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Remote Financial Advisor Development Program Jobs in Durango, CO

Careers - MBE CPAs

Tax Manager

Durango, CO · On-site +1

$103K - $135K/yr

... financial work is produced and delivered to client within expected timelines. This includes ... Remote work allowed. * Relocation packages including ability to work remotely during transition to ...

Careers - MBE CPAs

Staff Accountant

Durango, CO · On-site +1

$51K - $67K/yr

Assisting with analyzing client financial records to identify potential accounting and auditing ... Paid Time Off (PTO). * 401(k) employer matching program to save for retirement. * Tuition ...

All JobsFinancial Advisor Development Program JobsRemote Financial Advisor Development Program JobsRemote Financial Advisor Development Program Jobs in Durango, CO

Remote Financial Advisor Development Program information

See Durango, CO salary details

$33.6K

$95.2K

$134.3K

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

As of Jul 14, 2026, the average yearly pay for remote financial advisor development program in Durango, CO is $95,234.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,900.00 and $122,200.00 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.
Remote Financial Advisor Development Program jobs near you

Life Insurance and Annuity Sales

True North Recruiters

Durango, CO • Remote

$50K - $100K/yr

Full-time, Contractor

Posted 23 days ago

Job description

Remote Life Insurance and Annuity Agent

Build a career on your terms with a remote, self-employed opportunity in the life insurance and annuity industry. We are seeking motivated, coachable individuals who want to help families protect their financial future while creating flexibility, independence, and income potential for themselves.

This is an opportunity for people who are entrepreneurial, driven, and excited about working directly with clients in a meaningful, service-based career. If you are looking for a traditional salaried position, this may not be the right fit. If you want the ability to control your schedule, grow your own business, and work from anywhere, this could be a strong match.

What You'll Do
  • Work remotely with individuals and families to help identify life insurance and annuity solutions that fit their needs.
  • Educate clients on financial protection options in a clear, ethical, and professional way.
  • Build and manage your own pipeline through referrals, marketing, networking, and follow-up.
  • Attend virtual training, mentorship, and team development sessions.
  • Grow a personal book of business while building long-term client relationships.
About Us
Taubman Financial Management is a leader in providing clients with cradle to grave financial planning as well as strong coaching and mentoring for people looking to change their lives while serving others. With over 30 years experience in the financial services field, we have the tools and the knowledge to help you reach goals you set for your family and yourselves.

What We Offer
  • Remote work with flexible scheduling.
  • A self-employed/independent contractor career path.
  • Training, mentorship, and support for both new and experienced agents.
  • Access to life insurance and annuity products from top carriers.
  • Performance-based compensation with strong income potential.
  • The opportunity to build a business with long-term growth potential.
  • A meaningful career helping clients protect their loved ones and prepare for retirement.
Who We're Looking For
  • Self-motivated individuals with an entrepreneurial mindset.
  • Strong communicators who enjoy helping people.
  • Coachable, consistent, and goal-oriented professionals.
  • People comfortable working independently while staying connected to a team environment.
  • Prior sales, insurance, customer service, or financial services experience is helpful, but not always required.
Qualifications
  • Ability to work independently in a remote environment.
  • Willingness to obtain or maintain the required state insurance licenses.
  • Professionalism, integrity, and a client-first mindset.
  • Reliable internet connection and basic comfort with virtual meetings and online systems.
Compensation

This is a commission-based, self-employed opportunity. Compensation is based on production and performance rather than hourly pay or base salary. Income potential is not capped and can vary based on effort, consistency, licensing, and market conditions.

Why People Choose This Career

Many professionals are drawn to this industry because it offers:

  • Flexibility and control over their schedule.
  • The ability to work remotely.
  • A chance to make a real difference in people's lives.
  • High upside for those who are disciplined and committed.
  • An entrepreneurial path without building a business entirely alone.
Apply

If you are looking for a remote, self-employed career in life insurance and annuities with flexibility, training, and growth potential, apply today. Our website - www.taubmanfinancial.com.