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Virtual Financial Advisor Jobs in Powder Springs, GA

Elevance Health

Developer Advisor

Atlanta, GA · Hybrid

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Elevance Health

Financial Accounting Analyst

Atlanta, GA · On-site

$69K - $104K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

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All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Powder Springs, GA

Virtual Financial Advisor information

See Powder Springs, GA salary details

$34.1K

$96.7K

$136.4K

How much do virtual financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for virtual financial advisor in Powder Springs, GA is $96,714.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $124,000.00 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 Powder Springs, GA are hiring for Virtual Financial Advisor jobs?

Cities near Powder Springs, GA with the most Virtual Financial Advisor job openings:

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Powder Springs, GA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 12% Part Time, 3% Contract, and 1% Nights. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $96,714 per year, or $46.5 per hour.

Entry Level Sales(80k - 150k) - (In House Leads, Fully Remote)

SIL Advisor LLC

Atlanta, GA • Remote

$5.0K - $8.0K/wk

Full-time

Medical, Life

Re-posted 23 days ago

Job description

 If you are looking for a sales role that rewards effort and consistency, let's connect.

SIL Advisor LLC

At SIL Advisor LLC, we specialize in providing comprehensive financial consulting services. Our team of experienced advisors are dedicated to helping businesses and individuals navigate their financial challenges and achieve sustainable growth.

Your responsibilities:

  • Respond to inbound requests for life, mortgage protection, and health supplemental plans and more
  • Conduct virtual consultations to assess coverage needs
  • Recommend appropriate solutions through our top-rated trusted carriers
  • Maintain professional follow-up and develop long term client relationships
  • Participate in personal development and growth with our training, coaching, and team dynamics

What we provide:

  • warm in house developed leads
  • Remote flexibility-full or part time
  • Step-by-step sales systems with full mentorship
  • Internal courses to learn and grow to leadership
  • CRM tools and full support
  • 100% Commission-based earnings with renewals and bonus potential

Who this is for:

  • Sales professionals comfortable in commission-only roles that are self-motivated
  • Strong communicators with a consultative sales style
  • Individuals that have a growth-focused mindset
  • willingness to obtain a Life and Health License (we will provide the support )
  • Insurance background is not needed to start but focus and drive are.
  • Someone who sees you can build big here because there is no limit.

job description