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Virtual Financial Advisor Jobs in Alabama (NOW HIRING)

Cloud Engineer

Birmingham, AL · On-site

$52.25 - $69.75/hr

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. Wearen ... We go far beyond just managing our clients' investments, offering truly in-depth financial planning.

New

The PFA II will work in both virtual and office team environments. * Planning and Project Setup ... Provide cause explanations and advise on corrective actions. * Determine appropriate project setup ...

... Advisement - Troy Online Division Finance and Administration Campus Troy Online Work Status ... a virtual or remote work position. This position will be required to work at the Troy Campus ...

As a product-agnostic advisor, the Senior Liquidity Specialist partners with a region to assist in ... Proactively identify opportunities through portfolio analysis, financial statement analysis, lead ...

As a product-agnostic advisor, the Senior Liquidity Specialist partners with a region to assist in ... Proactively identify opportunities through portfolio analysis, financial statement analysis, lead ...

AI Architect

Birmingham, AL · On-site

$80 - $92/hr

Advise on AI architecture, governance, security, compliance, and implementation best practices ... like virtual counseling, financial services, legal services, life coaching, etc. Pay Disclaimer:

New

Showing results 21-40

Virtual Financial Advisor information

See Alabama salary details

$32.6K

$92.6K

$130.5K

How much do virtual financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for virtual financial advisor in Alabama is $92,573.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $118,700.00 per year, depending on experience, location, and employer.

What is a virtual financial advisor?

A Virtual Financial Advisor is a finance professional who provides financial planning, investment advice, and related services to clients remotely, typically through phone calls, video conferencing, and online platforms. They help clients set and achieve financial goals, manage investments, and plan for retirement or other major life events, all without the need for in-person meetings. This modern approach offers clients flexibility, convenience, and access to a wider range of advisors regardless of geographical location.

What does a virtual financial advisor do?

A virtual financial advisor helps clients choose investments and develop short- and long-term financial planning strategies. In this role, you typically do not meet your clients in person; you communicate with clients through phone calls, emails, video conferences, and chat applications. The job duties of a financial advisor include assessing your clients' current financial condition by reviewing their assets, investments, and other financial decisions they have made, such as retirement plans and life insurance policies. Once you have evaluated their finances, you determine an investment and budgeting plan to meet your client's financial goals. The plan may include a regular savings deposit to increase their emergency funds, opening college accounts for children, or investing in retirement plans.

What are the key skills and qualifications needed to thrive as a virtual financial advisor?

To thrive as a Virtual Financial Advisor, you need strong financial planning knowledge, analytical abilities, and typically a bachelor’s degree in finance or a related field, along with relevant certifications such as CFP or CFA. Familiarity with digital financial planning platforms, CRM systems, and secure communication tools is essential. Excellent communication, trust-building, and self-motivation are critical soft skills for engaging and retaining clients remotely. These competencies are vital for delivering effective financial advice, maintaining regulatory compliance, and fostering client relationships in a digital environment.

How does a virtual financial advisor typically build and maintain client relationships in a remote environment?

As a Virtual Financial Advisor, building strong client relationships relies heavily on effective communication through digital channels, such as video calls, emails, and secure messaging platforms. Advisors must be proactive in scheduling regular check-ins, providing timely updates, and using technology to personalize the client experience. Trust and rapport are established by being responsive, transparent, and offering tailored financial advice, even without in-person meetings. Leveraging digital tools for portfolio management and financial planning also helps advisors stay organized and accessible, fostering long-term client loyalty.

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

AspectVirtual Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or similar certifications often requiredCFP, CFA, or similar certifications often required
Work EnvironmentRemote/online platformIn-person or remote consultations
Employer & Industry UsageFinancial services firms, online platformsIndependent or firm-based financial services
Search & Comparison IntentComparing online advisory servicesComparing traditional financial planning services

Virtual Financial Advisors primarily operate remotely, providing online financial advice, often through digital platforms. Financial Planners may work in person or remotely, offering comprehensive financial planning. Both roles require similar certifications and serve clients in the financial industry, but their work environments and service delivery methods differ.

What are the most commonly searched types of Financial Advisor jobs in Alabama?

The most popular types of Financial Advisor jobs in Alabama are:

What job categories do people searching Virtual Financial Advisor jobs in Alabama look for?

The top searched job categories for Virtual Financial Advisor jobs in Alabama are:

What cities in Alabama are hiring for Virtual Financial Advisor jobs?

Cities in Alabama with the most Virtual Financial Advisor job openings:

Infographic showing various Virtual Financial Advisor job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $92,573 per year, or $44.5 per hour.

$52.25 - $69.75/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New


Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. Wearen'tyour typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart byactually livingand acting on our guiding principle, 'Serve.' It is the reason we go to work every day. 

In this role,you'llbe challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hopeyou'llgrow as a person and leader in your field and transform those around you as well. 

We are building a modern Azure platform to support the firm's growth, innovation, and operational needs. Our cloud environment powers a diverse set of services, from data and AI solutions to business applications and enterprise productivity platforms. Everything is deployed through infrastructure as code and governed to meet the security, compliance, and operational standards expected of a regulated financial services organization.   

We are looking to add a Cloud Engineer to our team in our Birmingham, AL location. The Cloud Engineer is an essential part of the Waverly Advisors team. You will help build and operate the Azure foundation that every workload depends on, including landing zones, networking, identity, infrastructure as code, and deployment pipelines. Internal applications, AI services, automation solutions, virtual machines, Microsoft 365 integrations, and the data platform all run on this shared foundation. 

This is a hands-on engineering role for someone who can build, troubleshoot, automate, and govern cloud infrastructure in production. We need someone who can reason through complex Azure challenges, clearly communicate tradeoffs, and design systems that other users can safely and confidently consume. 

Responsibilities: 

  • Build and operate Azure landing zones, Virtual WAN networking, private connectivity, identity integration, and shared platform services. 
  • Enhance and expand our Terraform platform, including module design, state management, environment strategy, drift detection, governance automation, and remaining platform capabilities such as private serverless connectivity. 
  • Build secure CI/CD patterns using federated identity, managed identities, RBAC, and least-privilege access. 
  • Administer and govern Databricks workspaces, Unity Catalog, account-level identity, and network isolation for serverless compute. 
  • Design and operate secure storage: private endpoints, Azure firewalls, encryption with customer-managed keys, and lifecycle policies. 
  • Implement Azure Policy, logging, monitoring, and operational guardrails appropriate for a regulated financial services environment. 
  • Troubleshoot production platform issues across networking, identity, DNS, private endpoints, data services, and deployment pipelines. 
  • Document patterns, standards, and decision records so the platform can scale beyond one person or one team. 

Required Qualifications and Experience:  

  • Production-depth Terraform experience, including state, modules, environment structure, drift, and long-term maintainability, not just writing HCL. 
  • Strong Azure networking experience. We run Virtual WAN with a secured hub (routing intent, hub route tables, Azure Firewall) plus private endpoints and private DNS across spokes. You should be able to reason through that class of design and troubleshoot it in production. 
  • Azure Storage at production depth: ADLS or blob with private endpoints, network rules, access control, and lifecycle management. 
  • Azure Key Vault and encryption key management, including customer-managed keys, rotation, and identity-based access to keys and secrets. 
  • Databricks administration: workspaces, Unity Catalog, account-level identity, and network isolation for serverless compute. 
  • GitHub Enterprise and Actions as a deployment path: OIDC federation with environment-scoped credentials, environment gates, rulesets and CODEOWNERS. Equivalent depth in Azure DevOps pipelines with workload identity federation transfers; what matters is that you have run gated, secretless deployments. 
  • Hands-on experience with Microsoft Entra ID, managed identities, Azure RBAC, and least-privilege access design. 
  • Azure governance and observability: Azure Policy at scale, diagnostic settings, and centralized logging through Log Analytics. 
  • PowerShell for automation and operational tooling: Azure and Microsoft Graph modules, scripting against tenant and platform APIs, and packaging work so it runs unattended rather than from someone's laptop. 
  • Ability to balance speed, security, governance, and operational simplicity in a growing cloud platform. 

Required Qualifications and Experience:  

  • Azure Landing Zones or Microsoft Cloud Adoption Framework. 
  • Microsoft Sentinel, detection content, or security monitoring. 
  • Application delivery on Azure: App Service, Container Apps, or Functions, and edge services such as Front Door, Application Gateway, or API Management for public-facing workloads. 
  • Databricks Asset Bundles or other deployment approaches for data platform workloads. 
  • Experience in financial services 
  • Python for validation, tooling, or working alongside the data platform. 

Travel: 

  • Minimal travel isrequired. 

Physical Requirements: 

  • Prolonged periods of sitting at a desk and working on a computer. 
  • Must be able to lift 15 pounds at times. 
  • Must be able to access and navigate each department at the organization's facilities. 

Benefits: 

  • Comprehensive Health, Dental, and Vision coverage to support your overall wellbeing. 
  • 401(k) retirement plan with match and profit sharing to help you invest in your future. 
  • Twelve paid holidays each year. 
  • An extra vacation day during your birthday week-so you cancelebrateyou! 
  • Responsible Time Off Policygivingflexibility without annual PTO limits, while balancing team responsibilities and business needs. 
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service. 
  • Compensationcommensuratewith experience. 

Legal: 

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.