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Remote Financial Advisor Trainee Jobs in Colorado

Director of Sales - Tresl

Denver, CO · On-site +1

$120K - $140K/yr

This position owns the training and development of new Finance Advisors (FAs), including onboarding ... Can be 100% remote or if in Denver/Austin can be hybrid. PHYSICAL DEMANDS The physical demands ...

At USAA, our mission is to empower our members to achieve financial security through highly ... USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ...

At USAA, our mission is to empower our members to achieve financial security through highly ... USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ...

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of ... Comfortable working independently and collaboratively in a remote or hybrid team environment. Work ...

Showing results 21-40

Remote Financial Advisor Trainee information

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.

What are popular job titles related to Remote Financial Advisor Trainee jobs in Colorado? For Remote Financial Advisor Trainee jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Trainee jobs in Colorado look for? The top searched job categories for Remote Financial Advisor Trainee jobs in Colorado are:

Manager/Director of Financial Planning & Analysis

Shane Co.

Greenwood Village, CO • On-site, Remote

$183K - $222K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 10 days ago


Shane Co. rating

9.3

Company rating: 9.3 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

1st of 29 rated jewelry retailers


Job description

Overview

The Manager/Director of Financial Planning & Analysis is responsible for leading all financial planning and analysis and treasury, providing owners and the executive leadership team with accurate and timely financial information necessary for making policy and operating decisions. 

Responsibilities

  • Leads the annual budget process, working with all department leaders to 5 - gather input and build consensus.
  • Leads quarterly forecast updates.
  • Leads treasury activities, including cash forecasting and cash reconciliations.
  • Leads financial analytics team and functions as the lead analytical advisor to senior management.
  • Assists in monthly open-to-buy process.
  • Maintains key banking relationships in partnership with CFO.
  • Prepare additional financial and management reporting to support business decisions.
  • Leads marketing analytics team and assists in analytics when necessary.
  • Ad-hoc analysis as needed.
  • Focus on development of staff.

Qualifications

  • Bachelor's degree in finance or equivalent education, certification or experience required.
  • 5 to 7 years of progressive accounting or finance experience required
  • Prior experience in retail required.
  • MBA or CPA strongly preferred.
  • Minimum of 2 years' direct management experience preferred.

Application Deadline: Initial consideration will be given to applications received by August 14, 2026. Applications received after this date may be considered if the position remains open or the application period is extended.

Behavioral Characteristics

The focus of this role is to drive business outcomes and improve the long-term financial performance of the company.  A strong sense of curiosity combined with the ability to influence without authority will contribute to success in this role.  Focusing on data and fact-based analysis to influence the business is required.  This position is a key advisor to the entire leadership team and will need to be able to work with people across all parts of the organization. This role requires ability to think outside of the box and apply new knowledge to ever-changing circumstances.

Work Environment

The primary environment for this role is a combination of an open office and a remote workplace. Considerable business is conducted using the telephone and computer technology. This role is expected to be on-site in Home Office 2 days per week on an ongoing basis. Note that all hybrid and remote work conditions are covered in the Company's current Remote Work Policy and Remote Work Agreement, incorporated here by reference. Travel may be required to stores, conferences or events up to 5% of the time.

Why Work for Shane Co.?

Joining #TeamShaneCo comes with a host of benefits designed to support you and your loved ones- we understand a supportive benefits package is key to a fulfilling work experience. As a family-owned business, we prioritize your well-being, recognizing that our success is a collective effort. Here's what we offer:Compensation and Recognition: We offer a competitive base rate and an opportunity for a yearly bonus.Time off: You'll enjoy a generous time-off package, including 3 weeks of vacation, and an annual float day. We value holidays and are closed on major ones. Plus, you receive a float day and paid volunteer day annually. We also value your work-life balance and keep favorable hours that provide a great retail experience to our customers while respecting your time and well-being.Family-centric benefits: We care about your family, and our benefits extend beyond standard offerings. In times of major illness, you can earn time off at full pay for self or family care. You'll also benefit from paid parental leave, an Employee Assistance Program, and assistance navigating medical complexities.Health and wellness: We value your health and provide you with paid sick time. Additionally, you can access competitive medical, dental, and vision plans, a 401(k) with company match, and flexible spending accounts. You can also enjoy voluntary benefits, including long-term disability, life insurance for dependents, and pet insurance. We also have a dedicated staff member who focuses on well-being and work-life balance, ensuring you thrive professionally and personally.Employee Discount: Enjoy a generous store and online discount, available for you and your family members.Shane Co. serves our customers with an unparalleled standard of excellence. Our people get to share in our customers' milestone moments such as weddings, birthdays, anniversaries, and everything in between.Our goal for you is to give you an employment experience like no other so you wake up and want to come to work every day. If you love being part of a team as well as providing personal attention to every customer, this is the place for you!Base Pay range for this role is $183,000 - $222,000 (Director) or $133,000 - $161,000 (Manager) annually. Your placement in the range is determined through interviews, a review of experience, knowledge, skills, balanced pay with other team members and alignment with geographic market data. Home office base pay ranges are based on the Denver market.  We target most new hire offers toward the lower end of the listed range, but more demonstrated experience, knowledge and skills may result in a higher starting rate.Beyond Base Pay: Home office positions are eligible for consideration for an annual bonus, based on total company performance.  Amounts vary by role and are based on a percentage of eligible earnings for the fiscal year.

Employment Type: FULL_TIME

What Shane Co. employees say

Pay

Hours and flexibility

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