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Virtual Financial Advisor Jobs in Utah (NOW HIRING)

iCapital

Investor Relations - Associate

Salt Lake City, UT · On-site

$70K - $85K/yr

The Investor Relations team supports investors, financial advisors, and home office personnel ... virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the ...

iCapital

Investor Relations - Analyst

Salt Lake City, UT · On-site +1

$60K - $70K/yr

The Investor Relations team supports investors, financial advisors, and home office personnel ... virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the ...

iCapital

Investor Relations - Associate

Salt Lake City, UT · On-site +1

$70K - $85K/yr

The Investor Relations team supports investors, financial advisors, and home office personnel ... virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the ...

iCapital

Investor Relations - Analyst

Salt Lake City, UT · On-site

$60K - $70K/yr

The Investor Relations team supports investors, financial advisors, and home office personnel ... virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the ...

Spieldenner Financial Group

Sales Consultant

Provo, UT · On-site

$10K - $20K/wk

... financial goals and family needs. Meet & Advise (2 days/week) Conduct virtual or in-person consultations (your choice) to educate clients, walk them through coverage options, and assist with ...

Raymondjames

Client Service Advisor

Salt Lake City, UT · On-site

Works both independently and within a team environment to provide crucial support to the financial ... Effective communication across multiple client platforms (in-person, virtual, phone and mail ...

401GO

Plan Consultant - HCM

Sandy, UT · Remote

Schedule and lead virtual sales meetings to understand the prospect's goals and expectations ... Experience working with Financial Advisors, Payroll providers, and small to mid-size business ...

iCapital

Platform Support - Analyst

Salt Lake City, UT · On-site

The team supports a rapidly growing client base of financial advisors and individual investors as ... virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the ...

iCapital

Platform Support - Analyst

Salt Lake City, UT · On-site

The team supports a rapidly growing client base of financial advisors and individual investors as ... virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the ...

R.I.S.E. Financial

Direct Sales Representative

Logan, UT · On-site

$75K - $100K/yr

Financial: At R.I.S.E. Financial , we're not just about making deals--we're about creating a ... You will not just sell products--you'll be the trusted advisor that businesses turn to for ...

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All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Utah

Virtual Financial Advisor information

See Utah salary details

$32.8K

$93K

$131.1K

How much do virtual financial advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for virtual financial advisor in Utah is $92,980.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $119,300.00 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 Utah?

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

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

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

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

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

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

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

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Utah as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $92,980 per year, or $44.7 per hour.

Investor Relations - Associate

iCapital

Salt Lake City, UT • On-site

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Job description

About the Role
iCapital is seeking an Associate to service the company's rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital's technology platform, and works closely with fund sponsors using the platform for distribution. The team's goal is to optimize the user experience and ensure clients' overall success.
Responsibilities
  • Provide ongoing client and advisor support by managing inbound phone and email inquiries, delivering timely and accurate responses, escalating issues as appropriate, and ensuring a high level of overall client satisfaction.
  • Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
  • Assist with special projects for Senior Management in support of iCapital's businesses.

Qualifications
  • Bachelor's Degree
  • 2-5+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments
  • Team player with a proven track record at working cross-functional lines of an organization and with a variety of key stakeholders
  • Passion for client services and exceeding client expectations
  • Experience working for or with wealth management firms is preferred
  • Experience with SAAS offerings and wealth tech platforms is preferred
  • Strong experience in Microsoft Office applications, specifically Excel and PowerPoint
  • Excellent organizational, communication, and presentation skills
  • Able to manage phone queue during operating hours 8:30am-6:00pm MST
  • Able to meet deadlines and work effectively under pressure

Benefits
The base salary range for this role is $70,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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