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Virtual Financial Advisor Jobs in Iowa (NOW HIRING)

Lynn University

$37K - $48K/yr

  • PTO

... via e-mail, virtual platform and phone. The Financial Aid Counselor will provide high-quality ... Advise students and/or parents on financial aid package and OFA-related processes * Counselor ...

Elevance Health

Financial Ops Recovery Specialist II

Urbandale, IA · On-site

$24.23 - $36.35/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is a virtual eligible role. You must be within a reasonable distance of one of our eligible ... AFA > Financial Operations Please be advised that Elevance Health only accepts resumes for ...

Elevance Health

Financial Ops Recovery Specialist II

Urbandale, IA · On-site

$24.23 - $36.35/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is a virtual eligible role. You must be within a reasonable distance of one of our eligible ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

Empower

Retirement Plan Advisor

Des Moines, IA · On-site +1

$75K - $107K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our vision for the future is based on the idea that transforming financial lives starts by giving ... Conduct one-on-one virtual and on-site group meeting by using various technologies in a ...

Financial Architects Inc

Entry-Level Wealth Manager

Des Moines, IA · On-site

$39K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Description Financial Architects is growing quickly, and we're adding an Entry-Level Wealth Manager ... advisor. Important Location Note We can only hire candidates who currently reside in Iowa . There ...

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All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Iowa

Virtual Financial Advisor information

See Iowa salary details

$33.8K

$95.9K

$135.3K

How much do virtual financial advisor jobs pay per year?

As of Aug 15, 2026, the average yearly pay for virtual financial advisor in Iowa is $95,931.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,400.00 and $123,000.00 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 Iowa?

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

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

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

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

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

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

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

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $95,931 per year, or $46.1 per hour.

Financial Advisor Associate

Financial Architects Inc

Des Moines, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 5 days ago

Job description

Description
Our firm is rapidly expanding, and we are currently looking for a new, Entry Level Financial Advisor Associate to join our ranks. The ideal candidate will be ready to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Financial Architects is in Des Moines, IA. We can only hire candidates who reside in Iowa. As a Sales Consultant for Financial Architects, Inc., there are no Sales Territories. Our Sales Consultants can do business with any client who resides in the USA.
This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1-2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.
No territory restrictions - serve clients nationwide!!
Benefits:
  • Medical, Dental, Vision,
  • Flexible Spending Account
  • Short and Long Term DI
  • Group Life and AD&D
  • 401(k) with up to 3% match
  • Pension Plan

Responsibilities
• Guide clients through the financial planning process, ensuring they understand their options and feel confident in their decisions.
• Collaborate with our team to develop personalized financial strategies that align with clients' long-term goals.
• Maintain up-to-date knowledge of financial products and industry trends to provide clients with the best advice.
• Build and nurture client relationships by providing exceptional service and regular communication.
• Analyze clients' financial data to identify opportunities for growth and risk management.
• Conduct in-depth reviews of clients' financial situations to ensure their plans remain relevant and effective.
• Educate clients on the benefits of various financial products and services, empowering them to make informed choices.
Qualifications
• Experience in financial planning or related field is a plus, but not required.
• Ability to communicate complex financial concepts in a clear, relatable manner.
• Proven track record of building strong client relationships through exceptional service.
• Strong analytical skills to interpret financial data and identify growth opportunities.
• Ability to work collaboratively within a team to develop personalized financial strategies.
• Proficiency in using financial software and tools to aid in client planning.
• Eagerness to stay informed about industry trends and financial products to provide the best advice to clients.

Apply