ZipRecruiter

Log In

2

Remote Financial Advisor Development Program Jobs in Poughkeepsie, NY

HMG Careers

Remote Benefits Advisor

Poughkeepsie, NY ยท Remote

$69K/yr

Remote, work from home career. * Average first-year earnings of $69K commission + bonuses. * Life ... Present benefit programs to enroll new clients and cultivate relationships with them. * Collaborate ...

HMG Careers

Remote Benefits Advisor

West Point, NY ยท Remote

$69K/yr

Remote, work from home career. * Average first-year earnings of $69K commission + bonuses. * Life ... Present benefit programs to enroll new clients and cultivate relationships with them. * Collaborate ...

HMG Careers

Remote Sales and Service Advisor

Kingston, NY ยท Remote

$69K/yr

Remote, work from home career. * Average first-year earnings of $69K commission + bonuses. * Life ... Present benefit programs to enroll new clients and cultivate relationships with them. * Collaborate ...

HMG Careers

Remote Sales and Service Advisor

Pine Bush, NY ยท Remote

$69K/yr

Remote, work from home career. * Average first-year earnings of $69K commission + bonuses. * Life ... Present benefit programs to enroll new clients and cultivate relationships with them. * Collaborate ...

HMG Careers

Remote Sales and Service Advisor

Shrub Oak, NY ยท Remote

$69K/yr

Remote, work from home career. * Average first-year earnings of $69K commission + bonuses. * Life ... Present benefit programs to enroll new clients and cultivate relationships with them. * Collaborate ...

HMG Careers

Remote Sales and Service Advisor

Highland, NY ยท Remote

$69K/yr

Remote, work from home career. * Average first-year earnings of $69K commission + bonuses. * Life ... Present benefit programs to enroll new clients and cultivate relationships with them. * Collaborate ...

HMG Careers

Remote Sales and Service Advisor

Fishkill, NY ยท Remote

$69K/yr

Remote, work from home career. * Average first-year earnings of $69K commission + bonuses. * Life ... Present benefit programs to enroll new clients and cultivate relationships with them. * Collaborate ...

HMG Careers

Remote Sales and Service Advisor

Kingston, NY ยท Remote

$69K/yr

Remote, work from home career. * Average first-year earnings of $69K commission + bonuses. * Life ... Present benefit programs to enroll new clients and cultivate relationships with them. * Collaborate ...

HMG Careers

Remote Sales and Service Advisor

Carmel, NY ยท Remote

$69K/yr

Remote, work from home career. * Average first-year earnings of $69K commission + bonuses. * Life ... Present benefit programs to enroll new clients and cultivate relationships with them. * Collaborate ...

HMG Careers

Remote Sales and Service Advisor

Marlboro, NY ยท Remote

$69K/yr

Remote, work from home career. * Average first-year earnings of $69K commission + bonuses. * Life ... Present benefit programs to enroll new clients and cultivate relationships with them. * Collaborate ...

HMG Careers

Remote Sales and Service Advisor

Cornwall, NY ยท Remote

$69K/yr

Remote, work from home career. * Average first-year earnings of $69K commission + bonuses. * Life ... Present benefit programs to enroll new clients and cultivate relationships with them. * Collaborate ...

next page

Showing results 1-20

People also search for

All JobsFinancial Advisor Development Program JobsRemote Financial Advisor Development Program JobsRemote Financial Advisor Development Program Jobs in Poughkeepsie, NY

Remote Financial Advisor Development Program information

See Poughkeepsie, NY salary details

$35.6K

$100.9K

$142.3K

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

As of May 31, 2026, the average yearly pay for remote financial advisor development program in Poughkeepsie, NY is $100,907.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,100.00 and $129,400.00 per year, depending on experience, location, and employer.

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 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 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 Poughkeepsie, NY? For Remote Financial Advisor Development Program jobs in Poughkeepsie, NY, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Development Program jobs in Poughkeepsie, NY look for? The top searched job categories for Remote Financial Advisor Development Program jobs in Poughkeepsie, NY are:
What cities near Poughkeepsie, NY are hiring for Remote Financial Advisor Development Program jobs? Cities near Poughkeepsie, NY 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 Poughkeepsie, NY as of May 2026, with employment types broken down into 1% As Needed, 80% Full Time, 18% Part Time, and 1% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $100,907 per year, or $48.5 per hour.

Remote Benefits Advisor

HMG Careers

Poughkeepsie, NY โ€ข Remote

$69K/yr

Full-time

This job post hasย expired today.ย Applications are no longer accepted.

Job description

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.


You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.

๏ปฟWhat We Offer:

  • Remote,ย work from home career.
  • Average first-year earnings of $69K commission + bonuses.
  • Life-long residual incomeย through renewals.
  • Unionized position with stock options.
  • Excellent benefits package - medical, dental, and prescription coverage.
  • Exceptional trainingย with experienced managers.
  • High-quality leads provided: no calling family or friends.
  • Flexibleย hours:ย this is a fulltime career, but you can choose when you work.
  • Opportunitiesย for advancement and recognition asย we promote from within.
  • Dynamic Team Environment:ย Our virtual workplace thrives on a vibrant team. atmosphere. While this position is remote, you will have lots of support.


Qualities We Value:

  • Willingness to learnย and be coached as we provide comprehensive training.
  • Outgoing and Friendly Personality:ย a positive and approachable demeanor.
  • A strong desire to helpย others: provide valuable advice and services.
  • Effective Communication Skills:ย your ability to connect with others is crucial.
  • Sales or customer service experienceย is advantageousย but not mandatory.

Your Qualifications:

  • Laptop or computerย with camera is required.
  • Possession of, or willingness to obtainย an LLQP license.
  • Basic computer literacyย is essential.
  • Primary residence in Canada or USA:ย you must reside in North America to be eligible.

Your Job Responsibilities:

  • Contact the leads we provideย to schedule virtual meetings with clients.
  • Present benefit programsย to enroll new clients and cultivate relationships with them.
  • Collaborate with your manager to define clear objectives and goals, then achieve them through dedicated effort and determination.
]]>