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Virtual Financial Advisor Jobs (NOW HIRING)

CFA Institute

NY · On-site

Participants will be required to complete all virtual and in‑person requirements and pass all ... In years three and four, participants become Financial Advisor Associates and advance their ...

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

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 ...

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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 Sep 15, 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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What are the most commonly searched types of Financial Advisor jobs?

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What states have the most Virtual Financial Advisor jobs?

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What are popular job titles related to Virtual Financial Advisor jobs?

For Virtual Financial Advisor jobs, the most frequently searched job titles are:

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor in Training

NY • On-site

CFA Institute
Education • 201 - 500 employees
Learn more about CFA Instituteexternal

Other

Posted 13 days ago

Key responsibilities

  • Support senior advisors by preparing for client meetings, shadowing, and completing follow-up tasks.

  • Research investment solutions and assist with portfolio-related analysis and tasks.

  • Contribute to team marketing, branding, and client conversion efforts.

Job description

About the Role

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program - a structured career development path designed to build confident, competent, and credible advisors. Through hands‑on experience and required licensing, you'll master advanced training, sales strategies, and integrate into a real‑world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.

The Impact You’ll Make

Year 1: Practice Immersion (12 Months). The initial Practice Immersion year is a customised entry point for participants, and will include the following, at minimum.

  • Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor / Client Specialist successors as applicable.
  • Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow‑up tasks.
  • Memorialise and support the team service model and Standard of Care, including building performance reports.
  • Research investment solutions and assist senior advisors with portfolio‑related analysis and tasks.
  • Develop team marketing/branding and value proposition, and lead brokerage‑to‑fee conversion conversations with clients.

Year 2: Development (4–12 months). Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training programme curriculum. Participants will be required to complete all virtual and in‑person requirements and pass all skill and knowledge checks. Participants are required to further pass a two‑part comprehensive Capstone role‑play to progress in the programme.

  • Complete FATP curriculum.
  • Deepen investment knowledge, technology, and planning skills.
  • Complete skill and knowledge checks.
  • Expand role in client meetings and planning processes.
  • Successfully pass Comprehensive Capstone Project.

Years 3 & 4: Gain Essential Experience (24 Months). In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.

  • Complete Baird sales training and consistently achieve new client asset and revenue growth goals.
  • Independently source, prospect, and close new business through networking, target markets, and referrals.
  • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage‑to‑fee conversions.
  • Lead holistic planning engagements and deliver comprehensive financial plans for HNW clients and prospects.
  • Build long‑term growth through COI development, referral and NextGen campaigns, and independently running mid‑to‑top‑tier client meetings.
What You’ll Bring to Baird
  • Bachelor’s Degree.
  • Minimum 3 years of professional experience prior to entering the four‑year development path.
  • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance.
  • Pursuit of advanced designations throughout the programme preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP).
  • Entrepreneurial mindset with a focus on quality new client acquisition.
  • Strong interpersonal, communication, and presentation skills.
  • Coachable and collaborative team approach.
  • Ability to build trusted relationships with clients and team members.
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