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Virtual Financial Advisor Jobs in Iowa (NOW HIRING)

More for our customers and the financial professionals who offer our products. If you are driven to ... Strong understanding of annuity products, advisor relationship management, consultative selling ...

More for our customers and the financial professionals who offer our products. If you are driven to ... Strong understanding of annuity products, advisor relationship management, consultative selling ...

Tax Expert - On-Site

Sioux City, IA · On-site

$45 - $75/hr

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

Showing results 21-40

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 7, 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.

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:

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.

K-12 School Counselor (Flexible Learning Network)

Cedar Rapids Community School District

Cedar Rapids, IA • On-site

Full-time

Re-posted 23 days ago


Job description

Job Description: K-12 School Counselor - Flexible Learning Network (FLN)

Location: City View High School @ Kirkwood / Five Seasons Virtual Academy @ Wilson

Reports To: Executive Director of Student Services and the FLN Head of Schools

Contract: School-Year Contract (as determined by district)

Position Summary

The School Counselor for the Flexible Learning Network (FLN) provides a comprehensive, K-12 school counseling program across both City View Community High School and the Five Seasons Virtual Academy (FSVA). This role is designed for a collaborative problem-solver and relationship-builder who can support students in a competency-based, early college, and virtual learning environment. The counselor helps students navigate diverse educational pathways while ensuring progress toward academic, social-emotional, and postsecondary goals.

Essential Duties and Responsibilities

1. Virtual Academy & Flexible Learning Support

  • Provide counseling, academic planning, and graduation support specifically tailored for students in virtual learning environments.
  • Monitor student engagement, attendance, and course completion to identify and address barriers to success in virtual settings.
  • Develop individualized intervention plans for students at risk of falling behind and support transitions between traditional and virtual educational settings.

2. Comprehensive School Counseling 

  • Deliver direct services through a school counseling core curriculum, including instruction and planned group activities that promote academic, career, and social-emotional development.
  • Provide individual and small-group counseling focused on short-term, goal-oriented achievement and mental health needs.
  • Assist students at all levels with individual student planning, including appraisal of interests/abilities and advisement for goal setting.
  • Provide crisis response and assistance to families during emergency situations.

3. Academic Planning & Graduation Support

  • Develop and monitor individualized academic plans and conduct regular graduation requirement reviews.
  • Support course selection, scheduling, and credit attainment.
  • Utilize student data to identify concerns and implement interventions that promote student success.

4. College, Career, and Pathways Planning

  • Coordinate comprehensive college and career readiness programming, guiding students and families through admissions, financial aid (FAFSA), and scholarship applications.
  • Maintain expertise in diverse pathways, including dual-credit/early college programming with Kirkwood Community College, apprenticeships, military service, and workforce training.

5. Section 504 Coordination

  • Serve as the school's Section 504 Coordinator, managing the identification, evaluation, and annual review processes.
  • Facilitate 504 meetings and ensure the implementation of accommodations across various educational programs and assessments.

6. Collaboration and Outreach

  • Consult and collaborate with families, staff, and community partners to remove barriers to learning.
  • Support student recruitment and enrollment for City View and FSVA, representing the programs at district and community events.
  • Manage school social media and communications to highlight student achievements and promote the school's mission.
  • Willingness and ability to collaborate with homeschool students and families. 

7. Other

  • May carry a FLN roster if needed.
  • Other duties as assigned by the superintendent and/or their designee.

Qualifications

Credentials:

  • MA in School Counseling - Required
  • Valid Iowa School Counselor License (with appropriate K-8 and/or 5-12 endorsements for a K-12 scope) - Required
  • Valid Iowa Teaching License - Preferred

Characteristics & Mindsets:

  • Student-centered and relationship-driven
  • Comfortable navigating ambiguity and building new systems
  • Commitment to educational equity and advocating for all students
  • Strong philosophy and practices demonstrating support for student-centered learning, trauma-informed care, and positive behavior intervention systems (PBIS)

Experience/Skills:

  • Strong communication, organization, and problem-solving skills
  • Experience in virtual learning, alternative education, or competency-based environments
  • Experience coordinating state and national assessments (ISASP, PSAT, ACT)
  • Knowledge of college admissions and postsecondary transitions
  • Data-informed decision maker who uses regular analysis to improve programming

Physical Requirements & Work Environment:

  • Ability to perform physical demands associated with school counseling, including standing, walking, and occasional lifting of up to 50 pounds
  • Must be able to travel between district sites and attend occasional evening events
  • The work environment is typically quiet but requires flexibility for virtual interaction and supervising various student activities