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Virtual Financial Planning Jobs in Ohio (NOW HIRING)

Orveon

Senior Manager, FP&A

Columbus, OH · On-site

$117K - $156K/yr

About the Role This role is a finance leader within Orveon's FP&A organization, partnering across ... virtual and face-to-face interactions. * "Work From Anywhere" - Freedom to work six (6) weeks ...

Orveon

Senior Manager, FP&A

Columbus, OH · Hybrid

$117K - $156K/yr

About the Role This role is a finance leader within Orveon's FP&A organization, partnering with our ... virtual and face-to-face interactions. * "Work From Anywhere" - Freedom to work six (6) weeks ...

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

Cenovus

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

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

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

TIAA

Financial Consultant

Columbus, OH

$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 ...

Elevance Health

PBM Financial Analyst Lead

Seven Hills, OH · On-site

$74K - $135K/yr

This approach combines structured office engagement with the autonomy of virtual work, promoting a ... AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts ...

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All JobsFinancial Planning JobsVirtual Financial Planning JobsVirtual Financial Planning Jobs in Ohio

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 Ohio? The most popular types of Financial Planning jobs in Ohio are:
What are popular job titles related to Virtual Financial Planning jobs in Ohio? For Virtual Financial Planning jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Planning jobs in Ohio look for? The top searched job categories for Virtual Financial Planning jobs in Ohio are:
What cities in Ohio are hiring for Virtual Financial Planning jobs? Cities in Ohio with the most Virtual Financial Planning job openings:
Virtual Financial Planning jobs near you
Infographic showing various Virtual Financial Planning job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 10% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Education Specialist - Ohio

All Financial Freedom

Columbus, OH • On-site, Remote

$31K - $58K/yr

Part-time

Re-posted 27 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