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Remote Financial Advisor Development Program Jobs in Arizona

USAA

Customer Service Advisor

Phoenix, AZ · On-site +1

$43K - $44K/yr

Our in-office development program provides the training you need and the encouragement to create a ... financial security of members through needs-based sales and service conversations on a single ...

Arizona Department of Administration

$86K/yr

... Remote Work Program and are able to work remotely in their homes, in offices, and in hoteling ... development groups and other partners to expand FTF's presence and impact within the assigned ...

Realm

Advisor

Phoenix, AZ · Remote

$25K/mo

Advisor - Realm Remote in Phoenix / Scottsdale, AZ $50K-$65K base + commission This role is remote ... A home renovation, addition, ADU, or rebuild is one of the largest, most emotional financial ...

USAA

Compensation Advisor Lead

Phoenix, AZ · On-site +1

At USAA, our mission is to empower our members to achieve financial security through highly ... USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ...

Osaic

Branch Office Examiner

Scottsdale, AZ · On-site +1

$65K - $75K/yr

Open to Qualified Remote Applicants in the United States Role Type: Full-time Salary: $65,000 - $75 ... This position is responsible for administering Branch Exams to Financial Advisors affiliated with ...

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Remote Financial Advisor Development Program information

What is the difference between Remote Financial Advisor Development Program vs Remote Financial Planner?

AspectRemote Financial Advisor Development ProgramRemote Financial Planner
CertificationsTypically requires Series 7, Series 66, or CFP certificationOften requires CFP certification; Series 7/66 may be preferred
Work EnvironmentStructured training programs, mentorship, and rotational assignmentsClient-facing, advisory sessions, and portfolio management
Employer & Industry UsageFinancial services firms, banks, and advisory firmsIndependent or firm-based financial planning practices
Search & Comparison IntentFocus on entry-level development programs for aspiring advisorsSeeking experienced or independent financial planning roles

The Remote Financial Advisor Development Program is designed for individuals starting their careers, offering structured training and mentorship. In contrast, a Remote Financial Planner typically provides direct financial advice to clients, often with more experience and client management responsibilities. Both roles require relevant certifications, but their focus and work environment differ significantly.

What are the main challenges faced by participants in a Remote Financial Advisor Development Program, and how can they be addressed?

Participants in a Remote Financial Advisor Development Program often face challenges such as building client relationships virtually, staying self-motivated, and adapting to digital tools for financial planning. It's important to proactively engage with mentors, leverage online training resources, and schedule regular check-ins with peers and managers to maintain accountability and support. Embracing technology and developing strong communication skills are key strategies to succeed and grow in this remote environment.

What are the key skills and qualifications needed to thrive in a Remote Financial Advisor Development Program, and why are they important?

To excel in a Remote Financial Advisor Development Program, you need a solid understanding of financial planning, investment strategies, and typically a bachelor's degree in finance, business, or a related field. Familiarity with CRM platforms, financial analysis software, and industry certifications like Series 7 or CFP are often required. Outstanding interpersonal skills, self-motivation, and strong communication help you build client trust and succeed in a remote environment. These abilities ensure you can deliver effective financial solutions while maintaining compliance and building lasting client relationships.

What is a Remote Financial Advisor Development Program?

A Remote Financial Advisor Development Program is a structured training initiative designed to prepare individuals for careers as financial advisors, allowing them to learn and work from remote locations. These programs typically combine virtual classroom instruction, mentorship, and hands-on client interaction to build knowledge in financial planning, investment strategies, and client relationship management. Participants often receive guidance from experienced professionals, study for licensing exams, and develop skills to provide personalized financial advice to clients. The remote format offers flexibility while maintaining rigorous training standards. Graduates of these programs are usually well-prepared to begin advising clients and growing their financial services careers.
What are popular job titles related to Remote Financial Advisor Development Program jobs in Arizona? For Remote Financial Advisor Development Program jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Development Program jobs in Arizona look for? The top searched job categories for Remote Financial Advisor Development Program jobs in Arizona are:
What cities in Arizona are hiring for Remote Financial Advisor Development Program jobs? Cities in Arizona with the most Remote Financial Advisor Development Program job openings:
Remote Financial Advisor Development Program jobs near you

Customer Service Advisor

USAA

Phoenix, AZ • On-site, Remote

$43K - $44K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

USAA rating

8.2

Company rating: 8.2 out of 10

Based on 262 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.

We are currently seeking dedicated professionals to work in our Phoenix office for future customer service and sales opportunities in 2026. The office is located at Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.

As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.

What you'll do:

  • Handle inbound member calls in a fast-paced contact center environment

  • Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products

  • Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.

  • Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition

  • Advise and educate members on available USAA digital tools and resources to improve the user experience

  • Provide outstanding member service by demonstrating empathy, active listening, and professionalism

  • Apply strong time and call management skills in assisting members with banking needs

  • Embrace continuous improvement and development through coaching and collaboration with manager and team members

What you have:

  • High School Diploma OR GED

  • Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products

  • Ability to prioritize and multi-task while navigating through multiple business applications

  • Strong interpersonal and communication skills

  • Successful completion of a job-related assessment is required

What sets you apart:

  • 1+ year of experience in a needs-based sales or customer engagement environment within a bank or financial advisory setting, with a demonstrated track record of assessing customer needs, recommending appropriate solutions, and building trust

  • Proven success in a high‑volume, fast‑paced contact center environment

  • 6+ months of heavy phone-based interaction (60%+), with strong communication, de-escalation, and confidence handling complex customer situations

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The hiring range for this position is: $43,680.00- $44,680.00

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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