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Virtual Financial Planning Jobs in California (NOW HIRING)

This role will drive the end-to-end consolidation and FP&A operational processes for Meta's MSL ... Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual ...

Finance Manager, MSL FP&A

Menlo Park, CA · On-site

$149K - $212K/yr

This role will drive the end-to-end consolidation and FP&A operational processes for Meta's MSL ... Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual ...

New

Support virtual, in-person, mobile, and surge delivery based on regional workload and client demand ... A current nationally recognized financial counseling, planning, coaching, or education ...

Manage and staff dedicated in-person or virtual financial aid spaces, providing a consistent ... their financial aid planning. * Track common student pain points (e.g., loan confusion ...

Senior Financial Analyst

Los Angeles, CA · Remote

$92K - $114K/yr

This position works under the direction of our FP&A Managers and Virtual CFOs, benefitting from hands-on mentoring with frequent opportunities to lead projects and client engagements. This is a ...

Showing results 21-40

Virtual Financial Planning information

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 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 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 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.

Can you be a virtual financial planner?

Yes, a virtual financial planner provides financial advice and planning services remotely, often through video calls, phone, or online platforms. They typically need relevant certifications such as CFP and proficiency with financial planning software, and may work flexible hours depending on client needs.

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 cities in California are hiring for Virtual Financial Planning jobs?

Cities in California with the most Virtual Financial Planning job openings:

Infographic showing various Virtual Financial Planning job openings in California as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Finance Manager, Payroll Corporate FP&A

Meta

Menlo Park, CA • On-site

$120K - $175K/yr

Full-time

Re-posted 20 days ago


Meta rating

7.8

Company rating: 7.8 out of 10

Based on 45 frontline employees who took The Breakroom Quiz

139th of 247 rated software companies


Job description

The FP&A team manages Meta's entire budget of revenue and expenses, overseeing our investments in headcount, operating expenses, and capital investments etc. We focus on using our unique view into 'the numbers' to recognize trends and opportunities that are developing within Meta and within related industries. Meta is seeking to fill a position on the Corporate FP&A Payroll team, responsible for all facets of modeling and reporting payroll as part of financial planning and analysis. This role will report to the Payroll FP&A Lead. In this role, you will gain invaluable experience with visibility into Meta's business & operations and create impact within a dynamic Finance organization. You will be deeply involved with high-profile strategic and operational initiatives, deliver business analytics and insights, and support short and long term decisions regarding workforce planning. You will contribute meaningfully to annual budgeting, long range planning, forecasting, and related data analysis, including the evolution of our financial & business planning processes to support an increasingly complex transition to dollar-based budgeting. You will also support ad hoc projects with opportunities for broad cross-functional interactions.
Responsibilities
Key contributor providing executives with clear insights into drivers of business growth, risks, and opportunities
• Contribute to close, forecast, budget, and long-range planning cycles, including enhancing Meta's corporate model and coordinating with stakeholders on assumptions and inputs
• Develop tools to automate and streamline reporting, and create financial KPIs/metrics that help business partners and finance leaders make smart fiscal decisions
• Build and maintain financial models and forecasts for payroll-related expenses, including stock-based compensation
• Manage all FP&A facets of the Oracle EPM Workforce Planning module for forecasting and reporting
• Gather, consolidate, and analyze operating and financial results for all three financial statements, including preparing internal and external reporting deliverables and analyzing and explaining trends and drivers
• Support management, Board business, and financial planning, including presentations and key analysis requests
• Serve as a key liaison and partner to cross-functional teams, including Finance, HR, Compensation, Accounting, Investor Relations, IT, and other teams to drive scalable analyses and insights
• Drive the monthly payroll forecasting cadence, including data aggregation, template updates, and variance analysis
• Partner with HR/People Ops and Accounting to validate headcount data, compensation actuals, and reconcile payroll-related GL accounts
• Support system improvement efforts for financial reporting tools
• Assist with ad hoc strategic and operational projects as required
Minimum Qualifications
• Advanced proficiency in financial modeling and data analysis tools
• Demonstrated ability to work independently and navigate ambiguity
• Experience in accounting concepts and financial planning
• 8+ years of finance or financial planning and analysis experience
• Experience building dynamic financial models in Excel / Google Sheets
• Experience with Oracle EPM or similar financial systems
• Strong communication skills with the ability to synthesize complex data into a concise story to present to cross-functional partners
• Detail-oriented with experience multi-tasking and shifting priorities quickly under pressure and tight deadlines
• Experience building data visualizations and dashboards to support financial reporting and decision-making
• Bachelor's Degree in Finance, Accounting, Business, or a relevant field
• Experience with financial statement analysis and a knowledge of corporate finance concepts
Preferred Qualifications
• Demonstrated ability to integrate AI tools to optimize/redesign workflows and drive measurable impact (e.g., efficiency gains, quality improvements)
• Experience managing multiple workstreams end-to-end
• Consolidation experience in a large company
• Familiarity with HR/payroll data systems (Workday, ADP)
• SQL or data querying experience
• MBA or graduate degree in a relevant field
• Experience adhering to and implementing responsible, ethical AI practices (e.g., risk assessment, bias mitigation, quality and accuracy reviews)
• Demonstrated ongoing AI skill development (e.g., prompt/context engineering, agent orchestration) and staying current with emerging AI technologies
• Exposure to stock-based compensation accounting or modeling
About Meta
Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics.
Equal Employment Opportunity
Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here.

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