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Virtual Cfa Jobs (NOW HIRING)

Savvy Wealth

Principal Wealth Advisor

Manhattan, NY · On-site +1

CFA or CFP certification (preferred) The ideal candidate: * Has an entrepreneurial mindset and ... Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and ...

Elevance Health

Investment Analyst

Indianapolis, IN · On-site

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Preferred Skills, Capabilities and Experiences: * MBA and/or progress toward CFA preferred. * Prior ...

My BTLR

Fractional CFO

Alpharetta, GA · Remote

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

Manulife

External Wholesaler

Washington, DC

$80K - $138.70K/yr

CFA or CIMA designation preferred * Strong communication and presentation skills-both in-person and virtual * Proven time management, organizational, and technology skills * Established relationships ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Preferred Skills, Capabilities and Experiences: * MBA and/or progress toward CFA preferred. * Prior ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Preferred Skills, Capabilities and Experiences: * MBA and/or progress toward CFA preferred. * Prior ...

PitchBook Data

Manager, Training

Seattle, WA · On-site

... and virtual formats. The ideal candidate is a strong people leader and master facilitator who ... CFA exam stipend * Robust training programs on industry and soft skills * Employee assistance ...

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How much do virtual cfa jobs pay per week?

As of Jun 4, 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 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 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 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:
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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 May 2026, with employment types broken down into 3% As Needed, 14% Full Time, 63% Part Time, 3% Temporary, and 17% Contract. Highlights an 73% Physical, 9% Hybrid, and 18% Remote job distribution, with an average salary of $72,243 per year, or $34.7 per hour.
Account Manager (Licensed Advisor) - $60-$70K Base Salary Plus Bonus

Account Manager (Licensed Advisor) - $60-$70K Base Salary Plus Bonus

Trajan Wealth LLC

Scottsdale, AZ • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office!
Role Overview
The Account Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers. A technical understanding of the financial markets and retirement planning is a must. Strong bias toward client centric service and ability to explain financial products.
Note: This position would be onsite at our Scottsdale corporate office.
Duties and responsibilities
  • Virtual and by phone meet with clients and continue to develop the relationship
  • Introduce new clients to the portfolio management team and concept.
  • Work with Client Services to receive funding and keep client apprised
  • Fund account, communicate with client, Establish "client portal" training
  • Conduct reviews and periodic "check-in" calls with clients
  • Introduce benefits of other team members as needed
  • Uncover Estate Planning needs and schedule Estate Appointments with attorneys
  • Retirement Planning as needed
  • Tax Planning as needed
  • Uncover new assets and coordinate inbound transfer of assets
  • Other duties as required

Qualifications
  • Clean U4
  • Bachelor's degree or equivalent experience
  • Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
  • Arizona Life and Annuity License

Benefits
  • $60-70K base salary plus monthly bonus
  • Future career growth opportunity.
  • 401(k) with a matching contribution up to 13%.
  • United Healthcare PPO medical coverage for employees, paid by the company.
  • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
  • Generous holidays and PTO.

Come and join a team that is making a difference in their clients and employee's lives!

Apply