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Virtual Financial Advisor Jobs in Nebraska (NOW HIRING)

Stratford Davis

Sales Representative (Remote)

Omaha, NE · Remote

$85K - $150K/yr

Overview Our virtual advisory team is looking for ambitious, customer-focused individuals to launch ... Evaluate financial goals and present tailored insurance and annuity options. * Manage Pipeline:

Pacificlife

Internal Wholesaler - Life

Omaha, NE · On-site +1

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 ...

Ameritas

Sales Training and Education Intern

Lincoln, NE · On-site

$13 - $17.75/hr

Ameritas Agency and Advisor Distribution is looking for a Sales Training and Education Intern that ... Classroom learning packet assembling * Assist with virtual school, podcasts and webinar setup

Intuit

Tax Expert - Local

Omaha, NE · On-site

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

Intuit

Tax Expert - On-Site

Lincoln, NE · On-site

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

Intuit

Tax Expert - Local Tax Office

Lincoln, NE · On-site

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

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Showing results 21-40

All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Nebraska

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 Sep 7, 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.

More about Virtual Financial Advisor jobs

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:

Virtual Financial Advisor jobs near you
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.

Sales Representative (Remote)

Stratford Davis

Omaha, NE • Remote

$85K - $150K/yr

Full-time

Re-posted 7 days ago

Job description

Overview
Our virtual advisory team is looking for ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Core Responsibilities
  • Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
  • Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
  • Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
  • Build Relationships: Maintain post-sale contact to drive retention and client referrals.
  • Stay Compliant: Keep up-to-date on product offerings and regulatory standards.
Qualifications
  • Commission-Driven: High motivation to excel in an uncapped, performance-based earnings model.
  • Strong Communicator: Clear, empathetic verbal and written communication skills.
  • Self-Disciplined: Ability to stay organized, focused, and productive while working remotely.
  • Coachability: Eagerness to learn, adapt, and apply leadership feedback.
  • Experience: Background in sales or customer service is a plus, but not required.
Key Perks & Benefits
  • High Earning Potential: Uncapped, 100% commission structure with six-figure capability.
  • Flexible Hours: Complete your workload in a focused 3 to 4-day workweek.
  • Qualified Leads Provided: Spend time advising, not prospecting.
  • Free Training & Tech: Comprehensive onboarding, tech suite, and elite mentorship at no cost.
  • Travel Rewards: Earn company-sponsored luxury trips based on performance.
Ready to take control of your income and schedule? Apply today!