ZipRecruiter

Log In

2

Remote Financial Advisor Development Program Jobs in Tampa, FL

USAA

Financial Analyst Lead

Tampa, FL · On-site +1

$127K - $243K/yr

USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... development, enhancement, and implementation of critical processes, programs, and technologies.

USAA

Financial Analyst Lead

Tampa, FL · On-site +1

$127K - $243K/yr

USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... development, enhancement, and implementation of critical processes, programs, and technologies.

Osaic

Branch Office Examiner

Saint Petersburg, FL · On-site +1

$65K - $75K/yr

REMOTE Compliance Risk Opportunity in Financial Services Branch Office Examiner Location(s): Open ... This position is responsible for administering Branch Exams to Financial Advisors affiliated with ...

Hayes Financial Talent Group

Be Seen First

Entry Level Financial Professional

Tampa, FL · 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 ...

UAB

PROGRAM MANAGER I

Tampa, FL · On-site +1

$43K - $71K/yr

... Advising Committee and according to an established program plan. May participate in the development ... remote work hours, ability to adapt to personalities, confidentiality, teamwork mindset, prompt ...

previous pagenext page

Showing results 21-40

All JobsFinancial Advisor Development Program JobsRemote Financial Advisor Development Program JobsRemote Financial Advisor Development Program Jobs in Tampa, FL

Remote Financial Advisor Development Program information

See Tampa, FL salary details

$34K

$96.5K

$136.1K

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 Tampa, FL is $96,519.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,900.00 and $123,800.00 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 Tampa, FL?

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

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

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

What cities near Tampa, FL are hiring for Remote Financial Advisor Development Program jobs?

Cities near Tampa, FL 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 Tampa, FL as of August 2026, with employment types broken down into 80% Full Time, 14% Part Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $96,519 per year, or $46.4 per hour.

Senior Wealth Advisor-Remote

RK Partners

Tampa, FL • On-site, Remote

$165K - $185K/yr

Full-time

Posted 2 days ago

New

Job description

Senior Wealth Manager

Presented by Rekroot on behalf of our client

About the Firm

Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of experience serving individuals, families, business owners, and institutional clients. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.

The organization manages approximately $8 billion in assets and is committed to delivering proactive, high‑touch guidance across all areas of clients’ financial lives.

Position Overview

Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will drive significant growth by representing the firm’s value proposition, delivering white‑glove service, and serving as a trusted advisor to high‑net‑worth clients — all with the support of a collaborative team behind you.

Senior Wealth Managers are long‑term strategic hires with a clear path to ownership.

This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts in a clear, relatable way. You will lead client relationships, oversee advanced planning engagements, and contribute meaningfully to both business development and client service.

What You Bring

Education & Credentials

  • Bachelor’s degree from an accredited four‑year university (social sciences or business preferred)
  • CFP® designation required

Experience

  • 6+ years serving as a lead advisor or consultant for high‑net‑worth clients within a wealth management firm or the tax division of an accounting firm
  • Proven experience as the primary relationship owner for complex client households

Lead Advisor Capabilities

  • Serve as the primary advisor and decision‑maker for high‑net‑worth clients
  • Lead client review and discovery meetings, including advanced planning scenarios
  • Deliver strategies across tax, estate, investments, retirement, and risk management
  • Coordinate tax strategy with external CPAs
  • Experience with equity compensation planning, business owners, or other specializations is a plus
  • Guide clients through retirement income and distribution planning
  • Partner with estate attorneys on legacy planning

Technical & Analytical Skills

  • Strong understanding of investment fundamentals, securities, account types, and transaction mechanics
  • Ability to synthesize competing priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
  • Commitment to a fee‑only, client‑first planning environment
  • Belief in academically grounded investment philosophy
  • Respect for confidentiality and fiduciary responsibility

Leadership & Growth Mindset

  • Invest in the development of Planners and Wealth Managers
  • Strong communication skills — written, verbal, and interpersonal
  • Positive, client‑focused attitude
  • Self‑motivated and able to operate independently

Business Development Experience

  • Lead the full discovery and onboarding process for new clients
  • Generate new business through referrals, firm‑generated leads, and personal networks
  • Consistently contribute to revenue growth and new client acquisition
  • Act as an ambassador for the firm by clearly articulating its value proposition

Why Work With Our Client

You’ll have the opportunity to learn from a team of experts, make a meaningful impact on clients’ lives, and contribute to a collaborative, values‑driven culture. The firm invests deeply in the people who take care of clients.

Compensation & Benefits

  • Competitive compensation with annual bonuses
  • Comprehensive benefits package
  • Daily catered lunch
  • Free access to an on‑site workout facility
  • Professional development support