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Virtual Finance Advisor Jobs (NOW HIRING)

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Finance Advisor I - CTU Online (Remote)

Financial Aid Advisor Apply your active listening and problem-solving skills to carve a path for ... CTU provides flexible online classes, accessible through the University's Virtual Campus or the ...

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Participants will be required to complete all virtual and in-person requirements and pass all skill ... Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that ...

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Participants will be required to complete all virtual and in-person requirements and pass all skill ... Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that ...

Baird

Financial Advisor in Training

Yakima, WA · On-site

$60K - $100K/yr

Participants will be required to complete all virtual and in-person requirements and pass all skill ... Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that ...

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Virtual Finance Advisor information

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$36K

$102.1K

$144K

How much do virtual finance advisor jobs pay per year?

As of Jun 8, 2026, the average yearly pay for virtual finance advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 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.
More about Virtual Finance Advisor jobs
What cities are hiring for Virtual Finance Advisor jobs? Cities with the most Virtual Finance Advisor job openings:
What are the most commonly searched types of Finance Advisor jobs? The most popular types of Finance Advisor jobs are:
What states have the most Virtual Finance Advisor jobs? States with the most job openings for Virtual Finance Advisor jobs include:
What job categories do people searching Virtual Finance Advisor jobs look for? The top searched job categories for Virtual Finance Advisor jobs are:
Virtual Finance Advisor jobs near you
Infographic showing various Virtual Finance Advisor job openings in the United States as of May 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Entry Level - Financial Advisor - FL, Ft Lauderdale (3074)

Entry Level - Financial Advisor - FL, Ft Lauderdale (3074)

Equitable Advisors

Fort Lauderdale, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 15 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time

Qualifications
Skills & Experience
  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development
  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits
  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

Pay

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Workplace

Get the full story on Breakroom

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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