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Remote Financial Advisor Development Program Jobs in Santa Clara, CA

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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 Aug 12, 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 August 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.

Technical Program Manager - Finance Systems

INFOTRON

Sunnyvale, CA • Remote

$55 - $65/hr

Full-time

Re-posted 8 days ago

Job description

Benefits:
  • No additional benefits

Job Title: Technical Program Manager (TPM) — Finance Systems
Engagement Type: W2/C2C/1099
Location: United States, Remote
Team: CoPi Sys, Finance System team
Role Summary
We're looking for a Technical Program Manager / Scrum Master who thrives at the intersection of structured execution and complex, cross-functional programs. This is a hands-on delivery role for someone who brings sharp instincts, moves with urgency, and isn't afraid to leverage modern AI tools to sharpen visibility and reduce friction. You'll serve as the Agile engine across all Finance Systems scrum teams, ensuring high-impact initiatives land with velocity, clarity, and measurable outcomes, managing the platforms, integrations, and automations that power how the company scales financial operations across systems like NetSuite, Coupa, Aptitude, FloQast, and Omnea.
What You’ll Do
1. Drive Agile Execution
●   Serve as dedicated Scrum Master across all Finance Systems scrum teams, running sprint planning, standups, reviews, and retrospectives across concurrent sprints
●   Own sprint health, velocity tracking, and burndown visibility - proactively surfacing and removing blockers before they become misses
●   Coach team members and leads on Agile best practices; continuously raise the team's execution maturity
2. Manage the Finance Systems Portfolio
●   Maintain a unified, real-time view of all active workstreams - tracking dependencies across sub-teams and partners in Finance, Engineering, and Product
●   Own active project plans, DRI assignments, due dates, decision logs, and Gantt/timeline views kept current at all times
●   Establish and reinforce a consistent sprint intake and prioritization process in partnership with Company Pillar Leadership
3. Communicate with Clarity
●   Prepare sprint status updates and portfolio summaries for leadership on a weekly cadence
●   Facilitate stakeholder alignment sessions to surface dependencies early and prevent late-stage disruption
●   Capture and distribute decisions and action items following key ceremonies and partner reviews
What Success Looks Like
●   All Finance Systems teams operating in predictable sprint cadences with high delivery confidence
●   Cross-team dependencies are visible, owned, and managed - not discovered at the last sprint
●   Leadership has clear, timely visibility into portfolio status without having to ask for it
●   The team spends less time on coordination overhead and more time building
What You’ll Bring
•  5+ years of project or program management experience in a B2B SaaS or enterprise technology environment, with a proven track record of delivering complex, cross-functional programs on time or ahead of schedule and within scope.
•  Formal project management training or certification (e.g., PMP, PMI-ACP, PRINCE2, or
Certified Scrum Master), demonstrating strong command of delivery methodologies and execution discipline.
•  Familiarity with finance systems platforms such as NetSuite, Coupa, FloQast, Aptitude, or Omnea.
•  Exceptional organizational and stakeholder management skills, with a demonstrated ability to build alignment, influence outcomes, and keep initiatives aligned with strategic objectives.
•  Proficiency with Asana or comparable project management tools, including experience creating Gantt charts and timeline views.
•  Data-driven mindset, with the ability to define and track delivery metrics, sprint velocity, and KPIs.

This is a remote position.