Team Financial Advisor
Franklin, TN · On-site
The Financial Advisor is responsible for managing existing client relationships and refining ... Ability to communicate via telephone / computer and work in virtual teams * Must be able to lift up ...
Team Financial Advisor
Franklin, TN · On-site
The Financial Advisor is responsible for managing existing client relationships and refining ... Ability to communicate via telephone / computer and work in virtual teams * Must be able to lift up ...
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Summary Supports Financial advisors and their prospective and existing clients and other branch ... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ...
Summary Supports Financial advisors and their prospective and existing clients and other branch ... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing ... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ...
New
Registered Client Service Associate Supports Financial advisors and their prospective and existing ... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ...
New
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
... 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 ...
... 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 ...
Client Service Associate-Chattanooga, TN
Chattanooga, TN · On-site
$13.25 - $18.25/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-Chattanooga, TN
Chattanooga, TN · On-site
$13.25 - $18.25/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.
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Client Service Associate-Chattanooga, TN
Chattanooga, TN · On-site
$13.25 - $18.25/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-Chattanooga, TN
Chattanooga, TN · On-site
$13.25 - $18.25/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.
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
The Financial Advisor is responsible for sourcing and educating leads to the value of an advisory ... Ability to communicate via telephone / computer and work in virtual teams * Must be able to lift up ...
The Financial Advisor is responsible for sourcing and educating leads to the value of an advisory ... Ability to communicate via telephone / computer and work in virtual teams * Must be able to lift up ...
... 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 ...
... 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 ...
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Virtual University : access to Equitable Advisors' Virtual University for continuous learning
Sr. Client Service Associate-Memphis, TN
Memphis, TN · On-site
$14 - $19.50/hr
... financial advisors and assist with efficient, quality client service. Follows established ... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ...
Sr. Client Service Associate-Memphis, TN
Memphis, TN · On-site
$14 - $19.50/hr
... financial advisors and assist with efficient, quality client service. Follows established ... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ...
Virtual Financial Advisor information
See Tennessee salary details
$32.7K - $41.6K
3% of jobs
$41.6K - $50.5K
3% of jobs
$50.5K - $59.4K
10% of jobs
$59.4K - $68.3K
9% of jobs
$68.5K is the 25th percentile. Wages below this are outliers.
$68.3K - $77.2K
11% of jobs
$77.2K - $86.1K
8% of jobs
The median wage is $91.9K / yr.
$86.1K - $95.1K
11% of jobs
$95.1K - $104K
10% of jobs
$104K - $112.9K
10% of jobs
$115.1K is the 75th percentile. Wages above this are outliers.
$112.9K - $121.8K
8% of jobs
$121.8K - $130.7K
19% of jobs
$32.7K
$92.7K
$130.7K
How much do virtual financial advisor jobs pay per year?
As of Aug 7, 2026, the average yearly pay for virtual financial advisor in Tennessee is $92,699.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,100.00 and $118,900.00 per year, depending on experience, location, and employer.
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.
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.
Can you be a virtual financial advisor?
Yes, a virtual financial advisor is a professional who provides financial planning and investment advice remotely, often through online platforms and communication tools. They typically hold relevant certifications such as CFP or CFA and may work independently or for firms, offering services on flexible schedules. Strong communication skills and knowledge of financial software are important for success in this role.
How much do virtual financial advisors make?
Virtual financial advisors typically earn between $50,000 and $100,000 annually, with experienced professionals and those managing larger client portfolios earning higher salaries. Compensation can include base salary, commissions, and bonuses, often influenced by certifications like CFP and the volume of clients served.
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.
More about Virtual Financial Advisor jobs
What are the most commonly searched types of Financial Advisor jobs in Tennessee? The most popular types of Financial Advisor jobs in Tennessee are:
What are popular job titles related to Virtual Financial Advisor jobs in Tennessee? For Virtual Financial Advisor jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Advisor jobs in Tennessee look for? The top searched job categories for Virtual Financial Advisor jobs in Tennessee are:
What cities in Tennessee are hiring for Virtual Financial Advisor jobs? Cities in Tennessee with the most Virtual Financial Advisor job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 24 days ago
Job description
JOB SUMMARY:
The Financial Advisor is responsible for managing existing client relationships and refining financial plans to the value of deepening the client relationship. The goal of the Financial Advisor is to maintain and strengthen client relationships to help achieve and exceed their financial goals. The Financial Advisor works as a member of a top-performing team effort to serve clients in a sincere, ethical, and progressive way so that long term, generational relationships are built. The position will require extensive research and analysis of client data, use of various planning software, and utilization of various other tools to provide a clear and concise financial plan. Extensive knowledge in all areas of planning is required.
What Success Looks Like:
- Primarily focused on the care and maintenance of client relationships rather than new business development
- Strong interpersonal skills, prioritizing listening and a service-oriented approach
- Long-term client retention
- Excellent follow-through with planning and execution of client requests
JOB DUTIES AND RESPONSIBILITIES:
- Interacts daily on the phone and in person with existing clients including handling advanced inquiries and accepting orders.
- Researches client and security information through the back-office system.
- Processes and follows up on client documentation for proper maintenance of accounts.
- Prepares letters, forms, and spreadsheets to service existing clients.
- Creates and maintains records and files.
- Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
- Maintains databases and creates reports using portfolio software programs.
- Assists Financial Advisors with marketing efforts for seminars and compliance approval for advertising literature.
- Responsible for client meeting preparation (forms, reports, presentations, etc.)
- Receives cross-training and assists with other operational functions as required.
- Performs other duties and responsibilities as assigned.
- Bachelor's Degree in Finance or related field
- 5-7 years of prior industry experience as a Financial Planner or Advisor
- Series 65 (Series 7/66) registered and one or more other professional industry designations (CFP preferred)
- Experience working with high-net-worth clients
ESSENTIAL MENTAL FUNCTIONS:
- Experience in related technology, software planning tools and presentations (Fidelity, Schwab, Black Diamond, Wealthscape preferred).
- Extensive analytical and problem-solving ability
- Knowledge of investment concepts, practices, products, financial markets and procedures used in the securities industry.
- Knowledge of industry regulations provided by SEC, FINRA, and related broker/dealer
- General office practices, procedures, and methods
- MS Excel, Word, Outlook, and Power Point proficiency
- Proven ability to develop
- Client driven customer service
PHYSICAL DEMANDS:
- Ability to work in a traditional professional office setting
- Prolonged periods of sitting at a desk and working on a computer
- Ability to effectively operate computer equipment
- Work schedule may vary and is determined by project schedules
- Ability to efficiently operate all job-related office equipment
- Ability to communicate via telephone / computer and work in virtual teams
- Must be able to lift up to 10 pounds at a time
-----S-----
About SageSpring:
This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2025). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.
Rewards amp; Culture:
- Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
- #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
- Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
- Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
- High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
- Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
- Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position.
Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.
SageSpring Wealth Partners affirms our commitment to make reasonable accommodation for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.