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Virtual Financial Planning Jobs in Virginia (NOW HIRING)

PBM Financial Analyst Lead

Ashburn, VA · On-site

$74K - $135K/yr

This approach combines structured office engagement with the autonomy of virtual work, promoting a ... financial planning, and management reporting experience; or any combination of education and ...

PBM Financial Analyst Lead

Norfolk, VA · On-site

$74K - $135K/yr

This approach combines structured office engagement with the autonomy of virtual work, promoting a ... financial planning, and management reporting experience; or any combination of education and ...

PBM Financial Analyst Lead

Richmond, VA · On-site

$74K - $135K/yr

This approach combines structured office engagement with the autonomy of virtual work, promoting a ... financial planning, and management reporting experience; or any combination of education and ...

... virtual and in-person presentations. Conducts over-the-phone and in-person personalized portfolio ... Certified Financial Planner (CFP) designation preferred * FINRA Series 6 (Investment Company ...

Financial Strategist

VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

Mclean, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

Fairfax, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help ... Conduct virtual consultations Build long-term client relationships based on trust and education ...

Showing results 21-40

Virtual Financial Planning information

See Virginia salary details

$11

$24

$33

How much do virtual financial planning jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for virtual financial planning in Virginia is $24.19, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $27.16 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 Virginia? The most popular types of Financial Planning jobs in Virginia are:
What job categories do people searching Virtual Financial Planning jobs in Virginia look for? The top searched job categories for Virtual Financial Planning jobs in Virginia are:
What cities in Virginia are hiring for Virtual Financial Planning jobs? Cities in Virginia with the most Virtual Financial Planning job openings:
Infographic showing various Virtual Financial Planning job openings in Virginia as of August 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 84% In-person, and 16% Remote job distribution, with an average salary of $50,313 per year, or $24.2 per hour.

PBM Financial Analyst Lead

Elevance Health

Ashburn, VA • On-site

$74K - $135K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago


Elevance Health rating

7.7

Company rating: 7.7 out of 10

Based on 351 frontline employees who took The Breakroom Quiz

200th of 304 rated insurance


Job description

PBM Financial Analyst Lead

This role requires associates to be in-office1 - 2days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.

CarelonRx is a proud member of the Elevance Health family of companies. CarelonRx pairs a strong, clinical-first lens with deep pharmacy expertise to create solutions that improve outcomes, control costs, and enhance each member's health.

The Financial Analyst Lead is responsible for coordinating and leading the management reporting and analysis process.

How you will make an impact:

  • Prepares financial and business related analyses and research in such areas as financial and expense performance, rate of return, depreciation, working capital, and investment.
  • Prepares budgets, forecasts, trend analyses, and preparing analysis for sales, membership, cost of care, operating expenses, general business conditions and other related areas.
  • Conducts special financial and business related studies and cooperates with other departments in the preparation of analyses.
  • Provides guidance to less experienced financial analysts.

Minimum Qualifications:

  • Requires a BA/BS in accounting or finance and a minimum of 3 years general accounting, financial planning, and management reporting experience; or any combination of education and experience, which would provide an equivalent background.

Preferred Skills, Capabilities and Experiences:

  • Experience in Excel.
  • Experience in SQL.
  • MBA, CPA, or CMA.
  • Insurance industry experience.

If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions. Requirements include but are not limited to more stringent and frequent background checks and/or government clearances, segregation of duties principles, role specific training, monitoring of daily job functions, and sensitive data handling instructions. Associates in these jobs must follow the specific policies, procedures, guidelines, etc. as stated by the Government Business Division in which they are employed.

For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $74,708 - $135,654.

Locations: Columbus, OH; Virginia

In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.

* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.

Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.

How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.

The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.

Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@elevancehealth.com for assistance.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.


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About Elevance Health

Sourced by ZipRecruiter

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Indianapolis, IN, US

Year founded

2004

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