ZipRecruiter

Log In

1

Virtual Financial Advisor Jobs in Virginia (NOW HIRING)

NRECA

Senior Financial Advisor

Arlington, VA · On-site

$126K - $157K/yr

Experienced portfolio managers and cost-effective solutions The Senior Financial Advisor is responsible for retaining Homestead Funds shareholders and attracting new shareholders through virtual and ...

Raymondjames

Associate Advisor

Arlington, VA

$90K - $120K/yr

Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to ... Effective communication (in-person, virtual, phone, and mail) Ability to * Familiarity with ...

next page

Showing results 1-20

All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Virginia

Virtual Financial Advisor information

See Virginia salary details

$35.7K

$101.3K

$142.8K

How much do virtual financial advisor jobs pay per year?

As of Aug 28, 2026, the average yearly pay for virtual financial advisor in Virginia is $101,258.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,400.00 and $129,900.00 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.

More about Virtual Financial Advisor jobs

What are the most commonly searched types of Financial Advisor jobs in Virginia?

The most popular types of Financial Advisor jobs in Virginia are:

What are popular job titles related to Virtual Financial Advisor jobs in Virginia?

For Virtual Financial Advisor jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Virtual Financial Advisor jobs in Virginia look for?

The top searched job categories for Virtual Financial Advisor jobs in Virginia are:

What cities in Virginia are hiring for Virtual Financial Advisor jobs?

Cities in Virginia with the most Virtual Financial Advisor job openings:

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Virginia as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $101,258 per year, or $48.7 per hour.

Senior Financial Advisor

Homestead Advisers Corp

Arlington, VA • On-site

$126 - $157/hr

Other

Retirement

Posted 9 days ago

Job description

Senior Financial Advisor

Responsible for retaining current Homestead Funds shareholders and attracting new shareholders through virtual and in‑person presentations. Conduct over‑the‑phone and in‑person personalized portfolio reviews and recommend customized asset allocation strategies based on each shareholder’s financial needs. Supports the reputation of Homestead Funds client service in the cooperative community. This is a hybrid/remote position.

Compensation
  • Salary: $126,000 – $157,000 plus incentive opportunity.
  • Location: Hybrid/remote with occasional travel (10%).
Responsibilities
  • Provide superior client service and execute comprehensive relationship management strategy for retaining Homestead Funds clients.
  • Maintain expert knowledge of Homestead Funds products and services and stay current on IRS tax guidelines.
  • Communicate with shareholders and potential shareholders by phone using a CRM system to track contact, follow‑up points, measure retention success, and ensure high levels of client service and retention.
  • Conduct portfolio reviews and recommend specific, customized asset allocation strategies.
  • Proactively inform clients of new products and services and educate clients on investing concepts, providing early notification and assistance with client actions.
  • Collaborate with transfer agent, team members, and management to ensure service excellence and consistent messaging and communications.
  • Present Homestead Funds information at events as required.
  • Comply with Homestead Advisers and Homestead Funds policies and applicable securities regulations.
  • Fulfill all regulatory and firm education requirements and FINRA continuing education as required.
Qualifications
  • Education: Bachelor’s degree in business or related field.
  • Experience: Six or more years of mutual fund or investment industry experience; four or more years in a senior client‑facing role.
  • Certifications: CFP designation preferred; FINRA Series 6, 63, and/or 65.
  • Knowledge of securities, the mutual fund industry, 401(k) plans, defined benefit plans, and financial planning concepts.
  • Strong organizational skills with ability to manage competing deadlines and multiple projects.
  • Ability to learn quickly and retain information.
  • Independent work capability, collaborative teamwork, and timely follow‑up.
  • Active listening and de‑escalation of difficult customer calls.
  • Presentation and training workshop delivery skills.
  • Clear verbal and written communication with diverse membership, employees, and vendors.
  • Proficiency with Microsoft Office (Excel, Word, Outlook, PowerPoint).
  • Willingness to travel up to 10% and report to office as required.
Physical Requirements
  • Close visual acuity required for reading, viewing a computer terminal, and transcribing.
  • Ability to exert up to 20 pounds occasionally, or up to 10 pounds frequently.
  • Job considered light work for sedentary tasks.
Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status or other legally protected status. Homestead Advisers is committed to providing reasonable accommodation to applicants with disabilities.

#J-18808-Ljbffr

Apply