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Remote Financial Advisor Development Program Jobs in New York

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Remote Financial Advisor Development Program information

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$39.4K

$111.7K

$157.5K

How much do remote financial advisor development program jobs pay per year?

As of Aug 22, 2026, the average yearly pay for remote financial advisor development program in New York is $111,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,100.00 and $143,300.00 per year, depending on experience, location, and employer.

What is a Remote Financial Advisor Development Program?

A Remote Financial Advisor Development Program is a structured training initiative designed to prepare individuals for careers as financial advisors, allowing them to learn and work from remote locations. These programs typically combine virtual classroom instruction, mentorship, and hands-on client interaction to build knowledge in financial planning, investment strategies, and client relationship management. Participants often receive guidance from experienced professionals, study for licensing exams, and develop skills to provide personalized financial advice to clients. The remote format offers flexibility while maintaining rigorous training standards. Graduates of these programs are usually well-prepared to begin advising clients and growing their financial services careers.

What are the key skills and qualifications needed to thrive in a Remote Financial Advisor Development Program, and why are they important?

To excel in a Remote Financial Advisor Development Program, you need a solid understanding of financial planning, investment strategies, and typically a bachelor's degree in finance, business, or a related field. Familiarity with CRM platforms, financial analysis software, and industry certifications like Series 7 or CFP are often required. Outstanding interpersonal skills, self-motivation, and strong communication help you build client trust and succeed in a remote environment. These abilities ensure you can deliver effective financial solutions while maintaining compliance and building lasting client relationships.

What are the main challenges faced by participants in a Remote Financial Advisor Development Program, and how can they be addressed?

Participants in a Remote Financial Advisor Development Program often face challenges such as building client relationships virtually, staying self-motivated, and adapting to digital tools for financial planning. It's important to proactively engage with mentors, leverage online training resources, and schedule regular check-ins with peers and managers to maintain accountability and support. Embracing technology and developing strong communication skills are key strategies to succeed and grow in this remote environment.

What is the difference between Remote Financial Advisor Development Program vs Remote Financial Planner?

AspectRemote Financial Advisor Development ProgramRemote Financial Planner
CertificationsTypically requires Series 7, Series 66, or CFP certificationOften requires CFP certification; Series 7/66 may be preferred
Work EnvironmentStructured training programs, mentorship, and rotational assignmentsClient-facing, advisory sessions, and portfolio management
Employer & Industry UsageFinancial services firms, banks, and advisory firmsIndependent or firm-based financial planning practices
Search & Comparison IntentFocus on entry-level development programs for aspiring advisorsSeeking experienced or independent financial planning roles

The Remote Financial Advisor Development Program is designed for individuals starting their careers, offering structured training and mentorship. In contrast, a Remote Financial Planner typically provides direct financial advice to clients, often with more experience and client management responsibilities. Both roles require relevant certifications, but their focus and work environment differ significantly.

What are popular job titles related to Remote Financial Advisor Development Program jobs in New York?

For Remote Financial Advisor Development Program jobs in New York, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor Development Program jobs in New York look for?

The top searched job categories for Remote Financial Advisor Development Program jobs in New York are:

What cities in New York are hiring for Remote Financial Advisor Development Program jobs?

Cities in New York with the most Remote Financial Advisor Development Program job openings:

Senior Financial Analyst, Finance Operations (Remote)

North American Partners in Anesthesia

Melville, NY • Remote

$88K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago


North American Partners in Anesthesia rating

7.9

Company rating: 7.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

Melville,NY - USA

Position Requirements

Senior Financial Analyst, Finance Operations (Senior Analyst FP&A)

Remote with travel for connection weeks and as-needed internal meetings

Position Summary

This role is the finance lead for a designated RVP region, partnering directly with the Regional Vice President(s) of Operations and their Client Services teams. It owns forecasting, budgeting, month-end consolidated reporting, pro forma modeling, and KPI analysis for the region, and acts as the trusted financial advisor to the RVP(s) - turning operational performance into insight that shapes decisions, not just reporting on results after the fact. The RVP(s) hold accountability for the region's P&L; this role is the finance authority who informs and drives those results and is accountable for the accuracy and timeliness of the region's financial deliverables. The role operates with a high degree of autonomy, works cross-functionally within Finance and across the broader organization, and supports Workday Adaptive Planning, the enterprise FP&A platform.

PRIMARY RESPONSIBILITIES:

Forecasting & Budgeting

  • Owns the region's forecasting cycle and annual budget process, partnering with the RVP(s) and Client Services to produce accurate, timely projections and to make the process more efficient each cycle.

Month-End Close & Consolidated Reporting

  • Oversees monthly financial operations for the region - consolidated reporting, reconciliation, accruals, and payroll and expense review - ensuring an accurate, timely close.
  • Prepares the monthly executive-level financial review, citing the key drivers behind results (volume, operational, seasonal, and other metrics), and presents to the RVP(s) and C-level leadership.

Decision Support & Business Partnership

  • Serves as the trusted finance advisor to the region's RVP(s), meeting regularly to set priorities and influence operational decisions with recommendations grounded in analysis.
  • Owns the region's financial deliverables end to end, working with minimal oversight and holding the team to accurate, on-time output.
  • Identifies financial risks and underperformance early and partners with Client Services to build and execute turnaround plans.

Pro Forma & Financial Modeling

  • Builds pro forma models, scenarios, and strategic analyses to support operational decisions, new and expanding practices, and regional planning.

KPI Analysis & Reporting

  • Tracks practice- and unit-level performance across the region - patient volume, provider productivity, revenue and cost per unit, and practice-level margin - and identifies the operational drivers behind the trends.
  • Builds the comparative analysis and dashboards that let the RVP(s) and operators benchmark practices against each other and against plan, flag outliers, and prioritize where to intervene.
  • Connects monthly variance analysis back to these operating metrics, so financial results are explained in terms of what actually happened in the practices.

Cross-Functional Partnership & Process Improvement

  • Acts as the region's finance point of contact across Corporate Accounting, Revenue Cycle Management, Client Services, and Business Development.
  • Champions process improvements that address regional pain points, in partnership with Corporate FP&A and Finance leadership.
  • Prepares ad-hoc analyses and reporting as requested.

REQUIRED QUALIFICATIONS:

  • Bachelor's degree in finance or accounting.
  • 5+ years in operations finance and/or FP&A.
  • Advanced Excel and financial modeling skills.
  • Strong analytical skills, with the ability to interpret results and present conclusions and opportunities to senior leadership.
  • Excellent written, verbal, and presentation skills, with the ability to make complex financial information clear to non-finance audiences.
  • Experience partnering cross-functionally with operational and business leaders.
  • Ability to work autonomously, manage competing priorities, and deliver accurate work under tight deadlines.

PREFERRED QUALIFICATIONS:

  • Healthcare or multi-site services experience.
  • Workday Adaptive Planning (Adaptive) and Workday experience.
  • Advanced model building.
  • AI automation: Power BI and Claude to automate recurring workflows and to work through metrics, processes, and communication - treating Claude as a thought partner for understanding the numbers and explaining them clearly.

Software

  • Advanced Excel; proficiency in PowerPoint and Word.
  • Experience with financial and accounting reporting systems.

TOTAL REWARDS:

  • Salary: $88,000 - $120,000 annually

Generous benefits package, including:

  • Paid Time Off
  • Health, life, vision, dental, disability, and AD&D insurance
  • Flexible Spending Accounts / Health Savings Accounts
  • 401(k)
This high-impact role will be responsible for supporting the Financial Planning and Analysis (FP&A) team. This will include supporting actionable analyses and reporting for the Corporate FP&A group and working cross-functionally within Finance and the broader organization. This role will also support Adaptive Insights, the enterprise FP&A toolkit.

EEO Statement

North American Partners in Anesthesia is an equal opportunity employer.


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About North American Partners in Anesthesia

Sourced by ZipRecruiter

North American Partners in Anesthesia (NAPA) is a well-regarded name in the healthcare industry, with its headquarters based in Melville, NY, US. As suggested by its name, the company specializes in providing anesthesia services. The firm was established in 1986, with a primary commitment to ensure the highest quality patient care through strong leadership in anesthesia and industry-leading processes. NAPA operates with a mission to deliver the finest anesthesia care in the nation by fostering a culture that prioritizes quality, efficiency, communication, and patient safety.

Industry

Health care and social assistance

Company size

201 - 500 Employees

Headquarters location

Melville, NY, US

Year founded

1986

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