Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... Annual salary for eligible financial professionals, empowering you to establish your career in ...
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... Annual salary for eligible financial professionals, empowering you to establish your career in ...
Virtual Account Advisor
Detroit, MI · On-site +1
$60K - $75K/yr
Nuvant is seeking Virtual Account Advisors to join our growing team ... In this role, you'll connect with individuals exploring financial services, guide them through the ...
Virtual Account Advisor
Detroit, MI · On-site +1
$60K - $75K/yr
Nuvant is seeking Virtual Account Advisors to join our growing team ... In this role, you'll connect with individuals exploring financial services, guide them through the ...
Market Director
Detroit, MI · On-site
$145 - $211/hr
Virtual Advice, team sales and support roles, etc.).* In partnership with your matrix team ... Support financial advisors and teams to develop/execute a business plan to achieve their goals that ...
Market Director
Detroit, MI · On-site
$145 - $211/hr
Virtual Advice, team sales and support roles, etc.).* In partnership with your matrix team ... Support financial advisors and teams to develop/execute a business plan to achieve their goals that ...
Market Director
Detroit, MI · Remote
Virtual Advice, team sales and support roles, etc.). * In partnership with your matrix team ... Support financial advisors and teams to develop/execute a business plan to achieve their goals that ...
Market Director
Detroit, MI · Remote
Virtual Advice, team sales and support roles, etc.). * In partnership with your matrix team ... Support financial advisors and teams to develop/execute a business plan to achieve their goals that ...
Client Service Associate
Novi, MI · On-site
$13.50 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
Client Service Associate
Novi, MI · On-site
$13.50 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
Client Service Associate
Novi, MI · On-site
$13.75 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
Client Service Associate
Novi, MI · On-site
$13.75 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027
Detroit, MI · On-site
The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that create the most ...
Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027
Detroit, MI · On-site
The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that create the most ...
Firm Account and Engagement Finance Specialist Lead
Grand Rapids, MI · Hybrid
$36K - $41K/yr
The Engagement Financial Advisor Practice follows a hybrid work model with a mix of virtual and in-office collaboration. Travel is typically limited to 0-10%, depending on project assignments.
Firm Account and Engagement Finance Specialist Lead
Grand Rapids, MI · Hybrid
$36K - $41K/yr
The Engagement Financial Advisor Practice follows a hybrid work model with a mix of virtual and in-office collaboration. Travel is typically limited to 0-10%, depending on project assignments.
Firm Account and Engagement Finance Specialist Lead
Detroit, MI · Hybrid
$37K - $42K/yr
The Engagement Financial Advisor Practice follows a hybrid work model with a mix of virtual and in-office collaboration. Travel is typically limited to 0-10%, depending on project assignments.
Firm Account and Engagement Finance Specialist Lead
Detroit, MI · Hybrid
$37K - $42K/yr
The Engagement Financial Advisor Practice follows a hybrid work model with a mix of virtual and in-office collaboration. Travel is typically limited to 0-10%, depending on project assignments.
Client Service Associate
$13.50 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
Client Service Associate
$13.50 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
Market Director
Detroit, MI · On-site
Virtual Advice, team sales and support roles, etc.). * In partnership with your matrix team ... Support financial advisors and teams to develop/execute a business plan to achieve their goals that ...
Market Director
Detroit, MI · On-site
Virtual Advice, team sales and support roles, etc.). * In partnership with your matrix team ... Support financial advisors and teams to develop/execute a business plan to achieve their goals that ...
Financial advisor practices, client segmentation, and planning needs. Skill in * Building and maintaining strong advisor relationships (both virtual and in-person). * Consultative selling and ...
Financial advisor practices, client segmentation, and planning needs. Skill in * Building and maintaining strong advisor relationships (both virtual and in-person). * Consultative selling and ...
Client Service Associate
Belmont, MI · On-site
$12.75 - $17.50/hr
... financial advisors and collaborate closely with our Director of Client Engagement. This client ... Microsoft Office * Effective communication (in-person, virtual, phone and mail) Ability to
Client Service Associate
Belmont, MI · On-site
$12.75 - $17.50/hr
... financial advisors and collaborate closely with our Director of Client Engagement. This client ... Microsoft Office * Effective communication (in-person, virtual, phone and mail) Ability to
Client Service Associate
Belmont, MI · On-site
$12.75 - $17.50/hr
... financial advisors and collaborate closely with our Director of Client Engagement. This client ... Microsoft Office * Effective communication (in-person, virtual, phone and mail) Ability to
Client Service Associate
Belmont, MI · On-site
$12.75 - $17.50/hr
... financial advisors and collaborate closely with our Director of Client Engagement. This client ... Microsoft Office * Effective communication (in-person, virtual, phone and mail) Ability to
Client Service Associate
Fremont, MI · On-site
$13.50 - $18.50/hr
... financial advisors and branch office * Open new client accounts, process money movement, and ... Microsoft Office * Effective communication (in-person, virtual, phone and mail) Ability to
Client Service Associate
Fremont, MI · On-site
$13.50 - $18.50/hr
... financial advisors and branch office * Open new client accounts, process money movement, and ... Microsoft Office * Effective communication (in-person, virtual, phone and mail) Ability to
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... Annual salary for eligible financial professionals, empowering you to establish your career in ...
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... Annual salary for eligible financial professionals, empowering you to establish your career in ...
Financial advisor practices, client segmentation, and planning needs. Skill in * Building and maintaining strong advisor relationships (both virtual and in-person). * Consultative selling and ...
Financial advisor practices, client segmentation, and planning needs. Skill in * Building and maintaining strong advisor relationships (both virtual and in-person). * Consultative selling and ...
Client Service Associate
$12.75 - $17.50/hr
... financial advisors and collaborate closely with our Director of Client Engagement. This client ... Microsoft Office * Effective communication (in-person, virtual, phone and mail) Ability to
Client Service Associate
$12.75 - $17.50/hr
... financial advisors and collaborate closely with our Director of Client Engagement. This client ... Microsoft Office * Effective communication (in-person, virtual, phone and mail) Ability to
Virtual Financial Advisor information
See Michigan salary details
$31.4K - $39.9K
3% of jobs
$39.9K - $48.5K
3% of jobs
$48.5K - $57K
10% of jobs
$57K - $65.6K
9% of jobs
$65.8K is the 25th percentile. Wages below this are outliers.
$65.6K - $74.2K
11% of jobs
$74.2K - $82.7K
8% of jobs
The median wage is $88.3K / yr.
$82.7K - $91.3K
11% of jobs
$91.3K - $99.8K
10% of jobs
$99.8K - $108.4K
10% of jobs
$110.5K is the 75th percentile. Wages above this are outliers.
$108.4K - $117K
8% of jobs
$117K - $125.5K
19% of jobs
$31.4K
$89K
$125.5K
How much do virtual financial advisor jobs pay per year?
As of Aug 21, 2026, the average yearly pay for virtual financial advisor in Michigan is $89,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,400.00 and $114,200.00 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?
| Aspect | Virtual Financial Advisor | Financial Planner |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often required | CFP, CFA, or similar certifications often required |
| Work Environment | Remote/online platform | In-person or remote consultations |
| Employer & Industry Usage | Financial services firms, online platforms | Independent or firm-based financial services |
| Search & Comparison Intent | Comparing online advisory services | Comparing 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.
More about Virtual Financial Advisor jobs
What are the most commonly searched types of Financial Advisor jobs in Michigan?
The most popular types of Financial Advisor jobs in Michigan are:
What are popular job titles related to Virtual Financial Advisor jobs in Michigan?
For Virtual Financial Advisor jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Advisor jobs in Michigan look for?
The top searched job categories for Virtual Financial Advisor jobs in Michigan are:
What cities in Michigan are hiring for Virtual Financial Advisor jobs?
Cities in Michigan with the most Virtual Financial Advisor job openings:
Wealth Management Associate - Retirement Benefits Group - MI, Troy (2797)
Troy, MI • On-site, Remote
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 17 days ago
Equitable rating
8.2
Based on 22 frontline employees who took The Breakroom Quiz
Job description
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
- Client Engagement: Cultivate and expand your network within established markets
- Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
- Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
- Work-Life Balance: Flexible schedule to maximize productivity and personal time
- Location: Working outside the office in local schools and municipalities
Skills & Experience
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
Training & Development
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Compensation & Benefits
- Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
- Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
- Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
- Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
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-7814452.1(4/25)(Exp.4/29)
What Equitable employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
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