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Remote Financial Advisor Trainee Jobs in Baltimore, MD

Osaic

Sr. Financial Planning Strategist

Columbia, MD · On-site +1

$140K - $160K/yr

Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Freedom Mortgage

Remote Loan Advisor

Columbia, MD · On-site +1

The Loan Advisor, Remote role is a customer focused, inside sales position within the Call Center ... Assists customers in discussing financial objectives and goals and takes the initial loan ...

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All JobsFinancial Advisor JobsRemote Financial Advisor Trainee JobsRemote Financial Advisor Trainee Jobs in Baltimore, MD

Remote Financial Advisor Trainee information

See Baltimore, MD salary details

$31.3K

$48.1K

$69.1K

How much do remote financial advisor trainee jobs pay per year?

As of Aug 29, 2026, the average yearly pay for remote financial advisor trainee in Baltimore, MD is $48,124.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,200.00 and $51,700.00 per year, depending on experience, location, and employer.

What is the difference between Remote Financial Advisor Trainee vs Remote Financial Advisor?

AspectRemote Financial Advisor TraineeRemote Financial Advisor
CertificationsTypically requires FINRA Series 7/66, CFP certification (in progress or completed)Must hold necessary licenses and certifications, such as Series 7, Series 66, CFP
Work EnvironmentTraining programs, supervised remote work, learning-focusedClient-facing, independent remote advising, portfolio management
Job RoleLearning and supporting financial advisors, preparing for certificationProviding financial advice, managing client portfolios independently

The main difference is that a Remote Financial Advisor Trainee is in a learning phase, focusing on gaining certifications and experience, while a Remote Financial Advisor is fully qualified to advise clients independently. Trainees support advisors and build skills, whereas advisors manage client relationships and portfolios remotely.

What are popular job titles related to Remote Financial Advisor Trainee jobs in Baltimore, MD?

For Remote Financial Advisor Trainee jobs in Baltimore, MD, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor Trainee jobs in Baltimore, MD look for?

The top searched job categories for Remote Financial Advisor Trainee jobs in Baltimore, MD are:

What cities near Baltimore, MD are hiring for Remote Financial Advisor Trainee jobs?

Cities near Baltimore, MD with the most Remote Financial Advisor Trainee job openings:

Remote Financial Advisor Trainee jobs near you
Infographic showing various Remote Financial Advisor Trainee job openings in Baltimore, MD as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $48,124 per year, or $23.1 per hour.

Financial Advisor - Los Angeles

Lenox Advisors

Hunt Valley, MD • Remote

Full-time

Re-posted 19 days ago

Job description

Feeling Stuck at a Certain Production Level?

If you’re a proven advisor who’s built a book, serves clients well, and works hard—but feels like your income has hit an invisible ceiling—you’re not alone. Many talented advisors plateau not because of effort or ability, but because they lack the right support, structure, and leverage.

Lenox Advisors was built to solve that problem.

About Lenox Advisors

Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income. Our platform removes friction, provides advanced planning resources, and surrounds advisors with specialists so they can focus on higher-value conversations and larger opportunities.

We help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth.

The Opportunity

This role is ideal for an advisor who:

  • Has established credibility and a client base
  • Is consistently producing—but not growing the way they know they should
  • Wants to move up-market, increase case size, and deepen relationships
  • Is tired of being the bottleneck in their own practice

At Lenox, advisors gain access to planning, investment, and insurance resources that allow them to do more business with the same—or less—effort, while delivering better outcomes for clients.

What You’ll Do

  • Transition from transactional sales to holistic, high-impact financial planning
  • Leverage internal planning, underwriting, and investment specialists to support complex cases
  • Deepen existing client relationships through advanced strategies rather than constant prospecting
  • Build new business through professional referrals and strategic partnerships
  • Focus your time on revenue-generating activities while Lenox provides operational and planning support

Required Qualifications

  • Minimum 3 years of experience as a Financial Advisor, Wealth Advisor, or Financial Planner
  • Licenses required:
    • California Life, Health & Accident
    • Series 7
    • Series 65 or Series 66
  • Bachelor’s Degree
  • Applicable designations not required but a plus
  • Demonstrated ability to build and maintain long-term client relationships
  • Solid foundation in investments, insurance, retirement, and wealth accumulation
  • Desire to grow income through leverage, collaboration, and advanced planning—not just more hours

Why Advisors Choose Lenox

  • A proven support model that removes growth constraints and increases advisor productivity
  • Access to advanced planning strategies that differentiate you in competitive markets
  • Infrastructure that allows you to scale without adding unnecessary complexity and expense
  • Compensation designed to reward long-term, recurring revenue growth
  • A culture built for advisors who want to think bigger and operate at a higher level

Next Step

If you’re producing—but feel like you should be earning more given your experience and effort—let’s talk. Submit your resume and a brief overview of what you want your next chapter to look like for your practice.