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Virtual Financial Advisor Jobs in Madison, WI (NOW HIRING)

Provide support for mobile devices, phone system, virtual meetings, audio-visual, and other ... Financial health and wellness benefits - retirement savings plan; fiduciary advisor; identity theft ...

Yard Technician

Janesville, WI · On-site

$20 - $21/hr

... be advised that the actual salary offered for any position is subject to the company's sole ... accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation ...

Showing results 21-35

Virtual Financial Advisor information

See Madison, WI salary details

$36.3K

$102.9K

$145.1K

How much do virtual financial advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for virtual financial advisor in Madison, WI is $102,929.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,600.00 and $132,000.00 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.

What are the most commonly searched types of Financial Advisor jobs in Madison, WI?

The most popular types of Financial Advisor jobs in Madison, WI are:

What are popular job titles related to Virtual Financial Advisor jobs in Madison, WI?

For Virtual Financial Advisor jobs in Madison, WI, the most frequently searched job titles are:

What job categories do people searching Virtual Financial Advisor jobs in Madison, WI look for?

The top searched job categories for Virtual Financial Advisor jobs in Madison, WI are:

What cities near Madison, WI are hiring for Virtual Financial Advisor jobs?

Cities near Madison, WI with the most Virtual Financial Advisor job openings:

Infographic showing various Virtual Financial Advisor job openings in Madison, WI as of August 2026, with employment types broken down into 90% Full Time, 5% Part Time, and 5% Contract. Highlights an 83% In-person, 2% Hybrid, and 15% Remote job distribution, with an average salary of $102,930 per year, or $49.5 per hour.

Talent Acquisition Specialist

Flad Architects

Madison, WI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


Job description

If you enjoy solving complex challenges in a collaborative environment that celebrates each person's ideas, experience, and creativity, this might be the opportunity for you. Flad is a national architectural firm with ten offices looking to hire a Recruiter to work in our Madison, WI office. This role will handle fulllifecycle recruiting, helping candidates move smoothly through the process and working closely with hiring managers and HR to ensure teams are staffed with qualified talent. They will also assist the HR team with research, resume review, scheduling, references, orientation, and other projects. Flad is a team of creative, intelligent, energetic people who help our clients tackle the issues that change people’s lives.


  • Recruit for specific positions in various offices. Handle all aspects of the recruiting lifecycle from position description through the offer.
  • Collaborate with hiring managers and Human Resources to understand role requirements and ideal candidate profiles.
  • Foster an exceptional candidate experience, communicating regularly with applicants, providing clear information, and setting expectations at each stage.
  • Continually source new recruitment methods to build a pipeline of qualified active and passive candidates.
  • Enhance Flad’s social media and online recruitment footprint.
  • Assist the Human Resources team with research, resume review, scheduling interviews, reference checks, etc.
  • Act as designated back-up for conducting new employee orientation.

Experience:

  • Minimum of three years of full-lifecycle recruiting experience required.
  • Experience recruiting for multiple positions simultaneously across a variety of locations preferred.
  • Previous architectural firm experience preferred.
  • Good working knowledge of employment law, recruiting trends, and best practices.
  • Ability to effectively work with team members and manage multiple demands. Strong attention to detail, proven organizational and interpersonal skills, and ability to adjust to shifting priorities and/or deadlines.
  • Effective written and verbal communication skills, including in-person and virtual conversations.
  • Availability during Flad’s business hours of 8:00 a.m. to 5:00 p.m. is required. Must be able to work in the Madison office Tuesday through Thursday each week.

Software:

  • Proficiency with Microsoft Word and Excel required. Working knowledge of LinkedIn Recruiter and applicant tracking system experience preferred.
  • Knowledge of social media sites and other online sourcing platforms and recruiting methods preferred.

Education:

  • Bachelor’s degree in human resources, business, or related field required.
  • PHR, SPHR, SHRM-CP, or SHRM-SCP preferred. 

Flad offers a wide range of benefits, including: 

  • Health, dental, and vision insurance
  • Generous paid time off and paid holidays
  • Financial health and wellness benefits - retirement savings plan; fiduciary advisor; identity theft plan; Section 125 flexible benefits; income protection – life insurance, short-term disability, long-term disability; Employee Assistance Program (EAP)
  • Continuing education and career development – internal programs; funds set aside for external programs, licensure and sustainability support, annual professional registration and organization reimbursement
  • Hybrid work environment 

Flad Architects is an Equal Employment Opportunity employer. Flad will provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

If you need a reasonable accommodation to apply for a position, please contact Human Resources at 608-238-2661 or email us at humanresources@flad.com.