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Virtual Financial Advisor Jobs (NOW HIRING)

Associatedbank

Virtual Financial Advisor

Milwaukee, WI · On-site

$21.64 - $37.09/hr

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored ...

Associated Bank

Virtual Financial Advisor

Green Bay, WI · On-site +1

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored ...

Thrivent

Virtual Financial Advisor - Nashua, NH

Nashua, NH · On-site +1

$25.96 - $28.85/hr

Virtual Financial Advisor - Remote Nashua, New Hampshire Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...

Associatedbank

Virtual Financial Advisor

Chicago, IL · On-site

$21.64 - $37.09/hr

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored ...

Associatedbank

Virtual Financial Advisor

Appleton, WI · On-site

$21.64 - $37.09/hr

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored ...

Thrivent

Virtual Financial Advisor - Boston, MA

Boston, MA · On-site +1

$25.96 - $28.85/hr

Virtual Financial Advisor - Remote Boston, Massachusetts Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...

Flagstar Bank

Virtual Financial Consultant

Troy, NY · Remote

Position Title Virtual Financial Consultant Location Troy, MI 48098 Job Summary The Virtual ... adviser platforms. * Familiarity with fiduciary standards and suitability requirements under ...

Tundra Technical Solutions

Be Seen First

Virtual Financial Consultant

Frisco, TX · On-site

$80K - $85K/yr

... Virtual Financial Consultant to deliver high-impact financial advice to retirement plan ... If you are a licensed advisor who thrives in consultative conversations and want strong brand ...

Flagstar Bank

Position Title Virtual Financial Consultant Location Troy, MI 48098 Job Summary The Virtual ... adviser platforms. * Familiarity with fiduciary standards and suitability requirements under ...

Tundra Technical Solutions

Be Seen First

Virtual Financial Consultant

Frisco, TX · On-site

$80K - $85K/yr

... Virtual Financial Consultant to deliver high-impact financial advice to retirement plan ... If you are a licensed advisor who thrives in consultative conversations and want strong brand ...

Flagstar Bank

Virtual Financial Consultant

Troy, MI · On-site

$70 - $110/hr

The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable ... adviser platforms.Familiarity with fiduciary standards and suitability requirements under ...

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Virtual Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do virtual financial advisor jobs pay per year?

As of Aug 21, 2026, the average yearly pay for virtual financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 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.

More about Virtual Financial Advisor jobs

What cities are hiring for Virtual Financial Advisor jobs?

Cities with the most Virtual Financial Advisor job openings:

What are the most commonly searched types of Financial Advisor jobs?

The most popular types of Financial Advisor jobs are:

What states have the most Virtual Financial Advisor jobs?

States with the most job openings for Virtual Financial Advisor jobs include:

What job categories do people searching Virtual Financial Advisor jobs look for?

The top searched job categories for Virtual Financial Advisor jobs are:

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Virtual Financial Advisor

Associatedbank

Milwaukee, WI • On-site

$21.64 - $37.09/hr

Full-time

Retirement, PTO

Posted 11 days ago

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Role Summary


The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored financial solutions. This role supports client growth through proactive outreach, warm branch referrals, and consultative sales activity while providing a high-quality experience through phone, video, screen sharing, and occasional in-person meetings. This position offers a strong development path for someone motivated by clear goals, client education, and future growth in financial advising.

Key Accountabilities

  • Proactively engage assigned and referred clients to conduct investment reviews, assess financial objectives, and identify opportunities to deepen relationships.

  • Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards.

  • Own client relationships within the Guidance Center model by setting clear service expectations and providing consistent follow-through.

  • Achieve assigned sales and growth goals while participating in incentive compensation programs.

  • Manage warm referrals from branch partners and internal teams within defined service timeframes.

  • Collaborate with business partners to support cross-sell opportunities and holistic client solutions.

  • Maintain knowledge of Associated Bank and investment services products, policies, procedures, and regulatory requirements.

  • Partner with Financial Advisors to develop sales, book-management, and relationship-building skills for future growth opportunities.

Education & Experience

Required

  • Associate degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.

  • 5+ years of brokerage, investments, or financial services experience.

  • Series 7 license.

  • Series 63 and 65 licenses, or Series 66 license.

  • Life and Health Insurance license.

Preferred

  • Bachelor's degree or equivalent combination of education and experience in Business, Finance, Accounting, or a related field.

  • 6+ years of brokerage, investments, or financial services experience.

  • 3+ years of relationship management or consultative sales experience.

  • Prior experience in a similar advisor or financial services sales role.

  • Experience educating clients and explaining investments or financial solutions.

Why You'll Love Working Here
This role offers warm outreach, established client relationships, and the opportunity to help clients better understand their financial options. You'll gain hands-on experience managing a book of business, partnering with Financial Advisors, and building skills that can support future growth into broader financial advising opportunities. Join a team-oriented environment where your client focus, sales drive, and follow-through can make a meaningful impact.

Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.


The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.


For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.


$21.64 - $37.09 per hour

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