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Remote Financial Advisor Development Program Jobs in Hempstead, NY

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Remote Financial Advisor Development Program information

See Hempstead, NY salary details

$37.4K

$106.2K

$149.8K

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 Hempstead, NY is $106,212.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,000.00 and $136,200.00 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 Hempstead, NY?

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

What job categories do people searching Remote Financial Advisor Development Program jobs in Hempstead, NY look for?

The top searched job categories for Remote Financial Advisor Development Program jobs in Hempstead, NY are:

What cities near Hempstead, NY are hiring for Remote Financial Advisor Development Program jobs?

Cities near Hempstead, NY with the most Remote Financial Advisor Development Program job openings:

Remote | FP&A & Treasury Finance Specialist $75-$115/hour

24-MAG LLC

Manhattan, NY โ€ข On-site, Remote

$75 - $115/hr

Part-time

Posted 4 days ago


Job description

Specialised Part-Time Consulting OpportunityWe are sharing a specialised part-time consulting opportunity for experienced FP&A and treasury professionals with hands-on expertise in financial planning, forecasting, cash management, variance analysis, and financial modelling.This role supports an advanced AI initiative focused on translating real-world corporate finance and treasury workflows into structured evaluation materials. Selected professionals will create realistic planning and cash-management scenarios, review model-generated outputs, assess assumptions and calculations, and provide detailed feedback that improves financial reasoning across FP&A and treasury tasks.Key ResponsibilitiesFinancial Planning & ForecastingDesign realistic scenarios involving operating budgets, annual plans, and rolling forecastsDevelop tasks reflecting revenue, expense, headcount, and departmental planning processesEvaluate forecast assumptions, model logic, and financial conclusionsIdentify inconsistencies, unsupported inputs, and gaps in planning methodologyVariance Analysis & Management ReportingCreate and review flux and variance analyses across actual, budget, and forecast resultsAssess explanations for financial performance and key business driversEvaluate the accuracy, clarity, and usefulness of management commentaryIdentify material trends, risks, and opportunities requiring further analysisTreasury & Cash ManagementDevelop scenarios involving 13-week cash flow forecasts and daily cash positioningReview bank administration, liquidity planning, and cash-management activitiesAssess FX revaluation calculations and foreign-currency exposureEvaluate debt schedules, covenant compliance, and related treasury reportingFinancial Model & AI Output EvaluationCreate formula-driven financial models reflecting practical FP&A and treasury workflowsReview and compare model-generated outputs for calculation accuracy and sound judgmentAssess whether assumptions are realistic, consistent, and appropriately supportedProvide clear written feedback explaining errors, strengths, and required improvementsCollaborate asynchronously with research and quality-review teamsIdeal ProfileStrong candidates may have:Professional experience in corporate FP&A, treasury, cash management, or financial planningHands-on experience with budgeting, forecasting, variance analysis, and management reportingStrong financial-modelling skills, including formula-driven spreadsheet modelsExperience preparing cash flow forecasts, liquidity analyses, or daily cash positionsFamiliarity with debt, covenant compliance, bank administration, and FX exposureExperience within a mid-sized or larger corporate finance organisationExcellent written communication and close attention to detailAbility to work independently within an asynchronous project environmentEducational BackgroundA bachelor's degree in finance, accounting, economics, business, or a related discipline is highly relevantAn MBA or advanced finance qualification may strengthen an applicationCertified Treasury Professional credentials may be valuable for treasury-focused candidatesEquivalent senior-level experience in FP&A, treasury, or corporate finance may also be consideredNice to HaveCertified Treasury Professional certificationExperience supporting executive, board, or investor reportingFamiliarity with treasury management systems, ERP platforms, or planning softwareBackground in working-capital analysis and liquidity optimisationExperience with multi-entity, multi-currency, or international finance operationsKnowledge of banking relationships, credit facilities, and debt compliancePrevious involvement in task writing, rubric development, structured evaluation, or AI training-data workExperience reviewing financial models or analyses prepared by other professionalsWhy This OpportunityApply practical FP&A and treasury expertise to advanced AI evaluation workDevelop realistic scenarios grounded in corporate planning and cash-management practiceInfluence how AI systems reason through financial assumptions, models, and forecastsReview challenging outputs involving budgets, liquidity, variance analysis, and treasury operationsParticipate in flexible remote work with competitive hourly compensationContract DetailsIndependent contractor roleFully remote with flexible schedulingCompetitive rates between $75โ€“$115 per hour depending on expertise and project scopeThe application process may include a resume or professional-experience summaryApplicants may be asked to describe their finance specialties, practice areas, and certificationsSelected candidates may complete a brief sample taskWeekly payments via Stripe or WiseWork may include scenario development, financial-output evaluation, written feedback, and quality calibrationProjects may be extended, shortened, or adjusted depending on scope and performanceWork will not involve access to confidential or proprietary information from any employer, client, or institutionAbout the PlatformThis opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: https://www.24-mag.com/privacy-policy.