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Virtual Financial Advisor Jobs in Utah (NOW HIRING)

Empower

Retirement Plan Advisor

Salt Lake City, UT · On-site +1

$72K - $101K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... Conduct one-on-one virtual and on-site group meeting by using various technologies in a ...

FMG Suite

Sr. Product Manager, Compliance (Remote)

Sandy, UT · On-site +1

$150K - $175K/yr

FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance ... Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual ...

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

Client Services- 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 ...

iCapital

Client Services- 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

Client Service 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

Client Services- 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 ...

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Showing results 21-40

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 Aug 12, 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.

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 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 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 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $92,980 per year, or $44.7 per hour.

Account Executive - Retirement 401(k) Services

Paychex

Salt Lake City, UT

$115K/yr

Full-time

Medical, Retirement, PTO

Re-posted 23 days ago

Paychex rating

7.3

Company rating: 7.3 out of 10

Based on 176 frontline employees who took The Breakroom Quiz

234th of 488 rated business services

Job description

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.


Overview

Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.


Responsibilities
  • Presents all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing new sales. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.
  • Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users.
  • Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
  • Analyzes the prospects’ needs and interests, determining which products are appropriate and referring to appropriate party when necessary.
  • Expedites the resolution of client problems or complaints to ensure client satisfaction and retention.
  • Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing. Enters prospects, sales and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.
  • Projects a positive image in representing the Corporation to uphold Paychex’ reputation to clients and the community.
  • Achieves and continually develops technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills. Successfully completes SAFE examinations to remain current on product knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative.
  • May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings.

Qualifications
  • H.S. Diploma - Required
  • Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.
  • 2 years of experience in Relevant sales/sales management.

Compensation
In the spirit of pay transparency, we are excited to share that the compensation range for this position is typically between $55,000 - 115,000. This range includes base pay plus commissions but does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
Live the Paychex Values
  • Act with uncompromising integrity.
  • Provide outstanding service and build trusted relationships.
  • Drive innovation in our products and services and continually improve our processes.
  • Work in partnership and support each other.
  • Be personally accountable and deliver on commitments.
  • Treat each other with respect and dignity.

    • What's in it for you?
    • We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
    • We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
    • We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
    • We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
    • We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.
      Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.

    Not sure if you meet every requirement?
    At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

    Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.Qualifications:
    • H.S. Diploma - Required
    • Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.
    • 2 years of experience in Relevant sales/sales management.
    Education:UNAVAILABLEEmployment Type: FULL_TIME

    What Paychex employees say

    Pay

    Benefits

    Hours and flexibility

    Workplace

    Get the full story on Breakroom

    Paychex logo

    About Paychex

    Sourced by ZipRecruiter

    Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue.

    Industry

    Human resources consulting services

    Company size

    10,000+ Employees

    Headquarters location

    Rochester, NY, US

    Year founded

    1971

    Social media

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