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Virtual Financial Advisor Jobs in Boca Raton, FL

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Block Advisor Tax Advisor

West Palm Beach, FL · On-site

We assist our clients in reaching their financial goals year-round. What you'll bring to the team ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

H&R Block

Block Advisor Tax Advisor

West Palm Beach, FL · On-site

We assist our clients in reaching their financial goals year-round. What you'll bring to the team ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

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Block Advisor Tax Advisor

Plantation, FL · On-site

We assist our clients in reaching their financial goals year-round. What you'll bring to the team ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

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Block Advisor Tax Advisor

Coral Springs, FL · On-site

We assist our clients in reaching their financial goals year-round. What you'll bring to the team ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

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Block Advisor Tax Advisor

Hollywood, FL · On-site

We assist our clients in reaching their financial goals year-round. What you'll bring to the team ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

H&R Block

Block Advisor Tax Advisor

Pompano Beach, FL · On-site

We assist our clients in reaching their financial goals year-round. What you'll bring to the team ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

H&R Block

Block Advisor Tax Advisor

Pompano Beach, FL · On-site

We assist our clients in reaching their financial goals year-round. What you'll bring to the team ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

H&R Block

Block Advisor Tax Advisor

Boynton Beach, FL · On-site

We assist our clients in reaching their financial goals year-round. What you'll bring to the team ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

H&R Block

Block Advisor Tax Advisor

Boca Raton, FL · On-site

We assist our clients in reaching their financial goals year-round. What you'll bring to the team ... Comfort working with virtual tools - video conferencing and chat * Experience working in a fast ...

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All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Boca Raton, FL

Virtual Financial Advisor information

See Boca Raton, FL salary details

$33.5K

$94.9K

$133.9K

How much do virtual financial advisor jobs pay per year?

As of Jun 12, 2026, the average yearly pay for virtual financial advisor in Boca Raton, FL is $94,938.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,700.00 and $121,800.00 per year, depending on experience, location, and employer.

How much do online financial advisors make?

Online financial advisors typically earn between $50,000 and $100,000 annually, depending on experience, client base, and certifications such as CFP. Compensation may include base salary, commissions, or fee-based structures, and many work remotely with flexible schedules.

How can I make 2000 a week working from home?

A virtual financial advisor can potentially earn $2,000 or more weekly by providing personalized financial planning, investment advice, and portfolio management remotely. Success depends on building a client base, offering specialized services, and maintaining relevant certifications such as the CFP or CFA. High earnings often require strong communication skills, marketing efforts, and a professional online presence.

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 to make $100,000 a year working from home?

A virtual financial advisor can reach a $100,000 annual income by building a strong client base, offering specialized financial planning services, and leveraging digital marketing. Earning this level often requires advanced certifications, such as CFP, and proficiency with financial software, along with consistent client acquisition efforts. Success depends on experience, reputation, and the ability to work efficiently remotely.

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?

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.

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 Boca Raton, FL? The most popular types of Financial Advisor jobs in Boca Raton, FL are:
What are popular job titles related to Virtual Financial Advisor jobs in Boca Raton, FL? For Virtual Financial Advisor jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Advisor jobs in Boca Raton, FL look for? The top searched job categories for Virtual Financial Advisor jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Virtual Financial Advisor jobs? Cities near Boca Raton, FL with the most Virtual Financial Advisor job openings:
Virtual Financial Advisor jobs near you
Registered Client Service Associate- Hallandale Beach, FL

Registered Client Service Associate- Hallandale Beach, FL

Raymond James Financial Services

Hallandale Beach, FL • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

Job Description Summary
Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Responsibilities:
  • Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
  • Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
  • Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
  • Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
  • Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
  • Reviews, assesses and responds to all corporate action items and client account alerts.
  • Prepares financial reports, spreadsheets and other materials for client meetings.
  • Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
  • Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
  • Performs other duties and responsibilities as assigned.
Skills:
  • 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.
  • Client Relationship Management (CRM) software, or similar contact management software.
  • Goal planning software.
  • Excel, including developing spreadsheets as needed and for ongoing reporting.
  • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Analyze and research account information.
  • Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Identify time sensitive items and assess competing priorities.
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • Analyze problems and establish solutions in a fast paced environment.
  • Use mathematics sufficient to process account and transaction information.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
  • Work both independently and as part of a cohesive team.
  • Provide a high level of customer service.
Education/Previous Experience
  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Series 7 required.
  • Series 63, 65 and/or 66 as required by state.

Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
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.
Raymond James Financial Services logo

About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US

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