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Virtual Financial Advisor Jobs in Nebraska (NOW HIRING)

Internal Wholesaler - Life

Omaha, NE · On-site +1

$100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Ability to host their own virtual meetings with Advisors and/or POS * Actively helps managing ... Minimum 3 years of sales experience in a Financial Services environment, preferably with a life ...

Mid-Market Sales Consultant

Omaha, NE · On-site

  • Medical

  • Retirement

  • PTO

Opportunity to become a trusted advisor to growing businesses * Clear path to advance your career ... We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes ...

Opportunity to become a trusted advisor to growing businesses * Clear path to advance your career ... We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes ...

Mid-Market Sales Consultant

Omaha, NE · On-site

  • Medical

  • Retirement

  • PTO

Opportunity to become a trusted advisor to growing businesses * Clear path to advance your career ... We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes ...

Opportunity to become a trusted advisor to growing businesses * Clear path to advance your career ... We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes ...

Sales Executive - HR Solutions

Omaha, NE · On-site

  • 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 ...

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Build strong executivelevel relationships and operate as a trusted advisor to senior customer ... Strong business and financial acumen with the ability to articulate value and ROI * Disciplined ...

Sales Executive - HR Solutions

Omaha, NE · 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 ...

Showing results 21-40

Virtual Financial Advisor information

See Nebraska salary details

$34.3K

$97.4K

$137.3K

How much do virtual financial advisor jobs pay per year?

As of Aug 17, 2026, the average yearly pay for virtual financial advisor in Nebraska is $97,380.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,500.00 and $124,900.00 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.

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

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

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

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

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

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

Infographic showing various Virtual Financial Advisor job openings in Nebraska as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 69% In-person, and 31% Remote job distribution, with an average salary of $97,380 per year, or $46.8 per hour.

Claims Initiation Representative

Lincoln Financial Services

Omaha, NE • On-site

$22.31/hr

Other

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

Alternate Locations: Charlotte, NC (North Carolina); Omaha, NE (Nebraska); Work from Home Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 76411 The Role at a Glance We are excited to bring on a Telephonic Initiation Representative to join our claimant excellence team supporting Group Protection in a remote environment. ​ ​Background Details: The Claimant Excellence Team will provide you with several weeks of paid training, coaching and development to perform in this fast-paced environment. ​ ​As a Telephonic Initiation Representative, you will be responsible for answering claimants calls regarding disability and FMLA claims in a call center environment. You will be the first point in contact for the employee (member) and initiating claims or leaves to provide a positive customer experience during their specific challenge. As a member of the team, you will educate the customer on their claim or leave needs and advise of next steps in the process. This opportunity will provide insight into the world of group insurance administration while gaining new skills through a defined career pathing and development program. If this sounds like a role for you, please read on! ​ See the role in action! Please click here to view a realistic job preview: Realistic Job Preview What you'll be doing Communicate with roughly 50-60 customers throughout the day, answering questions and initiating their claim through the utilization of multiple applications and platforms. ​ Provide education to the customer/employer regarding the product (primary products: FMLA and disability) while having a strong focus on attention to detail to ensure the claim/leave is taken and notated appropriately. ​ Communicate effectively through email/phone with internal/external stakeholders in a customer centric and professional demeanor while recognizing what needs to be done to meet customers’ expectations and demonstrates flexibility/responsiveness to meet customer needs on routine work independently. ​ Identifies, recommends and champions process improvements and organizational initiatives to positively influence the team and quality. ​ Training Schedule: Monday – Friday 9:00am – 5:30pm EST 6 weeks (no time off during training).​ Regular Full Time Schedule: Must be available to work an 8 hour shift Monday through Friday between the hours of 8:00am to 11:00pm EST.​ What we’re looking for Must-have experience (Required): ​ High School Diploma or GED ​ 0-1+ years of administrative support, customer service and/or data entry that directly with the specific responsibilities for this position ​ Ability to communicate effectively (verbal/written) ​ Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) ​ Must-have capabilities:​ Must have internet bandwidth of 12 Mbps (Megabits per second). Preferred bandwidth is 25 Mbps to perform at full capacity. *To check internet speed, go to ‘Google’ and type in ‘Speed Test’ and simply select ‘Run Speed Test’. This will run for roughly 30 seconds. Once complete you will receive a display showing your internet bandwidth. ​ ​ Nice-to have Experience (Preferred): ​ Data entry and research experience in a fast-paced environment ​ Ability to maneuver through multiple systems as needed Application Deadline What’s it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What’s in it for you: Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes Leadership development and virtual training opportunities PTO/parental leave Competitive 401K and employee benefits Free financial counseling, health coaching and employee assistance program Tuition assistance program Work arrangements that work for you Effective productivity/technology tools and training The pay range for this position is $22.31 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling (866) 922-6543. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.