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Virtual Financial Advisor Jobs in Indiana (NOW HIRING)

CFS

CFO

Fort Wayne, IN · Remote

$140K - $160K/yr

  • PTO

... 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 ...

Raymond James Financial, Inc.

Client Service Associate

Bloomington, IN · On-site

$13.50 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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.

Raymondjames

Client Service Associate

Bloomington, IN · On-site

$13.50 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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.

Raymond James

Client Service Associate

Bloomington, IN · On-site

$12.75 - $17.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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.

Elevance Health

Developer Advisor

Indianapolis, IN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Financial Accounting Analyst

Indianapolis, IN · On-site

$69K - $104K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

New

Raymondjames

Registered Client Service Associate

Valparaiso, IN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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.

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Showing results 1-20

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 Aug 15, 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 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 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.

Can you be a virtual financial advisor?

Yes, a virtual financial advisor is a professional who provides financial planning and investment advice remotely, often through online platforms and communication tools. They typically hold relevant certifications such as CFP or CFA and may work independently or for firms, offering services on flexible schedules. Strong communication skills and knowledge of financial software are important for success in this role.

How much do virtual financial advisors make?

Virtual financial advisors typically earn between $50,000 and $100,000 annually, with experienced professionals and those managing larger client portfolios earning higher salaries. Compensation can include base salary, commissions, and bonuses, often influenced by certifications like CFP and the volume of clients served.

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.

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 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $97,187 per year, or $46.7 per hour.

Virtual Financial Protection Advisor

Globe Life American Income Division

Fort Wayne, IN • On-site, Remote

Full-time

Medical

Posted 7 days ago

Job description

Virtual Financial Protection Advisor
100% Remote | Work From Home | Performance-Based Career
Build a Career That Offers Flexibility, Purpose, and Unlimited Growth
Are you looking for a career where your income reflects your effort, your schedule fits your lifestyle, and your work makes a meaningful difference?
AO is seeking motivated, relationship-focused professionals to join our growing team as Virtual Financial Protection Advisors. In this fully remote role, you'll educate individuals and families about life insurance and supplemental benefit options while building a rewarding career supported by mentorship, training, and professional development.
Whether you're beginning a new career or bringing previous sales or customer service experience, we'll provide the resources and coaching to help you succeed.
Why Join AO?
🌎 100% Remote Flexibility
Work from anywhere with a reliable internet connection while creating a schedule that supports your personal and professional goals.
💰 Unlimited Performance-Based Earnings
Your success is determined by your effort and results, with uncapped earning potential and opportunities for long-term income growth.
📚 Comprehensive Training & Mentorship
Receive industry-leading onboarding, live virtual coaching, and ongoing mentorship designed to help you develop confidence, product knowledge, and consultative sales skills.
🚀 Career Advancement
Advance into leadership opportunities through consistent performance, professional development, and demonstrated leadership potential.
What You'll Do
As a Virtual Financial Protection Advisor, you will:
  • Meet virtually with prospective clients to understand their goals and financial needs
  • Educate individuals and families about available life insurance and supplemental benefit options
  • Present personalized recommendations in a clear, ethical, and easy-to-understand manner
  • Guide clients through the application and enrollment process
  • Build long-term client relationships through trust, communication, and exceptional service
  • Maintain accurate digital records and appointment schedules
  • Participate in ongoing training, coaching, and professional development
What We're Looking For
Successful candidates typically demonstrate:
  • Strong communication and relationship-building skills
  • A positive, self-motivated, and goal-oriented mindset
  • Professionalism, integrity, and a client-first approach
  • Confidence explaining information in simple, understandable terms
  • Strong organizational and time-management abilities
  • Comfort working independently in a remote environment
  • Coachability and a desire to continuously improve

Sales, customer service, retail, hospitality, financial services, healthcare, or education experience is helpful-but not required. We welcome motivated individuals who are eager to learn and grow.
What We Offer
  • Weekly performance-based compensation
  • Performance bonuses and recognition opportunities
  • Leadership development and mentorship
  • Medical reimbursement program for eligible representatives
  • Union-backed support and representation
  • Incentive travel and leadership conferences
  • Modern technology and virtual collaboration tools
  • Long-term career growth opportunities
Why This Career Matters
At AO, we believe sales is built on education, integrity, and service. Every conversation is an opportunity to help someone make informed decisions about protecting what matters most.
You'll be joining a supportive team committed to your success while building a career that offers flexibility, purpose, and unlimited potential.Ready to Take the Next Step?
If you're ready to build a remote career where your effort is rewarded, your growth is supported, and your work creates a lasting impact, we'd love to hear from you.
Apply today to begin your journey as a Virtual Financial Protection Advisor.Work remotely. Build relationships. Create a future without limits.

Apply