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Remote Financial Advisor Trainee Jobs (NOW HIRING)

Tandems

Licensed Financial Advisor

Charleston, WV · Remote

US Remote Come thrive at Tandems! At Tandems, we're reimagining the future of financial advice. We empower financial advisors to deliver smarter, more human guidance by combining data, empathy, and ...

Thrivent

Virtual Financial Advisor - Remote

Minneapolis, MN · On-site +1

$21.64 - $28.85/hr

As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom.

Tandems

Licensed Financial Advisor

US Remote Come thrive at Tandems! At Tandems, we're reimagining the future of financial advice. We empower financial advisors to deliver smarter, more human guidance by combining data, empathy, and ...

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 ...

DataAnnotation

Financial Advisor

Helena, MT · Remote

$40/hr

Overview We are looking for a Financial Advisor to join our team to train AI models. You will ... REMOTE position You'll be able to choose which projects you want to work on You can work on your ...

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 ...

DataAnnotation

Financial Advisor

Richmond, VA · Remote

$40/hr

Job Overview We are looking for a Financial Advisor to join our team to train AI models. You will ... Benefits Full-time or part-time REMOTE position You can choose which projects you want to work on ...

DataAnnotation

Financial Advisor

Providence, RI · Remote

$40/hr

Job Overview We are looking for a Financial Advisor to join our team to train AI models. You will ... Benefits Full-time or part-time REMOTE position You can choose which projects you want to work on ...

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

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

As of Jun 5, 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 (Remote)

RIA Recruiting

Independence, OH • Remote

$100K - $150K/yr

Full-time

Medical, Life, Retirement, PTO

Posted yesterday

Job description

Financial Advisor Tempo Wealth

Location: Independence, OH
Website: TempoWealth.com

Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients.

This position can be hybrid after a training period in the office

Salary & Benefits

  • Salary Range: $100,000 $150,000, commensurate with experience and credentials
  • Company-paid health insurance
  • 401(k) with safe harbor contribution
  • Group life and disability insurance
  • Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer

Key Responsibilities

  • Lead client meetings with the plan to take over client relationships over time
  • Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards
  • Cultivate and maintain strong relationships with clients
  • Understand clients' financial goals and preferences
  • Review and execute on financial planning tasks after client meetings
  • Stay informed on financial market trends and regulatory changes
  • Identify opportunities for client growth and new business

Qualifications

  • Minimum 7 years of experience in an advisory role
  • Excellent written and verbal communication skills, both internally and client-facing
  • Warm communication with clients
  • Ability to speak to prospects and close warm leads
  • Tech-savvy, with the ability to learn quickly
  • Organized and detail-oriented
  • Problem solving and independent worker we do not micromanage
  • CFP or ChFC preferred

Hiring Process

Qualified candidates will begin with a 1530-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.

Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.