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Remote Financial Advisor Development Program Jobs in Daly City, CA

Summitry

Financial Advisor (Foster City)

San Mateo, CA · Remote

$115K - $150K/yr

We provide personalized financial planning and investment strategies rooted in deep local insight ... development and ongoing advisor training Culture & Lifestyle Perks * Paid sabbatical program for ...

Infinite Wise Solutions

Be Seen First

Remote Financial Retirement Planning Professional

Oakland, CA · Remote

$1.0K - $250K/yr

Tax-advantaged financial solutions * Asset preservation * Legacy and estate planning concepts ... Must be comfortable with commission-based compensation and business-development responsibilities

New

Current

Senior Wealth Advisor

San Francisco, CA · Remote

$150K - $600K/yr

Experienced Financial Advisor - Bring and Grow Your Book Location: We are currently prioritizing ... Participate in mentorship, business development, or leadership initiatives based on interest

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All JobsFinancial Advisor Development Program JobsRemote Financial Advisor Development Program JobsRemote Financial Advisor Development Program Jobs in Daly City, CA

Remote Financial Advisor Development Program information

See Daly City, CA salary details

$41.7K

$118.3K

$166.9K

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

As of Aug 7, 2026, the average yearly pay for remote financial advisor development program in Daly City, CA is $118,343.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,900.00 and $151,800.00 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 job categories do people searching Remote Financial Advisor Development Program jobs in Daly City, CA look for? The top searched job categories for Remote Financial Advisor Development Program jobs in Daly City, CA are:
What cities near Daly City, CA are hiring for Remote Financial Advisor Development Program jobs? Cities near Daly City, CA 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 Daly City, CA as of August 2026, with employment types broken down into 77% Full Time, 15% Part Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $118,343 per year, or $56.9 per hour.

Financial Advisor (Foster City)

Summitry

San Mateo, CA • Remote

$115K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 19 days ago

Job description

Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight. As a flagship firm of Aspen Standard Wealth, Summitry is part of a broader mission to elevate independent advisory firms across the country. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.


Position Description

Reports to: Emily Hazelroth, Senior Advisor Manager & Advisor Manager

Benefits: Yes

Status: Full Time/Exempt

Date: Immediate

Work environment: Hybrid (50%/month)


Job Summary

The Financial Advisor (FA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance. FAs lead client meetings, develop planning strategies, and coordinate with portfolio management, tax professionals, and estate attorneys to deliver integrated advice.

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team.


Duties and Responsibilities

  • Serve as the primary advisor and trusted partner to high-net-worth client families (typically $1-5M+ in AUM)
  • Deliver comprehensive financial planning across investments, tax, equity compensation, estate planning, and retirement strategies
  • Lead client meetings and oversee preparation and follow-through with support from Associate Financial Advisors
  • Collaborate with the Portfolio Management team to implement investment strategies aligned with client goals
  • Drive organic growth through client referrals, COI relationships, and partnership with the Business Development team
  • Mentor and develop Associate Financial Advisors to ensure high-quality client service

Client Profile

Typical Summitry clients include:

  • Technology professionals and executives
  • Founders and entrepreneurs
  • Households with complex equity compensation
  • Clients navigating liquidity events, concentrated stock, and multi-generational planning

Qualifications

  • A minimum of 3 years within the financial services industry with relationship management and business development experience
  • CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire)
  • Experience serving high-net-worth clients and delivering comprehensive financial planning
  • Strong relationship management and communication skills
  • Ability to develop new client relationships and partner with COIs
  • Experience with financial planning software and CRM

Compensation

  • Total compensation includes base, bonus, and incentive comp:
    • Base salary: $115-150K
    • Performance-based bonus (on-target at 20% of base, with additional upside for exceeding metrics, up to 30% of base salary)
    • Incentives tied to new assets, referrals, and business development participation (unlimited upside)

Health & Financial Benefits

  • Medical, dental, and vision coverage (100% medical coverage for employees / 50% coverage for dependents)
  • Flexible Spending Account/Health Savings Account
  • 401(K) retirement plan and contributions
  • Comprehensive financial planning services for employees and their families
  • Fertility and family-building benefits

Professional Development

  • Firm sponsorship for certifications, designations, and continuing education (CFP®, CFA®, etc.)
  • Professional development and ongoing advisor training

Culture & Lifestyle Perks

  • Paid sabbatical program for long-tenured employees
  • Annual company retreat where employees are invited to bring their families
  • Firm-sponsored volunteer events, paid volunteer time, and charitable matching
  • Hybrid work environment (50% in-office per month)
  • For more details: https://summitry.com/careers

Company Culture and Values

Summitry’s culture is guided by three core values:

  • CARE – we care for each other, our clients, and our community
  • GROW – we have an intrinsic desire to grow ourselves and our firm
  • DRIVE – we are fiercely driven to achieve our goals and those of our clients


Summitry welcomes candidates from all backgrounds and is an equal opportunity employer.