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Remote Finance Advisor Assistant Jobs (NOW HIRING)

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... remote - KS This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, ...

Drivetrain is a remote-first company headquartered in the San Francisco Bay Area. Founded in 2021 ... You'll assist our customers in developing templates and models for their unique business within ...

Drivetrain is a remote-first company headquartered in the San Francisco Bay Area. Founded in 2021 ... You'll assist our customers in developing templates and models for their unique business within ...

Financial Advisor

Fort Wayne, IN ยท On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Financial Advisor

Chicago, IL ยท On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Financial Advisor

New Orleans, LA ยท On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Financial Advisor

Colorado City, TX ยท On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Financial Advisor

Canton, OH ยท On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Financial Advisor

Cleveland, OH ยท On-site +1

$90K - $120K/yr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and ...

Description We are looking to expand our team of financial advisors in a fully remote environment!! This position is a Financial Advisor (part-time or full-time). Through our in-depth training ...

Financial Aid Advisor Apply your active listening and problem-solving skills to carve a path for new students on their journey through the financial aid process. You will connect via phone, email ...

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Remote Finance Advisor Assistant information

See salary details

$28.5K

$54.2K

$91K

How much do remote finance advisor assistant jobs pay per year?

As of Aug 3, 2026, the average yearly pay for remote finance advisor assistant in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.

How much do remote financial advisors make?

Remote financial advisors typically earn between $50,000 and $100,000 annually, with experienced professionals or those managing larger portfolios earning higher salaries. Compensation often includes base pay plus commissions or performance bonuses, and many roles require relevant certifications such as the CFP or CFA.

How does a Remote Finance Advisor Assistant typically collaborate with financial advisors and clients?

As a Remote Finance Advisor Assistant, you will frequently partner with financial advisors to prepare client documents, schedule meetings, and manage client communications. Most interactions occur via digital tools like video conferencing, secure messaging, and shared document platforms. You may also be responsible for gathering client information, processing forms, and ensuring that all compliance requirements are met. Effective communication and attention to detail are essential, as you act as a bridge between clients and advisors, helping to ensure a smooth client experience.

What are the key skills and qualifications needed to thrive as a Remote Finance Advisor Assistant, and why are they important?

To thrive as a Remote Finance Advisor Assistant, you need a solid understanding of financial principles, administrative support skills, and often a relevant degree or coursework in finance or business. Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Strong organizational abilities, attention to detail, and effective virtual communication are standout soft skills for this role. These competencies ensure you can efficiently support advisors and clients, maintain data accuracy, and uphold professionalism in a remote work environment.

Can financial advisors make $500,000 a year?

Financial advisors can potentially earn $500,000 or more annually, especially those with extensive client portfolios, specialized expertise, or working in high-net-worth markets. Achieving this level of income often requires advanced certifications, strong client relationships, and a high volume of assets under management. Income varies widely based on experience, location, and firm size.

Can I work from home as a financial advisor?

Remote finance advisor assistants can often work from home, especially if their employer allows telecommuting and provides necessary tools like secure communication platforms and financial software. The role typically involves client communication, data analysis, and report preparation, which can be performed remotely with proper certifications and compliance with confidentiality standards.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, managing schedules, and gathering financial data. They often use financial planning software and need strong organizational and communication skills to help with client inquiries and administrative tasks. This role typically requires attention to detail and knowledge of financial concepts.

What is a Remote Finance Advisor Assistant?

A Remote Finance Advisor Assistant is a professional who works remotely to support financial advisors in their daily tasks. Their duties often include managing client communications, scheduling meetings, preparing financial documents, conducting research, and assisting with account management. By handling administrative and basic financial tasks, they allow financial advisors to focus more on providing expert advice to clients. This role requires strong organizational, communication, and technical skills to operate effectively in a virtual environment.
More about Remote Finance Advisor Assistant jobs
What cities are hiring for Remote Finance Advisor Assistant jobs? Cities with the most Remote Finance Advisor Assistant job openings:
What states have the most Remote Finance Advisor Assistant jobs? States with the most job openings for Remote Finance Advisor Assistant jobs include:
What job categories do people searching Remote Finance Advisor Assistant jobs look for? The top searched job categories for Remote Finance Advisor Assistant jobs are:
Infographic showing various Remote Finance Advisor Assistant job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 14% In-person, and 86% Remote job distribution, with an average salary of $54,245 per year, or $26.1 per hour.

Project Finance Advisor

ProSidian Consulting

Washington, DC โ€ข On-site, Remote

Full-time

Re-posted 22 days ago


Job description

Company Description

ProSidian is a Management and Operations Consulting Services firm that delivers value to clients through tailored solutions grounded in industry-leading practices. ProSidian provides enterprise services/solutions for Risk Management, Compliance, Business Process, IT Effectiveness, Engineering, Environmental, Sustainability, and Human Capital. We help forward-thinking clients solve problems and improve operations.ย  Launched by Management Consultants, our multidisciplinary teams bring together the talents of global professionals to complete a wide range of engagements for public and private, defense and civilian government, and non-profit organizations.ย  Our solution-centric services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value. Learn More About ProSidian Consulting at www.ProSidian.com.

Job Description

ProSidian Seeks a Project Finance Advisor | Project Finance & Credit Evaluation Support [DOE0068068] for Program Support on a Exempt 1099 Contract: No Overtime Pay Basis Remote (within USA - W/ On-Site Meetings Expected) in The CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States) Area Clearance Designation(s): STD Background Chk Contract Contingent, generally located across the CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States) Across The District of Columbia / Nationwide (Remote Project Support Across the United States) - Independent Engineering Advisory Services are typically performed remotely and at project sites nationwide. Region supporting a a department within the US Department of Energy [The Loan Programs Office (LPO)] that provides attractive debt financing for high-impact, large-scale energy infrastructure projects in the United States.

The Project Finance Advisor | Project Finance & Credit Evaluation Support [DOE0068068] is aligned with GSA Labor Category: Program Manager.

We seek Project Finance Advisor | Project Finance & Credit Evaluation Support [DOE0068068] candidates with relevant Energy Industry (Oil, And Gas/Power, And Utilities) Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Energy Industry (Oil, And Gas/Power, And Utilities) Sector Clients such as DOE.

JOB OVERVIEW

Provide services and support as a Project Finance Advisor [Independent Engineering (IE) Advisory Services] aligned with the Project Finance & Credit Evaluation Support Functional Area / Swim Lane / Category Discipline in the Energy Industry (Oil, And Gas/Power, And Utilities) Industry Sector focussing on RM | Risk Management Solutions for clients such as U.S. Department of Energy (DOE) | DOE Energy Dominance Financing (EDF) Program Generally Located In CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States) and across the District of Columbia / Nationwide (Remote Project Support Across the United States) - Independent Engineering Advisory Services are typically performed remotely and at project sites nationwide. Region (Of Country/World) Remote (within USA - W/ On-Site Meetings Expected).

ย Serves as a Project Finance Advisor within the Project Finance & Credit Evaluation Support swim lane, delivering bankable, technically defensible Independent Engineering advisory services by converting discipline-specific engineering, construction, compliance, operating, commercial, and risk findings into lender-ready due diligence, monitoring, certification, and decision-support outputs.

Serve as a Project Finance Advisor - Project Finance & Credit Evaluation Support Specialist (Labor Category: Program Manager II) to provide Project Finance & Credit Evaluation Support Governance / Operations as part of an as part of an Independent Engineering (IE) Advisory Services | Energy Dominance Financing (EDF) Advisory / Technical Due Diligence / Credit Evaluation / Lifecycle Monitoring Team that provides Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services.ย  This includes activities that address and Engineering support to loan underwriting services support Energy Dominance Financing (EDF) Independent Engineering (IE) Advisory requirements by linking independent engineering findings to loan underwriting, credit risk evaluation, Conditions Precedent validation, disbursement readiness assessments, and financing decisions. Through technical due diligence, construction and operational risk assessments, and lifecycle performance evaluations, these services provide lenders and stakeholders with objective analyses of project feasibility, execution risk, operational reliability, and long-term debt-service viability, supporting informed credit decisions, financing approvals, and independent engineering assurance throughout the project lifecycle.

RESPONSIBILITIES AND DUTIES - Project Finance Advisor | Project Finance & Credit Evaluation Support [DOE0068068]

Provides Independent Engineering advisory support for Energy Dominance Financing (EDF) Program technical due diligence, credit evaluation, lifecycle monitoring, and assurance activities, with emphasis on project finance strategy, underwriting support, risk allocation, financing decisions, and lender interface. Reviews project documentation, evaluates technical and commercial interfaces, identifies risks and mitigations, validates assumptions, supports conditions precedent and disbursement readiness reviews where applicable, and prepares defensible work products including financing memos, credit committee inputs, risk allocation summaries, sensitivity cases, and advisory recommendations. Coordinates with engineering, finance, legal, construction, operations, environmental, HSE, and project controls stakeholders to support timely lender and DOE decision-making.

The role(s) are located in the District of Columbia / Nationwide (Remote Project Support Across the United States) - Independent Engineering Advisory Services are typically performed remotely and at project sites nationwide. Region, at or near CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States).ย  Initially identified Work Site Address (Remote (within USA - W/ On-Site Meetings Expected):ย  1000 Independence Avenue SW, Washington, DC 20585

Qualifications

Desired Qualifications For Project Finance Advisor | Project Finance & Credit Evaluation Support [DOE0068068] Candidates:

15+ years of progressive energy infrastructure, engineering advisory, project finance, program management, or independent engineering experience; 5+ years leading multidisciplinary teams, client delivery, and senior stakeholder engagement for federal, lender, or owner-side programs.

Education / Experience Requirements / Qualifications

Bachelor's degree in finance, economics, engineering, accounting, business, infrastructure finance, or related field. MBA, CFA, PMP, CPA, or project finance credentials preferred.

15+ years of progressive energy infrastructure, engineering advisory, project finance, program management, or independent engineering experience; 5+ years leading multidisciplinary teams, client delivery, and senior stakeholder engagement for federal, lender, or owner-side programs.

Skills Required

Primarily focused on Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services initiatives and aligned with Program Support activities Project Finance & Credit Evaluation Support Functional Area Activities.ย 

Independent engineering review; U.S. Department of Energy (DOE) Loan Programs Office (LPO) - Style documentation discipline; technical due diligence; risk assessment; project finance strategy, underwriting support, risk allocation, financing decisions, and lender interface; data room review; information request tracking; report writing; Excel-based analysis; stakeholder coordination; and clear presentation of findings for credit, construction, monitoring, and certification decisions.

Competencies Required

  • Technical judgment; independence and objectivity; analytical rigor; attention to detail; defensible documentation; client service orientation; cross-functional collaboration; issue escalation; quality mindset; schedule discipline; and ability to translate technical evidence into actionable risk, compliance, and financing implications.

Ancillary Details Of The Roles

  • Ancillary role detail: may participate in data room reviews, borrower/contractor interviews, site observations, monthly monitoring meetings, risk register updates, CP evidence reviews, draw package checks, issue closure tracking, and preparation of Independent Engineer reports for DOE, LPO, credit, and program governance stakeholders.
  • The DOE Energy Dominance Financing (EDF) Program represents DOE/LPO-supported financing and lifecycle oversight activities for large-scale U.S. energy infrastructure projects, requiring independent engineering, technical due diligence, credit evaluation, construction monitoring, operational performance assessment, and risk management services to support financing decisions and protect government lending interests throughout the project lifecycle.ย  DOE financing activities that support U.S. energy infrastructure, energy security, domestic production, and strategic energy investments. The financing authority itself would typically be administered through the DOE Loan Programs Office (LPO).
  • The Loan Programs Office (LPO) is the financing arm of the U.S. Department of Energy, responsible for providing Direct loans, loan guarantees, credit assistance, and project finance support for large-scale energy and infrastructure projects in the United States.ย  The LPO evaluates projects from Technical, Engineering, Financial, Commercial, Environmental, Regulatory, Construction, and Operational perspectives before financing decisions are made.ย 
  • Independent Engineering (IE) Advisory Services are needed for complex energy projects. DOE/LPO frequently requires independent technical reviews similar to those used by commercial lenders, export credit agencies, multilateral development banks, and institutional project finance investors.ย  An EDF-style Independent Engineering engagement could include:
  • - Upstream Oil & Gas (Exploration and production | Reservoir development | Drilling programs)
  • - Midstream (Pipelines | Compression facilities | LNG infrastructure | Storage terminals)
  • - Downstream (Refineries | Petrochemical facilities | Processing plants)
  • - Power & Utilities (Generation facilities | Transmission infrastructure | Grid modernization | Energy storage)

Other Details

Role supports NAICS 541330 Engineering Services for Energy Dominance Financing (EDF) Program/Loan Programs Office (LPO) energy infrastructure financing, with work performed for high-impact oil and gas, power, utilities, and infrastructure projects. Outputs must be independent, traceable to source evidence, suitable for lender review, and aligned with technical due diligence, construction monitoring, EPC oversight, completion certification, operations monitoring, and long-term debt-service viability assessment needs.

#TechnicalCrossCuttingJobs #Energy Industry (Oil, And Gas/Power, And Utilities) #Jugaad #Copitas #AskWhy #Zakat #PokaYoke #AskidaEmek

Additional Information

As a condition of employment, all employees must meet the requirements of their roles: establish, manage, pursue, and achieve annual goals and objectives with Documented Goals for each of the firm's Eight ProSidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and support all business development and other efforts on behalf of ProSidian.

Eight ProSidian Global Competencies

  1. Personal Effectiveness - The ability to manage tasks, time, and relationships efficiently, achieving consistent, impactful results.
  2. Continuous Learning - Ongoing pursuit of knowledge, skills, and adaptability to remain relevant, competent, and professionally competitive.
  3. Leadership - Inspiring, guiding, and motivating others toward shared goals, fostering accountability, collaboration, and strategic organizational success.
  4. Client Service - Delivering responsive, high-quality solutions that address client needs, build trust, and strengthen long-term partnerships.
  5. Business Management - Coordinating people, processes, and resources to achieve strategic objectives, operational efficiency, and sustainable organizational performance.
  6. Business Development - Identifying, pursuing, and securing growth opportunities through strategic relationships, market insight, and innovative solutions.
  7. Technical Expertise - Applying specialized knowledge, analytical skills, and practical experience to solve complex problems with accuracy.
  8. Innovation & Knowledge Sharing (Thought Leadership) - Generating creative solutions, sharing insights, and influencing industry direction through expertise, collaboration, and continuous improvement.

------------ --------------- ------------

OTHER REQUIREMENTS

  • Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office.ย  The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word; proficient with Adobe Acrobat, data analytics tools, and Visio; and able to quickly learn other tools as needed.
  • Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office.ย  The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word; proficient with Adobe Acrobat, data an...

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About ProSidian Consulting

Sourced by ZipRecruiter

ProSidian is a management and operations consulting firm with a reputation for its strong national practice spanning six solution areas including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Talent Management. We help clients improve their operations. Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through design and execution of operations core to delivering value to customers. Visit www.ProSidian.com or follow the company on Twitter at www.twitter.com/ProSidianfor more information.

Industry

Business schools and computer and management training

Company size

11 - 50 Employees

Headquarters location

Charlotte, NC, US

Year founded

2004

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