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Virtual Financial Planning Jobs in Indiana (NOW HIRING)

... virtual meetings and workshops including follow-up as needed. * Assists with the planning of ... Processes financial documents (check requests, purchase requisitions, travel, etc.) and ensures ...

Staff Accountant

Fort Wayne, IN

$54K - $71K/yr

Comprehensive Benefits -- Starting Day One ✔ Premium healthcare coverage (medical, dental, vision, mental health & virtual healthcare) ✔ 401(k) matching and long-term financial planning support ...

These appointments will be either in person or virtual * Create a professional and welcoming ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

These appointments will be either in person or virtual * Create a professional and welcoming ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

... virtual classes (remotely via zoom) 11. The above list of duties is not to be construed as an ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

Advanced skills with MS Office applications and virtual meeting platforms to drive assertive sales ... Full suite of voluntary insurance benefits for financial planning (auto, home, ID protection and ...

Advanced skills with MS Office applications and virtual meeting platforms to drive assertive sales ... Full suite of voluntary insurance benefits for financial planning (auto, home, ID protection and ...

Showing results 41-60

Virtual Financial Planning information

See Indiana salary details

$10

$23

$32

How much do virtual financial planning jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for virtual financial planning in Indiana is $23.22, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $26.06 per hour, depending on experience, location, and employer.

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 Indiana?

The most popular types of Financial Planning jobs in Indiana are:

What are popular job titles related to Virtual Financial Planning jobs in Indiana?

For Virtual Financial Planning jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Virtual Financial Planning jobs in Indiana look for?

The top searched job categories for Virtual Financial Planning jobs in Indiana are:

What cities in Indiana are hiring for Virtual Financial Planning jobs?

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

Infographic showing various Virtual Financial Planning job openings in Indiana as of August 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, with an average salary of $48,291 per year, or $23.2 per hour.

Administrative Assistant

Ivy Tech

Evansville, IN • On-site

$16 - $17/hr

Part-time

Medical, Retirement

Re-posted 7 days ago


Job description

Ivy Tech Evansville seeks an Administrative Assistant to support the Office of Student Life. The Student Life Assistant will be responsible for all clerical and administrative support related to maintaining student life in the region. This includes providing routine clerical support to the Director of Student Life, assisting with the planning and coordination of student life events, organizing travel, maintaining student life web pages, updating information in the student life management software system, and processing purchases and payments for the entire student life department, including student organizations.
Essential Responsibilities:
  • Serve as the first point of contact for internal and external customers who seek assistance from Student Life while maintaining good public relations and a professional image for the services that are provided through the office.
  • Answers telephone and greets visitors transmitting requested information, records messages, and routes information to appropriate personnel.
  • Receives incoming mail and prepares outgoing mail.
  • Maintains calendars, schedules appointments, and supports designated on-campus and virtual meetings and workshops including follow-up as needed.
  • Assists with the planning of student life events, meetings, and conferences including facility reservations and set-up, catering arrangements, audio-visual requests, securing overnight rooms, reservation lists, and nametag creation.
  • Coordinates travel arrangements and reservations as needed.
  • Orders office and event supplies.
  • Processes financial documents (check requests, purchase requisitions, travel, etc.) and ensures timely completion.
  • Proofs student life printed and electronic documents.
  • Provides updates and approvals in the student life management software system.
  • Maintains web pages with current information.

Hiring Range:
  • This role is budgeted between $16.00 and $17.00 per hour depending on experience.

Work Hours:
  • Typical business work hours will be Monday-Thursday 8:00am-2:30pm with one additional hour of flex time per week. This may be adjusted during peak times.

Minimum Qualifications:
  • Excellent computer skills and knowledge of spreadsheets and word processing required.
  • Must be able to maintain proficiency and competency in administrative support procedures with the ability to determine priorities.

Preferred Qualifications:
  • Associate's degree
  • Experience in a higher education setting

Ivy Tech is committed to supporting the well-being, growth, and financial security of our part-time employees. These benefits include:
Health & Wellness
  • Access to a comprehensive vision care plan with low-cost exams and allowances for glasses or contact lenses
  • Employee Assistance Program offering no cost confidential counseling sessions, legal consultations, financial planning consultations, and other resources

Financial & Retirement Benefits
  • All employees can contribute pre-tax or post-tax dollars through payroll deduction to build retirement savings

Educational Benefits
  • Fee remission for employees, spouses, and legal dependents.

For more information on Ivy Tech Benefits, visit https://careers.ivytech.edu/benefits.
Ivy Tech Community College is an accredited, equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, marital status, religion, sex, gender, sexual orientation, gender identity, disability, age or veteran status. As required by Title IX of the Education Amendments of 1972, Ivy Tech Community College does not discriminate on the basis of sex, including sexual harassment in its educational programs and activities, including employment and admissions. Questions specific to Title IX may be referred to the College's Title IX Coordinator or to the US Department of Education Office of Civil Rights.