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Virtual Financial Advisor Jobs (NOW HIRING)

C&A Financial Group

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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

Yakima, WA · 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 ...

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 ...

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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 Jul 16, 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.

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 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 July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Strategic Financial Advisor

Strategic Financial Advisor

C&A Financial Group

Wall, NJ • On-site

$50K - $250K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 9 days ago

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Job description

At C&A Financial Group, our advisors are known as Cash Flow Strategists—trusted partners who help clients plan for life’s biggest events and achieve their financial goals. This is more than a career; it’s an opportunity to enjoy both time and financial freedom while building a business that makes a lasting impact.


Why Join Us

  • Be part of a team of subject matter experts who collaborate as a virtual family/private office, offering clients holistic guidance and support in all aspects of their finances
  • Extensive training in marketing, lead generation, client acquisition, and cash flow strategies
  • Mentorship program designed to support college graduates, career changers, and experienced advisors
  • Results-driven career path with unlimited income potential
  • A proven process and philosophy that empowers you to succeed


What You’ll Do

  • Build long-term, meaningful relationships with clients
  • Guide individuals and families through financial planning for major life milestones
  • Apply cash flow analysis and strategies to help clients achieve financial confidence
  • Work alongside diverse experts to deliver comprehensive solutions
  • Grow your own business while enjoying flexibility and balance


You’ll thrive in this role if you are:

  • Goal-oriented and motivated by results
  • Outgoing, social, and confident in public speaking
  • Financially minded, trustworthy, and self-disciplined
  • Strong at multitasking and energized by challenges
  • A natural leader, teacher, and lifelong learner


Please note:

*Compensation is a commission-based/results-based structure.*

*Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.*

Company Description

C&A Financial Group provides comprehensive strategic planning and guidance, helping our clients to make informed, sound decisions to achieve the highest level of prosperity with their business and personal assets. Our philosophy is based upon cash flow. Identifying wealth accumulation, protection, distribution, and preservation strategies for families and privately held business owners. We not only implement a customized comprehensive plan that is tailored to our clients’ financial success, we also continuously monitor their success on an ongoing basis to ensure their assets are protected and they are successfully working toward a secure future. Our approach looks at the many facets of our clients' financial picture and integrates those elements into a cohesive plan to help them, "Save more without living less."