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

Stratford Davis

Sales Representative (Remote)

Raleigh, NC · Remote

$85K - $150K/yr

Overview Our virtual advisory team is looking for ambitious, customer-focused individuals to launch ... Evaluate financial goals and present tailored insurance and annuity options. * Manage Pipeline:

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

Virtual Financial Advisor information

See Raleigh, NC salary details

$35K

$99.3K

$140K

How much do virtual financial advisor jobs pay per year?

As of Aug 14, 2026, the average yearly pay for virtual financial advisor in Raleigh, NC is $99,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $127,300.00 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?

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.

How much do virtual financial advisors make?

Virtual financial advisors typically earn between $50,000 and $100,000 annually, with experienced professionals and those managing larger client portfolios earning higher salaries. Compensation can include base salary, commissions, and bonuses, often influenced by certifications like CFP and the volume of clients served.

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 August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $99,283 per year, or $47.7 per hour.

Senior Analyst, Corporate Development

US Radiology Specialists

Raleigh, NC • On-site

$83K - $103K/yr

Full-time

Posted 4 days ago

Job description

Lumexa Imaging is one of the country's largest providers of outpatient medical imaging. With over 5,000 team members and more than 185 outpatient imaging centers across 13 states, our team conducts more than 4 million outpatient studies annually. We are the partner of choice for health systems and radiologists, delivering best-in-class clinical excellence, operations, and state-of-the-art technology across our platform.
The Senior Corporate Development Analyst plays a key role in evaluating and executing growth initiatives across acquisitions, physician partnerships, joint ventures, and de novo market expansion. Reporting to the Vice President of Corporate Development, this role combines strong financial modeling expertise, strategic analysis, and cross-functional coordination to evaluate opportunities that drive enterprise value.
This position supports transaction execution from initial screening through due diligence and post-close integration, assists with market planning for de novo development, and collaborates closely with Finance, Operations, Legal, and executive leadership to inform strategic investment decisions.
Key Responsibilities
Financial Modeling & Valuation
  • Financial Modeling: Build, maintain, and refine complex financial models and valuation analyses (DCF, NPV, IRR, precedent transactions, and trading comps) to evaluate prospective acquisitions, joint ventures, and de novo market expansions.
  • Scenario & Risk Analysis: Evaluate project economics across multiple operating, reimbursement, and volume scenarios for both acquisitions and de novo developments, challenging assumptions and highlighting potential risks to balance strategic and financial objectives.
  • Standardization: Maintain and optimize standardized financial modeling templates, valuation frameworks, and ramp assumptions for ongoing transaction evaluations and de novo site builds.

Transaction Support & Due Diligence
  • Due Diligence Support: Assist in managing multidisciplinary due diligence processes across financial, legal, operational, HR, and strategic workstreams for acquisitions, joint ventures, and de novo projects alongside internal stakeholders and external advisors.
  • Pitch & Partner Presentations: Support the development of high-impact pitch decks and presentation materials to support strategic discussions with potential acquisition targets, physician groups, and prospective health system joint venture partners.
  • Pipeline & Target Research: Track acquisition and de novo expansion pipelines, conduct initial market and target research, and maintain open-item logs and virtual data rooms during active transaction reviews.
  • Transaction Execution: Assist senior leadership with deal structuring schedules, financial schedule verification, and documentation gathering across acquisitions and strategic partnership opportunities.

Market & De Novo Strategy
  • Market & Referral Analysis: Partner with Division Operations and Sales teams to perform market assessments incorporating physician referral dynamics, competitive positioning, demographic trends, and payer access.
  • De Novo Site Prioritization: Develop volume capture models and ramp assumptions to help prioritize de novo expansion opportunities based on projected strategic and financial returns.
  • Market Intelligence: Monitor industry trends, competitor activities, and service line demand to synthesize actionable insights for senior leadership.

Investment Materials & Portfolio Analytics
  • Decision Materials: Draft investment memoranda, business cases, pipeline updates, and executive presentations for the Investment Committee, Board, and senior leadership.
  • Post-Close Performance Tracking: Monitor actual transaction and de novo performance against original investment thesis models, assisting with post-merger integration handoffs and milestone tracking.
  • Analytics & Dashboards: Maintain business development analytics and build dashboards to support executive decision-making.

Qualifications
Education & Experience
  • Education: Bachelor's degree in Finance, Accounting, Economics, Healthcare Administration, or a related business field required.
  • Experience: 3-6 years of relevant experience in Corporate Development, Strategic Finance, Investment Banking, M&A, or Business Development.
  • Track Record: Demonstrated experience supporting healthcare transactions, financial evaluations, or de novo site development from analysis through close.

Technical Skills & Competencies
  • Advanced Financial Modeling: Advanced proficiency in Excel, 3-statement financial modeling, and valuation techniques (DCF, IRR, comps).
  • Healthcare Acumen: Solid understanding of healthcare industry dynamics, outpatient service models, and reimbursement dynamics preferred.
  • Project & Diligence Support: Strong organizational skills with a proven ability to track multiple workstreams and coordinate cross-functionally.
  • Communication & Discretion: Excellent written and verbal communication skills with experience drafting high-impact presentations for leadership, combined with strict discretion regarding confidential information.

Lumexa Imaging provides a competitive compensation program to attract, retain, and motivate a high-performance workforce.
Lumexa Imaging is an equal opportunity employer.

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