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Virtual Financial Group Jobs in Ohio (NOW HIRING)

Elevance Health

Group Underwriter, Senior

Mason, OH · Hybrid

$92K - $109K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Elevance Health

Group Underwriter, Senior

Mason, OH · Hybrid

$92K - $109K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Elevance Health

Group Underwriter Senior

Cincinnati, OH · On-site

$76K - $126K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Prior experience in underwriting, risk analysis, financial analysis, and or mathematics strongly ...

Elevance Health

Group Underwriter Senior

Mason, OH · On-site

$76K - $126K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... Prior experience in underwriting, risk analysis, financial analysis, and or mathematics strongly ...

Elevance Health

Group Underwriter, Senior

Mason, OH · Hybrid

$92K - $109K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Elevance Health

Group Underwriter, Senior

Mason, OH · Hybrid

$92K - $109K/yr

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Schnitzer Agency

Entry Level Sales

Columbus, OH · On-site +1

$30K - $160K/yr

Run virtual appointments via Zoom * Follow a simple, proven sales system * Plug into ongoing ... By submitting this form, you agree to recurring contact from Symmetry Financial Group LLC and its ...

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Showing results 21-40

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Virtual Financial Group information

What is the difference between Virtual Financial Group vs Financial Advisor?

AspectVirtual Financial GroupFinancial Advisor
CredentialsTypically requires licensing such as Series 6, Series 7, or insurance licensesOften holds certifications like CFP, CFA, or ChFC
Work EnvironmentPrimarily remote, independent contractor modelCan be in-office or remote, client-facing
Industry UsageUsed by network marketing companies offering financial productsIndependent or employed professionals providing financial planning
Common Search/ComparisonYesYes

Virtual Financial Group is a network marketing company that offers financial products through independent representatives, often requiring licensing. Financial Advisors are licensed professionals providing personalized financial planning and investment advice. While both roles involve financial services, Virtual Financial Group focuses on product distribution via a remote, independent model, whereas Financial Advisors typically work directly with clients in a more traditional setting.

What is a Virtual Financial Group?

A Virtual Financial Group is a team or organization of financial professionals who operate primarily online, providing services such as financial planning, investment advice, and insurance solutions to clients remotely. These groups leverage digital tools and virtual communication platforms to interact with clients, allowing for flexible, accessible, and often cost-effective financial services. Members of a Virtual Financial Group may include financial advisors, planners, and other specialists who collaborate to meet clients' financial needs. This model is especially popular with clients who prefer online or remote services rather than traditional, in-person meetings.

What are the key skills and qualifications needed to thrive as a Virtual Financial Advisor?

To thrive as a Virtual Financial Advisor, you need a solid background in finance, investment strategies, and financial planning, often supported by a bachelor's degree and certifications like CFP or Series 7. Familiarity with financial planning software, CRM systems, and secure virtual meeting platforms is typically required. Strong communication, relationship-building, and time management skills help set outstanding advisors apart in a remote environment. These competencies are vital for delivering effective, compliant financial advice and building trust with clients virtually.

How does a Virtual Financial Group professional typically collaborate with clients and team members in a remote environment?

Virtual Financial Group professionals primarily interact with clients and colleagues through digital communication platforms such as video conferencing, secure messaging, and cloud-based document sharing. This structure requires excellent communication skills and the ability to build trust remotely. Regular virtual meetings, digital collaboration tools, and proactive updates are essential for staying connected with both clients and team members. Emphasizing organization and responsiveness helps ensure smooth workflows and high-quality service, despite the lack of in-person interactions.

What are popular job titles related to Virtual Financial Group jobs in Ohio?

For Virtual Financial Group jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Virtual Financial Group jobs in Ohio look for?

The top searched job categories for Virtual Financial Group jobs in Ohio are:

What cities in Ohio are hiring for Virtual Financial Group jobs?

Cities in Ohio with the most Virtual Financial Group job openings:

Virtual Financial Group jobs near you
Infographic showing various Virtual Financial Group job openings in Ohio as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Personal Financial Counselor; Assignment Ready Counselor- Ohio

Magellan Health Services

Dayton, OH

$58K - $93K/yr

Full-time

Medical, Life

Re-posted 8 days ago

Magellan Health rating

8.1

Company rating: 8.1 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

Job description

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.

  • Provides personal financial counseling and management services directly to service members and their families.

  • Assists service members in establishing a spending plan for extended absences.

  • Develops and makes available informational financial materials to service members and families.

  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

  • Responds to requests for age-appropriate classes or seminars.

  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

  • Manages duty to warn situations according to Department of Defense (DoD) protocol.

  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Responsibilities

Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor; Assignment Ready Counselor- Ohio

Grade

24

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

License and Certifications - Preferred

Salary Range

Salary Minimum:

$58,440

Salary Maximum:

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

What Magellan Health employees say

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