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Virtual Financial Advisor Jobs in Raleigh, NC (NOW HIRING)

H&R Block

Block Advisor Tax Advisor

Durham, NC · 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

Cary, NC · 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 ...

Definiti

Internal Sales Wholesaler

Cary, NC · On-site +1

Identify and develop new financial advisor relationships in assigned territory through marketing ... Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with ...

DEFINITI LLC

Internal Sales Wholesaler

Cary, NC

Identify and develop new financial advisor relationships in assigned territory through marketing ... Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with ...

Q2

Senior Strategic Business Advisor

Cary, NC · On-site +1

$126K - $126K/yr

Our mission is simple: build strong and diverse communities through innovative financial technology ... Excellent team player who can work with virtual and cross-functional teams. This position requires ...

Q2 Software, Inc.

Senior Strategic Business Advisor

Cary, NC · On-site

$126K - $126K/yr

Our mission is simple: build strong and diverse communities through innovative financial technology ... Excellent team player who can work with virtual and cross-functional teams. This position requires ...

True North Recruiters

Consultative Sales

Raleigh, NC · On-site

$50K - $100K/yr

This role is best described as a consultative, client-service-focused advisor position. The clients ... Taubman Financial Management is an established organization built on vision, integrity, and a ...

Pwc

Partner Tax Preparation Advisor Manager

Raleigh, NC · On-site +1

$73K - $244K/yr

Industry/Sector Not Applicable Specialism IFS - Finance Management Level Manager & Summary At PwC ... virtual teams - Skills in building trusted client relationships - Ability to manage project ...

AEF

Be Seen First

Licensed Life Insurance Annuity Specialist

Raleigh, NC · Remote

$200K - $1M/yr

... financial protection options. Your role is to meet with these prospects, understand their goals ... This is a performance-based opportunity, ideal for licensed advisors or agents who are confident in ...

AEF

Be Seen First

Licensed Life Insurance Annuity Specialist

Raleigh, NC · Remote

$200K - $1M/yr

... financial protection options. Your role is to meet with these prospects, understand their goals ... This is a performance-based opportunity, ideal for licensed advisors or agents who are confident in ...

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Showing results 1-20

All JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Raleigh, NC

Virtual Financial Advisor information

See Raleigh, NC salary details

$31.8K

$90.2K

$127.1K

How much do virtual financial advisor jobs pay per year?

As of Jun 10, 2026, the average yearly pay for virtual financial advisor in Raleigh, NC is $90,176.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,200.00 and $115,700.00 per year, depending on experience, location, and employer.

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 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.

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 Raleigh, NC? The most popular types of Financial Advisor jobs in Raleigh, NC are:
What are popular job titles related to Virtual Financial Advisor jobs in Raleigh, NC? For Virtual Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Advisor jobs in Raleigh, NC look for? The top searched job categories for Virtual Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Virtual Financial Advisor jobs? Cities near Raleigh, NC with the most Virtual Financial Advisor job openings:
Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Raleigh, NC as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $90,176 per year, or $43.4 per hour.
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R Block

Durham, NC • On-site

Full-time

Medical, Retirement

Posted 4 days ago

Job description

Our Company
At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year.
Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.
What you'll bring to the team...
  • Build year-round client relationships
  • Provide tax preparation, tax audit support and tax planning year-round
  • Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
    • All certification levels can provide tax notice services
    • Circular 230 associates can provide audit representation
  • Grow your tax expertise
  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools - video conferencing and chat
  • Experience working in a fast-paced, supportive environment
  • Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements

It would be even better if you also had...
  • CPA or Enrolled Agent certification
  • Experience completing business tax returns
  • Experience conducting virtual tax interviews
  • Sales and/or marketing experience
  • Bachelor's degree in accounting or related field

Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
  • Employee Assistance Program with Health Advocate.
  • Wellbeing program, BetterYou, to help you build healthy habits.
  • Neurodiversity and caregiver support available to you and your family.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
  • Click here to checkout all available benefits.

The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
*Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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