting, ensuring clients receive professional guidance without the need for in-person meetings.

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

To thrive as a Virtual CFA (Chartered Financial Analyst), you need deep expertise in financial analysis, investment strategies, and portfolio management, typically validated by the CFA charter and a strong background in finance or economics. Proficiency with financial modeling tools, data analysis software like Excel, Bloomberg Terminal, and virtual communication platforms is essential. Strong analytical thinking, attention to detail, and excellent client communication skills help build trust and deliver insightful financial guidance remotely. These skills are crucial for making informed investment decisions and maintaining client relationships in a virtual environment.

How do Virtual CFAs typically collaborate with clients and internal teams in a remote environment?

Virtual CFAs (Chartered Financial Analysts) often use secure digital platforms to communicate with clients, share financial reports, and provide investment advice. They collaborate closely with internal teams such as analysts, portfolio managers, and compliance officers through video calls, project management tools, and shared documents. Strong virtual communication skills are essential, as is the ability to manage multiple client relationships efficiently. Regular team meetings and transparent workflow processes help ensure everyone stays aligned while working remotely.

What is the difference between Virtual Cfa vs Financial Analyst?

AspectVirtual CfaFinancial Analyst
CertificationsCFA Charter, CFA Level examsOften CFA, CPA, or related certifications
Work EnvironmentRemote, online platformsOffice or remote, depending on employer
Industry UsageFinancial services, investment firmsCorporations, banks, investment firms
Job FocusInvestment analysis, portfolio managementFinancial planning, reporting, analysis

The Virtual Cfa primarily focuses on investment analysis and portfolio management, often working remotely with a CFA certification. Financial Analysts may perform similar analysis but can also handle broader financial planning and reporting tasks, often working in office environments. Both roles require strong financial credentials, but the Virtual Cfa emphasizes investment expertise in a remote setting.

More about Virtual Cfa jobs
What cities are hiring for Virtual Cfa jobs? Cities with the most Virtual Cfa job openings:
What are the most commonly searched types of Cfa jobs? The most popular types of Cfa jobs are:
What states have the most Virtual Cfa jobs? States with the most job openings for Virtual Cfa jobs include:
What job categories do people searching Virtual Cfa jobs look for? The top searched job categories for Virtual Cfa jobs are:
Virtual Cfa jobs near you
Infographic showing various Virtual Cfa job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 69% Physical, 3% Hybrid, and 28% Remote job distribution, with an average salary of $72,243 per year, or $34.7 per hour.
International Private Client Adviser (US Based) - Canadian Clients

International Private Client Adviser (US Based) - Canadian Clients

Fisher Investments

Tampa, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Fisher Investments rating

8.4

Company rating: 8.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

Job description

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.

The Opportunity:

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Tampa, FL.

The Day-to-Day:

  • Be the voice of Fisher Investments to prospective Canadian clients
  • Review prospects' personal financial situation and provide solutions
  • Help qualified Canadian private investors become clients of Fisher Investments
  • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
  • No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

  • 2+ years experience working in financial services
  • CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
  • Bachelor's degree
  • Multi-year track record of success
  • Success persuading and educating prospects

Compensation:

  • This role offers uncapped performance-based compensation

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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