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Virtual Financial Planner Jobs in Ohio (NOW HIRING)

Magellan Health, Inc.

$58K - $93K/yr

Virtual PFC support may only be authorized by OSD FINRED Program office. * Manages duty to warn ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...

Husky Marketing & Supply

Financial Analyst

Toledo, OH · On-site

You will support annual budgeting and strategic planning processes and develop dashboards ... Virtual healthcare coverage * Generous leave of absence programs * Fitness membership reimbursement

New

Cenovus

Financial Analyst

Columbus, OH · On-site

You will support annual budgeting and strategic planning processes and develop dashboards ... Virtual healthcare coverage * Generous leave of absence programs * Fitness membership reimbursement

New

Cenovus

Financial Analyst

Toledo, OH

You will support annual budgeting and strategic planning processes and develop dashboards ... Virtual healthcare coverage * Generous leave of absence programs * Fitness membership reimbursement

New

Cenovus

Financial Analyst

Lima, OH · On-site

You will support annual budgeting and strategic planning processes and develop dashboards ... Virtual healthcare coverage * Generous leave of absence programs * Fitness membership reimbursement

New

Cenovus Energy, Inc.

Financial Analyst

Toledo, OH · On-site

You will support annual budgeting and strategic planning processes and develop dashboards ... Virtual healthcare coverage * Generous leave of absence programs * Fitness membership reimbursement

TIAA

Financial Consultant

Columbus, OH · On-site

$72K - $95K/yr

The Financial Consultant provides in person and virtual counseling for all participants, new ... This job covers institutions aligned to regional structures and offers financial planning advice ...

TIAA

Financial Consultant

Columbus, OH · On-site

$72K - $95K/yr

The Financial Consultant provides in person and virtual counseling for all participants, new ... This job covers institutions aligned to regional structures and offers financial planning advice ...

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Virtual Financial Planner information

How do virtual financial planners typically collaborate with clients and team members in a remote setting?

Virtual Financial Planners primarily use video conferencing, secure messaging platforms, and digital document-sharing tools to communicate with clients and colleagues. Regular virtual meetings help maintain strong client relationships and ensure that financial plans are up-to-date with clients’ changing needs. Team collaboration often involves cloud-based project management software and shared calendars to coordinate tasks, discuss strategies, and review client portfolios. While the virtual environment offers flexibility, it also requires proactive communication and excellent organizational skills to stay connected and deliver personalized service.

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

AspectVirtual Financial PlannerFinancial Advisor
CredentialsCFP, ChFC, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentRemote/online consultationsIn-person or remote meetings
Industry UsagePrimarily online/virtual servicesBoth in-person and virtual services
Primary FocusFinancial planning and strategyFinancial planning, investment advice, and wealth management

Both Virtual Financial Planners and Financial Advisors hold similar credentials and often serve overlapping client needs. The key difference lies in their typical work environment, with Virtual Financial Planners primarily offering remote, online services, whereas Financial Advisors may work in person or virtually. Understanding these distinctions helps clients choose the right professional for their financial goals.

What is a virtual financial planner?

A Virtual Financial Planner is a financial professional who provides financial planning and advisory services to clients remotely, typically using digital tools such as video conferencing, secure messaging, and online financial platforms. They help clients manage their finances, develop investment strategies, plan for retirement, and achieve other financial goals without requiring in-person meetings. This approach offers flexibility and convenience for both the client and the planner, making financial advice more accessible. Virtual Financial Planners can work independently or as part of larger financial firms.

What are the key skills and qualifications needed to thrive as a virtual financial planner, and why are they important?

To thrive as a Virtual Financial Planner, you need strong analytical skills, financial planning knowledge, and typically a relevant degree or CFP certification. Familiarity with financial planning software, virtual meeting platforms, and secure document sharing systems is crucial. Excellent communication, trust-building, and time management skills help foster client relationships in a remote environment. These abilities ensure personalized, effective financial guidance and client retention in an increasingly digital financial sector.
What are the most commonly searched types of Financial Planner jobs in Ohio? The most popular types of Financial Planner jobs in Ohio are:
What are popular job titles related to Virtual Financial Planner jobs in Ohio? For Virtual Financial Planner jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Planner jobs in Ohio look for? The top searched job categories for Virtual Financial Planner jobs in Ohio are:
Virtual Financial Planner jobs near you
Infographic showing various Virtual Financial Planner job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Personal Financial Counselor; Wright Patterson AFB, OH

Magellan Health Services

Dayton, OH • On-site

$58K - $93K/yr

Full-time

Medical, Life

Re-posted 24 days ago

Magellan Health rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

This position will provide personal financial services at assigned military installations. 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 providing 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; Wright Patterson AFB, OH

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.

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