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Virtual Financial Advisor Jobs in Washington (NOW HIRING)

Serve as a financial advisor to project managers, providing guidance on budgeting, cost controls ... person or virtual) is notpermitted. This policy is in place tomaintainthe integrity and ...

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Virtual Financial Advisor information

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$40.8K

$115.7K

$163.1K

How much do virtual financial advisor jobs pay per year?

As of Aug 12, 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 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 Washington? The most popular types of Financial Advisor jobs in Washington 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:
Infographic showing various Virtual Financial Advisor job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $115,677 per year, or $55.6 per hour.

Private Capital Advisor

Booz Allen Hamilton, Inc.

Alexandria, VA • On-site, Remote

$69K - $158K/yr

Full-time, Part-time

Medical, Life, Retirement, PTO

Re-posted 5 days ago


Booz Allen Hamilton rating

8.9

Company rating: 8.9 out of 10

Based on 49 frontline employees who took The Breakroom Quiz

9th of 72 rated business consultants


Job description


Remote Work:
No
Job Number:
R0243948
Location:
Alexandria,VA,US
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Private Capital Advisor
The Opportunity:
The right mixture of great ideas and funding can create change. In a complex organization, allocating funding to where it can be most effective can be challenging. That's why we need you, a financial analyst who can easily navigate the requirements, policies, and regulations that govern funding, to make sure the Department of War's (DoW) resources can make the most impact.
As a financial analyst on our team, you'll lead and coordinate private capital initiatives for the DoW Industrial Base Policy Office, working directly with the Director and Deputy Directors. This role is pivotal in advancing the DoW's acquisition transformation strategy by spearheading the development and delivery of a comprehensive Private Capital Playbook, as well as a range of initiatives. This playbook will empower and align stakeholders to engage with private capital providers, and it will integrate investment and impact data to inform strategic decision-making surrounding the strengthening of the defense industrial base. Following the playbook's launch, the contractor will be responsible for its ongoing maintenance and for delivery of ongoing private capital initiatives.
Work with us as we help fuel our country's defense industrial base with the funding they need.
Join us. The world can't wait.
You Have:
  • 5+ years of experience with professional private capital
  • Experience in Microsoft Office Suite including Word, Excel for financial analysis, and PowerPoint for executive and corporate-style presentations
  • Experience facilitating working groups and driving consensus
  • Experience with DoW organizational structures and staff procedures
  • Experience with project leadership including a track record of delivering complex projects on schedule
  • Secret clearance
  • Bachelor's degree in a Business, Finance, Economics, or Government field

Nice If You Have:
  • Experience with private capital markets or mergers and acquisitions
  • Experience in management advising, investment banking, or corporate strategy and development
  • Ability to lead internal teams and hold others accountable to the mission
  • Possession of excellent written and verbal executive communication skills
  • Possession of strong business acumen and financial literacy
  • Master's degree

Clearance:
Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information secret clearance is required.
Compensation
At Booz Allen, we celebrate your contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care. Our recognition awards program acknowledges employees for exceptional performance and superior demonstration of our values. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in Booz Allen's benefit programs. Individuals that do not meet the threshold are only eligible for select offerings, not inclusive of health benefits. We encourage you to learn more about our total benefits by visiting the Resource page on our Careers site and reviewing Our Employee Benefits page.
Salary at Booz Allen is determined by various factors, including but not limited to location, the individual's particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability and organizational requirements. The projected compensation range for this position is $69,400.00 to $158,000.00 (annualized USD). The estimate displayed represents the typical salary range for this position and is just one component of Booz Allen's total compensation package for employees. This posting will close within 90 days from the Posting Date.
Identity Statement
As part of the hiring process, we will ask you to complete an identity verification process that leverages advanced biometrics and artificial intelligence to ensure authenticity and protect against identity fraud. You are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud.
Candidate AI Usage Policy
AI is a part of our daily work at Booz Allen, and we are committed to the responsible and ethical use of AI tools. However, we want to ensure a fair candidate process based on your own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) or other tools to assist with responses during interviews (whether in-person or virtual) is prohibited unless permission is explicitly provided.
Work Model
Our people-first culture prioritizes the benefits of collaboration, whether it occurs in person or virtually. To support engagement and effective communication, employees working virtually are generally expected to have their cameras on during meetings.
  • Remote: If this position is listed as remote, there may still be occasions when you are required to work in person at a Booz Allen or customer facility.
  • Hybrid: If this position is listed as hybrid, you will be expected to work from a Booz Allen facility frequently, in alignment with leadership expectations and the needs of the role. You may also be required to work from or visit a customer facility.
  • Onsite: If this position is listed as onsite, work will primarily be performed at a Booz Allen office or customer facility, where employees will collaborate directly with colleagues and customers as required by the role.

Commitment to Non-Discrimination
All qualified applicants will receive consideration for employment without regard to disability, status as a protected veteran or any other status protected by applicable federal, state, local, or international law.
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About Booz Allen Hamilton

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Booz Allen Hamilton is a leading provider of management and technology consulting services to the US government in defense, intelligence, and civil markets. Headquartered in McLean, Virginia, the firm also serves major corporations, institutions, and not-for-profit organizations. Founded in 1914 by Edwin G. Booz, the company has a long-standing tradition of helping clients achieve success by delivering a wide range of consulting services that include strategic planning, human capital and learning, communication, systems development, and others. The company's mission is to empower people to change the world, and it has a reputation for maintaining the highest standards of integrity and-excellence.

Industry

It services

Company size

10,000+ Employees

Headquarters location

McLean, VA, US

Year founded

1914