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Virtual Financial Advisor Jobs in Iowa (NOW HIRING)

Elevance Health

Actuarial Analyst III

West Des Moines, IA · On-site

$89K - $170K/yr

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 ...

Cenergistic LLC

Energy Specialist--Waukee, IA

Waukee, IA · On-site

$65K - $75K/yr

As an Energy Specialist , you'll serve as a trusted advisor to your clients--building relationships ... Meaningful work with measurable financial and environmental impact * Comprehensive training and ...

Cenergistic

Energy Specialist-Waukee, IA

Waukee, IA · On-site

$16.25 - $21.50/hr

As an Energy Specialist , you'll serve as a trusted advisor to your clients-building relationships ... Meaningful work with measurable financial and environmental impact * Comprehensive training and ...

ProducifyX

Nelson Region - Aflac

Des Moines, IA

$56K - $71K/yr

... financially, and personally through mentorship, business freedom, and the ability to create a ... Conduct virtual and on-site presentations with employers to position the value of Aflac. * Educate ...

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Showing results 21-40

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.

Operations Associate, Wealth

Integritymarketing

Des Moines, IA • On-site

Full-time

Posted 24 days ago

Job description

The Role

As an Operations Associate, Wealth Services, you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth technology platforms, including Black Diamond, Salentica, CRM Wealth Platform, and RCI.

In this highly collaborative role, you will be a trusted resource for advisors, helping them navigate systems, resolve complex issues, and optimize platform functionality. You will work closely with internal teams and external partners to support onboarding, training, data integrity, and operational excellence across the wealth services organization.

This position is ideal for a detail-oriented professional who enjoys problem solving, building relationships, and leveraging technology to create a seamless advisor experience.

Essential Job Functions, other duties assigned

Advisor Support & Relationship Management

  • Serve as a primary point of contact for advisors regarding platform functionality, navigation questions, account reviews, and transaction-related inquiries.

  • Resolve complex service requests and escalated issues while ensuring a high-quality advisor experience.

  • Act as a liaison between advisors, internal teams, and business partners to facilitate timely issue resolution.

Training & User Enablement

  • Deliver virtual and in-person training sessions, webinars, and development programs for advisors, Registered Representatives, and Investment Advisor Representatives.

  • Provide one-on-one coaching and support to users as needed.

  • Assist with onboarding new users by setting up system access and ensuring a smooth transition onto wealth platforms.

Platform Administration & Data Management

  • Maintain user accounts, permissions, security rights, and group assignments across supported systems.

  • Manage the flow of data between Black Diamond and related platforms, ensuring information is accurate, complete, and up to date.

  • Monitor and maintain data integrity through regular audits, updates, and validation activities.

Operational Support & Project Coordination

  • Review and triage advisor service tickets, routing requests to the appropriate teams and stakeholders.

  • Coordinate account assignments, household setup, and workload distribution across teams.

  • Track, monitor, and report on project status, training effectiveness, webinar feedback, and operational initiatives.

  • Prepare reporting and documentation related to customer satisfaction, platform usage, and team performance metrics.

Knowledge, Skills, and Abilities

  • Commitment to demonstrating company core values.

  • Exceptional written and verbal communication skills.

  • Strong active listening skills with the ability to understand advisor needs and deliver effective solutions.

  • Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.

  • Strong analytical and problem-solving abilities.

  • Ability to collaborate across departments and coordinate efforts among multiple stakeholders.

  • High level of attention to detail and commitment to accuracy.

  • Experience reviewing, validating, and managing large data sets.

  • Understanding of broker-dealer and RIA business processes and operational workflows.

Experience and Education

Experience:

  • 3-5 years of experience in Financial Services, Wealth Management, or a related industry.

  • Experience working with wealth reporting, CRM, or advisor technology platforms.

  • Experience supporting platforms such as Pershing, Schwab, Fidelity, or similar custodial and wealth management systems.

  • Hands-on experience with Black Diamond or a comparable portfolio reporting platform is required.

Education:

Four-year college or university program certificate in Business, Finance or related field; or equivalent combination of education and experience.

Licensing:

None

Physical Requirements

Office Position

Travel

10%

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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