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Remote Financial Advisor Development Program Jobs in Ohio

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Remote Financial Advisor Development Program information

See Ohio salary details

$34.2K

$97.1K

$136.9K

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

As of Jun 9, 2026, the average yearly pay for remote financial advisor development program in Ohio is $97,099.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $124,500.00 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 Ohio? For Remote Financial Advisor Development Program jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Development Program jobs in Ohio look for? The top searched job categories for Remote Financial Advisor Development Program jobs in Ohio are:
What cities in Ohio are hiring for Remote Financial Advisor Development Program jobs? Cities in Ohio with the most Remote Financial Advisor Development Program job openings:
Remote Financial Advisor Development Program jobs near you

Financial Advisor, Money Coach

Unison Risk Advisors

Columbus, OH • On-site, Remote

Full-time

Posted 12 days ago

Job description

Job Title: Financial Advisor, Money Coach Program
Job Summary
As a Money Coach, you'll serve as a key financial wellness resource for retirement plan participants, offering one-on-one guidance and group education to help them confidently plan for the future. You'll empower individuals to improve retirement readiness while uncovering broader financial needs and collaborating with senior financial advisors to ensure holistic support. This role blends coaching, travel, and referral management to support our mission of improving financial outcomes at scale.
Key Responsibilities
Participant Coaching & Education
  • Conduct one-on-one and group coaching sessions focused on retirement readiness, budgeting, debt management, and investment basics.
  • Provide guidance on plan features (e.g., contribution limits, employer match, Roth vs. Traditional).
  • Help participants understand their retirement income gap and strategies to close it.
  • Help support calls to our participant hotline

Needs Assessment & Opportunity Identification
  • Use discovery conversations and financial wellness assessments to uncover broader financial planning needs (e.g., estate planning, tax strategies, insurance).
  • Complete weekly outreach efforts to terminated participants.
  • Document and escalate qualified leads to senior financial advisors using a structured referral process.
  • Refer at least $50k closed referrals annually
  • Participant in prospective meetings, representing the Money Coach Program
  • Participant in annual client meetings to review Money Coach Program successes

Referral Management
  • Collaborate with senior advisors to ensure smooth handoff and follow-through on referred opportunities.
  • Track referral outcomes and maintain a feedback loop to improve lead quality and conversion.

Content & Resource Development
  • Host webinars, workshops, and office hours to increase engagement and awareness.
  • Collaborate with marketing to create any applicable materials.

Data & Reporting
  • Maintain records of coaching sessions, participant progress, and referral metrics.
  • Analyze trends to inform plan sponsors and internal teams about participant needs and engagement levels.

What You'll Need
  • 2+ years of experience in financial coaching, retirement planning, or related client-facing roles.
  • Understanding retirement plans and basic financial planning principles.
  • Strong interpersonal skills and ability to build trust across diverse audiences.
  • Organized, data-driven, and confident presentation to both individuals and groups.
  • Willingness to travel 50-75%, mostly within Central / Southern Ohio and surrounding regions (15% overnight).
  • Industry certifications a plus (e.g., CFP®, CRPC®, AFC®, or similar).
  • FINRA Series 6 or 7 required and FINRA Series 65 or 66 required.

Who You Are
  • A natural coach and educator who thrives on helping others make confident financial decisions.
  • Passionate about improving retirement outcomes and promoting financial wellness.
  • Self-starter who excels in fast-paced, client-focused environments.
  • Collaborative and curious, with a desire to grow and evolve with the program.
  • Skilled at balancing empathy with action, guiding conversations while driving results.

Success Metrics:
  • Number of coaching sessions completed
  • Participant satisfaction scores via surveys, feedback to Plan Sponsors
  • Volume and quality of referrals to senior advisors
  • Improvement in participant retirement readiness scores
  • Engagement rates in educational programs

Apply