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Remote Financial Advisor Development Program Jobs in Houston, TX

Thrivent

Virtual Financial Advisor - Houston

Houston, TX · On-site +1

$23.80 - $26.45/hr

Virtual Financial Advisor - Remote Houston, Texas Bring your skills to a deeply purposeful ... Well-being programs to help you manage your physical, emotional and financial health. * Gift ...

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All JobsRemote Financial Advisor Development Program JobsRemote Financial Advisor Development Program Jobs in Houston, TX

Remote Financial Advisor Development Program information

See Houston, TX salary details

$34.4K

$97.5K

$137.5K

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 Houston, TX is $97,536.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,600.00 and $125,100.00 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 Houston, TX? For Remote Financial Advisor Development Program jobs in Houston, TX, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Development Program jobs in Houston, TX look for? The top searched job categories for Remote Financial Advisor Development Program jobs in Houston, TX are:
What cities near Houston, TX are hiring for Remote Financial Advisor Development Program jobs? Cities near Houston, TX 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 Houston, TX as of May 2026, with employment types broken down into 100% Full Time. Highlights an 33% In-person, and 67% Remote job distribution, with an average salary of $97,536 per year, or $46.9 per hour.
Advisor Development Consultant (Sales) / Remote Option

Advisor Development Consultant (Sales) / Remote Option

Simplicity Group Holdings

The Woodlands, TX • Remote

$30K - $50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 19 days ago

Job description

Position Title: Advisor Development Consultant

Reports to: Principal Partner

Department: Sales

Location: In-office (Woodlands, TX), Hybrid or Remote

Classification: Full-time, exempt

Job Summary: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and extraordinary customer service to independent agents/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative.

Primary Responsibilities:

· Make proactive outbound sales calls to:

  • Recruit financial advisors
  • Train financial advisors on product solutions and marketing programs
  • Grow the financial advisor’s practice

· Respond to inbound calls regarding product solutions, marketing programs and practice betterment services

· Meet call activity expectations and monthly sales goals set forth by management

· Participate in continuous training

· Self-develop with industry and product knowledge to remain current with trends and products

· Keep abreast of the competition and changes in the economy and financial markets

· Understand and adhere to the Vision, Mission and Values of Simplicity

· Represent Simplicity in a professional manner at all times

Qualifications:

· At least three years of successful internal sales consultant results

· Proficient in Microsoft Outlook, Word and Excel with accurate typing skills

· Some travel may be required

· College Degree Preferred or Equivalent Work Experience

· State Life Insurance License is Required

· Series 6, 63, 7, 65 or 66 preferred but not required

Core Competencies:

· Enterprising and creative mindset for developing innovative solutions

· Effective prospecting and customer relationship skills

· Ability to ask probing questions to qualify and close business

· Persistent and flexible to overcome call reluctance

· Self–starter with endurance and capacity to thrive in a fast-paced environment

· Ability to think clearly and be objective

· Outgoing, people oriented and highly collaborative

· Effective listening and verbal reasoning skills

· Sufficient vocabulary to communicate effectively under stressful situations

Compensation:

· Compensation based on experience

· Base - $30k - $50k commensurate with experience

· Variable Comp – Revenue Sharing

· Profit sharing bonus starting year 2

· Employee benefits (medical, dental, vision, life insurance, other)

· 401k with employer match

· Paid Time Off

Location: Home / Office / OR Hybrid depending on circumstances and qualifications

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.
For more information, please visit simplicitygroup.com.