Online Enrollment Advisor
Johnson, VT · On-site
The position leverages virtual engagement, CRM technologies, and data-informed strategies to ... basic financial aid navigation, and enrollment planning. • Manage and cultivate an assigned ...
Johnson, VT · On-site
The position leverages virtual engagement, CRM technologies, and data-informed strategies to ... basic financial aid navigation, and enrollment planning. • Manage and cultivate an assigned ...
Johnson, VT · On-site
The position leverages virtual engagement, CRM technologies, and data-informed strategies to ... basic financial aid navigation, and enrollment planning. • Manage and cultivate an assigned ...
White River Junction, VT · On-site +1
$58K/yr
... financial aid, career counseling, and learning support services as appropriate * Help students ... meetings, virtual platforms (i.e., Teams/Zoom), phone calls, texts, email, and ensure they feel ...
White River Junction, VT · On-site +1
$58K/yr
... financial aid, career counseling, and learning support services as appropriate * Help students ... meetings, virtual platforms (i.e., Teams/Zoom), phone calls, texts, email, and ensure they feel ...
Burlington, VT · Remote
$85K - $150K/yr
Overview Our virtual advisory team is looking for ambitious, customer-focused individuals to launch ... Evaluate financial goals and present tailored insurance and annuity options. * Manage Pipeline:
Quick apply
Burlington, VT · Remote
$85K - $150K/yr
Overview Our virtual advisory team is looking for ambitious, customer-focused individuals to launch ... Evaluate financial goals and present tailored insurance and annuity options. * Manage Pipeline:
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 ...
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 ...
Burlington, VT · On-site
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 ...
Quick apply
Burlington, VT · On-site
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
$38.3K - $48.7K
3% of jobs
$48.7K - $59.2K
3% of jobs
$59.2K - $69.6K
10% of jobs
$69.6K - $80K
9% of jobs
$80.3K is the 25th percentile. Wages below this are outliers.
$80K - $90.5K
11% of jobs
$90.5K - $100.9K
8% of jobs
The median wage is $107.7K / yr.
$100.9K - $111.4K
11% of jobs
$111.4K - $121.8K
10% of jobs
$121.8K - $132.2K
10% of jobs
$134.8K is the 75th percentile. Wages above this are outliers.
$132.2K - $142.7K
8% of jobs
$142.7K - $153.1K
19% of jobs
$38.3K
$108.6K
$153.1K
| Aspect | Virtual Financial Advisor | Financial Planner |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often required | CFP, CFA, or similar certifications often required |
| Work Environment | Remote/online platform | In-person or remote consultations |
| Employer & Industry Usage | Financial services firms, online platforms | Independent or firm-based financial services |
| Search & Comparison Intent | Comparing online advisory services | Comparing 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.
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.

Full-time
Posted 25 days ago