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Virtual Financial Advisor Jobs in Missouri (NOW HIRING)

H&R Block, Inc.

Experienced Tax Professional

California, MO · On-site

$25 - $110/hr

Experience in a consultative or advisory client relationship role (financial advising, insurance ... virtual) fitness center programs, and the associate discount program * are automatically enrolled ...

New

Washington University of St. Louis

$35K - $48K/yr

This position will advise, remotely and in person, high school students who participate in CPP ... This includes virtual meetings with students and regular virtual accessibility, presentations on ...

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Virtual Financial Advisor information

See Missouri salary details

$33.8K

$95.8K

$135.1K

How much do virtual financial advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for virtual financial advisor in Missouri is $95,802.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,400.00 and $122,900.00 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.

More about Virtual Financial Advisor jobs

What are the most commonly searched types of Financial Advisor jobs in Missouri?

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

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

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

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

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

What cities in Missouri are hiring for Virtual Financial Advisor jobs?

Cities in Missouri with the most Virtual Financial Advisor job openings:

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Missouri as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $95,802 per year, or $46.1 per hour.

Vice President, Regional Advisory Consultant South

Osaic

Kansas City, MO • On-site

$85K - $100K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Wealth Management Sales Opportunity in Financial Services

Vice President, Regional Advisory Consultant

Location(s):

TX, NM, AZ, UT, CO, KS, MO, OK, AR, LA

Work Arrangement:

Fully remote role. Candidates must reside within the assigned territory (TX, NM, AZ, UT, CO, KS, MO, OK, AR, or LA) and be available for regional travel.

Role Type: Full-time: 50-75% Travel May Be Required

Salary: $85,000 - $100,000 per year + sales incentive compensation, paid quarterly.

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:

https://careers.osaic.com/Creative/Benefits

Role Type:Full time

Summary:

The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role will combine internal and field-based sales strategy with the role requiring face-to-face interactions focused on driving adoption of the firm's advisory platform (the Wealth Management Platform). The VP, Regional Advisory Consultant will report to the VP, Advisory Consulting.

Responsibilities:

  • Educating and promoting the benefits of fee-based business, facilitating adoption of the firm's advisory technology, introducing appropriate investment managers based on the client's needs, and helping those advisors grow their overall advisory businesses. While 1:1 meeting will be the majority of interactions, presenting to sizable groups of advisors will be expected.

  • Executing a virtual regional strategy focused on managing the region's top opportunities and maintaining a fluid sales pipeline. The Regional Consultant will work closely with their internal counterpart to efficiently manage sales strategy for their region.

  • Drive impactful interactions and events - inviting the right advisors, creating, and delivering content, and managing appropriate meeting follow-up. Partner with various investment management companies to deliver collateral, share leads, and co-present on specific content.

  • Introduce and support advisors on various product offerings - MF/ ETF models, customized SMA models, tax services and private client solutions.

  • Review and analyze regional reports to prioritize existing and new prospects. Partner with internal consultant on converting sales leads into opportunities.

  • Utilization of key reports and data to establish goals and opportunities for advisors.

  • Schedule individual 1:1 and regional meetings for your region.

  • Engaged with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy with the field.

  • Interactions will be expected to be logged in firm's CRM system.

Education Requirements:

  • Master's Degree preferred, bachelor's degree from accredited university in Economics, Finance, Business, or related subjects required.

Basic Requirements:

  • Series 7 required.

  • Ability to travel 50-75% of the time.

  • 5+ years in a similar role.

  • Driven and goal-oriented nature and enthusiastic sales-focused personality.

  • Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies.

  • Ability to introduce a complex subject matter in clear articulate fashion.

  • Ability to work independently with high level of organization and time management skills.

  • Deep experience working directly with financial advisors.

  • Familiarity with using a client relationship management program.

Preferred Requirements:

  • CFP or CIMA certification

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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