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Virtual Financial Advisor Jobs in Alabama (NOW HIRING)

Senior Data Analyst

Huntsville, AL

$80K - $101K/yr

Have experience advising senior DoD decision makers on methodologies, results, and conclusions from ... The B&A Cares program: 30/60/90-day wellness check ins, personal development, financial management ...

Senior Data Analyst

Huntsville, AL · On-site

$80K - $101K/yr

Have experience advising senior DoD decision makers on methodologies, results, and conclusions from ... The B&A Cares program: 30/60/90-day wellness check ins, personal development, financial management ...

Solutions Consultant - API/ERP

Hoover, AL · On-site +1

$93K - $189K/yr

... Advisors, Relationship Managers, Product Management and Vendor Partners and is responsible for ... Be product expert with clients and internal business partners, including virtual account ledgering ...

... customer financial information, advise customers on the risks and benefits of various mortgage ... person/virtual meetings Originate and prepare new loans in accordance with the "Loan Officer ...

... customer financial information, advise customers on the risks and benefits of various mortgage ... person/virtual meetings Originate and prepare new loans in accordance with the "Loan Officer ...

... customer financial information, advise customers on the risks and benefits of various mortgage ... person/virtual meetings Originate and prepare new loans in accordance with the "Loan Officer ...

... customer financial information, advise customers on the risks and benefits of various mortgage ... person/virtual meetings Originate and prepare new loans in accordance with the "Loan Officer ...

Senior Data Analyst

Huntsville, AL · On-site

$80K - $101K/yr

Have experience advising senior DoD decision makers on methodologies, results, and conclusions from ... The B&A Cares program: 30/60/90-day wellness check ins, personal development, financial management ...

Showing results 41-60

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.

Program Support Analyst- Secret Clearance Required

INTEGRATED FEDERAL SOLUTIONS, INC.

Huntsville, AL • On-site, Remote

Full-time

Re-posted 28 days ago


Job description

Overview

As affiliates of the PCI Federal Services group of companies, PCI Government Services LLC has a passion for our team members and their personal mission for success. We offer excellent insurance, leave and developmental benefits along with some flexibility for remote work opportunities. Come join our organization and be part of an exciting team supporting our Federal, DoD and Private Sector customers!

Responsibilities
  • Develops and implements data management collection procedures
  • Review and provide quality control methods on products.
  • Prepare and update training materials to ensure newly assigned personnel gain an understanding of key analytic tools, procedures, and methodologies used.
  • Participates in strategic planning meetings
  • Documents all changes in programs and outcomes
  • Validates data and implements quality control measures to ensure the continued success of programs
  • Assists with grants and event coordination
  • Creates budgetary controls and financial management processes
  • Analyzes programs, policies, procedures, and systems and makes recommendations to optimize them
  • Creates and implements new or revised policies and procedures
  • Identifies and resolves issues
Qualifications
  • Bachelor’s degree and minimum 8 years of experience in data analysis and program support
  • Must have and maintain an active DoD Secret clearance
  • Experience advising senior DoD decision makers on methodologies, results, and conclusions from applied operations research. The primary tools used for research services include, but are not limited to, Logistics Management Program, Vantage, Virtual Contracting Enterprise, General Fund Enterprise Business System (GFEBS), SAP Business Objects/Web Intelligence Reports, Microsoft SharePoint, Army-specific contract writing systems (Procurement Desktop Defense (PD2) and Procurement Automated Data and Document System (PADDS)), and various Government and Commercial business process automation systems.
  • Personnel should have strong data manipulation and problem-solving skills.
  • Must have strong technical skills in areas such as statistics, programming languages like R or Python, SQL (Structured Query Language), data visualization, and data cleaning and preparation
  • Good communication skills and problem-solving ability.

PCI Federal Services (PCIFS) and its subsidiaries is an equal-opportunity employer. PCIFS does not discriminate on the basis of age, sex, race, national origin, religion, marital status, sexual orientation or identity, Veterans or Disability status.

Preference may be extended to qualified Native American Indian candidates in accordance with applicable federal law.

 
 
 
Employment Type: FULL_TIME