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Remote Financial Advisor Development Program Jobs in Philadelphia, PA

Osaic

Sr. Financial Planning Strategist

Berwyn, PA · On-site +1

$140K - $160K/yr

... advisors to present to their clients. * Identify developments that impact financial planning and ... M #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate ...

The Hartford

Advisor Support Consultant

Wayne, PA · On-site +1

$55K/yr

Our robust and ongoing training program provides the resources and tools that new hires need to be ... development process of new employees * Once licensed, make outbound phone calls to financial ...

The Hartford

Advisor Support Consultant

Wayne, PA · On-site +1

$55K/yr

Our robust and ongoing training program provides the resources and tools that new hires need to be ... development process of new employees * Once licensed, make outbound phone calls to financial ...

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All JobsFinancial Advisor Development Program JobsRemote Financial Advisor Development Program JobsRemote Financial Advisor Development Program Jobs in Philadelphia, PA

Remote Financial Advisor Development Program information

See Philadelphia, PA salary details

$36.3K

$103.1K

$145.3K

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

As of Sep 13, 2026, the average yearly pay for remote financial advisor development program in Philadelphia, PA is $103,062.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $132,200.00 per year, depending on experience, location, and employer.

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 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 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 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 popular job titles related to Remote Financial Advisor Development Program jobs in Philadelphia, PA?

For Remote Financial Advisor Development Program jobs in Philadelphia, PA, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor Development Program jobs in Philadelphia, PA look for?

The top searched job categories for Remote Financial Advisor Development Program jobs in Philadelphia, PA are:

What cities near Philadelphia, PA are hiring for Remote Financial Advisor Development Program jobs?

Cities near Philadelphia, PA 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 Philadelphia, PA as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 76% Full Time, 19% Part Time, and 3% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $103,062 per year, or $49.5 per hour.

Centralized Advisor - Citadel Wealth Management

West Chester, PA • On-site, Remote

Citadel
See more jobs at Citadelexternal

Full-time

Re-posted 24 days ago

Job description

Job Overview

Be the first call. Be their guide. Be the growth engine behind Citadel Wealth Management’s fastestgrowing Mass Market client segment — all through warm, inbound member engagement with no cold calling.

As a Centralized Wealth Management Advisor, Financial Advisor, you'll provide high-touch support to clients in the Mass Market segment while helping uncover opportunities that deepen relationships and fuel Citadel Wealth Management’s advisor pipeline.

This role blends service excellence with early-career advisory development. You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound leads, and educate clients on the financial tools available to them.

Why This Role Matters

Mass Market clients are often at the beginning of their financial journeys. By delivering exceptional service at scale, you will strengthen loyalty, uncover planning opportunities, support the advisory team, create warm handoffs, and help Citadel Wealth Management expand advice delivery.

What You'll Do

Deliver Service that Builds Relationships

  • Serve as primary point of contact for Mass Market clients.
  • Manage and service a centralized, pooled book of business.
  • Handle high-touch support and conduct appointments via phone or virtual channels.

Identify Opportunities through Service

  • Review book to identify changes in financial status or needs.
  • Surface opportunities for deeper planning and investments.
  • Convert inbound leads and nurture centralized leads.
  • Execute targeted drip campaigns.

Develop Your Advisory Skillset

  • Learn core advisory competencies.
  • Gain experience assessing member profiles.
  • Participate in ongoing coaching and development.

What Success Looks Like

  • Members feel supported and confident.
  • Opportunities identified through service grow relationships.
  • The centralized book is organized and growing.
  • You progress toward readiness for a full advisor role.

Who You Are

  • A relationship builder with warmth and professionalism.
  • A clear communicator able to simplify complex topics.
  • A team player who values shared success.
  • A self-starter eager to grow.
  • Comfortable in a phone- and digital-first model.

Qualifications

  • 2+ year experience in financial services or client service.
  • Required: Series 6, 63, PA Health/Life/Variable.
  • Preferred: Series 7 and 65/66 (or obtain within 6 months).
  • Bachelor’s degree preferred.
  • Strong analytical, organizational, and follow-up skills.
  • Proficiency in MS Office and virtual engagement tools.

What We Offer

  • A collaborative advisory team.
  • A platform built around CRM and long-term relationships
  • Access to sophisticated investment framework for scaled advice.
  • Opportunity to create a book of business through Mass Market engagement.
  • Competitive compensation and benefits.

Apply