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Virtual Financial Advisor Jobs in Iowa (NOW HIRING)

Actuarial Analyst III

West Des Moines, IA · On-site

$89K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Job Family: ACT > Actuarial Please be advised that Elevance Health only accepts resumes for ...

$18 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Job Family: MED > Licensed/Certified - Other Please be advised that Elevance Health only accepts ...

New

Disability Representative

Dubuque, IA

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Best Workplaces in Financial Services & Insurance Disability Representative Disability ... A stable, consistent work environment -both in-office and virtual * A comprehensive training ...

Sales Executive - HR Solutions

Des Moines, IA · Remote

  • Medical

  • Retirement

  • PTO

Highly consultative role where you operate as a trusted advisor, not a transactional seller ... We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes ...

Disability Representative

Dubuque, IA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Best Workplaces in Financial Services & Insurance Disability Representative Disability ... A stable, consistent work environment -both in-office and virtual * A comprehensive training ...

... Best Workplaces in Financial Services & Insurance Disability Representative Disability ... A stable, consistent work environment -both in-office and virtual * A comprehensive training ...

... Best Workplaces in Financial Services & Insurance Disability Representative Disability ... A stable, consistent work environment -both in-office and virtual * A comprehensive training ...

Disability Representative

Dubuque, IA

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Best Workplaces in Financial Services & Insurance Disability Representative Disability ... A stable, consistent work environment -both in-office and virtual * A comprehensive training ...

Territory Sales Representative

Johnston, IA · On-site

$30K - $35K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... be advised that the actual salary offered for any position is subject to the company's sole ... accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation ...

Project Sales Rep - Cedar Rapids IA

Fairfax, IA · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... be advised that the actual salary offered for any position is subject to the company's sole ... accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation ...

Tractor Trailer Driver - Fairfax IA

Fairfax, IA · On-site

$27 - $30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer service skills Req #: 69924 Pay Range: $27.00 - $30.00 per hour Please be advised that the ... accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation ...

Branch Manager ProSolutions

Cedar Rapids, IA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Base - 85k - 90k + Profit Share & Company Vehicle Please be advised that the actual salary offered ... accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation ...

Tractor Trailer Driver - Johnston IA

Johnston, IA · On-site

$25 - $32/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Customer service skills Req #: 69480 Pay Range: $25.00 - $32.00 per hour Please be advised that the ... accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation ...

Field Service Mechanic A - Fairfax IA

Fairfax, IA · On-site

$36 - $40/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... be advised that the actual salary offered for any position is subject to the company's sole ... accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation ...

Defense Mission Expert

Peterson, IA · On-site

$86K - $198K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ... virtual) is prohibited unless permission is explicitly provided . Work Model Our people-first ...

Showing results 41-60

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 16, 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.

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 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.

Actuarial Analyst III

Elevance Health

West Des Moines, IA • On-site

$89K - $170K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago


Elevance Health rating

7.7

Company rating: 7.7 out of 10

Based on 351 frontline employees who took The Breakroom Quiz

204th of 308 rated insurance


Job description

Anticipated End Date:

2026-08-28

Position Title:

Actuarial Analyst III

Job Description:

Actuarial Analyst III

Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The Actuarial Analyst III completes very diverse and complicated projects and performs very complex actuarial studies.
How you will make an impact:

  • Analyzes and implements risk contracts including conducting experience analyses, pricing, filing and settlement work; and prepares management reports supporting new capitation initiatives.
  • Assists in training of actuarial trainees, analysts and specialists.
  • Coordinates/directs special actuarial projects.


Minimum Requirements: Requires a BA/BS and to have passed a minimum of four Society of Actuaries (SOA) actuarial exams and a minimum of 3 years related experience; or any combination of education and experience, which would provide an equivalent background.

Preferred Skills, Capabilities, and Experiences:

  • Intermediate Excel experience strongly preferred.
  • Intermediate SQL and/or SAS query experience strongly preferred.
  • Health insurance industry experience preferred.
  • Medicaid experience preferred.

For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $89,832 to $170,208.

Locations: California; Illinois; Maine; Maryland; Massachusetts; Minnesota; New York; Virginia

In addition to your salary, Elevance Health offers benefits such as a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.

*The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, paid time off, stock, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Job Level:

Non-Management Exempt

Workshift:

Job Family:

ACT > Actuarial

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.


Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.


How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.


We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.


Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.


The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.


Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.


Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.


NOTE: Workday keeps job postings active through 11:59:59 PM on the day before the listed end date. Example: If the end date is 3/13, the posting will automatically come down on 3/12 at 11:59:59 PM. In other words - the job is posted until 3/13, not through 3/13.


What Elevance Health employees say

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About Elevance Health

Sourced by ZipRecruiter

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Indianapolis, IN, US

Year founded

2004

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