1

Virtual Financial Advisor Jobs in Vermont (NOW HIRING)

HCM Sales Executive

Burlington, VT · Remote

$110K - $133K/yr

Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ... Experience with Salesforce.com and other virtual selling tools such as GoToMeeting, Webex or other ...

Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ... Experience with Salesforce.com and other virtual selling tools such as GoToMeeting, Webex or other ...

HCM Sales Executive

Burlington, VT · On-site

$110K - $133K/yr

Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ... Experience with Salesforce.com and other virtual selling tools such as GoToMeeting, Webex or other ...

HCM Sales Executive

Burlington, VT · On-site

$110K - $133K/yr

Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ... Experience with Salesforce.com and other virtual selling tools such as GoToMeeting, Webex or other ...

Senior Tax Associate

Wood Stock, VT · On-site

$82K - $101K/yr

... financial services that extend far beyond compliance. With a team of experienced CPAs and advisors ... Proficiency with Ultra Tax Virtual Office * Advanced computer skills in Microsoft Office, Word, and ...

Senior Tax Associate

Wood Stock, VT · On-site

$82K - $101K/yr

... financial services that extend far beyond compliance. With a team of experienced CPAs and advisors ... Proficiency with Ultra Tax Virtual Office * Advanced computer skills in Microsoft Office, Word, and ...

Senior Tax Associate

West Woodstock, VT · On-site

$82K - $101K/yr

... financial services that extend far beyond compliance. With a team of experienced CPAs and advisors ... Proficiency with Ultra Tax Virtual Office * Advanced computer skills in Microsoft Office, Word, and ...

Senior Tax Associate

Wood Stock, VT · On-site

$82K - $101K/yr

... financial services that extend far beyond compliance. With a team of experienced CPAs and advisors ... Proficiency with Ultra Tax Virtual Office * Advanced computer skills in Microsoft Office, Word, and ...

Virtual Financial Advisor information

See Vermont salary details

$38.3K

$108.6K

$153.1K

How much do virtual financial advisor jobs pay per year?

As of Aug 9, 2026, the average yearly pay for virtual financial advisor in Vermont is $108,595.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,700.00 and $139,300.00 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.

What are the most commonly searched types of Financial Advisor jobs in Vermont? The most popular types of Financial Advisor jobs in Vermont are:
What are popular job titles related to Virtual Financial Advisor jobs in Vermont? For Virtual Financial Advisor jobs in Vermont, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Advisor jobs in Vermont look for? The top searched job categories for Virtual Financial Advisor jobs in Vermont are:
What cities in Vermont are hiring for Virtual Financial Advisor jobs? Cities in Vermont with the most Virtual Financial Advisor job openings:
Infographic showing various Virtual Financial Advisor job openings in Vermont as of August 2026, with employment types broken down into 93% Full Time, 3% Part Time, and 4% Contract. Highlights an 83% In-person, 3% Hybrid, and 14% Remote job distribution, with an average salary of $108,595 per year, or $52.2 per hour.

Online Enrollment Advisor

Vermont State University

Johnson, VT • On-site

Full-time

Posted 25 days ago


Job description

Online Enrollment Advisor
Bargaining Unit: VSC UP-PAT Bargaining Unit
FLSA: Exempt
GRADE: 12
BASIC FUNCTION
The Online Enrollment Advisor serves as the primary recruitment, admissions, and enrollment professional for Vermont State University's online programs. The position leverages virtual engagement, CRM technologies, and data-informed strategies to recruit, advise, and enroll prospective students, with a focus on adult learners, transfer students, and other non-traditional populations while supporting enrollment growth and student success.
CHARACTERISTIC DUTIES & RESPONSIBILITIES
• Serve as a primary recruitment and enrollment counselor for prospective students interested in fully online programs, providing consistent, high quality virtual engagement throughout the enrollment funnel from inquiry to enrollment.
• The role requires the ability to identify prospective students' educational and career goals and effectively connect Vermont State University's online programs, support services, and educational pathways as solutions aligned to those goals.
• Maintain proactive outbound outreach, high responsiveness standards, and from timely follow-up with prospective students using phone, email, video conferencing, CRM campaigns, and other digital communication platforms to support inquiry conversion and enrollment growth.
• Deliver individualized admissions and enrollment advising for online applicants, including application guidance, admissions requirements, transcript review, preliminary transfer credit evaluation, basic financial aid navigation, and enrollment planning.
• Manage and cultivate an assigned population of online program prospective students and applicants with clear accountability for recruitment activity, applicant progression, enrollment conversion, and student matriculation outcomes.
• Utilize CRM driven communication plans and outreach strategies to cultivate prospective student engagement, execute personalized outreach campaigns, and optimize enrollment funnel performance.
• Input, maintain, and monitor prospective student records in the CRM, ensuring accurate documentation of student interactions, outreach efforts, and next steps.
• Identify, develop, and maintain relationships with community colleges, employers, workforce development organizations, and community-based partners to expand online recruitment pipelines and partnership opportunities.
• Represent Vermont State University at virtual and possible in-person recruitment events, employer visits, community outreach activities, transfer recruitment initiatives, and partnership meetings.
• Plan, coordinate, and support virtual recruitment and outreach activities, such as online open houses, informational webinars, virtual information sessions, employer or partner presentations, and counselor briefings.
• Collaborate with academic programs, admissions operations, student services, marketing, and enrollment leadership to advance online program growth objectives and ensure a seamless inquiry to enrolled student experience.
• Apply data informed practices and enrollment analytics to monitor recruitment activity, outreach effectiveness, applicant progression, and enrollment conversion for online programs.
• Achieve and maintain established activity standards and responsiveness expectations in support of enrollment and student engagement goals.
• Responsible for achieving established enrollment, outreach, responsiveness, and conversion performance goals.
• Maintain current knowledge of Vermont State University online programs, admissions policies, workforce trends, transfer pathways, and related enrollment procedures.
• Support continuous improvement of online enrollment practices, communication strategies, recruitment processes, and student experience.
• Perform other duties as assigned
SUPERVISION RECEIVED
General supervision is received from the Associate Director of Admissions/Team Lead.
MINIMUM QUALIFICATIONS
• Bachelor's degree, plus one to three years of related recruitment, customer service, sales, or student services experience, or a combination of education and experience from which comparable knowledge and skills are acquired.
• Willing to work a flexible/non-traditional schedule.
KNOWLEDGE, SKILLS, & ABILITIES
Knowledge:
• Knowledge of admissions, recruitment, student engagement, and enrollment operations;
previous VSC experience desirable.
• Understanding of online education models, adult learner recruitment strategies, and nontraditional student enrolment behaviors.
• Understanding of workforce partnerships, transfer recruitment strategies, and employer/community engagement practices preferred.
• Ability to translate student interests, motivations, and career goals into aligned educational pathways and enrollment solutions.
Skills:
• Excellent virtual communication, relationship-building, customer service, and interpersonal skills.
• Strong consultative recruitment, follow-up, and enrollment conversion skills.
• Strong administrative, organizational, and time management skills in a remote and fast-paced enrollment environment.
• Proficiency with CRM systems, enrollment technologies, and digital recruitment tools (experience with Slate preferred).
• Ability to effectively prioritize competing recruitment priorities while maintaining responsiveness and student engagement.
Abilities:
• Ability to effectively advise, motivate, and support diverse online learner populations.
• Ability to analyze recruitment and enrollment data to inform outreach strategy, engagement efforts, and decision-making.
• Ability to work independently while collaborating effectively across distributed teams.
• Ability to build and sustain external partnerships with employers, community colleges, and community organizations.
• Ability to maintain productivity, accountability, and responsiveness in a remote-first work
environment.
Location: This position can be based on any of the Vermont State Colleges System campuses. If designated as a hybrid position, the incumbent must reside in a U.S. state where the Vermont State Colleges System is authorized to conduct business and must maintain a work schedule that aligns with Eastern Time (ET) business hours.
Scheduled Hours Weekly:
37.5
Budgeted Wage for this Position:
$48,000-$55,000
Exempt Status:
Exempt
Grade:
S12
Job Posting Responsibilities:
Unit Determination:
Professional, Administrative, Technical - VSC United Professionals