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Virtual Remote Financial Planning Jobs in Virginia

2U

Director, FP&A Deal Desk

Arlington, VA · On-site +1

Financial Modeling and Deal Structuring * Build and own financial models for new products ... While this position is open to remote candidates across the U.S., we will prioritize those who live ...

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 Help ... Conduct 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 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

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 ...

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 Help ... Conduct 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 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

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 ...

Truist

Virtual Premier Advisor - Norfolk, VA

Norfolk, VA · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions ...

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

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

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

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 • ...

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Showing results 21-40

All JobsFinancial Planning JobsVirtual Remote Financial Planning JobsVirtual Remote Financial Planning Jobs in Virginia

Virtual Remote Financial Planning information

What is the difference between Virtual Remote Financial Planning vs Virtual Remote Financial Advisor?

AspectVirtual Remote Financial PlanningVirtual Remote Financial Advisor
CredentialsCFP, CFA, or similar certifications often requiredCFP, CFA, or similar certifications often required
Work EnvironmentRemote, client meetings via video, financial planning softwareRemote, client meetings via video, investment management
Employer & Industry UsageFinancial planning firms, independent plannersFinancial advisory firms, wealth management companies

Both roles typically require similar credentials and operate remotely, focusing on client financial services. Financial planners often develop comprehensive plans, while financial advisors may focus more on investment management and ongoing advice. The distinction can vary by employer, but both roles serve clients in a virtual environment.

What virtual remote financial planning jobs can I do remotely?

Virtual remote financial planning jobs include roles such as financial advisor, planner, or analyst, which can be performed entirely online using financial software and communication tools. These positions often require certifications like CFP or CFA and involve client consultations, portfolio management, and financial analysis conducted remotely on flexible schedules.

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

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

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

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

What cities in Virginia are hiring for Virtual Remote Financial Planning jobs?

Cities in Virginia with the most Virtual Remote Financial Planning job openings:

Virtual Remote Financial Planning jobs near you

Business Analyst, Tester and Virtual Trainer (Remote)

A1FED Inc

Mclean, VA • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

Job description

We are seeking a highly motivated and versatile professional to join our team in a combined role of Analyst and Trainer.
The ideal candidate will play a key role across the project lifecycle-from requirements gathering and testing to end-user training and adoption support.
This is a remote (US only) position supporting an IT investment and portfolio management initiative.
This individual will support a high-impact project leveraging:
  • ServiceNow Strategic Portfolio Management (SPM)
  • Proven Optics Capital Planning and Investment Control (CPIC) Application
  • Proven Optics Technology Business Management (TBM) Cost Modeling Application

Key Responsibilities:
As an Analyst:
  • Collaborate with business stakeholders to gather and refine requirements
  • Develop process documentation, user stories, and business workflows
  • Support configuration decisions aligned with best practices in IT portfolio and financial management

As a Tester:
  • Develop and execute test plans and test case scenarios
  • Validate system functionality, reports, and dashboards
  • Identify and track defects, and support remediation efforts

As a Trainer:
  • Design and deliver training materials, including user guides, video walkthroughs, and SOPs
  • Facilitate virtual and live training sessions for end-users and stakeholders
  • Provide ongoing user support and promote platform adoption

Required Skills:
  • U.S. Citizenship OR Permanent Resident
  • Active Public Trust or higher clearance
  • 3+ years of experience as an Analyst, Tester, Trainer
  • Experience documenting functional and technical requirements into User Stories and Expected Results
  • Experience developing Test Plans, test cases, and tracking issues
  • Demonstrated ability to test systems against documented requirements
  • Design and deliver training materials, including user guides, video walkthroughs, and SOPs
  • Facilitate virtual training sessions for end-users and stakeholders
  • Extremely well-developed organizational, time management, and analytical skills
  • Strong attention to detail and documentation skills
  • Excellent communication skills with the ability to simplify complex technical information
  • This position allows you to work remotely from within the United States only.
  • Ability to work 8 AM to 5 PM EST
  • Ability to work independently in a remote team environment
  • Proficiency with Microsoft Office tools (Word, Excel, PowerPoint, Teams)
  • Ability to work effectively in a remote, collaborative environment

Highly Desired Skills:
  • Hands-on experience with ServiceNow Strategic Portfolio Management (SPM)
  • Familiarity with Proven Optics CPIC or TBM applications
  • Familiarity with Agile or SAFe delivery methodologies
  • Experience using ServiceNow Dev/QA/Test environments
  • ServiceNow certifications
  • Strong understanding of IT portfolio management, capital planning, or IT financial management

Benefits:
  • Competitive salary
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and federal holidays
  • Flexible remote work environment

Apply