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Remote Financial Advisor Development Program Jobs in Skokie, IL

Corporate Development Manager

Chicago, IL ยท Remote

  • Medical

  • Dental

  • Vision

  • Retirement

CORPORATE DEVELOPMENT MANAGER Ascend Technologies is building a repeatable acquisition engine. This ... , legal counsel, and external advisors. * Deal recommendations: Prepare clear deal summaries and ...

Corporate Development Manager

Chicago, IL ยท On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

CORPORATE DEVELOPMENT MANAGER Ascend Technologies is building a repeatable acquisition engine. This ... , legal counsel, and external advisors. * Deal recommendations: Prepare clear deal summaries and ...

Senior Program Manager (Remote)

Chicago, IL ยท Remote

$118K - $119K/yr

  • Medical

  • Dental

  • Vision

Strong understanding of the product development lifecycle (PDLC) and agile methodologies ... financial services. Founded in 2017, zerohash enables banks, brokerages, fintechs, and payment ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Director of Corporate Development

Chicago, IL ยท On-site +1

$180K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Embarc Advisors was built to challenge the traditional extremes of finance careers. We offer a ... Remote Total On-Target Compensation (Base Salary + Bonus): $180,000-$250,000 annually We are in ...

Program Management Director

Chicago, IL ยท On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Practice Development & Strategic Leadership * Develop and lead Stanley's enterprise Program ... Establish standards for program reporting, financial management, quality management, and client ...

Showing results 41-60

Remote Financial Advisor Development Program information

See Skokie, IL salary details

$34.4K

$97.5K

$137.5K

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

As of Aug 19, 2026, the average yearly pay for remote financial advisor development program in Skokie, IL is $97,525.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,600.00 and $125,100.00 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 Skokie, IL?

For Remote Financial Advisor Development Program jobs in Skokie, IL, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor Development Program jobs in Skokie, IL look for?

The top searched job categories for Remote Financial Advisor Development Program jobs in Skokie, IL are:

What cities near Skokie, IL are hiring for Remote Financial Advisor Development Program jobs?

Cities near Skokie, IL with the most Remote Financial Advisor Development Program job openings:

Infographic showing various Remote Financial Advisor Development Program job openings in Skokie, IL as of August 2026, with employment types broken down into 77% Full Time, 18% Part Time, and 5% Contract. Highlights an 100% Remote job distribution, with an average salary of $97,525 per year, or $46.9 per hour.

Corporate Development Manager

Ascend Technologies

Chicago, IL โ€ข Remote

Full-time

Medical, Dental, Vision, Retirement

Posted 5 days ago


Job description

CORPORATE DEVELOPMENT MANAGER

Ascend Technologies is building a repeatable acquisition engine. This role owns the front half of that engine: identifying, evaluating, and closing the right acquisitions — then handing a clean, well-understood deal to the integration team.Position OverviewThe Corporate Development Manager drives Ascend’s inorganic growth strategy: building and managing a proprietary pipeline of acquisition targets, leading early-stage business development with owners, founders, and M&A intermediaries, and running the financial analysis and diligence needed to get a deal to close. This person combines a finance background (modeling, valuation, diligence) with a business-development mindset (outbound relationship-building, comfort representing Ascend to external sellers and advisors). They report to the Chief Integration and Transformation Officer and work in close partnership with the CEO and CFO on deal strategy and execution.Key ResponsibilitiesDeal Sourcing & Business Development
  • Pipeline development: Build and maintain a proprietary pipeline of acquisition targets aligned to Ascend’s growth strategy — service line fit, geography, client base, and cultural fit.
  • Outbound BD: Run outbound business development: direct outreach to owners and founders, and relationship-building with M&A intermediaries, brokers, and investment bankers active in the MSP and IT services space.
  • External representation: Represent Ascend credibly in early-stage conversations with sellers and their advisors, setting the tone for the relationship before diligence begins.
  • Pipeline reporting: Track and prioritize the target list through a structured pipeline, reporting status and momentum to leadership on a regular cadence.
Financial Analysis & Diligence
  • Initial screening: Screen prospective targets on revenue quality, margin profile, recurring-revenue mix, and client concentration before committing diligence resources.
  • Valuation & modeling: Build and maintain valuation models and deal economics — multiples, synergies, integration cost estimates — to support go/no-go and pricing decisions.
  • Diligence coordination: Coordinate financial, legal, and operational due diligence workstreams, working directly with the CFO, legal counsel, and external advisors.
  • Deal recommendations: Prepare clear deal summaries and recommendations for leadership review ahead of LOI and closing decisions.
Integration Handoff
  • Clean handoff: Partner with the Acquisition Integration function to ensure deal-stage findings — client base, revenue quality, tech stack risk, team structure — transfer cleanly into the post-close integration plan.
  • Pre-close planning: Participate in integration planning before close so Day 1 planning reflects what diligence actually found, not just what the deal thesis assumed.
  • Institutional knowledge: Maintain a running playbook of lessons learned from each deal to sharpen future target criteria and diligence checklists.
QualificationsRequired
  • 3–6 years of experience in corporate development, investment banking, private equity/growth equity, or FP&A, with direct exposure to deal execution.
  • Demonstrated financial modeling and valuation skills — comparables, DCF, and deal economics.
  • Experience sourcing or evaluating deals directly, not only executing deals originated by others — comfortable operating in an outbound business-development capacity.
  • Bachelor’s degree in Finance, Accounting, or a related field.
Preferred
  • Prior M&A experience in MSP, IT services, or broader B2B services.
  • CFA, MBA, or equivalent.
  • Direct experience working with sell-side advisors, brokers, or investment banks.
  • Exposure to post-merger integration, not just deal execution.
What Success Looks Like
  • A qualified, actively managed pipeline with visible movement through defined stages.
  • A growing share of deals sourced directly rather than arriving inbound.
  • Shortening time from first contact to signed LOI as relationships and process mature.
  • Integration team consistently rates diligence handoffs as clear, complete, and usable on Day 1.
Reporting & CollaborationThis role reports to the Chief Integration and Transformation Officer, reflecting the direct tie between acquisition sourcing and Ascend’s broader integration and transformation agenda. For external-facing deal conversations — sellers, brokers, investment banks — this person also carries a working line to the CEO and CFO, who sponsor Ascend’s M&A strategy and capital decisions. Close, regular collaboration with Finance/CFO on modeling and diligence, and with the Acquisition Integration team on handoff, is central to the role.
We are seeking highly motivated individuals who have the willingness and ability to demonstrate Ascend core values:
Committed to Client Success: Our actions and our words always align with the best interest of the client.
  • One Team: We work collaboratively to overcome challenges with humility and respect and do what it takes to find innovative solutions.
  • Integrity: We are unquestionably committed to doing the right thing even when it is hard.
  • Accountability: We hold ourselves and each other accountable for keeping our commitments to our clients, our communities, and one another.
  • Transparency: We create open lines of communication with each other and our clients, fostering relationships founded on candor and trust.
PHYSICAL DEMANDS:
Must be able to sit, stand, and bend for the duration of shift. The position is mainly sitting, with occasional lifting up to 50 lbs, such as laptop, server equipment, and, driving to the work site to meet with client(s).
Salary Expectations: $110,000 - $125,000 varying on experience
The salary for this position is commensurate with experience, skills, and qualifications. The range is intended to reflect our commitment to attracting top talent, and the final offer will be based on factors including, but not limited to, the candidate's previous experience, expertise in the field, relevant certifications, and the specific requirements of the role. In addition, internal equity, market trends, and geographic location may also influence the final salary.
 
Along with a competitive salary, we offer a comprehensive benefits package, including health, dental, and vision insurance, retirement savings options, flexible time off (FTO), and professional development opportunities. We are open to discussing compensation and benefits further during the interview process to ensure alignment with the candidate’s expectations and experience.
 

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