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Virtual Financial Advisor Jobs in Iowa (NOW HIRING)

Lynn University

$37K - $48K/yr

... 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 ...

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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 Sep 6, 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.

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 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 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% 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 27 days ago

Job description

Description
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

At Financial Architects Inc, we empower clients to craft stable and fulfilling financial lives through practical and organized strategies. As a Financial Advisor Associate, you'll step into a space where your learning and growth are pivotal. We're committed to providing you with the tools and mentorship necessary to become proficient in wealth management and help clients achieve their financial goals. With no sales territories, you can build relationships with clients nationwide, tapping into a wide range of opportunities.
You'll join a supportive team that balances innovation with personal growth, all while enjoying a flexible schedule. Expect to be in the office one to two days a week, with the rest of your time dedicated to remote work and client appointments. We offer competitive compensation and a robust benefits package, including medical, dental, vision coverage, and a 401(k) with up to a 3% match. Our culture fosters collaboration and inclusivity, ensuring you feel valued and motivated. If you're ready to grow with us and make a meaningful impact, apply today and let's build a brighter financial future together.
Responsibilities
• Develop and maintain strong, trusting relationships with clients nationwide, ensuring their financial goals are met.
• Collaborate with clients to create personalized financial plans that align with their long-term objectives.
• Conduct regular reviews of client portfolios to ensure alignment with their evolving financial needs and market conditions.
• Provide clear, actionable advice to clients on investment strategies, insurance products, and retirement planning.
• Stay informed about industry trends and regulatory changes to offer clients the most current and relevant advice.
• Work closely with our team to identify and pursue new business opportunities, expanding the client base.
• Utilize our advanced tools and resources to analyze financial data and present insights to clients effectively and confidently.
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