Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Associate Advisor
Arlington, VA · On-site
$90K - $120K/yr
The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client ... Effective communication (in-person, virtual, phone, and mail) Ability to * Familiarity with ...
Associate Advisor
Arlington, VA · On-site
$90K - $120K/yr
The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client ... Effective communication (in-person, virtual, phone, and mail) Ability to * Familiarity with ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
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 ...
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 ...
Senior Financial Advisor
$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 ...
Senior Financial Advisor
$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 ...
Associate Advisor
$90K - $120K/yr
The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client ... Effective communication (in-person, virtual, phone, and mail) Ability to * Familiarity with ...
Associate Advisor
$90K - $120K/yr
The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client ... Effective communication (in-person, virtual, phone, and mail) Ability to * Familiarity with ...
Wealth Management Associate - VA, Roanoke (4098)
Roanoke, VA · On-site
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University for continuous learning • Mentorship: opportunities for joint work and ...
Wealth Management Associate - VA, Roanoke (4098)
Roanoke, VA · On-site
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University for continuous learning • Mentorship: opportunities for joint work and ...
Wealth Management Associate - VA, Roanoke (3542)
Roanoke, VA · On-site
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University for continuous learning • Mentorship: opportunities for joint work and ...
Wealth Management Associate - VA, Roanoke (3542)
Roanoke, VA · On-site
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University for continuous learning • Mentorship: opportunities for joint work and ...
Wealth Management Associate - DC, Washington (5051)
Falls Church, VA · On-site
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University for continuous learning • Mentorship: opportunities for joint work and ...
Wealth Management Associate - DC, Washington (5051)
Falls Church, VA · On-site
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University for continuous learning • Mentorship: opportunities for joint work and ...
Wealth Management Associate - VA, Roanoke (5016)
Roanoke, VA · On-site
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University for continuous learning • Mentorship: opportunities for joint work and ...
Wealth Management Associate - VA, Roanoke (5016)
Roanoke, VA · On-site
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University for continuous learning • Mentorship: opportunities for joint work and ...
Wealth Management Associate - DC, Washington (5051)
Falls Church, VA · On-site +1
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ...
Wealth Management Associate - DC, Washington (5051)
Falls Church, VA · On-site +1
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ...
Virtual Account Advisor
Virginia Beach, VA · On-site +1
$65K - $75K/yr
Nuvant is seeking Virtual Account Advisors to join our growing team ... In this role, you'll connect with individuals exploring financial services, guide them through the ...
Virtual Account Advisor
Virginia Beach, VA · On-site +1
$65K - $75K/yr
Nuvant is seeking Virtual Account Advisors to join our growing team ... In this role, you'll connect with individuals exploring financial services, guide them through the ...
Wealth Management Associate - VA, Roanoke (4098)
Roanoke, VA · On-site +1
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ...
Wealth Management Associate - VA, Roanoke (4098)
Roanoke, VA · On-site +1
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ...
Wealth Management Associate - VA, Roanoke (5016)
Roanoke, VA · On-site +1
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ...
Wealth Management Associate - VA, Roanoke (5016)
Roanoke, VA · On-site +1
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ...
Wealth Management Associate - VA, Roanoke (3542)
Roanoke, VA · On-site +1
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ...
Wealth Management Associate - VA, Roanoke (3542)
Roanoke, VA · On-site +1
$250 - $1.0K/wk
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ...
Wealth Management Associate - Retirement Benefits Group - VA, Richmond (4016)
Richmond, VA · On-site +1
$250 - $1.0K/wk
... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ... Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial ...
Wealth Management Associate - Retirement Benefits Group - VA, Richmond (4016)
Richmond, VA · On-site +1
$250 - $1.0K/wk
... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ... Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial ...
Virtual Financial Advisor information
See Virginia salary details
$35.7K - $45.4K
3% of jobs
$45.4K - $55.2K
3% of jobs
$55.2K - $64.9K
10% of jobs
$64.9K - $74.6K
9% of jobs
$74.9K is the 25th percentile. Wages below this are outliers.
$74.6K - $84.4K
11% of jobs
$84.4K - $94.1K
8% of jobs
The median wage is $100.4K / yr.
$94.1K - $103.8K
11% of jobs
$103.8K - $113.6K
10% of jobs
$113.6K - $123.3K
10% of jobs
$125.7K is the 75th percentile. Wages above this are outliers.
$123.3K - $133K
8% of jobs
$133K - $142.8K
19% of jobs
$35.7K
$101.3K
$142.8K
How much do virtual financial advisor jobs pay per year?
How can I make 2000 a week working from home?
How does a Virtual Financial Advisor typically build and maintain client relationships in a remote environment?
How much do remote financial advisors make?
What is the difference between Virtual Financial Advisor vs Financial Planner?
| 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.
What are the key skills and qualifications needed to thrive as a Virtual Financial Advisor, and why are they important?
Can you be a virtual financial advisor?
What is a Virtual Financial Advisor?
How can I make $100,000 a year working from home?
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.

Other
Posted 19 days ago
Edward Jones rating
8.2
Based on 254 frontline employees who took The Breakroom Quiz
45th 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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