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Virtual Financial Advisor Jobs in Kansas (NOW HIRING)

Advisors Excel

Audio Producer

Topeka, KS · On-site

... 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

... 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 ...

KEATING

Financial Planning Associate

Lawrence, KS · On-site

$51K - $55K/yr

Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and ... Provide in-depth planning analysis to support advisor recommendations * Support planning areas such ...

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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 Jul 27, 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 can I make 2000 a week working from home?

A virtual financial advisor can potentially earn $2,000 a week by providing financial planning, investment advice, and portfolio management services remotely, often charging clients hourly, flat fees, or commissions. Building a client base, obtaining relevant certifications, and using financial software are essential for reaching this income level, which may require consistent effort and a strong professional reputation.

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 much do remote financial advisors make?

Remote financial advisors typically earn between $50,000 and $100,000 annually, with experienced professionals and those working independently often earning higher salaries or commissions. Compensation can vary based on certifications, client base, and the complexity of financial planning services provided.

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?

A virtual financial advisor is a professional who provides financial planning and investment advice remotely, often through online platforms or video calls. They typically need relevant certifications such as CFP or CFA and strong digital communication skills. This role allows for flexible scheduling and requires familiarity with financial software tools.

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.

How can I make $100,000 a year working from home?

A virtual financial advisor can potentially earn $100,000 annually by building a strong client base, obtaining relevant certifications, and leveraging digital marketing tools. Success depends on experience, specialization, and the ability to provide valuable financial planning services remotely. Consistent client acquisition and professional development are key to reaching this income level.

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 July 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $91,088 per year, or $43.8 per hour.
Financial Advisor - Kansas City (5206)

Financial Advisor - Kansas City (5206)

Equitable

Kansas City, KS • On-site, Remote

Other

Medical, Dental, Vision, Life, Retirement

Posted 13 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.
Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.

Daily Activities may include
    Networking to discover new talent to grow your team 
    Coaching from your experience & training to develop new Financial Professionals
    Collaborating with local leadership to strengthen values, mission and vision
    Committing to personal and district goals consistent with branch and company strategy
    Supervisory skills ensuring compliance and brand are met
    Fostering diverse talent and enabling an inclusive work environment
    Teambuilding through culture and events

Requirements
    Four-year college degree preferred but not required
    Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
    Must pass FINRA Series 24 exam prior to stepping into leadership
    Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
    Desire to help others plan for and protect their financial futures
    Knowledge of our products & services
    High degree of self-confidence but team first attitude
    Authorized to work in the United States
 

Training & Support
    Leadership Development School
    Equitable 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
    Personalized training and support in all areas important to building your business
    Opportunity to earn specialized designations such as Certified Financial Planner (CFP)
 

Compensation & Benefits
    Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
    Work-life balance and access to a full suite of remote-work technology solutions

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!
 

If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!
 

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE 8204370.1(7/25)(Exp7/29)

What Equitable employees say

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Benefits

Hours and flexibility

Workplace

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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