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Remote Financial Advisor Development Program Jobs in New York

Fifth Avenue Financial

Financial Advisor

Manhattan, NY · Remote

$50K - $175K/yr

The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth Avenue ... Coaching & Development Access mentorship, industry-leading training, professional development ...

Charter Oak Financial

Financial Advisor

Melville, NY · Remote

$55K - $130K/yr

Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations ... Established client relationships and business development ability * Excellent relationship ...

Lenox Advisors

Financial Advisor - New York

Manhattan, NY · Remote

$60K - $100K/yr

... financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm ... Broaden and deepen your skillset through ongoing professional development and joint work with ...

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Remote Financial Advisor Development Program information

See New York salary details

$39.4K

$111.7K

$157.5K

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

As of Aug 22, 2026, the average yearly pay for remote financial advisor development program in New York is $111,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,100.00 and $143,300.00 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 New York?

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

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

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

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

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

Remote Financial Advisor Development Program jobs near you

Remote Financial Aid Advisor - Part-Time

Manhattan School of Computer Technology

New York, NY • Remote

$23/hr

Part-time

Posted 7 days ago

Job description

  • POSITION SUMMARY

    • We are seeking a knowledgeable, organized, and student-focused Remote Financial Aid Advisor to join our team on a part-time basis. The Financial Aid Advisor will assist students and prospective students with navigating the financial aid process and provide guidance regarding federal, state, and institutional financial aid programs.

    This position requires excellent communication skills, strong attention to detail, and the ability to work independently in a remote environment while providing timely and professional support to students.

  • ESSENTIAL DUTIES AND RESPONIBILITIES
  • Counsel students and prospective students regarding financial aid eligibility, application requirements, available funding options, and responsibilities.
  • Assist students with completing the FAFSA and understanding financial aid requirements.
  • Review financial aid applications and supporting documentation for accuracy and completeness.
  • Identify missing or conflicting documentation and communicate outstanding requirements to students.
  • Assist with verification, eligibility reviews, and resolution of financial aid file discrepancies.
  • Explain grants, scholarships, federal student loans, state aid, and other available funding options.
  • Monitor student financial aid files and conduct timely followup to obtain required documentation.
  • Maintain accurate and confidential student records in accordance with institutional policies and applicable regulations.
  • Communicate professionally with students by phone, email, video conference, and other approved remote communication methods.
  • Coordinate with Admissions, Student Accounts, Registrar, and other departments to resolve student financial aid matters.
  • Stay current with applicable federal and state financial aid regulations, policies, and procedures.
  • Assist with financial aid reporting, reconciliation, audits, and compliance activities as needed.
  • Meet established deadlines and productivity expectations while working remotely.
  • Perform other financial aid and student services duties as assigned.
  • QUALIFICATIONS
  • High school diploma or equivalent required; associate or bachelor’s degree preferred.
  • Previous financial aid experience in a college, university, career school, or other postsecondary institution strongly preferred.
  • Knowledge of FAFSA and federal student aid programs.
  • Familiarity with Title IV financial aid regulations and verification procedures preferred.
  • Strong attention to detail and ability to maintain accurate student records.
  • Excellent written and verbal communication skills.
  • Strong organizational and timemanagement skills.
  • Ability to prioritize responsibilities and meet deadlines with limited supervision.
  • Ability to maintain confidentiality when handling sensitive student and financial information.
  • Proficiency with Microsoft Office and the ability to learn financial aid and student information systems.
  • Reliable internet connection and an appropriate workspace for performing duties remotely.
  • PREFERRED EXPERIENCE
  • Experience with the New York State Tuition Assistance Program (TAP) is a plus.
  • Experience processing federal and state financial aid.
  • Experience with financial aid management and student information systems.
  • Experience working directly with students in a financial aid or student services environment.
  • Previous experience working successfully in a remote environment is preferred.
  • SCHEDULE & COMPENSATION
  • PartTime: 25 hours per week
  • Remote Position
  • Pay Rate: $23.00 per hour

    • The Remote Financial Aid Advisor will play an important role in ensuring students receive accurate, timely, and supportive financial aid assistance while helping maintain compliance with institutional, state, and federal requirements.

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