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Virtual Financial Advisor Jobs in Vermont (NOW HIRING)

H&R Block

Tax Associate

Brattleboro, VT · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... virtual) fitness center programs, and the associate discount program; are automatically enrolled in ...

H&R Block

Tax Associate

Newport, VT · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... virtual) fitness center programs, and the associate discount program; are automatically enrolled in ...

H&R Block

Tax Associate

Bellows Falls, VT · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... virtual) fitness center programs, and the associate discount program; are automatically enrolled in ...

H&R Block

Tax Associate

Saint Johnsbury, VT · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... virtual) fitness center programs, and the associate discount program; are automatically enrolled in ...

H&R Block

Tax Associate

Bennington, VT · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... virtual) fitness center programs, and the associate discount program; are automatically enrolled in ...

H&R Block

Tax Associate

Springfield, VT · On-site

$15.90 - $19.70/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... virtual) fitness center programs, and the associate discount program; are automatically enrolled in ...

H&R Block

Tax Associate

Brandon, VT · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... virtual) fitness center programs, and the associate discount program; are automatically enrolled in ...

H&R Block

Tax Associate

Manchester Center, VT · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... virtual) fitness center programs, and the associate discount program; are automatically enrolled in ...

H&R Block

Tax Associate

Rutland, VT · On-site

$14.45 - $18/hr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... virtual) fitness center programs, and the associate discount program; are automatically enrolled in ...

Asure Software, Inc.

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 ...

Asure Software

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 ...

Asure Software, Inc.

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 ...

RMW Accounting LLC

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 ...

RMW Accounting LLC

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 ...

RMW Accounting

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 ...

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All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Vermont

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 14, 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.

More about Virtual Financial Advisor jobs

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:

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Vermont as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $108,595 per year, or $52.2 per hour.

Financial Advisor - Waterbury, VT - Market 25, Region 087

Edward Jones Careers

Waterbury, VT

Full-time

Posted 2 days ago

New

Edward Jones rating

8.1

Company rating: 8.1 out of 10

Based on 256 frontline employees who took The Breakroom Quiz

60th of 150 rated financial services

Job description

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:

  • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program.

  • Salary for the first five years as you begin to build your practice

  • A firm-provided branch office in the community 

  • Branch office support to help lighten the load so you can focus on your clients

  • A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect...

  • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

  • A compensation package that includes opportunities for commissions, profit sharing and incentive travel

  • The flexibility that you need to balance your personal and professional lives - the best of both worlds

  • A culture of continuous improvement and professional development

Key Responsibilities 

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

  • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.

  • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.

  • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. 

  • Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.


 For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
As your new asset compensation and commissions increase over the first five years, salary will decrease

What Edward Jones employees say

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