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Remote Financial Advisor Trainee Jobs in Dallas, TX

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Eligible for Recruit Bonus Job Summary Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth ...

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Eligible for Recruit Bonus Job Summary Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth ...

TriSearch

Financial Advisor

Dallas, TX · On-site +1

Financial Advisor Location: Gainesville or Whitesboro, TX (North of Dallas) - Fully In Office Compensation: Base Salary + Commission (Relocation Assistance Available) Overview This high-performing ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

Infinite Wise Solutions

Be Seen First

Financial Retirement Planning Professional - Remote

Dallas, TX · Remote

$1.0K - $250K/yr

Remote Insurance and Retirement Planning Advisor Help Families Retire with Confidence. Build a ... Whether you already have experience in financial services or are transitioning from another ...

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All JobsFinancial Advisor JobsRemote Financial Advisor Trainee JobsRemote Financial Advisor Trainee Jobs in Dallas, TX

Remote Financial Advisor Trainee information

See Dallas, TX salary details

$31.2K

$47.9K

$68.8K

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

As of Aug 13, 2026, the average yearly pay for remote financial advisor trainee in Dallas, TX is $47,911.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $51,400.00 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 Dallas, TX? For Remote Financial Advisor Trainee jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Trainee jobs in Dallas, TX look for? The top searched job categories for Remote Financial Advisor Trainee jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Remote Financial Advisor Trainee jobs? Cities near Dallas, TX with the most Remote Financial Advisor Trainee job openings:
Remote Financial Advisor Trainee jobs near you

Financial Advisor

Proxy Financial

Addison, TX • Remote

$20K - $100K/mo

Full-time

Re-posted 5 days ago

Job description

Benefits:
  • Private Clubs / Offices
  • Executive Coaching
  • COI Partners
  • Marketing Platform
  • Flexible schedule
  • Opportunity for advancement

Benefits/Perks

  • Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms.
  • Marketing & Lead Generation Support: Strategic partnerships and referral network of 150+ professionals.
  • Independence & Flexibility: Build your ideal practice without asset minimums.
  • Collaborative Network: Work with experts across planning, investments, insurance, and business services.
  • Regional Growth Opportunities: Support in emerging and established hubs across the U.S.
  • Eligible for Recruit Bonus
Job Summary

Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth individuals, families, and institutions, providing expertise across:
  • Financial and estate planning
  • Investment management and private funds
  • Insurance and business solutions
  • Philanthropic and legacy planning
Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.
Responsibilities
As an experienced advisor or planner, you will:
  • Build and deepen long-term client relationships using “The Proxy Way” — a holistic, client-first model.
  • Deliver tailored advice across financial, investment, and estate planning disciplines.
  • Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.
  • Leverage Proxy’s integrated platform and resources to scale your practice efficiently.
Qualifications
Minimum Requirements

  • $250K+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business).
  • Series 65 and Life & Health licenses required (minimum).
  • 3+ years of experience in financial advising or planning.
  • Proven ability to independently conduct data-gathering, planning, and client onboarding.
  • Strong communication and relationship management skills.
Ideal Profile

  • $30M–$75M AUM (as an experienced advisor).
  • Collaborative and self-aware—knows when to engage specialists.
  • Growth mindset with a motivated commitment to long-term client success.
Proxy Regional Focus
 
We are actively building and expanding in key markets, including:
 CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York). 

 

This is a remote position.