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Remote Financial Advisor Trainee Jobs (NOW HIRING)

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 ...

Charter Oak Financial

Financial Advisor

Hamden, CT · Remote

$55K - $130K/yr

Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations of becoming securities licensed * Established client relationships and business development ability

Charter Oak Financial

Financial Advisor

Melville, NY · Remote

$55K - $130K/yr

Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations of becoming securities licensed * Established client relationships and business development ability

Charter Oak Financial

Financial Advisor

Holyoke, MA · Remote

$55K - $130K/yr

Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations of becoming securities licensed * Established client relationships and business development ability

Charter Oak Financial

Financial Advisor

Latham, NY · Remote

$55K - $130K/yr

Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations of becoming securities licensed * Established client relationships and business development ability

Foster Klima

Entry-Level Financial Advisor

Hopkins, MN · Remote

$105K/yr

As a FULL-TIME Entry-Level Financial Advisor for Foster Klima, there are no Sales Territories. Our ... Remote Opportunity after training and licensing. No territory restrictions -- serve clients ...

WestPoint Financial Group

Financial Advisor

New Albany, OH · Remote

$75K - $150K/yr

At WestPoint Financial Group , we help professionals like you make the leap into financial advising--with autonomy, support, and a community that's got your back. Why Join WPFG? ✅ Non-captive model ...

Ritholtz Wealth Management

Financial Advisor

$250K - $800K/yr

About the Financial Advisor position We are seeking an experienced Financial Advisor who will work directly with clients to develop and implement their investment, financial, insurance, tax, and ...

TruOak Financial Partners

Financial Advisor

Atlanta, GA · On-site +1

Description Most financial advisor posts sound the same. They talk about upside opportunity, training, income potential, and making an impact. That all matters, but here is what matters more: Do you ...

WestPoint Financial Group

Financial Advisor

Chicago, IL · Remote

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will ...

WestPoint Financial Group

Financial Advisor

Madison, WI · Remote

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will ...

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Remote Financial Advisor Trainee information

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$31.5K

$48.4K

$69.5K

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

As of Jul 17, 2026, the average yearly pay for remote financial advisor trainee in the United States is $48,432.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $52,000.00 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.

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Remote Financial Advisor Trainee jobs near you
Financial Advisor

Financial Advisor

Proxy Financial

Addison, TX • Remote

$20K - $100K/mo

Full-time

Re-posted 11 days ago

Job description

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).