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

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 ...

Herc Rentals

Central Operations Manager

Foothill Ranch, CA · On-site

$87K - $105K/yr

Achievement of operational goals and financial objectives for cost center/ pool * Manage required ... be advised that the actual salary offered for any position is subject to the company's sole ...

Herc Rentals

Floor Care Sales Representative

Anaheim, CA · On-site

$75K - $85K/yr

Sales and financial acumen * Able to walk into unfamiliar environments and adjust rapidly to the ... Base Salary + uncapped commission + truck Please be advised that the actual salary offered for any ...

Herc Rentals

Territory Sales Representative

Fontana, CA · On-site

$75K - $85K/yr

Base Salary + uncapped commission + truck Please be advised that the actual salary offered for any ... accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation ...

Herc Rentals

Territory Sales Representative

Riverside, CA · On-site

$75K - $85K/yr

Base Salary + uncapped commission + truck Please be advised that the actual salary offered for any ... accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation ...

Herc Rentals

Key Account Coordinator

Foothill Ranch, CA · On-site

$65K - $70K/yr

... be advised that the actual salary offered for any position is subject to the company's sole ... accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation ...

Herc Rentals

Inside Sales Rep

Foothill Ranch, CA · On-site

$26.45/hr

Telephone communication Req #: 68186 Pay Range: $26.45 per hour Please be advised that the actual ... accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation ...

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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 14, 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
Technical Project Manager

Technical Project Manager

Eliassen Group

Irvine, CA • On-site, Remote

$75 - $80/hr

Contractor

Medical, Dental, Vision, Life, Retirement

Posted 5 hours ago

Job description

Description:

Hybrid 2-3 days onsite in Irvine, CA

Our client seeks a Technical Project Manager to lead an Oracle Fusion ERP implementation focused on financial and custodial accounting capabilities. The role will coordinate Finance, Accounting, IT, and a system integrator to deliver GL, AP, AR, and close functions. The manager will own planning through go-live, integrations, data migration, and governance to achieve accurate financial data flows and effective adoption.

Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $75.00 to $80.00/hr. w2


JN -052026-106968


Responsibilities:
  • Lead end-to-end delivery of the Oracle Fusion implementation from planning through go-live and stabilization.
  • Develop and manage project plans, timelines, resource plans, and status reporting.
  • Track milestones, dependencies, risks, and mitigation strategies.
  • Serve as the key point of accountability for overall program execution.
  • Act as primary liaison across Business Applications, CAO/Accounting, IT/Engineering, and the external System Integrator.
  • Drive alignment on scope, priorities, and deliverables across stakeholders.
  • Facilitate executive-level updates and decision-making forums.
  • Partner with the System Integrator across requirements, design, configuration, build, testing (SIT, UAT), data migration, cutover, and go-live.
  • Ensure alignment with Procure-to-Pay (AP), Order-to-Cash (AR), and Record-to-Report (GL/close) processes.
  • Oversee design and delivery of integrations between Oracle Fusion and upstream/downstream systems.
  • Coordinate data migration strategy and execution, including validation and reconciliation.
  • Manage program financials including budget tracking, forecasting, vendor spend, and SI performance.
  • Establish governance for status cadence, issue and risk escalation, and change control.
  • Drive readiness for UAT, finance user training, cutover, and go-live.
  • Partner with Accounting leadership to align with operational workflows and support post-go-live stabilization.

Experience Requirements:
  • 7–10+ years of technical project or program management experience.
  • Proven experience leading Oracle ERP implementations, with Oracle Fusion preferred.
  • Strong understanding of financial operations including AP, AR, General Ledger, and accounting close.
  • Experience working with Finance, Accounting, and CAO-level stakeholders.
  • Demonstrated ability to manage system integrators and vendor partners.
  • Experience managing system integrations and data migration efforts.
  • Strong communication and executive stakeholder management skills.
  • Experience with custodial accounting or financial services environments (preferred).
  • Experience in large-scale ERP transformation programs (preferred).
  • Familiarity with Oracle Cloud Financials modules and architecture (preferred).
  • PMP or equivalent certification (preferred).

Education Requirements:
  • PMP or equivalent certification (preferred).

Recruitment Transparency Notice
Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening and hiring process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team (noreply@eliassen.com, 781-808-2924) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group’s use of these tools, including AI tools, as part of the application and hiring process.

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.
W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following:

· When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc.

· Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group.

If you have any indication of fraudulent activity, please contact fraud@eliassen.com.

About Eliassen Group:
Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients’ capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve.
Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws.
Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!
Eliassen Group logo

About Eliassen Group

Sourced by ZipRecruiter

Eliassen Group provides strategic consulting and talent solutions to drive our clients' innovation and business results. Our purpose is to positively impact the lives of our employees, clients, consultants, and the communities in which we operate. Leveraging over 30 years of success, our expertise in talent solutions, life sciences consulting, Agile consulting, cloud services, risk management, business optimization, and managed services enables us to partner with our clients to execute their business strategy and scale effectively. Headquartered in Reading, MA, and with offices from coast to coast, Eliassen Group offers local community presence and deep networks, as well as national reach.

Industry

It services

Company size

5,001 - 10,000 Employees

Headquarters location

Reading, MA, US

Year founded

1989

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