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Remote Financial Advisor Trainee Jobs in Connecticut

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Financial Controller

Stamford, CT · On-site +1

$135K - $145K/yr

  • Medical

  • Retirement

  • PTO

Remote (Stamford, CT) Reports To: CEO Who We Are Icon Health is a leading provider of value-based ... advise CEO/board, implement systems, drive continuous improvement. * Oversee all accounting ...

Accounting Fly

Remote Tax Manager

Stafford, CT · Remote

$150K - $170K/yr

  • Medical

  • Retirement

  • PTO

Job Title: Remote Tax Manager Job ID: 1050602 Date Posted: July 28, 2026 Employment Type ... Review financials to identify missed planning opportunities and advise on entity structuring and ...

Vineyard Vines

Senior Analyst, FP&A - Corporate

Stamford, CT · On-site +1

$91K - $113K/yr

  • Medical

  • Life

  • Retirement

Act as a trusted advisor to senior leaderships, partnering together to develop Annual Budgets and ... Translate complex financial data into actionable operational strategies, proactively identifying ...

Enterprise

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

iCapital

Corporate Finance, FP&A - Associate

Greenwich, CT · On-site +1

$85K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The FP&A Associate will report into Firmwide FP&A,Vice President. Responsibilities * Support the budgeting and forecasting of the firm's consolidated key financial performance indicators, with ...

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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.

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Cities in Connecticut with the most Remote Financial Advisor Trainee job openings:

Remote Financial Advisor Trainee jobs near you

Entry-Level Investment & Protection Advisor (Remote)

Traction Forge Financial

New Haven, CT • On-site, Remote

Part-time

Re-posted 27 days ago

Job description

At Traction Forge Financial, powered by the strength of GFI (Global Financial Impact), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions. We are committed to making financial education accessible to people from all walks of life while empowering clients to make informed and confident financial decisions.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals.

We are currently seeking motivated, growth-minded individuals to join our expanding team as Entry-Level Financial Professionals. This opportunity is ideal for candidates who are coachable, people-oriented, and passionate about helping others succeed financially while building a rewarding career of their own.

No prior experience in financial services is required. Through our comprehensive training and mentorship program, you will develop the skills and confidence needed to work with individuals, families, and business owners in areas such as:

Retirement Planning
Wealth Accumulation Strategies
College Planning
Investments
Insurance and Protection Solutions
Financial Goal Setting and Planning

You will learn how to conduct professional financial consultations, build personalized financial game plans, and educate clients on strategies designed to help them move closer to their financial goals.

Whether you are looking to transition into a new full-time career, earn supplemental part-time income, or develop valuable leadership and business skills, Traction Forge Financial offers flexible scheduling, ongoing mentorship, and opportunities for long-term growth and advancement.

If you are driven, service-focused, and excited about building meaningful relationships while making a positive impact in the lives of others, we invite you to explore a future with Traction Forge Financial.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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