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Virtual Finance Advisor Jobs in Spring, TX (NOW HIRING)

FIRST SERVICE CREDIT UNION

Loan Advisor

Houston, TX · On-site

$90K/yr

Accept loan applications via phone, virtual room, online, or email and prepares them for ... Analytical ability to quickly assess members financial needs and offer solutions with excellent ...

FIRST SERVICE CREDIT UNION

Loan Advisor

Houston, TX · On-site

$90K/yr

Accept loan applications via phone, virtual room, online, or email and prepares them for ... Analytical ability to quickly assess members financial needs and offer solutions with excellent ...

FIRST SERVICE CREDIT UNION

Loan Advisor

Houston, TX · On-site

Accept loan applications via phone, virtual room, online, or email and prepares them for ... Analytical ability to quickly assess members financial needs and offer solutions with excellent ...

Raymondjames

Client Service Associate

The Woodlands, TX · On-site

$13 - $17.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial advisors and branch office * Opens new client accounts, process money movement, and ... Microsoft Office * Effective communication (in-person, virtual, phone and mail) Ability to

Stratford Davis

Client Sales Advisor

Houston, TX · Remote

$85K - $150K/yr

  • Life

Conduct virtual consultations via phone or video to understand client needs * Present personalized solutions including life insurance, IULs, and annuities * Educate clients on financial protection ...

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All JobsFinance Advisor JobsVirtual Finance Advisor JobsVirtual Finance Advisor Jobs in Spring, TX

Virtual Finance Advisor information

See Spring, TX salary details

$32K

$90.9K

$128.1K

How much do virtual finance advisor jobs pay per year?

As of Aug 13, 2026, the average yearly pay for virtual finance advisor in Spring, TX is $90,888.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,700.00 and $116,600.00 per year, depending on experience, location, and employer.

What is the difference between Virtual Finance Advisor vs Virtual Financial Planner?

AspectVirtual Finance AdvisorVirtual Financial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP certification commonly required
Work EnvironmentRemote, client-facing, financial consultingRemote, comprehensive financial planning
Employer & Industry UsageFinancial advisory firms, banks, independent consultantsFinancial planning firms, independent planners
Search & Comparison IntentCompare services, certifications, client focusFinancial planning scope, certifications, client needs

Both roles involve providing financial guidance remotely, often requiring similar certifications like CFP. The Virtual Finance Advisor typically focuses on investment advice and financial strategies, while the Virtual Financial Planner offers comprehensive financial planning, including budgeting, retirement, and estate planning. Understanding these distinctions helps clients choose the right professional for their financial needs.

What is a virtual finance advisor?

A Virtual Finance Advisor is a financial professional who provides financial planning, investment advice, and money management services to clients remotely, typically via phone, video calls, or online platforms. They help clients assess their financial situation, set goals, and develop strategies for savings, investments, retirement, and other financial needs. By operating virtually, they offer flexible and accessible guidance, allowing clients to receive expert advice from anywhere. This role combines traditional financial expertise with digital communication tools to deliver personalized finance solutions.

How does a virtual finance advisor typically collaborate with clients and team members in a remote setting?

As a Virtual Finance Advisor, most client interactions and team collaborations happen through digital channels such as video calls, secure messaging, and financial planning platforms. Advisors are expected to maintain proactive communication, provide timely updates, and ensure confidentiality when handling sensitive financial data. Working remotely requires strong organizational skills and self-motivation, but also offers flexibility and the ability to serve clients from diverse locations. Regular virtual meetings with colleagues are common for sharing best practices and staying updated on industry trends.

What are the key skills and qualifications needed to thrive as a virtual finance advisor, and why are they important?

To thrive as a Virtual Finance Advisor, you need a solid background in finance, investment principles, and financial planning, often backed by a degree in finance or accounting and relevant certifications such as CFP or CFA. Familiarity with financial planning software, online communication platforms, and secure document management systems is crucial. Strong interpersonal skills, digital communication abilities, and discretion help build trust and rapport with clients remotely. These competencies are vital for delivering effective, compliant, and personalized financial advice in a virtual environment.
What are the most commonly searched types of Finance Advisor jobs in Spring, TX? The most popular types of Finance Advisor jobs in Spring, TX are:
What are popular job titles related to Virtual Finance Advisor jobs in Spring, TX? For Virtual Finance Advisor jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Virtual Finance Advisor jobs in Spring, TX look for? The top searched job categories for Virtual Finance Advisor jobs in Spring, TX are:
Virtual Finance Advisor jobs near you

Virtual Chief Information Officer (vCIO) - Healthcare

Meriplex Communications

Houston, TX • On-site, Remote

Full-time

Re-posted 28 days ago

Job description

A Virtual Chief Information Officer's (vCIO) reports to the Chief Innovation Officer (CIO) and is responsible for leveraging their expertise in applying information technology to help mid-size companies to meet and exceed their business objectives. The ideal profile for this position is someone who has deep understanding of current information technologies, business expertise in an industry vertical and a proven track record of advising and or leading business transformation.
Key Responsibilities/ Duties:
  • Maintain deep knowledge of the client's specific needs including applications, infrastructure, and clinical and administrative workflows.
  • Assist clients in developing, maintaining, and managing an IT budget that meets their operational and compliance requirements.
  • Develop and maintain written strategic technology roadmaps that address the clients evolving needs, ensuring alignment with business objectives.
  • Provide strategic direction to clients by leveraging technologies that enhance resident care, optimize staff workflows, and ensure compliance.
  • Advise clients on regulatory requirements and support compliance efforts through appropriate technology solutions.
  • Stay informed about industry trends, regulations, and emerging technologies to offer innovative solutions that address sector-specific challenges.
  • Conduct IT risk management assessments, focusing on minimizing risks to EPHI data, operational continuity, and care quality.
  • Lead regular Executive Business Review meetings with C-level executives, administrators, and department heads to review IT strategy and outcomes.

Knowledge, Skills, & Abilities:
  • Good conceptual knowledge of IT infrastructure, clinical and administrative workflows, and software systems used in long-term care facilities.
  • Knowledgeable in healthcare compliance, regulations, and technology standards specific to healthcare.
  • Excellent written and verbal communication skills, with the ability to translate technical concepts into actionable business strategies.
  • Strong business acumen with a focus on the financial and operational challenges unique to the Orthopedic industry.
  • Superior organization, leadership, and facilitation skills, particularly in a healthcare setting.

Education & Experience:
  • Bachelors degree required in related field.
  • 10 + years of experience in IT consulting or prior experience as CIO in specific industry vertical.
  • Strong business acumen with ability to communicate business benefits of technology investments.
  • Strong foundation in financial management with the ability to translate technology investments into financial terms.
  • Proven track record of maintaining C-level relationships as a trusted advisor

Physical Demands:
Sedentary Work - Exerts up to 20 pounds of force occasionally, a negligible amount of force frequently, and/or constantly having to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.
Disclaimer:
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Meriplex Communications and Meriplex Solutions are Equal Employment Opportunity Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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