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Virtual Financial Advisor Jobs in Indiana (NOW HIRING)

CFS

CFO

Fort Wayne, IN · Remote

$140K - $160K/yr

... Virtual Chief Financial Officer: • Serve as lead financial advisor to client leadership teams in the construction industry • Oversee month-end close and financial statement delivery • Build and ...

Raymondjames

Client Service Associate (Carmel, IN)

Carmel, IN · On-site

$14.50 - $20/hr

... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.

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

Developer Advisor

Indianapolis, IN · On-site

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Elevance Health

Developer Advisor

Indianapolis, IN · Hybrid

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Elevance Health

Developer Advisor

Indianapolis, IN · Hybrid

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

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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 Jul 26, 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.

How can I make 2000 a week working from home?

A virtual financial advisor can potentially earn $2,000 a week by providing financial planning, investment advice, and portfolio management services remotely, often charging clients hourly, flat fees, or commissions. Building a client base, obtaining relevant certifications, and using financial software are essential for reaching this income level, which may require consistent effort and a strong professional reputation.

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.

How much do remote financial advisors make?

Remote financial advisors typically earn between $50,000 and $100,000 annually, with experienced professionals and those working independently often earning higher salaries or commissions. Compensation can vary based on certifications, client base, and the complexity of financial planning services provided.

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 key skills and qualifications needed to thrive as a Virtual Financial Advisor, and why are they important?

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.

Can you be a virtual financial advisor?

A virtual financial advisor is a professional who provides financial planning and investment advice remotely, often through online platforms or video calls. They typically need relevant certifications such as CFP or CFA and strong digital communication skills. This role allows for flexible scheduling and requires familiarity with financial software tools.

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.

How can I make $100,000 a year working from home?

A virtual financial advisor can potentially earn $100,000 annually by building a strong client base, obtaining relevant certifications, and leveraging digital marketing tools. Success depends on experience, specialization, and the ability to provide valuable financial planning services remotely. Consistent client acquisition and professional development are key to reaching this income level.

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.

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 July 2026, with employment types broken down into 87% Full Time, 10% 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.
CFO

CFO

CFS

Fort Wayne, IN • Remote

$140K - $160K/yr

Full-time

PTO

Posted 13 days ago

Job description

Virtual Chief Financial Officer (VCFO)
Salary: $140,000 – $160,000
Location: 100% Remote (U.S.-based)

Step into a highly visible Virtual Chief Financial Officer role where you’ll act as a true strategic partner—not just report the numbers, but shape the future of growing businesses in the construction industry. If you’re a commercially minded Chief Financial Officer who enjoys solving complex financial challenges, let's chat.
Why This Opportunity Stands Out:
• Fully remote Virtual Chief Financial Officer position with long-term flexibility—no relocation required
• Direct access to business owners and leadership teams—your voice as a Virtual Chief Financial Officer truly matters
• Work with diverse clients ($1M–$50M revenue), giving the Virtual Chief Financial Officer exposure to the construction industry and growth stages
• High-impact consulting environment—ideal for a Virtual Chief Financial Officer who wants to move beyond transactional accounting
• Strong earning potential with bonus tied to book of business performance
• Generous PTO (5–6 weeks), full benefits, and paid parental leave programs
• Access to best-in-class tools, systems, and financial methodologies
• Career growth tied to performance—top Virtual Chief Financial Officer talent advances quickly
• Collaborative, high-caliber team environment focused on solving real business problems
• Opportunity to develop deep client relationships as their go-to Virtual Chief Financial Officer

Key Responsibilities for the Virtual Chief Financial Officer:
• Serve as lead financial advisor to client leadership teams in the construction industry
• Oversee month-end close and financial statement delivery
• Build and manage KPI-driven financial forecasts
• Provide strategic consulting across cash flow, budgeting, and operations
• Analyze financial data to guide key business decisions
• Manage client scope, pricing, and engagement success
Qualifications for the Virtual Chief Financial Officer:
• Bachelor’s degree in Accounting or Finance (CPA HIGHLY PREFERRED)
• 6+ years in CFO, Controller, or financial advisory roles
• Experience supporting businesses in the $1M–$50M revenue range
• Strong proficiency in accounting platforms (QuickBooks, Xero, Sage) and Excel
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#INJUL2026

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