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Remote Financial Advisor Development Program Jobs in Redmond, WA

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

DataAnnotation

Financial Planner

Federal Way, 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

Hayes Financial Talent Group

Be Seen First

Entry Level Financial Professional

Seattle, WA · Remote

$95K - $575K/yr

The work is remote (flexible schedule part/full-time) in the immense and lucrative financial ... Commitment to communication, accountability and continuous skills development * Business minded and ...

Second Life Mac

Outside Sales Representative

Seattle, WA · Remote

... advisor, a financial education program, and top pay for our Team Members. Who is Second Life Mac ... Role Description This is a full-time remote role for an Outside Sales Representative (Northwest) at ...

HMG Careers

Remote Benefits Advisor

Lynnwood, WA · 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 ...

DataAnnotation

Senior Financial Analyst

Federal Way, 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

HMG Careers

Remote Benefits Advisor

Lynnwood, WA · 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

Marysville, WA · 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

Renton, WA · 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

Bellevue, WA · 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

Edmonds, WA · 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

Lynnwood, WA · 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 ...

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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
Financial Planner

Financial Planner

DataAnnotation

Seattle, WA • Remote

$40 - $60/hr

Part-time

Posted 15 days ago

Job description

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We are looking for a Finance Expert to help advance AI development in the finance domain. We’re currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

  • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets
  • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work
  • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t
  • Share clear, structured feedback to help make each new version of the AI smarter and more reliable

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Benefits:

  • This a full-time or part-time REMOTE position
  • You’ll be able to choose which projects you want to work on
  • You can work on your own schedule
  • Projects are paid hourly starting at $50–$60 USD per hour, with bonuses on high-quality and high-volume work

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This an independent contract position.

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