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Virtual Financial Advisor Jobs in Vermont (NOW HIRING)

Showing results 21-21

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 16, 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 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.

Veterans Service Representative (Authorization Quality Review Specialist)

Veterans Benefits Administration

White River Junction, VT • On-site, Remote

$84K - $131K/yr

Full-time

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


Job description

Summary
The position is located in a Department of Veterans Affairs, Regional Office, Veterans Service Center (VSC). The Authorization Quality Review Specialist is an integral part of the VSC quality assurance program and is a key technical adviser to the Veterans Service Representatives (VSRs) in the Regional Office. The purpose of this position is to measure individual performance quality and identify training needs through review and assessment of completed compensation and pension claims.
Learn more about this agency
Duties
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Specific duties include:
  • Performs individual quality reviews to determine the authorization quality level of individual VSRs for purposes of individual performance standards in accordance with an established monthly schedule.
  • Conducts focused "in-process reviews" for cases to determine the accuracy of claims action taken. Reviews are used for station-level feedback and improvement.
  • Responsible for sharing authorization quality trend information with management on an ongoing basis and with the VSRs during training sessions.
  • Reviews products or activities for quality of performance and enters the results into the on-line STAR checklists.
  • Evaluates and identifies deficiencies of all elements of a claim from evidence development, income and dependency issues, to award processing and authorization. Provides an explanation of errors and includes comments where attention is warranted.
  • Prepares STAR data reports and provides to personnel in the regional office who are authorized to request and receive such reports.
  • Ensures all program requirements imposed by Compensation Service and/or the Pension and Fiduciary Service and the Court of Appeals for Veterans Claims are met or implemented.

Promotion Potential: The selectee may be promoted to the full performance level without further competition when all regulatory, qualification, and performance requirements are met. Selection at a lower grade level does not guarantee promotion to the full performance level. The grade progression for this position is GS-11, GS-12.
Work Schedule: Full Time, Monday-Friday 8:00am-4:30pm.
Compressed/Flexible: Available.
Telework: This position is eligible for situational (ad hoc) telework only. The selectee is required to report to the official duty station each scheduled workday. Telework may be approved only on a case-by-case basis with supervisory approval. Routine or recurring telework is not authorized for this position.
Virtual: This is not a virtual position.
Position Description/PD#: Veterans Service Representative (Authorization Quality Review Specialist); PD37136A and PD41680A
Relocation/Recruitment Incentives: Not Authorized.
Financial Disclosure Report: Not Required.
Requirements
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Conditions of employment
As a condition of employment for accepting this position, you will be required to serve a 1-year probationary period during which we will evaluate your fitness and whether your continued employment advances the public interest. In determining if your employment advances the public interest, we may consider:
  • your performance and conduct;
  • the needs and interests of the Agency;
  • whether your continued employment would advance organizational goals of the Agency or the Government; and
  • whether your continued employment would advance the efficiency of the Federal service.

Upon completion of your probationary period, your employment will be terminated unless you receive certification, in writing, that your continued employment advances the public interest.
Additional Conditions of Employment are as follows:
  • You must be a U.S. Citizen to apply for this job.
  • Selective Service Registration is required for males born after 12/31/1959.
  • Subject to background/security investigation.
  • Selected applicants will be required to complete an online onboarding process. Acceptable form(s) of identification will be required to complete pre-employment requirements I-9 Acceptable Documents.
  • Effective May 7, 2025, driver's licenses or state-issued identification cards that are not REAL ID compliant cannot be utilized as an acceptable form of identification for employment.

Qualifications
To qualify for this position, applicants must meet all requirements by the closing date of this announcement:08/14/2026.
TIME-IN-GRADE REQUIREMENT: As a current Federal, GS employee you must meet time-in-grade requirements by the closing date of this announcement.
  • For a GS-11 position you must have served 52 weeks at the GS-10 level.
  • For a GS-12 position you must have served 52 weeks at the GS-11 level.
  • If you are a current VBA employee outside of the commuting area seeking reassignment or change to lower grade via this vacancy announcement, you must currently hold the GS-11 (or higher) and the promotion potential of your current position must be at least GS-12.

The grade may have been in any occupation and must have been held in the Federal service. An SF-50 that shows your time-in-grade eligibility must be submitted with your application materials. You must provide a copy of your most recent SF-50 that indicates proof of status (career, career-conditional, or excepted service), time-in-grade requirements have been met, and identifies your position title, series, grade, step, salary, tenure, and type of service. If the most recent SF-50 has an effective date within the past year, it may not clearly demonstrate possession of time-in-grade requirements. In this instance, you must also submit your most recent Promotion or Within Grade Increase SF-50, or a Promotion or Within Grade Increase SF-50 that indicates the highest grade/step previously held. DO NOT submit Award SF-50s and/or General Adjustment SF-50s as they cannot be used to verify time-in-grade.
MINIMUM QUALIFICATION REQUIREMENT: You may qualify based on your experience and/or education as described below:
GS-11 Grade Level:
Specialized Experience: Work that involves performing training, analysis, or information systems duties within a claims management process. Examples include but are not limited to:
  • Conducting evaluations and quality reviews to determine authorization quality and accuracy against established standards;
  • Compiling and presenting quality trend information to management to support decision-making;
  • Developing training materials and delivering training to address identified performance deficiencies;
  • Providing quality-review feedback and guidance to staff to correct unsatisfactory performance.

OR
Education Substitution: Applicants must have a Ph.D. or equivalent doctoral degree or three full years (54 semester hours or 81 quarter hours) of progressively higher level graduate education leading to such a degree or LL.M, if related. This graduate education (or completed degree) must demonstrate the knowledge, skills, and abilities (KSAs) to do the work for this position. Note: A transcript must be submitted with your application if you are basing all or part of your qualifications on education.
OR
Combining Education & Experience: If you do not fully meet the length of experience and education described for a specific grade level (e.g. have six months of experience and some coursework but not a degree), the two can be combined to total 100% of the requirement. Click here for more information.
GS-12 Grade Level:
Specialized Experience: Work that involves independently performing advanced training, analyst, or information systems duties within a claims management process, with responsibility for identifying systemic issues and recommending program-level solutions. Examples include but are not limited to:
  • Independently conducting evaluations and quality reviews of authorization actions. Identifies root causes of errors and process weaknesses;
  • Analyzing quality trend data to identify patterns and develop actionable recommendations for performance, process, or training changes. Presents findings and recommendations to management or leadership;
  • Developing, delivering, and evaluating the effectiveness of training materials, including recommending modifications based on outcome data;
  • Analyzing performance deficiencies and quality trends to identify knowledge/skill gaps and developing corrective strategies or interventions to close those gaps;
  • Providing quality-review services, feedback, and guidance to staff, including mentoring or providing technical guidance to less experienced reviewers to correct unsatisfactory performance.

OR
Education Substitution: There is no education substitution at the GS-12 grade level.
Volunteer Experience: Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religions; spiritual; community; student; social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience.
Full vs. Part-Time Employment: Full-time employment is considered to be at least 35 hours per week. Part-time experience will be credited on a pro-rated basis; when including part-time employment in your resume you must specify the average hours worked per week.
Physical Requirements: The work normally involves mental rather than physical exertion. The work is mostly sedentary. However, there may be some walking, standing, and carrying of light items such as papers, books, claims folders, and files from one desk to another or for returning to storage. Carts are utilized to carry large number of claims folders. This will require the incumbent to push or pull the cart from one area to another.
For more information on these qualification standards, please visit the United States Office of Personnel Management's website at http://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/.
Education
A transcript must be submitted with your application if you are basing all or part of your qualifications on education.
Note:
Only education or degrees recognized by the U.S. Department of Education from accredited colleges, universities, schools, or institutions may be used to qualify for Federal employment. You can verify your education here: http://ope.ed.gov/accreditation/. If you are using foreign education to meet qualification requirements, you must send a Certificate of Foreign Equivalency with your transcript in order to receive credit for that education. For further information, visit: https://www.ed.gov/about/initiatives/international-affairs/recognition-of-foreign-qualifications.
You may submit unofficial transcripts when applying. However, if you are selected for the position, you will be required to provide an official transcript or a statement from the institution (e.g., from the registrar, dean, or other appropriate official) or equivalent documentation prior to the start date.
Additional information
The Career Transition Assistance Plan (CTAP) provide eligible displaced VA competitive service employees with selection priority over other candidates for competitive service vacancies. To be qualified you must submit appropriate documentation (a copy of the agency notice, your most recent performance rating, and your most recent SF-50 noting your current position, grade level, and duty location) and be found well-qualified (have a final rating of 85 or more) for this vacancy. Information about ICTAP and CTAP eligibility is on OPM's Career Transition Resources website at http://www.opm.gov/policy-data-oversight/workforce-restructuring/employee-guide-to-career-transition/.
Placement Policy: The posting of this announcement does not obligate management to fill a vacancy or vacancies by promotion. The position may be filled by reassignment, change to lower grade, transfer, appointment, or reinstatement. Management may use any one or any combination of these methods to fill the position.
It is the policy of the VA to not deny employment to those that have faced financial hardships or periods of unemployment.
This job opportunity announcement may be used to fill additional vacancies.
Veterans and Transitioning Service Members: Please visit the VA for Vets site for career-search tools for Veterans seeking employment at VA, career development services for our existing Veterans, and coaching and reintegration support for military service members.
Under the Fair Chance to Compete Act, the Department of Veterans Affairs prohibits requesting an applicant's criminal history prior to accepting a tentative job offer (TJO). Please visit the Human Resources and Administration/Operations, Security, and Preparedness (HRA/OSP), https://www.va.gov/EMPLOYEE/documents/The-Fair-Chance-to-Compete-Act.pdf
Reasonable Accommodation (RA) Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a RA in your online application. Requests for RA for the USA Hire Competency Based Assessments and appropriate supporting documentation for RA must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for RA are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an