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Remote Financial Advisor Development Program Jobs in Redwood City, CA

Summitry

Financial Advisor (Foster City)

San Mateo, CA · Remote

$115K - $150K/yr

We provide personalized financial planning and investment strategies rooted in deep local insight ... development and ongoing advisor training Culture & Lifestyle Perks * Paid sabbatical program for ...

Infinite Wise Solutions

Be Seen First

Financial Retirement Planning Professional - Remote

San Francisco, CA · Remote

$1.0K - $250K/yr

Remote Insurance and Retirement Planning Advisor Help Families Retire with Confidence. Build a ... Professional Sales What You'll Receive We believe exceptional advisors are developed--not simply ...

Current

Senior Wealth Advisor

San Francisco, CA · Remote

$150K - $600K/yr

Experienced Financial Advisor - Bring and Grow Your Book Location: We are currently prioritizing ... Participate in mentorship, business development, or leadership initiatives based on interest

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All JobsFinancial Advisor Development Program JobsRemote Financial Advisor Development Program JobsRemote Financial Advisor Development Program Jobs in Redwood City, CA

Remote Financial Advisor Development Program information

See Redwood City, CA salary details

$44.1K

$125K

$176.3K

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

As of Aug 22, 2026, the average yearly pay for remote financial advisor development program in Redwood City, CA is $125,049.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,800.00 and $160,400.00 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 Redwood City, CA?

For Remote Financial Advisor Development Program jobs in Redwood City, CA, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor Development Program jobs in Redwood City, CA look for?

The top searched job categories for Remote Financial Advisor Development Program jobs in Redwood City, CA are:

What cities near Redwood City, CA are hiring for Remote Financial Advisor Development Program jobs?

Cities near Redwood City, CA with the most Remote Financial Advisor Development Program job openings:

Remote Financial Advisor Development Program jobs near you

Financial Advisor

Golden Summit Wealth & Insurance Solutions a MassMutual Firm

San Jose, CA • Remote

$90K - $150K/yr

Full-time

Re-posted 3 days ago

Job description

You have already taken the first step into financial services. Now you are looking for the right environment to build a broader practice, strengthen your skills, and create more opportunity for yourself and your clients.

Golden Summit Wealth & Insurance Solutions is looking for financial advisors, insurance advisors, financial representatives, and licensed professionals with at least one year of industry experience.

This opportunity may be a strong fit if you have built a foundation in insurance or financial services but feel limited by your current platform, product access, training, compensation, or growth opportunities.

At Golden Summit Wealth, you can continue developing your own practice while gaining access to mentorship, joint work, planning resources, in-house specialists, and a collaborative advisor community.

What You’ll Do
  • Develop and manage relationships with individuals, families, professionals, and business owners
  • Conduct discovery conversations to understand each client’s goals, priorities, and financial concerns
  • Help clients coordinate insurance, investments, retirement strategies, and broader financial planning needs
  • Build new client relationships through referrals, networking, community involvement, and business development
  • Maintain consistent follow-up and client service
  • Partner with experienced advisors and specialists on more complex planning opportunities
  • Continue developing your knowledge of financial products, planning strategies, and practice management
  • Create and execute a business plan for growing your client base and production
What Golden Summit Wealth Provides
  • Ongoing training and professional development
  • Mentorship and joint-work opportunities
  • Access to experienced specialists across planning, insurance, investments, marketing, and operations
  • Support for professionals working toward additional securities licenses
  • A team-based environment without giving up the ability to develop your own practice
  • Resources to help you expand from a primarily insurance-based practice into broader financial planning
  • Career growth opportunities, including specialization, strategic teaming, and leadership
Who We’re Looking For

Successful candidates will typically have:

  • At least one year of experience as a financial advisor, insurance advisor, financial representative, producer, banker, or similar professional
  • Experience developing client relationships and discussing financial or insurance needs
  • A history of prospecting, referral development, or business development
  • Strong communication and follow-through
  • A desire to expand beyond transactional product sales
  • The ability to work independently while also collaborating with mentors and specialists
  • A coachable, growth-oriented approach
  • The resilience required to build a long-term financial practice
Licensing and Qualifications
  • Active California Life and Health license preferred
  • SIE or existing securities licenses are a plus
  • Unlicensed securities candidates must be willing and eligible to complete the necessary registration requirements
  • Existing client relationships or prior production are helpful but not required
  • Bachelor’s degree preferred, or comparable professional experience
  • Must be comfortable with a performance-based compensation structure
  • Must be able to work from or regularly attend a Northern California office


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