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Virtual Financial Planning Jobs in Virginia (NOW HIRING)

All Financial Freedom

Financial Strategist

Great Falls, 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 ...

All Financial Freedom

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 ...

All Financial Freedom

Financial Strategist

Alexandria, 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 ...

All Financial Freedom

Financial Strategist

Fairfax, VA · On-site +1

$60K - $75K/yr

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

All Financial Freedom

Financial Strategist

Mclean, VA · On-site +1

$60K - $75K/yr

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

All Financial Freedom

Financial Strategist

Alexandria, VA · On-site +1

$60K - $75K/yr

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

All Financial Freedom

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

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

All Financial Freedom

Financial Strategist

Great Falls, VA · On-site +1

$60K - $75K/yr

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

All Financial Freedom

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

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

Apogee Solutions

Financial Management Analyst

Suffolk, VA · On-site

$80K - $90K/yr

... and planning, data analysis, research, and support in the development of program goals and ... Support financial and program management processes for the Joint Live Virtual Constructive (JLVC ...

Apogee Solutions

Financial Management Analyst

Suffolk, VA · On-site

$80K - $90K/yr

... and planning, data analysis, research, and support in the development of program goals and ... Support financial and program management processes for the Joint Live Virtual Constructive (JLVC ...

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Virtual Financial Planning information

See Virginia salary details

$11

$24

$33

How much do virtual financial planning jobs pay per hour?

As of Aug 16, 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 are popular job titles related to Virtual Financial Planning jobs in Virginia?

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

Virtual Financial Planning jobs near you
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.

Financial Strategist

All Financial Freedom

Great Falls, VA • On-site, Remote

$60K - $75K/yr

Part-time

Re-posted 29 days ago

Job description

About the Role

We're expanding our financial education team and looking for motivated individuals who want to make a real impact helping families protect their income, plan for the future, and build financial confidence.

This role is ideal for career pivoters, parents returning to the workforce, or professionals who want flexible income while doing meaningful work. Training and mentorship are provided.

What You'll Do

Educate individuals and families on financial protection and planning solutions

Help clients understand options such as retirement strategies, life insurance, and debt solutions

Conduct virtual consultations

Build long-term client relationships based on trust and education

Participate in ongoing training and professional development

Mentor and support new team members as you advance

What We're Looking For

Strong communication skills and emotional intelligence

Coachable, self-motivated, and professional

Desire to help others and make a positive impact

Willingness to obtain a state insurance license (we guide you through the process)

Comfortable working remotely and managing your own schedule

What We Offer

Flexible, remote work environment

Comprehensive training and mentorship

Advancement opportunities based on performance, not tenure

Supportive team culture, no high-pressure sales tactics

Opportunity to build long-term income and leadership skills

Who This Is For

Career pivoters

Parents seeking flexibility

Professionals burned out by traditional sales roles

Individuals passionate about education and impact

Employment Type: PART_TIME

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