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Remote Financial Advisor Development Program Jobs in Redmond, WA

BECU

Sr Financial Analyst - Technology

Tukwila, WA · On-site +1

$91K - $169.40K/yr

PTO Program + Exchange Program * Tuition Reimbursement Program * BECU Cares volunteer time off ... Remote or onsite, we are committed to ensuring you are fully engaged and included in our ...

Solid Rock Recruiting LLC

Remote Tax Senior

Seattle, WA · Remote

$101K - $135K/yr

Stay current with tax law changes and advise clients accordingly. Assist in business development ... Bachelor's degree in Accounting, Finance, or a related field (Master's in Taxation preferred). 5+ ...

Synergy Financial

Financial Consultant

Medina, WA · Remote

$75K - $100K/yr

Synergy Financial is a rapidly growing financial services company offering remote work-from-home ... Business development expertise * Proficiency in data analytics * Consulting experience in financial ...

DataAnnotation

Financial Planner

Everett, WA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Financial Planner

Kent, WA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Financial Planner

Bellevue, WA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Financial Planner

Renton, WA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Financial Planner

Seattle, WA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

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Remote Financial Advisor Development Program information

See Redmond, WA salary details

$40.3K

$114.4K

$161.3K

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 Redmond, WA is $114,385.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,000.00 and $146,700.00 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 Redmond, WA? For Remote Financial Advisor Development Program jobs in Redmond, WA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Development Program jobs in Redmond, WA look for? The top searched job categories for Remote Financial Advisor Development Program jobs in Redmond, WA are:
Remote Financial Advisor Development Program jobs near you

Virtual Sales Advisor - Work from Anywhere, Anytime

Legacy Harbor Advisors

Seattle, WA • On-site, Remote

Full-time

Posted 19 days ago

Job description

Take Your Sales Career to the Next Level with Legacy Harbor Advisors!
Are you ready for an exciting new challenge in sales? Whether you're an experienced professional or just starting out, Legacy Harbor Advisors invites you to join us as a Sales Advisor under a 1099 contract. Enjoy the flexibility of remote work while tapping into unlimited earning potential with full support from our expert team. This is your opportunity to build a career that is both financially and personally rewarding.
What You'll Do as a Sales Advisor:
Develop and nurture client relationships through effective communication and trust-building.
Present engaging, informative product overviews tailored to client needs.
Conduct virtual consultations that highlight key financial solutions and benefits.
Guide warm leads-no cold calling-through the sales process with expertise and confidence.
Meet individual and team sales targets while maintaining a high standard of client service.
Keep detailed records of sales interactions to track progress and optimize performance.
Why Legacy Harbor Advisors?
Work Remotely: Enjoy the freedom to work from anywhere with a personalized, distraction-free setup.
Uncapped Earning Potential: Benefit from a commission-based structure that directly rewards your success.
Comprehensive Training: No prior sales experience required! We provide in-depth coaching on financial products, sales strategies, and virtual client engagement.
Quality Leads Only: Focus on closing deals-no cold calling. Work with warm leads who have already expressed interest in financial solutions.
Additional Details:
Position Type: 1099 Independent Contractor (Commission-Based)
Products Offered: Indexed Universal Life (IUL), Annuities, Life Insurance, and other financial solutions.
Eligibility: U.S.-based candidates only; international applicants will not be considered.
If you're driven, coachable, and eager to succeed in a high-growth industry, we want to hear from you!
Apply today and start building your legacy with Legacy Harbor Advisors.

Apply