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Virtual Financial Advisor Jobs in Kansas (NOW HIRING)

KEATING

Team Financial Advisor

Manhattan, KS · On-site

$50K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more! Learn more about us at -keating. Keating & Associates, Inc. Team Advisor Job Summary We are ...

Equitable

Financial Advisor - Kansas City (5206)

Kansas City, KS · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... Advisors' Virtual University Columbia Holistic Financial Coach Program Sponsorship for FINRA licensing Working closely with top leadership thru 1:1 coaching Joint work and mentorship opportunities ...

Advisors Excel

Audio Producer

Topeka, KS · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... financial advisors. We want someone who knows how to create compelling audio and put out strong ... Familiarity with remote recording workflows and virtual studio setups * Experience onboarding or ...

Advisors Excel

Audio Producer

Topeka, KS · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... financial advisors. We want someone who knows how to create compelling audio and put out strong ... Familiarity with remote recording workflows and virtual studio setups * Experience onboarding or ...

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All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Kansas

Virtual Financial Advisor information

See Kansas salary details

$32.1K

$91.1K

$128.4K

How much do virtual financial advisor jobs pay per year?

As of Aug 16, 2026, the average yearly pay for virtual financial advisor in Kansas is $91,088.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,900.00 and $116,800.00 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 Kansas?

The most popular types of Financial Advisor jobs in Kansas are:

What are popular job titles related to Virtual Financial Advisor jobs in Kansas?

For Virtual Financial Advisor jobs in Kansas, the most frequently searched job titles are:

What job categories do people searching Virtual Financial Advisor jobs in Kansas look for?

The top searched job categories for Virtual Financial Advisor jobs in Kansas are:

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $91,088 per year, or $43.8 per hour.

Team Financial Advisor

KEATING

Manhattan, KS • On-site

$50K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork. 
What Keating and Associates can offer you
  • Professional Development 
  • 9 paid holidays, including your birthday and a floating holiday! 
  • 401(k) with company match  
  • Employer-Paid Disability, Life Insurance, and Employee Assistance Program 
  • Health, Vision, and Dental Plans  
  • Dependent Care and Flexible Spending Accounts  
  • Paid Time Off 
  • Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more! 
Learn more about us at https://keatinginc.com/why-keating.
Keating & Associates, Inc.
Team Advisor
Job Summary
We are excited to explore the possibility of adding a Team Advisor to support a Financial Advisor and their growing book of business at Keating & Associates.
In this role, you will work closely with the Advisor to help deliver a thoughtful, high-quality financial planning experience for clients. The position plays an important role in preparing financial plans, supporting investment and insurance analysis, coordinating client meetings, and helping ensure a seamless and well-prepared client experience. This role will also include leading client meetings independently upon completion of the required licensing, following established financial planning philosophies and under the oversight of a Financial Advisor. 
As part of a collaborative team environment, you will contribute to maintaining strong client relationships while helping the Advisor stay focused on strategic conversations and guidance. The ideal candidate is analytical, service-minded, and relationship-oriented, with a desire to grow their advisory skills while supporting the continued success of the Advisor and the clients they serve.
This position is non-exempt, in-office in Manhattan, KS. This role is not eligible for remote work. 
Annual Base Salary Range is $51,000 to $55,000 with additional bonus potential.
Responsibilities Include but Are Not Limited To:
  • Assist with preparation, review, and maintenance of financial plans, portfolios, and insurance solutions
  • Support development of client recommendations and planning strategies
  • Prepare meeting agendas, planning reports, and investment research
  • Deliver coordinated service before, during, and after client interactions
  • Document client and prospect communications in CRM
  • Maintain accurate client records and case documentation
  • Assist with investment research and portfolio allocation proposals
  • Conduct financial planning analysis to support client recommendations
  • Serve as a liaison for client questions and service needs, ensuring timely follow-up
  • Help cultivate and maintain strong relationships with existing and prospective clients
  •  Maintain working knowledge of custodian systems and advisor technology platforms
  • Stay current on industry education and regulatory compliance requirements
  • Identify opportunities to improve processes and strengthen the client service experience
  • Assist in managing existing client relationships by providing ongoing account support, service, and follow-through on client needs.
  • Facilitate client meetings independently after obtaining the required licensing, delivering consistent planning experience aligned with firm standards and Advisor oversight.
In addition, you will be expected to take on additional responsibilities as needed to address evolving client priorities and contribute to ongoing growth and success.
Certifications/Licensures:
  • Series 65 obtained with 90 days of Hire REQUIRED
  • CFP® preferred or in the process of studying for the exam.
  • Additional Life and Health Insurance PREFERRED but not required
Professional Experience:
  • 3 years or more of experience in Financial Planning Preferred
Education:
  • B.S. in Financial Planning, Finance, Business, or related field preferred
Desired Skills Include but Are Not Limited To:
  • Communication: Clear, professional, and relationship-focused interactions
  • Client Service: Consistent follow-through and high-quality client care
  • Industry Knowledge: Understanding of financial services regulations and practices
  • Analytical Skills: Ability to evaluate data and support planning decisions
  • Detail Orientation: Accuracy in documentation, reporting, and analysis
  • Integrity: Trusted handling of confidential client information
  • Technical Skills: Proficiency with financial planning software and CRM systems
  • Investment Insight: Familiarity with portfolio strategies and recommendations
  • Adaptability: Willingness to learn and adjust in a dynamic environment
  • Teamwork: Collaborative approach to supporting advisors and internal partners

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