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Virtual Financial Advisor Jobs in Riverside, CA (NOW HIRING)

Pwc

Partner Tax Preparation Advisor Manager

Irvine, CA · 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 ...

IMI plc

Production Planner

Lake Forest, CA · On-site

$71K - $87K/yr

Employer contribution for Health Savings Account, and in many cases free virtual telemedicine, and ... Free financial advisors, webinars, and classes through Charles Schwab * Annual Employee Stock ...

New

IMI Process Automation

Production Planner

Lake Forest, CA · On-site

$71K - $87K/yr

Employer contribution for Health Savings Account, and in many cases free virtual telemedicine, and ... Free financial advisors, webinars, and classes through Charles Schwab * Annual Employee Stock ...

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All JobsFinancial Advisor JobsVirtual Financial Advisor JobsVirtual Financial Advisor Jobs in Riverside, CA

Virtual Financial Advisor information

See Riverside, CA salary details

$37.6K

$106.6K

$150.2K

How much do virtual financial advisor jobs pay per year?

As of Jul 12, 2026, the average yearly pay for virtual financial advisor in Riverside, CA is $106,553.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,200.00 and $136,700.00 per year, depending on experience, location, and employer.

How can I make 2000 a week working from home?

A virtual financial advisor can potentially earn $2,000 a week by providing financial planning, investment advice, and portfolio management services remotely, often charging clients hourly, flat fees, or commissions. Building a client base, obtaining relevant certifications, and using financial software are essential for reaching this income level, which may require consistent effort and a strong professional reputation.

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 much do remote financial advisors make?

Remote financial advisors typically earn between $50,000 and $100,000 annually, with experienced professionals and those working independently often earning higher salaries or commissions. Compensation can vary based on certifications, client base, and the complexity of financial planning services provided.

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?

A virtual financial advisor is a professional who provides financial planning and investment advice remotely, often through online platforms or video calls. They typically need relevant certifications such as CFP or CFA and strong digital communication skills. This role allows for flexible scheduling and requires familiarity with financial software tools.

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.

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

A virtual financial advisor can potentially earn $100,000 annually by building a strong client base, obtaining relevant certifications, and leveraging digital marketing tools. Success depends on experience, specialization, and the ability to provide valuable financial planning services remotely. Consistent client acquisition and professional development are key to reaching this income level.

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 Riverside, CA? The most popular types of Financial Advisor jobs in Riverside, CA are:
What are popular job titles related to Virtual Financial Advisor jobs in Riverside, CA? For Virtual Financial Advisor jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Advisor jobs in Riverside, CA look for? The top searched job categories for Virtual Financial Advisor jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Virtual Financial Advisor jobs? Cities near Riverside, CA with the most Virtual Financial Advisor job openings:
Virtual Financial Advisor jobs near you
Virtual - Insurance Sales Associate

Virtual - Insurance Sales Associate

The Chisholm Agency

Anaheim, CA • Remote

$65K/yr

Full-time

Re-posted 26 days ago

Job description

Crafting Brighter Futures for Families

Positioned at the forefront of specialized financial services, our company is dedicated to helping families safeguard their assets and ensure a brighter future for every client.

Are you passionate about making a real difference in people's lives? As a committed Virtual Insurance Sales Associate, you will have the opportunity to forge meaningful client relationships while offering solutions that protect and secure financial futures.

Role Overview:

Step into a dynamic role where you will:

  • Engage and connect with clients to understand their unique financial needs and objectives.

  • Provide personalized solutions that ensure clients' security and peace of mind.

  • Stay ahead of industry trends to consistently deliver informed and effective advice.

  • Build lasting relationships with clients, becoming their trusted advisor.

Imagine a work environment where you can grow both professionally and personally. Are you ready for a fulfilling career that offers you:

  • Remote work flexibility, allowing you to balance your personal and professional life.

  • Participation in a vibrant company culture where every team member is valued and supported.

  • Opportunities for continuous learning and career advancement.

We are seeking motivated individuals who are:

  • Empathetic and excellent communicators who can build trust with clients.

  • Detail-oriented and proactive in offering tailored insurance solutions.

  • Driven and eager to achieve high standards for themselves and our clients.

Ready to embark on this journey with us?

  1. Submit your application today! We believe in the potential of every candidate.

  2. Following your application, you'll receive an invitation to a virtual company overview tailored to fit your schedule.

  3. Connect with our team during the overview, where you can ask questions and learn more about the role.

Join us, and let's craft brighter futures together!

* This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.

State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.