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Virtual Financial Advisor Jobs in Utah (NOW HIRING)

Direct Sales Representative

Orem, UT · On-site

$75K - $100K/yr

Financial , we're not just about making dealswe're about creating a culture of success and ... You will not just sell productsyou'll be the trusted advisor that businesses turn to for ...

Direct Sales Representative

Moab, UT · On-site

$75K - $100K/yr

Financial , we're not just about making dealswe're about creating a culture of success and ... You will not just sell productsyou'll be the trusted advisor that businesses turn to for ...

Direct Sales Representative

Orem, 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 ...

Direct Sales Representative

Hyrum, 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 ...

Direct Sales Representative

Ivins, 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 ...

Showing results 41-60

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 4, 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.

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 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:

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.

Direct Sales Representative

R.I.S.E. Financial

Hyrum, UT • On-site

$75K - $100K/yr

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

Direct Sales Representative

About R.I.S.E. Financial:

At R.I.S.E. Financial, we're not just about making dealswe're about creating a culture of success and community. We know that the grind to get to the top is tough, but we also believe that when you surround yourself with the right team, success becomes a shared experience. Whether it's in our own team or with the clients we serve, community is everything.

We value independence and relentless drive, but we also understand the power of collaboration and building each other up. This is the perfect environment for those who have the spirit of a competitor but also the heart of a teammate. Whether you're pushing yourself to the limit or pushing the team forward, R.I.S.E. Financial is where success is earned, shared, and celebratedtogether.


Position Overview:

If you're the kind of person who doesn't shy away from hard work, has the heart of a champion, and thrives on the competitive edgethen we want you to join our team as a Direct Sales Representative. You'll be out in the field, selling supplemental insurance to businesses, creating relationships, and making a real impact on the lives of your clients.

But this role isn't just about the salesyou'll also be part of a larger mission. R.I.S.E. Financial isn't just about individual success; it's about creating a community of like-minded professionals who are committed to mutual support and achieving big things together. If you're an athlete who thrives in both competition and collaboration, this is the place where you can grow and succeedwhile bringing others along with you.


Key Responsibilities:

  • Lead the Charge: You will be the one identifying and reaching out to potential clients, building relationships, and ensuring their businesses are protected with the right insurance solutions.

  • Consultative Sales Approach: You will not just sell productsyou'll be the trusted advisor that businesses turn to for understanding their unique needs and helping them find the best solutions.

  • Negotiate & Close Deals: With your driven mindset, you'll manage the entire sales process from presentation to negotiation, making sure that you close deals that benefit both you and your clients.

  • Maintain Long-Term Relationships: Your job doesn't stop once the deal is closed. You'll build long-lasting relationships that turn clients into repeat customers, providing continued value over time.

  • Collaborate & Share Success: While you're an independent force, you'll also thrive in a community of like-minded, results-driven individuals. You'll be learning, growing, and winning alongside a team that pushes you to be your best.

  • Train & Develop Continuously: You're always learning, always improving, just like an athlete in training. We offer support to ensure you're constantly growing and excelling in your role.


Qualifications:

  • Relentless Drive & Competitive Spirit: You've got the passion of an athlete, the focus of a competitor, and the discipline to keep pushing for greatness every day.

  • B2B Sales Experience: If you've been in sales, especially in a B2B environment, you understand what it takes to drive results. Bonus points if you have experience in insurance or financial products.

  • Relationship Builder: You know how to build rapport and establish long-term connections. Whether you're in it for the long game or closing a quick deal, you know that lasting relationships are key.

  • Independent & Team Player: You thrive in an environment that encourages autonomy, but you also recognize the power of collaboration and the importance of lifting others up.

  • Passion for Growth: You're always hungry to get betterconstantly improving and evolving to take your career to the next level.


Why R.I.S.E. Financial:

  • Uncapped Earnings Potential: With a weekly base draw option and uncapped commissions, your earnings are in your hands.

  • Bonuses, Stock Options & Lifetime Renewal: Receive weekly and monthly bonuses, quarterly stock bonuses, and, after just 5 years, enjoy 100% lifetime vesting on your renewal commissions. This structure rewards both your immediate performance and long-term success.

  • Supportive Community: We're a team that celebrates success, but we also know how to support each other through the challenges. Success isn't just about individual resultsit's about rising together.

  • Growth & Development: Receive comprehensive training through virtual, in-person, and classroom sessions, including hands-on learning with top performers and self-study courses from Top 1% achievers. With ongoing development and support, this is a unique opportunity to thrive in an untapped market with vast growth potential.

  • Work-Life Balance: Once you've mastered the skills of the job, you'll have the freedom to set your own schedule. This role is about autonomygiving you the power to design your day, your week, and your life on your terms. But make no mistake: this isn't for the person looking for a 9-to-5 with minimal effort. It's for those who have the drive to stay hungry, to keep pushing, and to set their own pace for success. You're in controlif you're motivated to work and want to make it happen, the flexibility is yours.

  • Career Advancement: As you grow and excel in your role, opportunities to take on more responsibility and leadership roles will open up.

Additional Qualifications:

  • Licensing: Candidates must be willing to obtain a State Health Insurance License, which is required for the position but not for applying. We offer assistance with licensing and reimbursement to support you through the process.

  • Education & Experience: While a bachelor's degree is not required, candidates must have at least 4 years of professional work experience (post-high school). Those with fewer years of experience but relevant sales experience will also be considered.

Location: Business-to-business, In-Person
Job Type: Full-time
Pay: $75,000.00 - $100,000.00 per year
Schedule: Monday to Friday (Weekends as needed)


Rise with us. Join a community that celebrates your drive and success:

Join a team that values the grind, the victory, and the community. If you're driven by success, motivated by growth, and eager to be part of a company that understands what it takes to rise to the top, we want to hear from you.

To find out more about us please check us out at https://rise-financial-group.com/homepage