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

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Interfaces with Medical Directors and Physician Advisors on the development of care management ...

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Interfaces with Medical Directors and Physician Advisors on the development of care management ...

Nurse Case Manager I Virtual : This role enables associates to workvirtually full-time, except for ... Interfaces with Medical Directors and Physician Advisors on the development of care management ...

Nurse Case Manager I Virtual : This role enables associates to workvirtually full-time, except for ... Interfaces with Medical Directors and Physician Advisors on the development of care management ...

You will resolve complex data & reports to develop a story & advise on forward options. Location ... Coordinate with Pricingleadershipand Sr Pricing Analysts to contribute to financial models for ...

North Carolina-Virtual : This role enables associates to workvirtually full-time, except for ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

New

Nurse Disease Management I Virtual: This role enables associates to work virtually full-time, with ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

New

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

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 ...

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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Showing results 1-20

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 13, 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 much do online financial advisors make?

Online financial advisors typically earn between $50,000 and $100,000 annually, depending on experience, client base, and certifications such as CFP. Compensation may include base salary, commissions, or fee-based structures, and many work remotely with flexible schedules.

How can I make 2000 a week working from home?

A virtual financial advisor can potentially earn $2,000 or more weekly by providing personalized financial planning, investment advice, and portfolio management remotely. Success depends on building a client base, offering specialized services, and maintaining relevant certifications such as the CFP or CFA. High earnings often require strong communication skills, marketing efforts, and a professional online presence.

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.

How to make $100,000 a year working from home?

A virtual financial advisor can reach a $100,000 annual income by building a strong client base, offering specialized financial planning services, and leveraging digital marketing. Earning this level often requires advanced certifications, such as CFP, and proficiency with financial software, along with consistent client acquisition efforts. Success depends on experience, reputation, and the ability to work efficiently remotely.

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.

Can you be a virtual financial advisor?

Yes, a virtual financial advisor is a professional who provides financial planning and investment advice remotely, often through online platforms and communication tools. They typically hold relevant certifications such as CFP or CFA and may work independently or for firms, offering services on flexible schedules. Strong communication skills and knowledge of financial software are important for success in this role.

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 most commonly searched types of Financial Advisor jobs in Raleigh, NC? The most popular types of 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:
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.
Nurse Case Manager I

Nurse Case Manager I

Elevance Health

Durham, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago


Elevance Health rating

7.8

Company rating: 7.8 out of 10

Based on 332 frontline employees who took The Breakroom Quiz

166th of 261 rated insurance


Job description

Anticipated End Date:
2026-06-16
Position Title:
Nurse Case Manager I
Job Description:
Nurse Case Manager I
Virtual: This role enables associates to work virtually full-time, except for required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development.
Location: Durham, NC and Winston-Salem, NC.
  • Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless accommodation is granted as required by law.

Work Schedule: Monday - Friday, 8am-5pm EST. No weekends or holidays.
The Nurse Case Manager I will be responsible for performing care management within the scope of licensure for members with complex and chronic care needs by assessing, developing, implementing, coordinating, monitoring, and evaluating care plans designed to optimize member health care across the care continuum. Performs duties telephonically or on-site such as at hospitals for discharge planning.
How you will make an impact:
  • Ensures member access to services appropriate to their health needs.
  • Conducts assessments to identify individual needs and a specific care management plan to address objectives and goals as identified during assessment.
  • Implements care plan by facilitating authorizations/referrals as appropriate within benefits structure or through extra-contractual arrangements.
  • Coordinates internal and external resources to meet identified needs.
  • Monitors and evaluates effectiveness of the care management plan and modifies as necessary.
  • Interfaces with Medical Directors and Physician Advisors on the development of care management treatment plans.
  • Negotiates rates of reimbursement, as applicable.
  • Assists in problem solving with providers, claims or service issues.

Minimum Requirements:
  • Requires BA/BS in a health related field and minimum of 3 years of clinical experience; or any combination of education and experience, which would provide an equivalent background.
  • Current, unrestricted RN license in applicable state(s) required.
  • Multi-state licensure is required if this individual is providing services in multiple states.

Preferred Skills, Capabilities and Experiences:
  • Certification as a Case Manager is preferred.
  • Previous general case management in a managed care setting preferred.
  • OB/Pediatrics experience preferred.

For URAC accredited areas the following applies: Requires BA/BS and 3 years of clinical care experience; or any combination of education and experience, which would provide an equivalent background.
Current and active RN license required in applicable state(s).
Multi-state licensure is required if this individual is providing services in multiple states.
Certification as a Case Manager and a BS in a health or human services related field preferred.
Job Level:
Non-Management Exempt
Workshift:
Job Family:
MED > Licensed Nurse
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.
NOTE: Workday keeps job postings active through 11:59:59 PM on the day before the listed end date. Example: If the end date is 3/13, the posting will automatically come down on 3/12 at 11:59:59 PM. In other words - the job is posted until 3/13, not through 3/13.

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About Elevance Health

Sourced by ZipRecruiter

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Indianapolis, IN, US

Year founded

2004

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