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Virtual Cfp Jobs in California (NOW HIRING)

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Personal Financial Counselor - March ARB, CA

CA · On-site

$45K - $60K/yr

Virtual PFC support may only be authorized by OSD FINRED Program office. Manages duty to warn ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...

Magellan Health Services

$58K - $93K/yr

Virtual PFC support may only be authorized by OSD FINRED Program office. * Manages duty to warn ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...

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Virtual Cfp information

What are some common challenges faced by Virtual CFPs when working remotely with clients?

Virtual CFPs often navigate challenges such as building trust with clients without in-person meetings and effectively communicating complex financial concepts through digital platforms. They must also stay proactive in maintaining client engagement and leveraging technology to ensure secure information sharing. Adapting to different clients' comfort levels with virtual tools and managing time zones or flexible schedules are important aspects of the role. Successful Virtual CFPs excel by using strong communication skills, reliable digital tools, and clear processes to deliver effective financial planning remotely.

What is the difference between Virtual Cfp vs Virtual Financial Advisor?

AspectVirtual CfpVirtual Financial Advisor
CertificationsCertified Financial Planner (CFP)Typically holds CFP or similar certifications
Work EnvironmentRemote, online client meetings, financial planning softwareRemote or hybrid, client meetings, investment management
Industry UsageFinancial planning, comprehensive wealth managementInvestment advice, portfolio management, financial planning
Common Search IntentFinancial planning, certification, remote CFP jobsInvestment advice, financial advising, remote financial services

Both Virtual CFPs and Virtual Financial Advisors work remotely and often hold similar certifications like the CFP. However, Virtual CFPs primarily focus on comprehensive financial planning, while Virtual Financial Advisors may also handle investment management and portfolio strategies. The roles overlap in client interaction and industry usage, but the Virtual CFP role emphasizes holistic financial planning with certification requirements.

What is a Virtual CFP?

A Virtual CFP (Certified Financial Planner) is a certified financial professional who provides financial planning services remotely, typically through online platforms, video calls, and digital communication. Unlike traditional CFPs who meet clients in person, virtual CFPs offer flexibility and accessibility for clients who prefer or require remote financial advice. They can assist with retirement planning, investment strategies, tax planning, and more, all through secure digital channels. This approach makes expert financial planning more convenient and often more affordable for a wider range of clients.

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

To thrive as a Virtual CFP, you need a solid background in financial planning, investment strategies, and regulatory compliance, supported by a CFP certification and relevant finance or accounting degree. Familiarity with financial planning software, CRM systems, and secure virtual communication platforms is typically required. Exceptional interpersonal skills, active listening, and the ability to explain complex financial concepts clearly help build trust with remote clients. These skills ensure accurate, personalized financial advice and strong client relationships in a digital advisory environment.
What are the most commonly searched types of Cfp jobs in California? The most popular types of Cfp jobs in California are:
What are popular job titles related to Virtual Cfp jobs in California? For Virtual Cfp jobs in California, the most frequently searched job titles are:
What job categories do people searching Virtual Cfp jobs in California look for? The top searched job categories for Virtual Cfp jobs in California are:
What cities in California are hiring for Virtual Cfp jobs? Cities in California with the most Virtual Cfp job openings:
Virtual Cfp jobs near you
Infographic showing various Virtual Cfp job openings in California as of July 2026, with employment types broken down into 88% Full Time, 7% Part Time, and 5% Contract. Highlights an 79% In-person, 10% Hybrid, and 11% Remote job distribution.

Personal Financial Counselor- ARNG San Diego CA

Magellan Health Services

San Diego, CA

$58K - $93K/yr

Full-time

Medical, Life

Re-posted 11 days ago

Magellan Health rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

  • Provides personal financial counseling and management services directly to service members and their families.

  • Assists service members in establishing a spending plan for extended absences.

  • Develops and makes available informational financial materials to service members and families.

  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

  • Responds to requests for age-appropriate classes or seminars.

  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

  • Manages duty to warn situations according to Department of Defense (DoD) protocol.

  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Responsibilities

Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor- ARNG San Diego CA

Grade

24

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

License and Certifications - Preferred

Salary Range

Salary Minimum:

$58,440

Salary Maximum:

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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