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

Pwc

Partner Tax Preparation Advisor Manager

Irvine, CA · On-site +1

$73.50K - $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 Process Automation

Design Engineer

Lake Forest, CA · On-site

$80K - $97K/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 ...

Eliassen Group

Technical Project Manager

Irvine, CA · On-site +1

$75 - $80/hr

The role will coordinate Finance, Accounting, IT, and a system integrator to deliver GL, AP, AR ... Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its ...

Eliassen Group

Technical Project Manager

Irvine, CA · On-site +1

$75 - $80/hr

The role will coordinate Finance, Accounting, IT, and a system integrator to deliver GL, AP, AR ... Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its ...

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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 May 29, 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.

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, 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.

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 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 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 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

Client Manager, Retirement Plans - The Baldwin Group Financial Services

The Baldwin Group

Irvine, CA • Hybrid

$75K/yr

Other

Retirement

Posted 6 days ago

Job description

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
PRIMARY RESPONSIBILITIES:

  • Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
  • Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
  • Conduct participant education meetings and seminars, including one-on-one consultations
  • Meticulously update CRM on a real time basis, and generate periodic departmental reports.
  • Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
  • Offer additional support in facilitating RFP's from various vendors
  • Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
  • Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
  • Special projects as needed
KNOWLEDGE, SKILLS & ABILITIES:
  • Working knowledge of investment analytics (i.e. mutual funds, CIT's, subaccounts, etc.)
  • Polished written and oral communication skills
  • Familiarity with RPAG investment analysis software helpful but not required
  • Prior experience with CRM software (Redtail and Salesforce a plus)
  • A proven track record of excellent customer service
  • Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook
  • Extremely detail oriented, proactive, and reliable in all aspects
  • Working knowledge of facilitating virtual meetings via Microsoft Teams
EDUCATION & EXPERIENCE:
  • 1-3 years of experience in the financial services industry required. Experience with institutional retirement plans a plus but not required.
  • Bachelor's degree preferred
  • Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
  • FINA Series 65 and CA Llife Insurance License required (Required within 90 days of hire if not already in possession.)

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
Compensation starts at $75,000+ annually and is negotiable at time of offer.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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