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Remote Financial Advisor Development Program Jobs in North Carolina

LPL Financial

AVP, Advisory Consulting

Charlotte, NC · Remote

$103K - $172K/yr

... development and investment related themes What are we looking for? We're looking for strong ... S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 ...

Wisepath Group

Wealth Advisor

Durham, NC · 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

Wisepath Group

Wealth Advisor

Raleigh, NC · 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

Wisepath Group

Wealth Advisor

Winston Salem, NC · 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

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Remote Financial Advisor Development Program information

See North Carolina salary details

$32.7K

$92.8K

$130.9K

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

As of Jul 28, 2026, the average yearly pay for remote financial advisor development program in North Carolina is $92,820.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,200.00 and $119,100.00 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 North Carolina? For Remote Financial Advisor Development Program jobs in North Carolina, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Development Program jobs in North Carolina look for? The top searched job categories for Remote Financial Advisor Development Program jobs in North Carolina are:
What cities in North Carolina are hiring for Remote Financial Advisor Development Program jobs? Cities in North Carolina with the most Remote Financial Advisor Development Program job openings:
Remote Financial Advisor Development Program jobs near you

Managing Director & Lead Financial Advisor

Wisepath Group

High Point, NC • On-site, Remote

$500K/yr

Full-time

Medical, Life, Retirement

Posted 19 days ago

Job description

Managing Director & Lead Financial Advisor
Federal & Public Employee Retirement Division
Company: Wisepath Financial Group
Location: Remote / Hybrid (U.S.)
Reports To: Chief Operating Officer (COO)
Build Something Bigger Than a Book of Business
Wisepath Financial Group is seeking an experienced Managing Director & Lead Financial Advisor to help build and lead a specialized retirement planning division serving Federal, State, and Public Sector employees nationwide.
This is not a traditional advisor role.
You will work directly with executive leadership to help shape the future of a growing retirement planning platform while maintaining an active advisory practice and mentoring advisors across the organization.
We are seeking a leader who is passionate about retirement planning, advisor development, and building a scalable business designed for long-term growth.
What You'll Do
  • Serve as the Lead Financial Advisor for the division.
  • Conduct retirement planning consultations with qualified prospects.
  • Convert appointment-generated opportunities into long-term client relationships.
  • Mentor and coach Financial Advisors.
  • Provide case design support and planning guidance.
  • Assist with advisor onboarding and development.
  • Participate in strategic growth initiatives.
  • Help build a national retirement planning platform.
Who You'll Serve
Our clients include:
  • Federal Employees
  • State Employees
  • Public Sector Employees
  • Pre-Retirees
  • Retirees
Planning Areas
  • Retirement Income Planning
  • Pension Maximization
  • Thrift Savings Plan (TSP) Planning
  • Social Security Strategies
  • Wealth Management
  • Tax-Efficient Retirement Strategies
  • Life Insurance Planning
  • Long-Term Care Planning
  • Legacy & Estate Planning
Qualifications
Required
  • Active Series 7 License
  • Active Series 66 License (or equivalent)
  • Active Life & Health Insurance License
  • Minimum 10 years of Financial Advisory experience
  • Strong retirement planning and client relationship management experience
  • Experience working with affluent and pre-retiree clients
Preferred
  • CFP®, RICP®, ChFC®, or equivalent professional designation
  • Federal retirement planning experience
  • Advisor leadership experience
  • Experience coaching or mentoring advisors
  • Series 24 License
  • Independent Broker-Dealer or Hybrid RIA experience
Compensation
This position offers a highly competitive compensation package designed to reward both production and leadership.
Compensation may include:
  • Competitive Base Salary
  • Advisory Revenue Participation
  • Insurance Production Compensation
  • Leadership Incentives
  • Team Growth Override Opportunities
  • Profit Sharing
  • Long-Term Partnership Opportunities

Expected total compensation opportunity ranges from $225,000+ to $500,000+ based on production, leadership contributions, and division growth.
Why Join Wisepath?
You won't be inheriting someone else's system.
You'll help build it.
This is an opportunity to play a foundational role in creating one of the nation's premier retirement planning organizations focused on serving Federal and Public Employees.
You'll partner directly with executive leadership, help shape advisor culture, mentor future advisors, support strategic growth initiatives, and build a scalable platform designed for long-term success.
If you're passionate about retirement planning, advisor development, and building something meaningful, we'd love to speak with you.
We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

Apply