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Virtual Financial Advisor Jobs in Iowa (NOW HIRING)

Raymondjames

Client Service Associate

Clive, IA

$14.25 - $19.50/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.

Raymond James

Client Service Associate

Clive, IA · On-site

$13.75 - $18.75/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.

H&R Block

Block Advisor Tax Advisor

Urbandale, IA · On-site

We assist our clients in reaching their financial goals year-round. Required Qualifications * Build ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

H&R Block

Block Advisor Tax Advisor

Johnston, IA · On-site

We assist our clients in reaching their financial goals year-round. Day to day, you'll... * Build ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

H&R Block

Block Advisor Tax Advisor

Des Moines, IA · On-site

We assist our clients in reaching their financial goals year-round. Required Qualifications * Build ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

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Showing results 1-20

All 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 Jun 17, 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 much do online financial advisors make?

Online financial advisors typically earn between $50,000 and $100,000 annually, depending on experience, client base, and certifications such as CFP. Compensation may include base salary, commissions, or fee-based structures, and many work remotely with flexible schedules.

How can I make 2000 a week working from home?

A virtual financial advisor can potentially earn $2,000 or more weekly by providing personalized financial planning, investment advice, and portfolio management remotely. Success depends on building a client base, offering specialized services, and maintaining relevant certifications such as the CFP or CFA. High earnings often require strong communication skills, marketing efforts, and a professional online presence.

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 to make $100,000 a year working from home?

A virtual financial advisor can reach a $100,000 annual income by building a strong client base, offering specialized financial planning services, and leveraging digital marketing. Earning this level often requires advanced certifications, such as CFP, and proficiency with financial software, along with consistent client acquisition efforts. Success depends on experience, reputation, and the ability to work efficiently remotely.

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?

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.

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

Financial Advisor - Associate

Financial Architects Inc

Des Moines, IA • On-site

$80K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 6 days ago

Job description

Description
Financial Architects is growing quickly, and we're adding a Financial Advisor - Associate who is eager to have a long-term career in financial services. This is a client-facing role where you'll learn the fundamentals of wealth management and financial planning while developing the communication, analytical, and relationship-building skills needed to become a trusted advisor.
Important Location Note
We can only hire candidates who currently reside in Iowa. There are no territory restrictions-once licensed, you can serve clients anywhere in the U.S.
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.
Benefits Include:
  • Medical, Dental, Vision
  • Flexible Spending Account (FSA)
  • Short & Long-Term Disability
  • Group Life and AD&D
  • 401(k) with up to 3% match
  • Pension Plan

Responsibilities
What You'll Do
• Build relationships with clients in your community and beyond
• Learn to assess financial needs and develop customized strategies
• Participate in ongoing training, mentorship, and coaching
• Expand a client base through networking, referrals, and community outreach
• Provide recommendations across financial products and planning solutions
• Create and update financial plans based on life stage and goals
• Stay organized, coachable, and committed to professional development
Qualifications
What We're Looking For
• Self-starter with strong work ethic and a desire to learn
• Comfortable talking to people and building long-term relationships
• Interested in a career with flexibility, growth, and meaningful impact
• Strong communication skills; analytical mindset is a plus
• Bachelor's degree in business, finance, or related field required
• Familiarity with Microsoft Office/Google Suite/CRM tools is helpful
• FINRA Series 7 & 63/66 is a plus (not required to apply)

Apply