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Remote Financial Advisor Development Program Jobs in Lincoln, NE

This role may be remote within the US. What you do: * Lead Statutory and GAAP accounting and ... For your professional growth: • Professional development programs. • Leadership development ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

We connect financial institutions, corporations, merchants, and consumers to one another millions ... Provide some program management across multiple teams including Product Development, Dev Ops, QA, ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

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Showing results 1-20

Remote Financial Advisor Development Program information

See Lincoln, NE salary details

$31.3K

$88.9K

$125.4K

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

As of Aug 12, 2026, the average yearly pay for remote financial advisor development program in Lincoln, NE is $88,920.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,300.00 and $114,000.00 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 Lincoln, NE? For Remote Financial Advisor Development Program jobs in Lincoln, NE, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Development Program jobs in Lincoln, NE look for? The top searched job categories for Remote Financial Advisor Development Program jobs in Lincoln, NE are:

Lead Financial Reporting Analyst

Ameritas

Lincoln, NE • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago


Ameritas rating

9.1

Company rating: 9.1 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

27th of 304 rated insurance


Job description

Ameritas is seeking an experienced Lead Financial Reporting Analyst to join our team, specializing in fixed income and mortgage assets. This role is critical in ensuring accurate statutory accounting and financial reporting for our investment portfolio, supporting our mutual-based organization's commitment to putting customers first. You will lead the preparation and analysis of statutory financial statements, manage regulatory compliance for investment holdings, oversee AVR/IMR calculations, and provide strategic insights that support investment decision-making and risk management across the organization.
• This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home. This role may be remote within the US.
What you do:
  • Lead Statutory and GAAP accounting and reporting for fixed income, including bonds and mortgage loans
  • Ensure regulatory compliance with standards, filing requirements, and state insurance regulations while maintaining and updating documentation for investment holdings
  • Execute on internal controls over financial reporting to support risk mitigation efforts.
  • Mentor team members and provide guidance on financial reporting practices, problem-solving strategies and process improvements.
  • Lead process improvements by identifying inefficiencies, implementing solutions, and documenting enhanced workflows.
  • Participate in projects and system implementations for proper planning, execution, and alignment with organizational objectives.

What you bring:
  • Minimum of 3-4 years related experience
  • Bachelor's degree in Accounting, Finance, or related field required
  • Experience in statutory accounting within the life insurance industry preferred
  • CPA preferred
  • Demonstrated expertise in fixed income securities, fixed income accounting, and investment reporting
  • Hands-on experience with the NAIC Accounting Practices and Procedures manual, and investment accounting
  • Demonstrated ability to leverage Oracle Smart View for ad-hoc reporting, data validation, and financial analysis preferred
  • Experience with PAM for Investments ("PFI") accounting system and/or Precision LM ("PLM") mortgage loan system, or similar investment accounting platforms, strongly preferred

What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
For your community:
• Matching donations program.
• Paid volunteer time- 8 hours per month.
For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline
This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.

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