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Virtual Financial Planning Jobs in Texas (NOW HIRING)

NOV, Inc.

Senior FP&A Analyst

Houston, TX · On-site

$78K - $98K/yr

Serve as the primary FP&A business partner supporting the Repair and U.S. Marine & Construction ... FREE MDLIVE virtual visits (when enrolled in an NOV medical plan) * FREE preventative medical and ...

National Oilwell Varco

Senior FP&A Analyst

Houston, TX · On-site

$78K - $98K/yr

Serve as the primary FP&A business partner supporting the Repair and U.S. Marine & Construction ... FREE MDLIVE virtual visits (when enrolled in an NOV medical plan) * FREE preventative medical and ...

49 Financial

Sales-Driven Financial Advisor

Houston, TX · On-site

... virtual meetings, with compensation tied to performance and a clear path to leadership development. You will work in a collaborative, team-based environment, partnering with financial planning and ...

49 Financial

Sales-Driven Financial Advisor

Houston, TX · On-site

... virtual meetings, with compensation tied to performance and a clear path to leadership development. You will work in a collaborative, team-based environment, partnering with financial planning and ...

The AFX Group

Financial Counselor

Bexar, TX · On-site

$59K - $61K/yr

... financial planning. ADDITIONAL REQUIREMENTS AND WORKING CONDITIONS * May be assigned as a shared regional or enterprise specialist and provide synchronous virtual services across multiple ...

New

The AFX Group

Financial Counselor

Fort Bliss, TX · On-site

$59K - $61K/yr

... financial planning. ADDITIONAL REQUIREMENTS AND WORKING CONDITIONS * May be assigned as a shared regional or enterprise specialist and provide synchronous virtual services across multiple ...

New

The AFX Group

Financial Counselor

Fort Bliss, TX · On-site

$55 - $90/hr

... financial planning. ADDITIONAL REQUIREMENTS AND WORKING CONDITIONS * May be assigned as a shared regional or enterprise specialist and provide synchronous virtual services across multiple ...

New

The AFX Group

$55 - $75/hr

... financial planning. ADDITIONAL REQUIREMENTS AND WORKING CONDITIONS * May be assigned as a shared regional or enterprise specialist and provide synchronous virtual services across multiple ...

New

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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 Texas?

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

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

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

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

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

Virtual Financial Planning jobs near you
Infographic showing various Virtual Financial Planning job openings in Texas as of August 2026, with employment types broken down into 83% Full Time, 13% Part Time, 3% Contract, and 1% Nights. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution.

Senior FP&A Analyst

NOV, Inc.

Houston, TX • On-site

$78K - $98K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 6 days ago

NOV rating

8.3

Company rating: 8.3 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

118th of 496 rated machine equipment manufacturers

Job description


About NOV and Rig Technologies
NOV is a leading provider of technology, equipment, and services to the global oil and gas industry that supports customers' full-field drilling, completion, and production needs. Since 1862, NOV has pioneered innovations that improve the cost-effectiveness, efficiency, safety, and environmental impact of oil and gas operations. We're continually pushing our own standards higher to deliver the safest, most efficient, and most reliable drilling solutions in the world. Join us as we continue to power the industry that powers the world.
NOV Rig Technologies makes and supports the world's most advanced drilling solutions. To learn more about Rig Technologies products and services, please visit us at https://www.nov.com/about/our-company-structure/rig
PRIMARY RESPONSIBILITIES
  • Serve as the primary FP&A business partner supporting the Repair and U.S. Marine & Construction businesses.
  • Lead the monthly financial close analysis, including detailed actual-to-budget, actual-to-forecast, and prior year variance analysis.
  • Prepare, coordinate, and maintain annual operating budgets, quarterly forecasts, and long-range financial plans.
  • Develop meaningful financial models and scenario analyses to support strategic business decisions and operational initiatives.
  • Analyze revenue, gross margins, operating expenses, working capital, and profitability trends while providing actionable recommendations to leadership.
  • Partner with operations to identify risks, opportunities, and cost improvement initiatives that enhance financial performance.
  • Prepare and present monthly business reviews, KPI reporting, and executive financial presentations.
  • Support pricing, capital expenditure, and investment analyses through financial modeling and business case development.
  • Drive continuous improvement initiatives across finance and operations by streamlining reporting and planning processes.
  • Coordinate accurate revenue recognition and ensure compliance with applicable accounting policies and internal controls.
  • Support internal and external audit activities while maintaining SOX compliance.
  • Collaborate with Accounting, Operations, Sales, and Corporate Finance to ensure accurate financial reporting and planning.
  • Participate in special projects, strategic initiatives, and ad hoc financial analyses as assigned.

EDUCATION AND EXPERIENCE QUALIFICATIONS
  • Bachelor's degree in Finance, Accounting, or related field
  • Minimum 5 years of progressive experience in Financial Planning & Analysis, Corporate Finance, or Financial Analysis
  • Strong understanding of budgeting, forecasting, financial modeling, variance analysis, and management reporting
  • Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and financial modeling techniques
  • Excellent written and verbal communication skills with the ability to communicate financial information to non-financial stakeholders
  • Strong analytical, organizational, and problem-solving abilities
  • Demonstrated ability to manage multiple priorities in a fast-paced environment
  • Working knowledge of US GAAP
  • Experience with Oracle EPM (Enterprise Performance Management) or other Enterprise Performance Management (EPM) planning and forecasting systems a plus
  • Experience with ERP systems such as Oracle or Oracle Cloud a plus
  • CMA, MBA, or CPA a plus

COMPETITIVE BENEFITS: (visit usbenefits.nov.com for more information about our benefits offerings)
  • 401(k) Retirement Plan - NOV matches every dollar up to 5% of base pay and overtime for every dollar you invest
  • Competitive medical plans that are effective your date of hire. Visit usbenefits.nov.com/cost-for-coverage for more information
  • FREE MDLIVE virtual visits (when enrolled in an NOV medical plan)
  • FREE preventative medical and dental care for the entire family (when enrolled in an NOV medical/dental plan and seeing an in-network physician)
  • FREE Basic Life and AD&D insurance at 2 times your annual salary (for full-time employees)
  • All regular full-time employees start with 3 weeks of paid vacation per year (prorated based on start date). Pre-NOV relevant experience (years of service) may be considered for vacation accruals
  • All regular full-time employees receive up to 11 paid holidays per year

What NOV employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About NOV

Sourced by ZipRecruiter

Throughout every region in the world and across every area of drilling and production, our family of companies has provided the technical expertise, advanced equipment and operational support necessary for success. We have the people, capabilities and vision to serve the needs of a challenging and evolving industry. One the world can’t live without. We are a global family of thousands of individuals, working as one team to create lasting impact for ourselves, our customers and the communities where we live and work. We take responsibility for each other and our company’s future, knowing that personal ownership leads to broader success. We believe in purposeful innovation because we see what others do not and we act. Through business innovation, product creation and service delivery, we are driven to power the industry that powers the world better.

Industry

Oil and gas extraction

Company size

10,000+ Employees

Headquarters location

Houston, TX, US

Year founded

1841

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