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Virtual Financial Advisor Jobs in Washington (NOW HIRING)

NRECA

Senior Financial Advisor

Arlington, VA

$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

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 ...

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All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Washington

Virtual Financial Advisor information

See Washington salary details

$40.8K

$115.7K

$163.1K

How much do virtual financial advisor jobs pay per year?

As of Jul 28, 2026, the average yearly pay for virtual financial advisor in Washington is $115,677.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $148,400.00 per year, depending on experience, location, and employer.

How can I make 2000 a week working from home?

A virtual financial advisor can potentially earn $2,000 a week by providing financial planning, investment advice, and portfolio management services remotely, often charging clients hourly, flat fees, or commissions. Building a client base, obtaining relevant certifications, and using financial software are essential for reaching this income level, which may require consistent effort and a strong professional reputation.

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.

How much do remote financial advisors make?

Remote financial advisors typically earn between $50,000 and $100,000 annually, with experienced professionals and those working independently often earning higher salaries or commissions. Compensation can vary based on certifications, client base, and the complexity of financial planning services provided.

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, and why are they important?

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?

A virtual financial advisor is a professional who provides financial planning and investment advice remotely, often through online platforms or video calls. They typically need relevant certifications such as CFP or CFA and strong digital communication skills. This role allows for flexible scheduling and requires familiarity with financial software tools.

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.

How can I make $100,000 a year working from home?

A virtual financial advisor can potentially earn $100,000 annually by building a strong client base, obtaining relevant certifications, and leveraging digital marketing tools. Success depends on experience, specialization, and the ability to provide valuable financial planning services remotely. Consistent client acquisition and professional development are key to reaching this income level.

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 Washington? The most popular types of Financial Advisor jobs in Washington are:
What are popular job titles related to Virtual Financial Advisor jobs in Washington? For Virtual Financial Advisor jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Advisor jobs in Washington look for? The top searched job categories for Virtual Financial Advisor jobs in Washington are:
What cities in Washington are hiring for Virtual Financial Advisor jobs? Cities in Washington with the most Virtual Financial Advisor job openings:
Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Washington as of July 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $115,677 per year, or $55.6 per hour.
Associate Advisor

Associate Advisor

Raymond James Financial, Inc.

Arlington, VA • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Job Description Summary
Our team is driven by the motivation to help our clients achieve their goals with professional skill and a personalized approach. As our team grows, we are seeking an Associate Advisor who shares our long-term vision and values.
The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client-facing capacity, is a self-starter, and demonstrates consistency and empathy in their day-to-day work. Additionally, they have trading experience, strong client relationship management skills, and thrive in a team-oriented environment.
Ready to take the next step? Read on and apply below.
Job Description
Essential Duties and Responsibilities
  • Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
  • Be the main point of contact for assigned client needs and ensure all client concerns are addressed.
  • Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.
  • Manage client referrals, ensuring smooth onboarding and integration into the firm.
  • Conduct quarterly and annual client reviews to align financial goals
  • Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
  • Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
  • Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
  • Assist the financial advisor by note taking, handling documentation, and email management.
  • Ensure that all compliance standards are met for client documentation and communication.
  • Actively contribute to the firm's ability to focus on high-level strategy by handling administrative work related to client meetings.

Knowledge of
  • Company's working structure, policies, mission, and strategies
  • Managed account platforms
  • General office practices, procedures, and methods
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products, and industry regulations
  • Trading terminology
  • Financial planning software
  • AI tools and agents

Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office Suite
  • Effective communication (in-person, virtual, phone, and mail)

Ability to
  • Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a cohesive team
  • Demonstrate competence, dependability, and responsibility

Licenses/Certifications
  • SIE
  • Series 7
  • Series 63, 65 and/or 66 as required by state
  • L&H strongly preferred

Education/Experience Requirements
  • 2+ years of industry experience

Workstyle: Hybrid (1 week in office per month)
Travel: None required
Benefits: Medical (100% paid for base plan), Retirement + Match, Life Insurance, PTO.
Compensation: $90,000 - $120,000, based on experience and geographic location, + discretionary bonus
Case Study, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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