1

Virtual Financial Planner Jobs in Virginia (NOW HIRING)

This approach combines structured office engagement with the autonomy of virtual work, promoting a ... financial planning, and management reporting experience; or any combination of education and ...

This approach combines structured office engagement with the autonomy of virtual work, promoting a ... financial planning, and management reporting experience; or any combination of education and ...

This approach combines structured office engagement with the autonomy of virtual work, promoting a ... financial planning, and management reporting experience; or any combination of education and ...

Financial Strategist

VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

Mclean, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

Great Falls, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

Fairfax, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

Alexandria, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

Great Falls, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions ... virtual consultations • Build long-term client relationships based on trust and education • ...

Financial Strategist

Fairfax, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions ... virtual consultations • Build long-term client relationships based on trust and education • ...

Financial Strategist

Mclean, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions ... virtual consultations • Build long-term client relationships based on trust and education • ...

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions ... virtual consultations • Build long-term client relationships based on trust and education • ...

Financial Strategist

Alexandria, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions ... virtual consultations • Build long-term client relationships based on trust and education • ...

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions ... virtual consultations • Build long-term client relationships based on trust and education • ...

Master Planner

Arlington, VA · On-site

$55K - $126K/yr

Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ... virtual) is prohibited unless permission is explicitly provided . Work Model Our people-first ...

Showing results 41-60

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 Virginia? The most popular types of Financial Planner jobs in Virginia are:
What job categories do people searching Virtual Financial Planner jobs in Virginia look for? The top searched job categories for Virtual Financial Planner jobs in Virginia are:
What cities in Virginia are hiring for Virtual Financial Planner jobs? Cities in Virginia with the most Virtual Financial Planner job openings:
Infographic showing various Virtual Financial Planner job openings in Virginia 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.

$74K - $135K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago


Elevance Health rating

7.7

Company rating: 7.7 out of 10

Based on 349 frontline employees who took The Breakroom Quiz

201st of 303 rated insurance


Job description

PBM Financial Analyst Lead

This role requires associates to be in-office1 - 2days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.

CarelonRx is a proud member of the Elevance Health family of companies. CarelonRx pairs a strong, clinical-first lens with deep pharmacy expertise to create solutions that improve outcomes, control costs, and enhance each member's health.

The Financial Analyst Lead is responsible for coordinating and leading the management reporting and analysis process.

How you will make an impact:

  • Prepares financial and business related analyses and research in such areas as financial and expense performance, rate of return, depreciation, working capital, and investment.
  • Prepares budgets, forecasts, trend analyses, and preparing analysis for sales, membership, cost of care, operating expenses, general business conditions and other related areas.
  • Conducts special financial and business related studies and cooperates with other departments in the preparation of analyses.
  • Provides guidance to less experienced financial analysts.

Minimum Qualifications:

  • Requires a BA/BS in accounting or finance and a minimum of 3 years general accounting, financial planning, and management reporting experience; or any combination of education and experience, which would provide an equivalent background.

Preferred Skills, Capabilities and Experiences:

  • Experience in Excel.
  • Experience in SQL.
  • MBA, CPA, or CMA.
  • Insurance industry experience.

If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions. Requirements include but are not limited to more stringent and frequent background checks and/or government clearances, segregation of duties principles, role specific training, monitoring of daily job functions, and sensitive data handling instructions. Associates in these jobs must follow the specific policies, procedures, guidelines, etc. as stated by the Government Business Division in which they are employed.

For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $74,708 - $135,654.

Locations: Columbus, OH; Virginia

In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.

* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.

Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.

How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.

The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.

Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@elevancehealth.com for assistance.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.


What Elevance Health employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Elevance Health logo

About Elevance Health

Sourced by ZipRecruiter

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Indianapolis, IN, US

Year founded

2004

Social media