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Remote Financial Advisor Development Program Jobs in Santa Clara, 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 ...

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All JobsFinancial Advisor Development Program JobsRemote Financial Advisor Development Program JobsRemote Financial Advisor Development Program Jobs in Santa Clara, CA

Remote Financial Advisor Development Program information

See Santa Clara, CA salary details

$42.3K

$120K

$169.1K

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

As of Jul 26, 2026, the average yearly pay for remote financial advisor development program in Santa Clara, CA is $119,950.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,100.00 and $153,900.00 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 Santa Clara, CA? For Remote Financial Advisor Development Program jobs in Santa Clara, CA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Development Program jobs in Santa Clara, CA look for? The top searched job categories for Remote Financial Advisor Development Program jobs in Santa Clara, CA are:
What cities near Santa Clara, CA are hiring for Remote Financial Advisor Development Program jobs? Cities near Santa Clara, CA 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 Santa Clara, CA as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $119,950 per year, or $57.7 per hour.

Financial Advisor

Golden Summit Wealth & Insurance Solutions a MassMutual Firm

San Jose, CA • Remote

$90K - $220K/yr

Full-time

Posted 20 days ago

Job description

Golden Summit Wealth is growing, and we’re looking for Financial Advisors who are ready to take the next step in their career.

This opportunity is designed for advisors who enjoy building relationships, serving clients, and growing a practice, but want to do it with the right support around them. Whether you’re early in your advising career or looking for a stronger platform to grow, our team is committed to helping you build with confidence.

What You’ll Do

  • Build and grow relationships with clients, prospects, and professional connections
  • Help individuals, families, and business owners identify financial goals and create strategies around protection, retirement, wealth accumulation, and legacy planning
  • Continue developing your client base through personal marketing, referrals, and community engagement
  • Partner with leadership, experienced advisors, and internal resources to deliver thoughtful financial solutions
  • Strengthen your knowledge in financial planning, insurance, investments, and practice management

Who We’re Looking For

We’re looking for advisors who have at least 1 year of experience in financial services, insurance, investments, banking, or a related advisory role.

You may be a strong fit if you are:

  • Licensed or working toward additional industry licenses
  • Relationship-driven and client-focused
  • Coachable, motivated, and growth-minded
  • Comfortable building a client base and having meaningful financial conversations
  • Looking for more mentorship, resources, and long-term career growth
  • Ready to build a practice with purpose, support, and momentum

At Golden Summit Wealth, you’ll have access to experienced leadership, training and development, planning resources, marketing and operational support, and a collaborative team invested in your success.

If you’re an advisor looking for a place to grow, sharpen your skills, and build something meaningful, we’d love to connect.

Apply today to learn more about Financial Advisor opportunities with Golden Summit Wealth.

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