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Virtual Financial Advisor Jobs in Tennessee (NOW HIRING)

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Create and confirm an accurate financial plan by establishing timeframes to complete any ... This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive ...

Cloud Engineer

Memphis, TN · On-site

$70 - $110/hr

Deploy and manage cloud resources (e.g., virtual machines, storage, databases) using cloud ... careers as financial advisors, research analysts, project managers, marketing specialists ...

Showing results 41-60

Virtual Financial Advisor information

See Tennessee salary details

$32.7K

$92.7K

$130.7K

How much do virtual financial advisor jobs pay per year?

As of Sep 6, 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.

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 Tennessee?

The most popular types of Financial Advisor jobs in Tennessee 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:

Infographic showing various Virtual Financial Advisor job openings in Tennessee as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 2% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $92,699 per year, or $44.6 per hour.

Student Finance Specialist

Covista

Franklin, TN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Job description

Company Description

About Covista
Covista is America's largest healthcare educator, serving more than 97,000 students and supported by a community of 385,000 alumni across five accredited institutions. Through personalized, tech-enabled education powered by 10,000 faculty and colleagues, Covista expands access to healthcare careers and addresses the U.S. healthcare workforce shortage at scale. Covista is the parent company of American University of the Caribbean School of Medicine, Chamberlain University, Ross University School of Medicine, Ross University School of Veterinary Medicine and Walden University.
Our colleagues come from a wide range of backgrounds, business, academia, healthcare, government and nonprofits, and are part of a culture where doing exceptional work and making a meaningful difference for students and society aren't separate goals—they're one and the same. This means creating an environment where colleagues can develop new skills, build careers that match their ambitions and see the tangible impact of their work on healthcare education and workforce development. Colleagues who deliver results and embrace new tools to work smarter are valued for their contributions. But what makes working at Covista distinctive is our impact. Our faculty and colleagues don't just support healthcare education—they shape it. This isn't abstract purpose work. It's solving real problems for real people in real communities while advancing careers.
For more information, visit covista.com and follow us on LinkedIn, Instagram and YouTube.
 

Job Description

Opportunity at a Glance
This role promotes student success by delivering accurate, timely, and student-centered advisement in the area of student finance. The position provides onsite support and advocacy for prospective students and applicants throughout the new student process, including financial aid guidance and education that builds financial literacy to help students achieve their educational goals. The role models Covista values and actively fosters a culture of CARE aligned with the organization's mission, vision, and purpose. In addition, the position serves as a backup for enrollment events and provides support to continuing students as needed.
Responsibilities

  • Supports prospective students and applicants throughout the new student process by working with enrollment to answer incoming student questions, provide a thorough review of program and student costs, and outline all possible options to fund their education.
  • Create and confirm an accurate financial plan by establishing timeframes to complete any application process to be financially prepared to start and stay in school.
  • Responsible for maintaining student satisfaction through facilitation of inbound and outbound phone calls, emails, and SMS communication with students and internal stakeholders.
  • Attend and support campus connection sessions in collaboration with the enrollment team and student support liaison.
  • Accurately and thoroughly documents all interactions in the appropriate institutional systems.
  • Educates students on financial responsibility, including cost of attendance, funding timelines, repayment considerations, and implications for continued enrollment.
  • Assist and engage students through a variety of communication. This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive outreach to students to deliver first contact resolution.
  • Identifies opportunities and solutions that improve current methods and actively participates in the change of a constantly evolving organization. Promote student self-service tools during advising sessions and new student orientation.
  • Supports the new student intake process by partnering with enrollment to answer incoming questions, review program costs, and present funding options. Develops and confirms accurate financial plans by setting clear timelines for completing application processes, ensuring students are financially prepared to start and persist in their education.
  • Meets established service level expectations for response time, quality, and student satisfaction across all communication channels.
  • Actively manages follow-up tasks to ensure timely completion of financial requirements and minimizes barriers to student enrollment and persistence.
  • Ensures accurate, compliant financial information is provided to students by adhering to institutional policies and Title IV, state, and federal regulations.
  • Performs other duties as assigned
  • Complies with all policies and standards

Qualifications

  • Bachelor's Degree Required
  • 1+ year years of experience in higher education, financial aid advising, customer service, or related experience Required
  • experience with Student Financial Aid software application Preferred
  • Ability to work a variety of office hours including evenings and weekends
  • High level of interpersonal, communication, and problem-solving skills
  • Demonstrates the ability to work independently and collaboratively within a team, while effectively interacting with individuals at all levels of the organization
  • Demonstrates strong self-motivation with the ability to take ownership of complex issues, prioritize effectively, and resolve concerns efficiently.
  • Exposure to software and tools (Microsoft Word, Excel, Power BI, PowerPoint, Copilot). Experience with Student Information Systems a plus
  • Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)
  • This role works on-site at a Covista campus location.
    #CVSA

Additional Information

In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $18.70 and $33.84. Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility. Our Talent Acquisition Team will be happy to answer any questions you may have, and we look forward to learning more about your salary requirements. The position qualifies for the below benefits.
Covista offers a robust suite of benefits including:

  • Health, dental, vision, life and disability insurance
  • 401k Retirement Program + 6% employer match
  • 15 Days of Paid Vacation Days each Calendar Year
  • 12 Paid Holidays + 2 floating holidays
    For more information related to our benefits please visit:
    https://careers.covista.com/benefits

     

Equal Opportunity – Minority / Female / Disability / V / Gender Identity / Sexual Orientation