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Virtual Financial Planning Jobs in California (NOW HIRING)

Synergy Financial

Financial Consultant (Remote)

Stanford, CA · Remote

$75K - $100K/yr

  • Medical

  • Life

  • Retirement

... planning, wealth management jobs, 1099 financial agent, virtual insurance agent, work-from-home sales, financial literacy jobs, career in insurance, commission-only financial services, insurance ...

SPRCHRGR

FP&A Manager

Los Angeles, CA · Remote

Our FP&A Managers become critical members of our clients' finance department, bringing financial ... This position works under the direction of our Virtual CFOs, benefitting from hands-on mentoring ...

Arc Institute

FP&A Manager

Palo Alto, CA · On-site

$116K - $144K/yr

Virtual Cell Initiative : Building a full-stack virtual cell model to identify disease mechanisms ... About the position We are seeking an independent and analytical FP&A Manager to join our Financial ...

Arc Institute

FP&A Manager

Palo Alto, CA · On-site +1

$116K - $144K/yr

Virtual Cell Initiative : Building a full-stack virtual cell model to identify disease mechanisms ... About the position We are seeking an independent and analytical FP&A Manager to join our Financial ...

Meta

Corporate FP&A Manager

Menlo Park, CA · On-site

$149K - $212K/yr

The Finance and Business Planning (FBP) team oversees Meta's headcount, operating expenses and ... Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual ...

SPRCHRGR

Virtual/Fractional CFO

Los Angeles, CA · Remote

This position directs the work of FP&A Managers and Sr. Financial Analysts on our staff to provide ... Virtual CFOs have the opportunity to increase their earnings with us through profit-sharing bonuses ...

Qualia

Sr. Financial Analyst, FP&A

San Francisco, CA · Hybrid

$140K - $165K/yr

  • Medical

  • Retirement

WHAT YOU'LL WORK ON The FP&A team at Qualia is the analytical engine of the Finance organization ... internal virtual events to keep employees connected. We believe diverse perspectives and ...

Qualia

Sr. Financial Analyst, FP&A

San Francisco, CA · On-site

$140K - $165K/yr

  • Medical

  • Retirement

WHAT YOU'LL WORK ON The FP&A team at Qualia is the analytical engine of the Finance organization ... internal virtual events to keep employees connected. We believe diverse perspectives and ...

Meta

Corporate FP&A Manager

Menlo Park, CA · Remote

$149K/yr

The Finance and Business Planning (FBP) team oversees Meta's headcount, operating expenses and ... Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual ...

Everlane

Director, FP&A

Los Angeles, CA · Hybrid

$128K - $171K/yr

  • Retirement

  • PTO

This position reports directly to the CFO. This is a full-time virtual role, but we are partial to ... Innovate and improve the cross-functional financial planning processes, reporting standards and ...

Everlane

Director, FP&A

Los Angeles, CA · On-site +1

$128K - $171K/yr

  • Retirement

  • PTO

This position reports directly to the CFO. This is a full-time virtual role, but we are partial to ... Innovate and improve the cross-functional financial planning processes, reporting standards and ...

Enovix Corporation

Sr Corporate FP&A Manager

Fremont, CA · On-site

$119K - $162K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Working closely with the VP of Financial Planning & Analysis, this role serves as the primary ... Virtual Reality-all require greater battery energy capacity. Building and scaling a 100% active ...

Enovix Corporation

Sr Corporate FP&A Manager

Fremont, CA · Hybrid

$119K - $162K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Working closely with the VP of Financial Planning & Analysis, this role serves as the primary ... Virtual Reality-all require greater battery energy capacity. Building and scaling a 100% active ...

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All JobsFinancial Planning JobsVirtual Financial Planning JobsVirtual Financial Planning Jobs in California

Virtual Financial Planning information

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

To thrive as a Virtual Financial Planner, you need strong analytical skills, in-depth financial knowledge, and usually a bachelor's degree in finance or a related field, with certifications like CFP or CFA being highly valued. Familiarity with financial planning software, virtual meeting platforms, and secure document-sharing systems is essential. Excellent communication, client relationship management, and digital collaboration skills distinguish top performers in this role. These abilities ensure accurate advice, seamless remote service delivery, and strong client trust in a digital financial environment.

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

AspectVirtual Financial PlanningFinancial Advisor
CredentialsCertifications like CFP, CFA often requiredSame certifications typically required
Work EnvironmentRemote, online platform-basedIn-person or hybrid, office-based or remote
Industry UsageCommon in digital financial servicesTraditional and digital financial services
Services OfferedFinancial planning via online tools and consultationsComprehensive financial advice, investment management

Virtual Financial Planning and Financial Advisors both require similar credentials and serve clients in the financial industry. The key difference lies in the delivery method: Virtual Financial Planning is conducted primarily online and remotely, while Financial Advisors may work in person or in hybrid settings. Both roles aim to help clients achieve financial goals, but Virtual Financial Planning emphasizes digital platforms for convenience and accessibility.

What are some common challenges faced by virtual financial planners, and how can they be effectively managed?

Virtual Financial Planners often face challenges such as building trust with clients remotely, managing digital communication efficiently, and staying compliant with industry regulations in a virtual environment. To overcome these obstacles, it's important to leverage secure and user-friendly digital platforms, maintain proactive and transparent communication, and continuously update one's knowledge of compliance standards. Many successful professionals also invest in ongoing training and adopt best practices for virtual relationship-building to ensure clients feel supported and confident in the planning process.

What is virtual financial planning?

Virtual financial planning is the process of providing financial advice and planning services through online platforms rather than in-person meetings. Financial planners use video calls, secure messaging, and digital document sharing to help clients manage investments, plan for retirement, create budgets, and achieve financial goals. This approach offers flexibility, convenience, and access to a wider range of financial experts regardless of location. Clients can receive personalized advice and ongoing support while saving time and travel costs.
What are the most commonly searched types of Financial Planning jobs in California? The most popular types of Financial Planning jobs in California are:
What are popular job titles related to Virtual Financial Planning jobs in California? For Virtual Financial Planning jobs in California, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Planning jobs in California look for? The top searched job categories for Virtual Financial Planning jobs in California are:
What cities in California are hiring for Virtual Financial Planning jobs? Cities in California with the most Virtual Financial Planning job openings:
Virtual Financial Planning jobs near you
Infographic showing various Virtual Financial Planning job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Education Specialist - California

All Financial Freedom

Sacramento, CA • On-site, Remote

$40K - $85K/yr

Part-time

Re-posted 3 days ago

Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.
In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.
Position Overview
This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.
Key Responsibilities
  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications
  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits
  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path
Growth into education leadership, training, or management roles.

Apply