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Remote Financial Advisor Development Program Jobs in Nebraska

Carson Group

Director, Learning & Development

Omaha, NE · On-site +1

$103K - $137K/yr

We all share a common mission to be the most trusted in financial advice. Who We Want Support advisor development programs by coordinating curriculum, training experiences, mentorship activities, and ...

Mutual of Omaha

Regional Development Manager

Omaha, NE · Remote

$51K - $70K/yr

Remote Categories: Administrative/Support, Sales We're looking for a Regional Development Manager ... Lead onboarding and training programs for new financial representatives, including pre-contract ...

Wisepath Group

Wealth Advisor

Scottsbluff, NE · On-site +1

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... Leadership Development Programs * Advanced Planning Training * Mentorship Opportunities

Marvel Medical Staffing, LLC

Talent Advisor

Omaha, NE · Remote

$60K/yr

Development opportunities to grow your skills in sales, management, and beyond. * Inclusive and ... Remote first approach. In fact, our entire company is remote. * Tuition assistance program at ...

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All JobsRemote Financial Advisor Development Program JobsRemote Financial Advisor Development Program Jobs in Nebraska

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 job categories do people searching Remote Financial Advisor Development Program jobs in Nebraska look for? The top searched job categories for Remote Financial Advisor Development Program jobs in Nebraska are:
What cities in Nebraska are hiring for Remote Financial Advisor Development Program jobs? Cities in Nebraska 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 Nebraska as of June 2026, with employment types broken down into 94% Full Time, 2% Part Time, and 4% Contract. Highlights an 38% Physical, 3% Hybrid, and 59% Remote job distribution.
Director, Learning & Development

Director, Learning & Development

Carson Group

Omaha, NE • On-site, Remote

$103K - $137K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
Support advisor development programs by coordinating curriculum, training experiences, mentorship activities, and development resources for advisors at varying stages of growth. Partner with leadership to reinforce advisor career paths, strengthen development accountability, and support long-term engagement, capability, and succession readiness. Manage program operations, reporting, and cross-functional coordination to help scale advisor development frameworks as organizational needs evolve.
What To Expect
  • Advisor Development Program Support: Partner with leadership to design, build, and iterate advisor development curriculum and training experiences. Support advisor career pathing and development programs that build confidence, capability, and long-term engagement. Facilitate mentorship programs, council support, cohort scheduling, and immersive training experiences. Develop and maintain program materials, toolkits, and resources for advisors at varying stages of growth. Track advisor participation, engagement, and progress through development milestones.

  • Advisor Accountability & Coordination: Partner with leadership to identify skill gaps and support development solutions tied to advisor performance, client experience, growth, and succession readiness. Coordinate regular advisor check-ins, progress reviews, and accountability touchpoints. Maintain performance tracking systems and dashboards to surface trends in advisor development outcomes. Flag potential issues related to advisor performance, integration, or development readiness for appropriate escalation.

  • Program Operations & Cross-Functional Coordination: Coordinate with internal partners on program touchpoints involving advisor development, training, transition, compliance, and leadership alignment. Manage logistics for training events, workshops, and development cohorts. Evaluate program effectiveness and provide data-informed recommendations to improve program outcomes. Support succession planning documentation and readiness tracking across the advisor population. Identify opportunities to systematize and scale development frameworks as the advisor population and organizational footprint grows.

  • Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need
  • Bachelor's degree in Business, Finance, Organizational Development, or related field required. One year of relevant experience may be substituted for each year of required education.

  • Minimum of five years of experience in advisor support, financial services training, learning program coordination, or a coaching-adjacent role required.

  • Familiarity with wealth management advisory models, succession dynamics, or financial advisor career paths preferred.

  • Experience supporting learning programs, curriculum development, cohort facilitation, or training logistics preferred.

  • Strong organizational and program management skills required.

  • Ability to build trusted relationships with advisors, leaders, and cross-functional partners required.

  • Ability to balance strategic thinking with hands-on execution required.

  • Strong written and verbal communication skills required.

  • Proficiency with Microsoft Office, Google Workspace, learning platforms, reporting tools, or related systems preferred.

EEO Statement:
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
  • Starting annual base salary between $103,750 - 137,500.
  • Variable compensation potential (Bonus and/or commissions)
  • Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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