Our training program extends beyond the virtual and physical classroom, as our agents learn best by ... Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered ...
Our training program extends beyond the virtual and physical classroom, as our agents learn best by ... Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered ...
Our training program extends beyond the virtual and physical classroom, as our agents learn best by ... Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered ...
Quick apply
Our training program extends beyond the virtual and physical classroom, as our agents learn best by ... Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... Build relationships to create new clients via face-to-face and virtual sourcing strategies ...
Life Insurance Sales Agent
Little River, SC · On-site
$96K - $124K/yr
Our training program extends beyond the virtual and physical classroom, as our agents learn best by ... Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered ...
Life Insurance Sales Agent
Little River, SC · On-site
$96K - $124K/yr
Our training program extends beyond the virtual and physical classroom, as our agents learn best by ... Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered ...
Our training program extends beyond the virtual and physical classroom, as our agents learn best by ... Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered ...
Quick apply
Our training program extends beyond the virtual and physical classroom, as our agents learn best by ... Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered ...
After completing the virtual classroom, you'll transition into a comprehensive 12-month development ... advisors through one of the most important financial decisions their clients will make. What you ...
Quick apply
After completing the virtual classroom, you'll transition into a comprehensive 12-month development ... advisors through one of the most important financial decisions their clients will make. What you ...
Sales Training Program - Reverse Mortgage Loan Officer
Myrtle Beach, SC · On-site
$100K/yr
After completing the virtual classroom, you'll transition into a comprehensive 12-month development ... advisors through one of the most important financial decisions their clients will make. What you ...
Sales Training Program - Reverse Mortgage Loan Officer
Myrtle Beach, SC · On-site
$100K/yr
After completing the virtual classroom, you'll transition into a comprehensive 12-month development ... advisors through one of the most important financial decisions their clients will make. What you ...
... 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 ...
New
... 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 ...
New
... 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 ...
New
... 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 ...
New
Tax Expert - Expert Center (Southeast)
North Myrtle Beach, SC · 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 ...
New
Tax Expert - Expert Center (Southeast)
North Myrtle Beach, SC · 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 ...
New
... 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 ...
New
... 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 ...
New
Virtual Financial Advisor information
See Myrtle Beach, SC salary details
$32.4K - $41.2K
3% of jobs
$41.2K - $50.1K
3% of jobs
$50.1K - $58.9K
10% of jobs
$58.9K - $67.7K
9% of jobs
$68K is the 25th percentile. Wages below this are outliers.
$67.7K - $76.6K
11% of jobs
$76.6K - $85.4K
8% of jobs
The median wage is $91.2K / yr.
$85.4K - $94.3K
11% of jobs
$94.3K - $103.1K
10% of jobs
$103.1K - $111.9K
10% of jobs
$114.1K is the 75th percentile. Wages above this are outliers.
$111.9K - $120.8K
8% of jobs
$120.8K - $129.6K
19% of jobs
$32.4K
$91.9K
$129.6K
How much do virtual financial advisor jobs pay per year?
As of Aug 21, 2026, the average yearly pay for virtual financial advisor in Myrtle Beach, SC is $91,919.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,500.00 and $117,900.00 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?
| Aspect | Virtual Financial Advisor | Financial Planner |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often required | CFP, CFA, or similar certifications often required |
| Work Environment | Remote/online platform | In-person or remote consultations |
| Employer & Industry Usage | Financial services firms, online platforms | Independent or firm-based financial services |
| Search & Comparison Intent | Comparing online advisory services | Comparing 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 are the most commonly searched types of Financial Advisor jobs in Myrtle Beach, SC?
The most popular types of Financial Advisor jobs in Myrtle Beach, SC are:
What are popular job titles related to Virtual Financial Advisor jobs in Myrtle Beach, SC?
For Virtual Financial Advisor jobs in Myrtle Beach, SC, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Advisor jobs in Myrtle Beach, SC look for?
The top searched job categories for Virtual Financial Advisor jobs in Myrtle Beach, SC are:
What cities near Myrtle Beach, SC are hiring for Virtual Financial Advisor jobs?
Cities near Myrtle Beach, SC with the most Virtual Financial Advisor job openings:
Full-time
Medical, Dental, Vision, Life
Posted 23 days ago
Job description
Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you! We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers!
Training, Development & Benefits: Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they've honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
- Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
- Source: Individual Third Party Ratings Reports as 7/30/18.
- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference. Our multifaceted system includes:
- In conjunction with in-office trainings; a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want!
- Once established in the career, Fast Track to Management opportunities for qualified professionals
Responsibilities
• Discuss financial concerns and needs with potential clients identified during the prospecting process
• Ensure effective insurance, retirement, and business planning education through an array of service offerings, including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more
Qualifications
If you are:
• Highly motivated
• Goal-oriented
• Solid business expertise and knowledge are a must
• Backgrounds in people-oriented careers are a plus!
• Backgrounds in teaching and coaching are a plus as well!
We would like to learn more about you!
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you! We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers!
Training, Development & Benefits: Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they've honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
- Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
- Source: Individual Third Party Ratings Reports as 7/30/18.
- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
Our new blended training and development program is designed to work with your schedule and in this type of role that makes all the difference. Our multifaceted system includes:
- In conjunction with in-office trainings; a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want!
- Once established in the career, Fast Track to Management opportunities for qualified professionals
Responsibilities
• Discuss financial concerns and needs with potential clients identified during the prospecting process
• Ensure effective insurance, retirement, and business planning education through an array of service offerings, including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more
Qualifications
If you are:
• Highly motivated
• Goal-oriented
• Solid business expertise and knowledge are a must
• Backgrounds in people-oriented careers are a plus!
• Backgrounds in teaching and coaching are a plus as well!
We would like to learn more about you!