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Remote Finance Advisor Assistant Jobs in Arizona

Career Advisor (Remote)

Phoenix, AZ · Remote

$20.75 - $27.75/hr

Career Advisor- Remote Opportunity (Work from Home) NOTE: Both a cover letter and resume are ... Educate military spouses on the availability of financial assistance resources to assist in ...

Career Advisor (Remote)

Phoenix, AZ · Remote

$20.75 - $27.75/hr

Career Advisor- Remote Opportunity (Work from Home) NOTE: Both a cover letter and resume are ... Educate military spouses on the availability of financial assistance resources to assist in ...

Career Advisor (Remote)

Phoenix, AZ · On-site +1

$20.75 - $27.75/hr

Career Advisor- Remote Opportunity (Work from Home) NOTE: Both a cover letter and resume are ... Educate military spouses on the availability of financial assistance resources to assist in ...

Career Advisor (Remote)

Phoenix, AZ · On-site +1

$20.75 - $27.75/hr

Career Advisor- Remote Opportunity (Work from Home) NOTE: Both a cover letter and resume are ... Educate military spouses on the availability of financial assistance resources to assist in ...

Senior Tax Manager

Chandler, AZ · On-site +1

$160K - $220K/yr

Hybrid and remote flexibility * Long-Term Opportunity for Principal/Partner * Strong work-life ... Manage client relationships and serve as a trusted advisor * Assist with IRS and state tax notices ...

... financial advisors, skilled trades professionals and insurance brokers ... Headquartered in Burlington, MA, with additional office locations and hybrid and remote workers in ...

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Remote Finance Advisor Assistant information

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.

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.
What are popular job titles related to Remote Finance Advisor Assistant jobs in Arizona? For Remote Finance Advisor Assistant jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Remote Finance Advisor Assistant jobs in Arizona look for? The top searched job categories for Remote Finance Advisor Assistant jobs in Arizona are:
What cities in Arizona are hiring for Remote Finance Advisor Assistant jobs? Cities in Arizona with the most Remote Finance Advisor Assistant job openings:

AF557 - Finance Advisor Sept 2026

University of Phoenix

Phoenix, AZ • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago


University Of Phoenix rating

8.4

Company rating: 8.4 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

98th of 617 rated colleges and universities


Job description

Description and Requirements
At the University of Phoenix, we are committed to the future of work by providing a fully remote, work-from-home environment. This strategy enables us to attract top talent nationwide. Are you looking for a rewarding and fulfilling position that offers challenging work and the opportunity to make a significant impact while collaborating with a team of fun, innovative individuals? Would you prefer to work with an organization that positively contributes to the world? If so, we would love to hear from you!
Are you searching for a rewarding, fulfilling position that offers challenging work and the ability to make a big impact while working side-by-side with a team of fun, innovative people? Ideally, would you like this position to be with an organization that makes a positive contribution to the world? If so...we would love to hear from you!
About Us
University of Phoenix is a leading higher education institution founded in 1976 by Dr. John Sperling. Our mission is to improve the lives of our students, their families and future generations through higher education. Our values (which hopefully you share) are: Brave. Honest. Focused.
Our University values and embraces all team members and their unique perspectives. We fundamentally believe in fostering an environment which deeply respects, celebrates, and actively encourages a diverse workforce. We are committed to hiring - and learning from - those who share our passion to help others achieve their educational aspirations.
We offer excellent benefits, an effective recognition program, and outstanding learning and development tools, including tuition vouchers for employees and their qualified family members.
About the Position
A Finance Advisor uses one or more communication channels, such as inbound calls, outbound calls or written correspondence, to communicate with students via assigned channel(s) and complete work items. An individual researches students' financial aid accounts and provides explanations of financial aid processes and account management throughout the student lifecycle to provide an optimal customer experience related to education financing. As needed, an individual appropriately de-escalates situations with students who have questions and/or issues with their financial aid and effectively resolves any issues.
A Finance Advisor conducts research regarding students' finance needs and related issues, determines the best course of action to communicate to the student and ensures that financial aid processes are completed in accordance with established guidelines. Additionally, an individual may be required to complete other job duties as business needs dictate.
About You
  • You are known for your attention to detail and have a strong commitment to complete tasks on time.
  • You thrive in an environment that has established guidelines and you have resources to support your success.
  • You are a natural problem solver.
  • You have excellent communication skills.
  • You thrive in an environment that is supportive with continuous feedback from peers and leaders.

IMPORTANT: You must reside in one of the following states: AZ, OR, ID, MT, NM, NV, UT, WY, TX
Schedule: The role starts on September 28th. This position will work 8:00am - 5:00pm AZ standard time during the first 12 weeks of training. After that, the position is expected to be 10:00am - 7:00pm in your time zone.
What You'll Do
  1. Perform and manage multiple system-delivered tasks efficiently and effectively to maximize availability for all inbound and outbound student inquiries, while meeting the department's standards for productivity and quality. Based on business need, assist other channel teams to ensure all work items are completed on a timely and accurate basis.
  2. Evaluate students' accounts to explore financial aid solutions that assist students in attaining their educational goals; effectively analyze complex students' financial aid situations and communicate findings with students in a way that is easily comprehendible.
  3. Educate and assist prospective and/or current students regarding policies and requirements for selected financial aid options, including federal student financial aid.
  4. Facilitate the timely and accurate processing of federal student financial aid and ensure compliance with established regulations, University policies, procedures, and guidelines. Proactively identify potential bottlenecks within the student finance process and initiate steps to resolve those bottlenecks (next issue avoidance).
  5. Collaborate with Enrollment, Academic Counseling and other internal departments as needed to ensure a positive student experience.
  6. Adhere to Financial Services quality guidelines which are subject to change.
  7. Be available to work daily shifts in accordance with assigned full-time (40-hour) work schedule. Occasional overtime may be required as business needs dictate.
  8. Perform other duties as required or apparent.

NOTE: The Primary Accountabilities above are intended to describe the general content and requirements of the position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or most of the Primary Accountabilities listed above. Specific goals or responsibilities will be documented in incumbents' performance objectives as outlined by the incumbents' immediate manager.
Supervisory Responsibilities
None
#LI-Remote
Minimum Education and Related Work Experience
  • High School Diploma or Equivalent

Additional Qualifications
  • Prior experience in an educational environment, particularly financial aid advisement, operations, or other student-facing roles
  • Prior experience in a customer/client-service oriented call center with a queued phone system environment
  • General knowledge of the higher education industry and Title IV funding
  • Ability to handle escalated communication and appropriately de-escalate
  • Computer proficiency with an ability to learn and navigate multiple proprietary software applications
  • Excellent communication skills with an ability to accurately convey financial aid information through assigned channel(s)
  • Able to perform multiple tasks accurately, efficiently and effectively
  • Self-motivated with an ability to work independently when required and collaborate in a team environment as appropriate.

IMPORTANT: You must reside in one of the following states: AZ, OR, ID, MT, NM, NV, UT, WY, TX
Schedule: The role starts on September 28th. This position will work 8:00am - 5:00pm AZ standard time during the first 12 weeks of training. After that, the position is expected to be 10:00am - 7:00pm in your time zone.
University of Phoenix is an equal opportunity employer.
If you are an active-duty military member seeking employment when off-duty, compliance with Department of Defense Joint Ethics Regulation, 5500-7-R, is required prior to starting employment with University of Phoenix. You are advised to contact your base Judge Advocate General to seek such approval and answer any questions.
Pay Range
The hourly pay rate range is $17.36 (minimum), $27.31 (midpoint), and $37.26 (maximum). The annualized amount, not including eligible overtime pay, is $36,100 (minimum), $56,800 (midpoint), and $77,500 (maximum).*
*Typical hiring range is between the minimum and midpoint of the above pay range. Actual starting base pay may vary based on factors such as education, experience, skills, location and budget. Compensation above the midpoint is generally associated with experienced, long-tenured employees who have demonstrated sustained performance and expertise in the role.
Your work is critical to helping adult learners achieve their dreams, and we're committed to rewarding you for your efforts. We offer a competitive, comprehensive total rewards package designed to help you achieve your health, financial, educational and work-life balance goals.
Full-time employees are eligible for:
  • Medical, dental and vision plans; Flexible Spending Accounts; Health Savings Accounts; Life and Disability insurance; and our Wellness incentive program;
  • Competitive 401(k) employer match;
  • Substantial tuition discount for you and eligible dependents; and,
  • A generous time off package, including paid vacation, sick time and company holidays.*

*For more details around paid time off benefits, please click here.
Application Deadline is 08/03/2026.

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