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Virtual Financial Advisor Jobs in Indiana (NOW HIRING)

Centra

Financial Advisor

Columbus, IN · On-site +1

The Financial Advisor is responsible for selling, educating, and counseling of investment and ... Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic ...

New

Centra

Financial Advisor

Columbus, IN · On-site

The Financial Advisor is responsible for selling, educating, and counseling of investment and ... Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic ...

Centra

Interactive Virtual Representative I

Columbus, IN · On-site

$21.88/hr

An Interactive Virtual Representative will develop to a high level of competency in educating and advising on financial solutions through products and services based upon Member needs and goals. This ...

Centra

Interactive Virtual Representative I

Columbus, IN · On-site +1

$21.88/hr

An Interactive Virtual Representative will develop to a high level of competency in educating and advising on financial solutions through products and services based upon Member needs and goals. This ...

Elevance Health

Financial Analyst Senior

Indianapolis, IN · Hybrid

$81K - $101K/yr

This approach combines structured office engagement with the autonomy of virtual work, promoting a ... AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts ...

Ivy Tech

K-14 Transitions Advisor

Noblesville, IN

$50K/yr

Organize student meetings to provide in person and/or virtual support in advising high school ... Ivy Tech is committed to supporting the well-being, growth, and financial security of our full-time ...

Fastenal Company

FSB Training Advisor

Indianapolis, IN · On-site

... virtual training platforms o Highly motivated, self directed, and customer service oriented o ... As a growth company with a solid financial position, we are committed to training, promoting from ...

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All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Indiana

Virtual Financial Advisor information

See Indiana salary details

$34.3K

$97.2K

$137K

How much do virtual financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for virtual financial advisor in Indiana is $97,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 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.

More about Virtual Financial Advisor jobs

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

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

What are popular job titles related to Virtual Financial Advisor jobs in Indiana?

For Virtual Financial Advisor jobs in Indiana, the most frequently searched job titles are:

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

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

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

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

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Indiana as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $97,187 per year, or $46.7 per hour.

Financial Advisor

Centra

Columbus, IN • On-site, Remote

Full-time

Posted 3 days ago

New

Job description

Thank you for your interest in a career with Centra.A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities.Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States.Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC.Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family.Credit Unions are Not for Profit, Not for Charity, But for Service.If these are the things that matter to you then please read on, we look forward to hearing from you.   

Centra has an opportunity for a Financial Advisor at our Washington Street location in Columbus, Indiana. The Financial Advisor is responsible for selling, educating, and counseling of investment and insurance products and services to Centra Credit Union Members and non-Members. This position can be located within the Centra Credit Union footprint from Southern Indiana to Centra Indiana. This position contributes to a positive client experience, gross dealer concession, an increase in assets under management and new clients being served.

At Centra, we approach compensation with care and integrity, ensuring our pay practices reflect local markets while honoring our commitment to our Team Members. Compensation is just one part of our total rewards approach. Eligible positions also offer a comprehensive benefits package designed to support you and your family.  

Spanish/English interpreters may be eligible for an interpreting differential.  

ESSENTIAL FUNCTIONS:  This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

  • Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic marketing campaigns. Talks to prospective clients and conducts client reviews to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop or maintain a financial plan that is in their best interest.
  • Cultivates strong working relationships with Centra Team Members, Members and in the Communities we serve.
  • Delivers training and development to Centra Team Members to generate qualified referrals that lead to investment and insurance sales.
  • Maintains knowledge for compliance with all rules and regulations in the financial and insurance industries.

EDUCATION & EXPERIENCE:  (Equivalent combination of Education & Experience will be considered).

  • Bachelor's Degree in Related Field
  • A minimum of one year up to three years of similar or related experience, including preparatory experience.

LICENSES & CERTIFICATIONS:

  • Series 7 Securities License
  • Series 66 Securities License
  • Long Term Care Certification
  • Life and Health Insurance License
Centra is an Equal Opportunity Employer

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