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Virtual Financial Advisor Jobs in Springboro, OH

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 ... IFT > IT Architecture 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 ...

Account Service Specialist 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 ...

Business Info Analyst II

Mason, OH · Hybrid

$66K - $83K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Previous Elevance Health Internship experience Please be advised that Elevance Health only accepts ...

Internal Audit Manager

Mason, OH · Hybrid

$95K - $126K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Requires a BA/BS in Accounting, Auditing, Finance or related field and a minimum of 5 years related ...

Internal Audit Manager

Mason, OH · Hybrid

$95K - $126K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Requires a BA/BS in Accounting, Auditing, Finance or related field and a minimum of 5 years related ...

PBM Billing Specialist Senior

Mason, OH · On-site

$19.22 - $34.90/hr

PBM Billing Specialist Senior Virtual: This role enables associates to work virtually full-time, ... be advised that Elevance Health only accepts resumes for compensation from agencies that have a ...

Showing results 41-60

Virtual Financial Advisor information

See Springboro, OH salary details

$31.7K

$90.1K

$127K

How much do virtual financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for virtual financial advisor in Springboro, OH is $90,054.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,100.00 and $115,500.00 per year, depending on experience, location, and employer.

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 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.

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 most commonly searched types of Financial Advisor jobs in Springboro, OH?

The most popular types of Financial Advisor jobs in Springboro, OH are:

What job categories do people searching Virtual Financial Advisor jobs in Springboro, OH look for?

The top searched job categories for Virtual Financial Advisor jobs in Springboro, OH are:

What cities near Springboro, OH are hiring for Virtual Financial Advisor jobs?

Cities near Springboro, OH with the most Virtual Financial Advisor job openings:

Business Change Manager / Test Lead

Elevance Health

Mason, OH • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


Elevance Health rating

7.5

Company rating: 7.5 out of 10

Based on 354 frontline employees who took The Breakroom Quiz

217th of 315 rated insurance


Job description

Anticipated End Date:

2026-09-12

Position Title:

Business Change Manager / Test Lead

Job Description:

Business Change Manager / Test Lead

Hybrid 1: This role requires associates to be in-office1 - 2days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.

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, unlessaccommodationis granted as required by law.

The Business Change Manager / Test Lead responsible for working with management to identify and implement varied projects, programs and plans that support achievement of business unit and enterprise goals.

How you will make an impact

Primary duties may include, but are not limited to:

  • Manages the relationship with project/program stakeholders (IT and business).
  • Develop Test plan, Test Schedules and coordinate all testing within a project/program and ensure testing activities planned stay on track
  • Plays a Test Lead role in the design, development, and implementation of testing components
  • Develop detailed test cases based on requirements/ use cases
  • Conduct reviews of test scenarios and results, reporting metrics and status to project stakeholders.
  • Manages both onshore and offshore test execution resources for project under test
  • Conduct defect triage meetings, Defects retest and closure
  • Accountable for Test Data Management, collection of requirements, evaluation of available data in repositories, identify gaps and own data provisioning tasks
  • Identifies potential issues, project charge, and scope.
  • Leads efforts to identify best practices.
  • Identifies impacted parties, business partners, and resources required.
  • Develops and designs processes and systems that support business needs.

Minimum Requirements:

Requires a BA/BS in a related field and minimum of 5 years process or project related experience; or any combination of education and experience which would provide an equivalent background.

Preferred Skills, Capabilities and Experiences:

  • 5+ years of experience in the US Healthcare domain (Commercial/Medicaid/Medicare) supporting pharmacy benefit management (PBM) including benefit administration, enrollment and claims processing is preferred
  • Requires minimum 3 years of proven test lead experience in end-to-end pharmacy testing and defining comprehensive test plans is preferred
  • Strong communication, problem-solving, facilitation, and analytical skills.
  • Capable of preparing and presenting testing status and metrics reports to project stakeholders effectively is preferred
  • Ability to thrive in dynamic environments and collaborate within matrix teams; familiarity with Agile methodologies and tools is preferred
  • Experience with test automation tools and test data management is desirable is preferred.
  • Experience in successfully developing and managing projects with significant operating budget and knowledge of process redesign is strongly preferred.

Job Level:

Non-Management Exempt

Workshift:

1st Shift (United States of America)

Job Family:

BSP > Business Support

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.


What Elevance Health employees say

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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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