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Remote Financial Advisor Development Program Jobs in North Carolina

Wisepath Group

Experienced Financial Advisor

High Point, NC · On-site +1

$80K - $150K/yr

Remote / Hybrid Options Available Compensation: Base Salary + Uncapped Commissions About Wisepath ... development We are committed to equal opportunity and diversity in the workplace. We consider all ...

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Remote Financial Advisor Development Program information

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$32.7K

$92.8K

$130.9K

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

As of May 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 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 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 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 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

Experienced Financial Advisor

Wisepath Group

High Point, NC • On-site, Remote

$80K - $150K/yr

Full-time

Retirement

Posted 23 hours ago

Job description

Financial Advisor
Location: Remote / Hybrid Options Available
Compensation: Base Salary + Uncapped Commissions
About Wisepath Financial Group
Wisepath Financial Group is a nationally recognized financial services firm dedicated to delivering holistic, client-first financial planning solutions. The firm specializes in integrating all aspects of a client's financial life-including retirement planning, estate planning, insurance strategies, and tax-efficient wealth design-into one cohesive, long-term strategy.
Wisepath partners closely with financial advisors, CPAs, attorneys, and other specialists to provide clients with comprehensive, coordinated planning designed to build, protect, and transfer wealth with confidence.
Due to continued growth and expansion, Wisepath is seeking an experienced Financial Advisor with a CPA designation to support high-value clients and help scale its advisory platform.
Position Overview
This is a W-2 salaried position with uncapped commission potential, offering the stability of a base salary combined with significant earning upside.
As a Financial Advisor at Wisepath, you will serve as a trusted advisor, delivering customized financial strategies while collaborating with a team of specialists across tax, estate, and retirement planning. This role is ideal for a professional who values a holistic planning approach and wants to leverage their CPA expertise to deliver deeper client value.
Key Responsibilities
  • Develop and manage comprehensive financial plans, including retirement, estate, and tax-efficient strategies
  • Conduct in-depth financial analysis and client discovery meetings
  • Provide guidance across investments, insurance, tax strategy, and wealth preservation
  • Build, manage, and retain long-term client relationships
  • Collaborate with internal specialists (tax, legal, retirement) to deliver integrated solutions
  • Educate clients by simplifying complex financial concepts into actionable strategies
  • Ensure full compliance with fiduciary standards and industry regulations
Qualifications
  • Active CPA (Certified Public Accountant) license
  • AEP (Accredited Estate Planner) designation
  • Active securities licenses:
    • Series 65 or Series 7 & 66
  • Active Life & Health Insurance License
  • Experience in financial advisory, wealth management, or tax-focused planning
  • Strong client-facing skills with the ability to communicate complex strategies clearly
  • Proven ability to build and maintain client relationships
Preferred Experience & Credentials
  • Experience working with federal employees, military personnel, or government benefits systems
  • Background in advanced tax planning, estate planning, or trust strategies
  • Additional designations (CFP®, ChFC®, RICP®, or similar)
  • Existing book of business or established referral network
  • Familiarity with FERS, CSRS, TSP, or military retirement systems
Compensation & Benefits
  • Leads Provided!
  • Base salary (W-2 position)
  • 80/20 street commission split with uncapped earning potential
  • Salary increases after reaching $100K in collected commissions
  • $500/month insurance stipend after 90 days
  • Performance-based bonuses and incentives
  • Access to advanced financial planning tools and resources
  • Flexible remote / hybrid work options
  • Collaborative team environment with mentorship and growth opportunities
Why Join Wisepath Financial Group?
  • True holistic planning model (not product-driven)
  • Ability to directly integrate tax expertise into financial strategy
  • Strong operational, compliance, and planning support infrastructure
  • Access to a collaborative network of CPAs, attorneys, and advisors
  • Opportunity to work with a firm focused on long-term client success and personalized strategies
Clear path for income growth and professional development
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.

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