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Remote Financial Advisor Development Program Jobs in New Bern, NC

HMG Careers

Remote Sales and Service Advisor

Newport, NC · Remote

$69K/yr

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

HMG Careers

Remote Sales and Service Advisor

Trenton, NC · Remote

$69K/yr

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

HMG Careers

Remote Sales and Service Advisor

Dover, NC · Remote

$69K/yr

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

HMG Careers

Remote Sales and Service Advisor

Grifton, NC · Remote

$69K/yr

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

HMG Careers

Remote Sales and Service Advisor

Aurora, NC · Remote

$69K/yr

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

HMG Careers

Remote Sales and Service Advisor

Bayboro, NC · Remote

$69K/yr

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

HMG Careers

Remote Sales and Service Advisor

Ayden, NC · Remote

$69K/yr

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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All JobsFinancial Advisor Development Program JobsRemote Financial Advisor Development Program JobsRemote Financial Advisor Development Program Jobs in New Bern, NC

Remote Financial Advisor Development Program information

See New Bern, NC salary details

$32.9K

$93.4K

$131.6K

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

As of Jul 12, 2026, the average yearly pay for remote financial advisor development program in New Bern, NC is $93,368.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,600.00 and $119,800.00 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 cities near New Bern, NC are hiring for Remote Financial Advisor Development Program jobs? Cities near New Bern, NC with the most Remote Financial Advisor Development Program job openings:
Remote Financial Advisor Development Program jobs near you

Remote Sales and Service Advisor

HMG Careers

Bridgeton, NC • Remote

$69K/yr

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based

This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families.

What We Offer

  • Remote, work-from-home career
  • Average first-year earnings of $69K through commissions and bonuses
  • Increased earning potential in later years through performance and renewals
  • Residual income opportunities through client renewals
  • Unionized position with stock options
  • Comprehensive benefits package including medical, dental, and prescription coverage
  • Ongoing training and mentorship from experienced managers
  • High-quality leads provided with no cold calling friends or family
  • Flexible scheduling within a career-focused structure
  • Advancement and recognition opportunities with promotion from within
  • Supportive and collaborative virtual team environment

Qualities We Value

  • Willingness to learn and be coached through structured training
  • Friendly, outgoing, and professional communication style
  • Genuine desire to help others by providing guidance and solutions
  • Strong verbal communication and relationship-building skills
  • Sales or customer service experience is helpful but not required

Qualifications

  • Laptop or desktop computer with a working camera
  • Insurance license required or willingness to obtain one
  • Basic computer skills
  • Must reside in North America including the United States or Canada
  • We do not hire candidates residing outside North America

Responsibilities

  • Contact provided leads to schedule virtual meetings with clients
  • Present benefit programs and assist clients with enrollment
  • Build and maintain strong client relationships
  • Work closely with your manager to set goals and achieve them