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Virtual Financial Advisor Jobs in Washington (NOW HIRING)

Arrow Funds

Regional Sales Consultant

Laurel, MD · Remote

Develop relationships with Financial Advisors, RIAs, Broker-Dealers, and Banks. * Prospect new ... Schedule virtual meetings and support Regional Directors with advisor presentations. * Build and ...

Elevance Health

PBM Financial Analyst Lead

Ashburn, VA · On-site

$74K - $135K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This approach combines structured office engagement with the autonomy of virtual work, promoting a ... AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts ...

Elevance Health

PBM Financial Analyst Lead

Ashburn, VA · On-site

$74K - $135K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This approach combines structured office engagement with the autonomy of virtual work, promoting a ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

Kearney & Company

Strategic Advisor Air Force PBES

Alexandria, VA · On-site

$108K - $143K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This work supports the Office of the Assistant Secretary of the Air Force for Financial Management ... led, virtual, and computer-based learning methodologies. • Support organizational change ...

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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 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.

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 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.

Regional Sales Consultant

Arrow Funds

Laurel, MD • Remote

Full-time

Posted 9 days ago

Job description

Regional Sales Consultant

About Arrow

Arrow is an investment management firm that develops innovative investment strategies for Financial Advisors, RIAs, Broker-Dealers, Banks, and institutional investors. Our mission is to help advisors build better portfolios through differentiated investment solutions, thoughtful research, and exceptional service.

We're looking for someone who is curious about investing, enjoys building relationships, and wants to develop a long-term career in investment sales.

This is an excellent opportunity for an ambitious professional who wants to learn the asset management business, work directly with experienced sales leaders, and grow into a larger territory management role.


What You'll Do

As a Regional Sales Consultant, you'll help financial advisors discover investment solutions that can improve client portfolios. Every day you'll build relationships, educate advisors, identify opportunities, and help grow Arrow's business.

Your responsibilities include:

  • Develop relationships with Financial Advisors, RIAs, Broker-Dealers, and Banks.
  • Prospect new advisor relationships through outbound calling, email campaigns, referrals, and marketing initiatives.
  • Conduct meaningful conversations that uncover advisor needs and investment opportunities.
  • Present Arrow's investment strategies in a clear and consultative manner.
  • Schedule virtual meetings and support Regional Directors with advisor presentations.
  • Build and manage a healthy sales pipeline using Salesforce.
  • Follow up consistently and move opportunities toward funded business.
  • Stay current on investment markets, portfolio construction, and Arrow investment strategies.
  • Collaborate with teammates to share successful ideas, advisor feedback, and best practices.


What Success Looks Like

Successful Regional Sales Consultants:

  • Build trusted relationships with advisors.
  • Ask thoughtful questions before recommending solutions.
  • Follow through on every opportunity.
  • Stay organized and manage a disciplined sales process.
  • Continuously learn about markets and investing.
  • Help advisors solve problems-not simply sell products.
  • Consistently contribute to territory growth and asset gathering.


What We're Looking For

  • Bachelor's degree in Business, Finance, Economics, Marketing, or a related field.
  • 1-3 years of experience in financial services, sales, or client relationship management preferred.
  • Interest in investing, financial markets, and portfolio construction.
  • Excellent communication and presentation skills.
  • Strong organizational and time management abilities.
  • Self-motivated with a desire to learn and grow.
  • Experience with Microsoft Office; Salesforce experience is a plus.
  • FINRA Series 6 or Series 7 license (or willingness to obtain) is preferred.


Why Join Arrow?

This isn't just another sales position.

You'll work alongside experienced investment professionals, learn sophisticated investment strategies, and gain exposure to portfolio construction, market research, ETFs, mutual funds, and alternative investments.

If you're motivated, coachable, and willing to put in the work, you'll have the opportunity to build a rewarding career in one of the most respected areas of the financial services industry.

Apply