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Remote Financial Advisor Development Program Jobs in Missouri

Stifel

Advisor Marketing Manager

Saint Louis, MO · On-site +1

Lead the development and implementation of pre-approved marketing campaigns, coordinating ... careers as financial advisors, research analysts, project managers, marketing specialists ...

Stifel

Advisor Marketing Manager

Saint Louis, MO · On-site +1

Lead the development and implementation of pre-approved marketing campaigns, coordinating ... careers as financial advisors, research analysts, project managers, marketing specialists ...

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VP, Drug Development Services (CNS/ Psychiatry) - REMOTE- US, Ireland, UK ICON is a global health ... Serve as a trusted advisor to senior client stakeholders, delivering high-value consulting ...

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

Remote Financial Advisor Development Program information

See Missouri salary details

$33.8K

$95.8K

$135.1K

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

As of Sep 13, 2026, the average yearly pay for remote financial advisor development program in Missouri is $95,802.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,400.00 and $122,900.00 per year, depending on experience, location, and employer.

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 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 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 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 popular job titles related to Remote Financial Advisor Development Program jobs in Missouri?

For Remote Financial Advisor Development Program jobs in Missouri, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor Development Program jobs in Missouri look for?

The top searched job categories for Remote Financial Advisor Development Program jobs in Missouri are:

What cities in Missouri are hiring for Remote Financial Advisor Development Program jobs?

Cities in Missouri with the most Remote Financial Advisor Development Program job openings:

Remote Financial Advisor Development Program jobs near you
Infographic showing various Remote Financial Advisor Development Program job openings in Missouri as of August 2026, with employment types broken down into 84% Full Time, 11% Part Time, and 5% Contract. Highlights an 100% Remote job distribution, with an average salary of $95,802 per year, or $46.1 per hour.

Senior Tax Advisor

Kansas City, MO • On-site, Remote

Solid Rock Recruiting LLC
See more jobs at Solid Rock Recruiting LLCexternal

$100K - $150K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 14 days ago

Key responsibilities

  • Serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients.

  • Lead proactive planning conversations, develop and present strategies, and coordinate implementation.

  • Review tax returns, projections, and research advanced tax strategies involving various planning areas.

Job description

Senior Tax Advisor - Dental Practice Specialty

Location: Fully Remote
Compensation: $110,000+ base salary plus performance-based bonus
Job Type: Full-time

About the Opportunity

A growing boutique CPA firm focused on helping dental practice owners make smarter financial decisions, reduce tax exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral surgeons, and other high-net-worth business owners who need more than annual compliance work - they need a proactive advisor who understands their business.

This is a true advisory role for someone who enjoys both the technical side of tax and the client-facing side of helping business owners understand and act on strategy.

The Role

As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients. You will lead proactive planning conversations, develop and present strategies, build projections, and coordinate internally to ensure recommendations are implemented effectively.

This role is not centered around simply managing tax return production. The preparation team handles much of the compliance work so you can focus on strategy, relationships, planning opportunities, and delivering a high-level client experience.

What You’ll Do

  • Serve as the trusted tax advisor for a portfolio of dental practice and business-owner clients.

  • Lead quarterly check-ins, mid-year planning discussions, and year-end tax strategy meetings.

  • Build and present multi-year tax projections, scenario models, and tax-saving strategies.

  • Review individual and business tax returns, projections, and related planning opportunities.

  • Research and implement advanced tax strategies involving entity structure, owner compensation, retirement planning, equipment purchases, real estate, multi-state matters, and business transitions.

  • Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial advisors, and bankers when needed.

  • Stay current on tax law changes and proactively communicate relevant planning opportunities.

  • Mentor tax staff and review analytical work completed by team members.

  • Maintain strong client relationships through responsiveness, clear communication, and reliable follow-through.

What We’re Looking For

  • CPA required; EA with a Master of Taxation may also be considered.

  • 5+ years of public accounting tax experience.

  • Strong background in individual, business, and high-net-worth tax planning.

  • Experience working with dental, medical, professional service, or closely held business clients is highly preferred.

  • Comfortable leading client conversations and explaining complex tax concepts in a practical way.

  • Strong technical tax research skills and the ability to identify planning opportunities.

  • Organized, deadline-driven, and able to manage multiple client priorities.

  • Strong written and verbal communication skills.

  • Interest in growing as a tax advisor, mentor, and future leader within the firm.

Why This Opportunity Stands Out

  • Real advisory work rather than being buried in compliance production.

  • Direct ownership of client relationships and planning conversations.

  • Flexible remote or hybrid work environment.

  • Busy season hours designed to stay around 50 hours per week.

  • Base salary of $110,000-$130,000+ plus bonus potential.

  • Health, dental, life insurance, 401(k), and paid time off.

  • CPE, licensing fees, advanced tax strategy training, and continuing education support.

  • Clear opportunity to grow into a Director, Practice Leader, or long-term ownership role.

This is an excellent opportunity for a tax professional who wants to build deeper client relationships, become a more strategic advisor, and grow beyond the traditional public accounting track.


Confidential inquiries encouraged.
If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.

joey@solidrockrecruiting.com
(605) 601-4597