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Remote Financial Advisor Development Program Jobs in Philadelphia, PA

Intuit

Staff Partner Development Manager

Trenton, NJ · Remote

$149K - $202K/yr

... a trusted advisor who helps our partners unlock new levels of efficiency, generate more revenue ... California Remote (Bay Area) $149,500- $202,000 California Remote (Not Bay Area) $149,000- $201,500 ...

Forbes Advisor

CRM Executive (Remote)

Wilmington, DE · On-site +1

At Forbes Advisor, our mission is to help readers turn their aspirations into reality. We arm ... Intelligence, Finance, HR, Marketing, Production, Technology and Sales. The team brings rich ...

Continuserve

Chief Financial Officer - ISPOR

NJ · Remote

Advise the CEO and senior leadership on financial analysis, cost management, and revenue strategies ... Year-round flexible schedule and Summer Flex program Why Join ISPOR? Joining ISPOR means being part ...

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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 Jul 15, 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 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 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:
Remote Financial Advisor Development Program jobs near you
Infographic showing various Remote Financial Advisor Development Program job openings in Philadelphia, PA as of July 2026, with employment types broken down into 57% Full Time, and 43% Part Time. Highlights an 100% Remote job distribution, with an average salary of $103,062 per year, or $49.5 per hour.
Staff Partner Development Manager

Staff Partner Development Manager

Intuit

Trenton, NJ • Remote

$149K - $202K/yr

Full-time

Re-posted 24 days ago

Intuit rating

8.3

Company rating: 8.3 out of 10

Based on 87 frontline employees who took The Breakroom Quiz

85th of 209 rated software companies

Job description

As a Staff Partner Development Sales Manager on our National Accounts team, you will be a strategic partner to our top accounting firms, helping them navigate the digital age of acceleration. You will move beyond transactional 'attaching'of services to a holistic platform experience, becoming a trusted advisor who helps our partners unlock new levels of efficiency, generate more revenue, and achieve superior results for their clients.


Responsibilities

  • Develop and execute a comprehensive revenue growth strategy for an assigned territory of large US Accounting and Tax firms and their clients through adoption of Intuit's Technology Platform Solution(s)
  • Engage accounting firms to gain an understanding of their business needs and their clients, and prepare, present and implement formal proposal recommendations for the solution tech stack for their business
  • Make outbound calls to actively prospect new leads and engage firms to generate new business opportunities
  • Utilize executive presentation skills and ROI analysis to demonstrate the value propositions of the Intuit's Technology Platform Solution, and articulate Intuit's strategies and products in comparison to key competitors
  • Identify, navigate and collaborate with key stakeholders within the prospective firms to influence the buying process and accelerate sales
  • Maintain a high level of knowledge of Intuit's products and competitor offerings
  • Grow and manage a sales pipeline and maintain a sustainable sales cycle to achieve quarterly sales revenue targets
  • Navigate complex selling processes while building strong relationships with key partners
  • Track key metrics of success, including quota attainment, pipeline velocity, sales cycle duration, close rates, and account growth

Qualifications

  • Bachelor's degree in business, marketing, or a related field
  • Minimum of five years of experience in sales or account management, preferably in the accounting or financial services industry
  • Experience in developing and executing successful sales strategies for mid-to-large size accounts
  • Knowledge of digital technologies and software solutions for small businesses, including accounting solutions like QuickBooks Online
  • Excellent presentation, negotiation, and relationship-building skills
  • Ability to work in a fast-paced and dynamic environment with demanding goals
  • Proven ability to work collaboratively with teams internally and externally
  • Occasional travel may be required. (up to 6x per year)

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Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

The expected base pay range for this position is:
California Remote (Bay Area) $149,500- $202,000
California Remote (Not Bay Area) $149,000- $201,500
Colorado Remote $135,000- $183,000
Hawaii Remote $142,000- $192,000
Illinois Remote $135,000- $183,000
Maryland Remote $135,000- $183,000
Massachusetts Remote $142,000- $192,000
Minnesota Remote $123,000- $166,000
New Jersey Remote $142,000- $192,000
New York Remote $148,000- $200,000
Ohio Remote $123,000- $166,000
Vermont Remote $135,000- $183,000
Washington Remote $142,000- $192,000
Washington, DC Remote $135,000- $183,000Employment Type: Full-Time

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