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Virtual Financial Advisor Jobs in Inverness, FL (NOW HIRING)

Intuit

Tax Expert - Local Branch

Ocala, FL · On-site

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

Intuit

Tax Expert - Expert Center (Southeast)

Ocala, FL · On-site

$33/hr

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

Intuit

Tax Expert - Local Branch

Ocala, FL · On-site

$33/hr

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

Intuit

Tax Expert - On-Site

Ocala, FL · On-site

$33/hr

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

Intuit

Tax Expert - Local Tax Office

Ocala, FL · On-site

$33/hr

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

Intuit

Tax Expert - On-Site

Ocala, FL · On-site

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

Intuit

Tax Expert - Local

Ocala, FL · On-site

$33/hr

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

Intuit

Tax Expert - Local

Ocala, FL · On-site

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

Intuit

Tax Expert - Local Tax Office

Ocala, FL

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax ...

All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Inverness, FL

Virtual Financial Advisor information

See Inverness, FL salary details

$26.9K

$76.4K

$107.7K

How much do virtual financial advisor jobs pay per year?

As of Sep 8, 2026, the average yearly pay for virtual financial advisor in Inverness, FL is $76,390.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,100.00 and $98,000.00 per year, depending on experience, location, and employer.

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 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.

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.

More about Virtual Financial Advisor jobs

What cities near Inverness, FL are hiring for Virtual Financial Advisor jobs?

Cities near Inverness, FL with the most Virtual Financial Advisor job openings:

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Inverness, FL as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $76,390 per year, or $36.7 per hour.

Financial Services Representative - State Farm Agent Team Member

Scott Cameron - State Farm Agent

Ocala, FL • On-site

$70K - $85K/yr

Full-time

PTO

Re-posted 8 days ago

Job description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

Build a Career in Financial Planning and Relationship-Based Advising
We are seeking a Financial Advisor / Investment Representative who is committed to developing a professional career centered on financial planning, relationship management, and disciplined customer service. Our agency focuses on a needs-based approach to help individuals and families evaluate income protection, retirement preparation, and investment considerations in alignment with their goals and risk tolerance.
The Role
This position involves conducting structured financial and insurance reviews, identifying potential planning gaps, and discussing suitable strategies across income protection, retirement accumulation, and investment planning. The role operates within defined processes and supervisory guidelines and is supported by coaching and an established customer base.
 Career Development
Structured onboarding, ongoing development in retirement planning and investment conversations, coaching within regulatory and supervisory frameworks, and opportunities to expand responsibilities based on performance, licensing, and business development.
Key Responsibilities
• Conduct comprehensive financial and insurance reviews (in person or virtual).
• Evaluate assets, liabilities, income protection needs, retirement readiness, and legacy objectives.
• Identify potential gaps and discuss suitable planning options consistent with regulatory standards.
• Perform daily targeted outreach to designated planning segments.
• Complete periodic portfolio and financial reviews in accordance with firm policy.
• Maintain required documentation and compliance standards for insurance and securities activity.
 Qualifications
Financial degree or relevant financial experience is required.
Active Florida Life & Health Insurance license (2-15) preferred.
FINRA Series 6 and 63 licenses required for securities activity (Series 65 or 66 may be required depending on registration structure).
Ability to obtain and maintain all required securities registrations.
Financial services, insurance, or advisory experience preferred.
Strong communication skills and strict adherence to compliance and ethical standards.
Why Join Us?
Make a meaningful impact by guiding clients toward financial security and confidence
Supportive team environment with daily coaching and accountability meetings
Clear career growth opportunities within Life, Disability, and Investment product lines
Competitive salary plus performance-based incentives
This employment opportunity is with a State Farm Agent, not with State Farm Insurance Companies and requires the successful completion of licensing requirements to solicit and service State Farm products.