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Virtual Financial Advisor Jobs (NOW HIRING)

USA Financial

Financial Advisor Recruiter

Ada, MI · On-site

... Financial Exchange - a 3rd SEC Registered Investment Advisor (a TAMP platform with over $1B in ... Comfortable and Professional during virtual/video calls * Thrive in environment motivated by ...

C&A Financial Group

Be Seen First

Strategic Financial Advisor

Wall, NJ · On-site

$50K - $250K/yr

At C&A Financial Group, our advisors are known as Cash Flow Strategists --trusted partners who help ... Be part of a team of subject matter experts who collaborate as a virtual family/private office ...

Baird

Financial Advisor in Training

Merritt Island, FL · On-site

Participants will be required to complete all virtual and in-person requirements and pass all skill ... Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that ...

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Participants will be required to complete all virtual and in-person requirements and pass all skill ... Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that ...

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Participants will be required to complete all virtual and in-person requirements and pass all skill ... Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that ...

KEATING

Team Financial Advisor

Manhattan, KS · On-site

$50K - $55K/yr

Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more! Learn more about us at -keating. Keating & Associates, Inc. Team Advisor Job Summary We are ...

10,000 Degrees

Financial Aid Advisor

San Rafael, CA · On-site

$31 - $35/hr

Financial Aid Advisor LOCATION: Hybrid (on-site + remote) REPORTS TO: Director of Financial Aid ... Manage and staff dedicated in-person or virtual financial aid spaces, providing a consistent ...

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Virtual Financial Advisor information

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$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

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Cities with the most Virtual Financial Advisor job openings:

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

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What states have the most Virtual Financial Advisor jobs?

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

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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.

Centralized Financial Advisor

Desert Financial Credit Union

Phoenix, AZ • Remote

Full-time

Re-posted 12 days ago

Desert Financial Credit Union rating

7.5

Company rating: 7.5 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

The Centralized Financial Advisor is responsible for driving new wealth management opportunities through proactive, planning-based client engagement in a remote, phone-based environment. Operating from a centralized office setting, this role serves as a key growth engine for the advisory platform, uncovering client needs, deepening relationships, and connecting clients to Financial Advisors when appropriate.

Through virtual, discovery-driven conversations, the Centralized Financial Advisor identifies opportunities across investment, retirement, and protection strategies, positioning holistic advice as the foundation for long-term relationships. In parallel, the role manages a targeted portfolio of clients below advisory minimums, nurturing relationships and expanding share of wallet over time.

What you will do here:

Engage clients and prospects through proactive, phone-first and digital interactions to deliver discovery-based, planning-led conversations. Identify financial goals, uncover unmet and potentially complex needs based on discovery outcomes, and position holistic advice across investment, retirement, and protection strategies. Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions. Build trust through ongoing engagement while driving outcomes aligned to long-term client success.

Business Development: Generate new wealth management opportunities through consistent outbound outreach, referral follow-up, and campaign participation. Create and advance a robust pipeline of qualified advisory opportunities by translating client needs into actionable next steps and connecting clients to Financial Advisors when appropriate.

Client Relationship Management & Share of Wallet Growth: Maintain and develop a defined group of clients through regular check-ins, education, and financial guidance. Identify opportunities to consolidate assets, expand solutions, and deepen engagement, progressing clients along the advisory continuum toward full-service advisor relationships.

Operations and Compliance: Maintain accurate and timely documentation of client interactions, opportunity status, and pipeline activity within CRM systems. Ensure all client engagement and business practices align with regulatory standards, broker/dealer requirements, and organizational policies.

Perform other job-related duties as assigned.

What you will need:

High School Diploma or GED required.

BA in Business, Finance or equivalent combination or education and experience preferred.

2+ years of Financial industry experience required.

2+ years of Client Service/Support experience required.

1+ years of limited sales, phone sales and service experience required.

Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required.

Effectively handle multiple task assignments simultaneously with above average problem solving skills with excellent organization skills and process with accuracy required.

Proven sales skills in insurance or related field exceeding sales quotas/goals required.

Ability to develop and maintain relationships via phone with clients, internal and external members required.

Ability to work effectively, both independently and in a team environment, in an atmosphere of multiple projects, shifting priorities, & deadline pressures required.

Microsoft Access, Microsoft Excel and Microsoft Word required.

Series 7 – General Securities Representative Qualification required.

Series 66 or both Series 63 & Series 65 required.

AZ Life/Health Insurance required.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.

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