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Remote Financial Advisor Development Program Jobs in Illinois

Savant Insights

Advisor Development Leader

Rockford, IL · On-site +1

$115K - $155K/yr

Aligns development programs and coaching to those standards. * Provides input (not decision ... Education: * Bachelor's degree in Business, Finance, Marketing, or a related field required.

Thrivent

Virtual Financial Advisor - Chicago

Chicago, IL · On-site +1

$23.80 - $26.45/hr

Virtual Financial Advisor - Remote Chicago, Illinois Bring your skills to a deeply purposeful ... Well-being programs to help you manage your physical, emotional and financial health. * Gift ...

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All JobsFinancial Advisor Development Program JobsRemote Financial Advisor Development Program JobsRemote Financial Advisor Development Program Jobs in Illinois

Remote Financial Advisor Development Program information

See Illinois salary details

$34.9K

$99K

$139.5K

How much do remote financial advisor development program jobs pay per year?

As of Jun 9, 2026, the average yearly pay for remote financial advisor development program in Illinois is $98,971.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,700.00 and $126,900.00 per year, depending on experience, location, and employer.

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 Illinois? For Remote Financial Advisor Development Program jobs in Illinois, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Development Program jobs in Illinois look for? The top searched job categories for Remote Financial Advisor Development Program jobs in Illinois are:
What cities in Illinois are hiring for Remote Financial Advisor Development Program jobs? Cities in Illinois with the most Remote Financial Advisor Development Program job openings:
Remote Financial Advisor Development Program jobs near you

Advisor Development Leader

Savant Insights

Rockford, IL • On-site, Remote

$115K - $155K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Job description

Savant is seeking an Advisor Development Leader to design, deliver, and continuously enhance development and educational programs that strengthen advisor capability, accelerate readiness, and improve business outcomes. This role provides both advisor-facing and leader-enabling support, partnering closely with Regional Directors (RDs), Senior Managing Partners (SMPs), senior advisors, and the Learning & Development (L&D) team. The role emphasizes hands-on coaching, real-world observation, targeted interventions, and strategic enablement aligned to Savant's growth and evolution. This position ensures advisors have the skills, tools, and behaviors needed to excel in their roles, progress in their careers, and consistently deliver the Savant advisor experience.
Duties and Responsibilities
Advisor Training & Skill Development
  • Designs and delivers high-impact training in the areas of client meeting effectiveness, consultative selling, referral strategies, proposal development, and Savant systems/workflows.
  • Facilitates in-person and virtual sessions with an emphasis on practice, application, and feedback.
  • Provides hands-on coaching to advisors across experience levels, offering structured, actionable performance guidance.
  • Develops and maintains training content, frameworks, and tools aligned to Savant's advisory standards.

Individualized Development Plans (IDPs)
  • Partners with RDs and SMPs to develop advisor-specific development plans based on experience level, performance gaps, and career aspiration.
  • Creates templates, toolkits, and coaching aids leaders can use to execute IDPs consistently.
  • Translates scorecards, KPIs, and qualitative assessments into clear development actions.
  • Monitors progress on IDPs and provides guidance to leaders on adjusting plans as needed.

Leader Enablement: Regional Director (RD)/ Senior Managing Partner (SMP) Coaching Support
  • Equips RDs and SMPs with frameworks, tools, and coaching guides for effective 1:1 advisor conversations.
  • Provides observation aids and methods for evaluating advisor performance in client meetings and discovery calls.
  • Models effective coaching by shadowing or co-coaching with leaders in select situations.
  • Serves as a thought partner to leaders on performance plateaus, behavioral challenges, and early development concerns.

Targeted Interventions & Rapid-Response Development
  • Designs and delivers short-cycle development interventions for specific advisor needs (e.g., sales skill refreshers, referral conversation tune-ups, meeting close execution).
  • Works with RDs/SMPs to determine who needs what intervention and when.
  • Ensures these engagements are structured, intentional, and outcome-oriented.

Observation-Based Coaching
  • Observes live or recorded advisor interactions (client meetings, discovery calls, referral asks).
  • Provides structured, standards-based feedback aligned to Savant's advisor expectations.
  • Supports advisors in translating feedback into immediate behavior change and ongoing practice.

Onboarding of New and M&A Advisors
  • Owns the advisor-specific onboarding experience for new hires and acquired advisors, in partnership with L&D and Advisory leadership.
  • Designs multi-day onboarding programs, including in-person components, that accelerate confidence and competency.
  • Establishes mentorship, peer learning, and skill-transfer experiences with seasoned advisors.
  • Ensures onboarding continues beyond initial learning through structured development journeys.

Career Progression & Readiness Support
  • Supports Advisory leadership in defining readiness standards for advisor career progression.
  • Aligns development programs and coaching to those standards.
  • Provides input (not decision authority) on advisor readiness based on skill demonstration and behavioral maturity.

Change Enablement & Adoption Support
  • Supports advisors through changes in service models, processes, go-to-market strategies, and tools.
  • Helps translate strategic changes into advisor behavior change, not just knowledge transfer.
  • Partners with Advisory and L&D to ensure training is timed, relevant, and reinforced.

Program Design, Measurement & Continuous Improvement
  • Measures the effectiveness of programs using advisor feedback, adoption data, and business outcomes.
  • Refines content and delivery based on changing advisor needs, acquisition learnings, and strategic priorities.
  • Ensures alignment with L&D systems, standards, and firm-wide learning frameworks.

Advisor Voice & Field Insight
  • Acts as a strategic feedback channel to Advisory leadership on advisor needs, emerging skill gaps, workflow friction, and tool/process challenges.
  • Helps shape future enablement priorities and investments based on field insight.
  • Ensures advisors are engaged, heard, and supported through ongoing evolution.

A few important notes about this role:
  • There is flexibility in location for this role, but ideally this individual will be near a Savant location.
  • Travel throughout Savant will be required, up to 50% of the time.
  • This role will work closely with our most senior advisor leadership team.

This role requires the following:
  • Education:
    • Bachelor's degree in Business, Finance, Marketing, or a related field required.
    • Advanced degree preferred.
  • Experience:
    • 5-10+ years in financial services, wealth management, or a closely related advisory/sales environment.
    • Prior experience as an advisor, sales leader, practice management leader, or advisor coach strongly preferred.
    • Demonstrated success designing and delivering development programs for experienced professionals.
    • Experience supporting growth-oriented advisory teams and/or integrating acquired firms.
  • Ability and willingness to travel throughout Savant's national footprint
  • High credibility with seasoned advisors and leaders.
  • Strong facilitation, coaching, and communication skills.
  • Deep understanding of advisory sales cycles, client dynamics, and referral strategies.
  • Exceptional relationship-building and influencing capability.
  • Ability to manage multiple priorities, navigate ambiguity, and operate independently.
  • Strong analytical and problem-solving skills.
  • Willingness to travel frequently for advisor-facing work.
  • High professionalism, discretion, and alignment with Savant values.

Why Join Us?
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere-"to be wise"-reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning-one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
The Perks:
At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $115,000-$155,000However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.
  • Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
  • Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
  • Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
  • Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
  • Vision Insurance: Keep your eyes healthy with our vision insurance plan.
  • Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
  • Company-Paid Disability Coverage: Rest easy knowing you're covered with both short-term and long-term disability plans.
  • 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
  • Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
  • Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
  • Dress Code: Enjoy a "Dress for Your Day" approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
  • Employee Recognition: Enjoy monetary awards through our recognition program.
  • Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
  • Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
  • Exclusive Discounts: Take advantage of various discount programs for additional savings.
  • Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
  • Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.

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