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Virtual Cfa Jobs (NOW HIRING)

CFA Institute

NY · On-site

Participants will be required to complete all virtual and in‑person requirements and pass all ... Pursuit of advanced designations throughout the programme preferred (AAMS, CFP, CDFA, CFA, CIMA ...

CFA Institute

Regional Director, Wirehouses

Austin, TX · On-site

... virtual communication. * Sales Success Factors: You drive commercial growth through day-to-day ... Bachelor's Degree required; MBA, CFA, or CIMA designation strongly preferred to match the technical ...

Cerifi

Dalton CFP Contractor Instructor

Teach CFP exam education classes using our virtual classrooms. What You'll Do: Education and Exam ... Preferred Skills * PhD, JD, CPA, CFA, or FRM * 5 years of Financial industry experience.

CeriFi

Dalton CFP Contractor Instructor

Alpharetta, GA · On-site

$100 - $125/hr

Teach CFP exam education classes using our virtual classrooms. What You'll Do: Education and Exam ... Preferred Skills * PhD, JD, CPA, CFA, or FRM * 5 years of Financial industry experience.

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How much do virtual cfa jobs pay per week?

As of Sep 13, 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.

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 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.

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.

Can a Virtual CFA work remotely?

A Virtual CFA can work remotely, as the role often involves analyzing financial data, preparing reports, and communicating with clients or teams through digital tools. Many virtual CFA positions are designed to be performed from any location with internet access, provided the candidate has the necessary certifications and skills. However, some employers may require occasional in-person meetings or specific software proficiency.
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Virtual Cfa jobs near you
Infographic showing various Virtual Cfa job openings in the United States as of September 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 34% Physical, 1% Hybrid, and 65% Remote job distribution, with an average salary of $72,243 per year, or $34.7 per hour.

Financial Advisor in Training

NY • On-site

CFA Institute
Education • 201 - 500 employees
Learn more about CFA Instituteexternal

Other

Posted 12 days ago

Key responsibilities

  • Support senior advisors by preparing for client meetings, shadowing, and completing follow-up tasks.

  • Research investment solutions and assist with portfolio-related analysis and tasks.

  • Contribute to team marketing, branding, and client conversion efforts.

Job description

About the Role

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program - a structured career development path designed to build confident, competent, and credible advisors. Through hands‑on experience and required licensing, you'll master advanced training, sales strategies, and integrate into a real‑world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.

The Impact You’ll Make

Year 1: Practice Immersion (12 Months). The initial Practice Immersion year is a customised entry point for participants, and will include the following, at minimum.

  • Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor / Client Specialist successors as applicable.
  • Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow‑up tasks.
  • Memorialise and support the team service model and Standard of Care, including building performance reports.
  • Research investment solutions and assist senior advisors with portfolio‑related analysis and tasks.
  • Develop team marketing/branding and value proposition, and lead brokerage‑to‑fee conversion conversations with clients.

Year 2: Development (4–12 months). Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training programme curriculum. Participants will be required to complete all virtual and in‑person requirements and pass all skill and knowledge checks. Participants are required to further pass a two‑part comprehensive Capstone role‑play to progress in the programme.

  • Complete FATP curriculum.
  • Deepen investment knowledge, technology, and planning skills.
  • Complete skill and knowledge checks.
  • Expand role in client meetings and planning processes.
  • Successfully pass Comprehensive Capstone Project.

Years 3 & 4: Gain Essential Experience (24 Months). In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.

  • Complete Baird sales training and consistently achieve new client asset and revenue growth goals.
  • Independently source, prospect, and close new business through networking, target markets, and referrals.
  • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage‑to‑fee conversions.
  • Lead holistic planning engagements and deliver comprehensive financial plans for HNW clients and prospects.
  • Build long‑term growth through COI development, referral and NextGen campaigns, and independently running mid‑to‑top‑tier client meetings.
What You’ll Bring to Baird
  • Bachelor’s Degree.
  • Minimum 3 years of professional experience prior to entering the four‑year development path.
  • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance.
  • Pursuit of advanced designations throughout the programme preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP).
  • Entrepreneurial mindset with a focus on quality new client acquisition.
  • Strong interpersonal, communication, and presentation skills.
  • Coachable and collaborative team approach.
  • Ability to build trusted relationships with clients and team members.
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