ZipRecruiter

Log In

1

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

Definiti

Channel Manager

Cary, NC · On-site +1

$140K - $141K/yr

... financial services • Experience working with advisors, wholesalers, or distribution partners ... Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with ...

DEFINITI LLC

Channel Manager

Cary, NC

$140K - $141K/yr

... financial services Experience working with advisors, wholesalers, or distribution partners ... Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with ...

Elevance Health

Coding Analyst Sr.

Durham, NC · On-site

This is a virtual eligible role. You should be within a reasonable proximity to one of the posted ... Job Family: MED > Licensed/Certified - Other Please be advised that Elevance Health only accepts ...

Elevance Health

Coding Analyst Sr.

Durham, NC

This is a virtual eligible role. You should be within a reasonable proximity to one of the posted ... Job Family: MED > Licensed/Certified - Other Please be advised that Elevance Health only accepts ...

Elevance Health

Coding Analyst Sr.

Durham, NC · On-site

This is a virtual eligible role. You should be within a reasonable proximity to one of the posted ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

previous page

Showing results 41-60

All JobsFinancial Advisor 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 Sep 4, 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.

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 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 August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $90,176 per year, or $43.4 per hour.

Sales Training Program - Reverse Mortgage Loan Officer

Mutual of Omaha Mortgage

Chapel Hill, NC • On-site

$100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 8 days ago

Job description

Sales Training Program - Reverse Mortgage Loan Officer
Launch your career in the reverse mortgage industry with the backing of one of America's most trusted financial brands - Mutual of Omaha, a Fortune 300 organization with over 100 years of stability.
What to Expect
Your journey begins with an immersive one-month virtual classroom experience, where you'll build a strong foundation in reverse mortgage products, sales fundamentals, compliance, systems, and customer conversations.
After completing the virtual classroom, you'll transition into a comprehensive 12-month development program designed to accelerate your success. You'll participate in weekly skill-building sessions, receive personalized one-on-one coaching from experienced sales leaders, and apply what you've learned through real-world customer interactions.
Our goal isn't simply to help you become licensed or originate your first loan-it's to develop confident, knowledgeable, high-performing mortgage professionals with the skills, coaching, and support to build a rewarding long-term career.
Who we're looking for:
We especially encourage experienced traditional mortgage loan originators to apply. If you understand the lending business and want to serve a growing, underserved market - retirees looking to strategically strengthen their retirement income - we want to talk!
Don't have your NMLS license? No problem. We'll help you obtain and pay for your NMLS license.
If you have a proven track record of success in sales and are looking for an opportunity to make a meaningful impact while building a rewarding career, we want to hear from you. Our associates help retirees make confident, informed financial decisions, to improve their quality of life. The most successful professionals in this role are those who build trust, ask thoughtful questions, listen with intention, and serve as trusted advisors through one of the most important financial decisions their clients will make.
What you can expect to earn:
  • To assist with the transition you are covered with a monthly base during the 12 month training program.
  • Established Loan Officers in our program routinely earn $100,000+

What sets us apart:
  • The brand recognition and credibility of Mutual of Omaha behind every conversation
  • Industry-leading training from the nation's top reverse mortgage sales leaders
  • A revolutionary sales process for working with both consumers and referral professionals
  • World-class sales, marketing, and operations support from day one

Benefits include:
  • Multiple PPO Medical Plans, including an HDHP-eligible option
  • Dental and Vision Coverage
  • Paid Sick Time - 40 hours after 90 days (state requirements applied as applicable)
  • 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
  • 401(k) with generous employer match
  • Company Paid Life Insurance

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply.

Apply