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Remote Financial Advisor Trainee Jobs in Connecticut

ASSA ABLOY

Senior Financial Analyst

New Haven, CT · On-site +1

$86K - $107K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This role supports financial reporting, budgeting, forecasting, month-end close activities, business analysis, OneStream reporting, Excel-based reports using OneStream queries, and preparation of ...

Gartner

Sr Financial Analyst

Stamford, CT · On-site +1

$91K - $113K/yr

  • Retirement

  • PTO

The Senior Financial Analyst, FP&A, supports the Information Technology (IT) Business Unit by providing financial analysis, forecasting, and reporting to help guide decision-making and manage ...

Laticrete International, Inc.

Director, Legal

Bethany, CT · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... legal advisor for Laticrete International and its affiliates, reporting directly to the CFO This ... This position is a remote role that will be required to travel globally as needed. ESSENTIAL DUTIES ...

Sbdinc

Manager, Business Process & Controls

New Britain, CT · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manager, Business Process & Controls - Remote Remote, USA Come build something that matters. It ... Mentor : Advise business of effective controls and assist in the remediation of control ...

Finalsite

Associate General Counsel

Glastonbury, CT · On-site +1

LOCATION 100% Remote - Anywhere within the US RESPONSIBILITIES • Serve as a trusted legal advisor ... Partner with Sales, Finance, Technology, Product, HR, Operations, and other functions to ...

State Street Global Advisors

Consultant, Officer

Stamford, CT · On-site +1

$70K - $118K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Advise on best practices regarding the implementation and operation of Charles River solutions and ... field such as Finance, Mathematical Finance, Economics, Engineering, or Computer Science. An ...

CDK

Lead Accountant, Consolidations and Reporting

Hartford, CT · Remote

$115K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Remote USA About Us: CDK Global is a leading provider of cloud-based software to dealerships and ... This role supports CDK's financial reporting and interacts with the financial systems team ...

FAVARH

Director, Multiple Employer Solutions

Hartford, CT · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Together we fight for everyone's opportunity for a better financial future. We will do this ... Attending and leading client, broker, advisor, TPA and consultant meetings * Providing training to ...

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Showing results 21-40

All JobsFinancial Advisor JobsRemote Financial Advisor Trainee JobsRemote Financial Advisor Trainee Jobs in Connecticut

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 Connecticut?

For Remote Financial Advisor Trainee jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor Trainee jobs in Connecticut look for?

The top searched job categories for Remote Financial Advisor Trainee jobs in Connecticut are:

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

Remote Financial Advisor Trainee jobs near you

Client Success Manager (MSP) - IT Services & Marketing (Remote)

Evernet

Tolland, CT • On-site, Remote

Part-time

Re-posted 9 days ago

Job description

Client Success Manager (MSP) - IT Services & Marketing (Remote)
Fully Remote | Part-Time | Opportunity to Grow into Full-Time
Build Relationships. Deliver Exceptional Service. Grow With Us.
Do you thrive on building lasting client relationships and becoming the trusted person clients rely on?
Do you enjoy working with business owners, solving problems, and ensuring every client receives an outstanding experience?
If you have experience working for an IT Managed Service Provider (MSP), this could be the perfect opportunity for you.
EVERNET Consulting is a growing IT Managed Services & Marketing firm looking for an experienced Client Success Manager to become the primary point of contact for our clients after onboarding. You'll work alongside our IT and Marketing teams to ensure every client receives exceptional service while helping strengthen long-term partnerships that drive our continued growth.
• Experience with Autotask PSA is highly preferred. Candidates with Autotask experience, MSP account management, client success, service coordination, or billing experience are especially encouraged to apply.
This is a 100% remote, part-time position with a clear path to becoming full-time as our company continues to grow.
If you enjoy talking with clients, coordinating with technical teams, keeping accounts organized, and making sure nothing falls through the cracks-you'll fit right in.
What You'll Do
As our Client Success Manager, you'll serve as the trusted advisor for your assigned clients, ensuring they receive exceptional service while coordinating closely with our IT and Marketing teams.
You'll build relationships, oversee account health, coordinate billing communications, conduct regular business reviews, identify growth opportunities, and help ensure our clients continue to view EVERNET as a trusted long-term partner.
Client Relationship Management
  • Serve as the primary point of contact for assigned client accounts
  • Build strong, long-term relationships through proactive communication
  • Conduct regular client check-ins, account reviews, and business reviews
  • Coordinate service requests with our IT and Marketing teams
  • Ensure projects and ongoing services stay on track
  • Identify opportunities to expand services and strengthen client partnerships
  • Resolve concerns quickly while delivering an outstanding client experience

Billing & Account Coordination
  • Answer client billing questions professionally and confidently
  • Follow up on invoices and outstanding balances
  • Coordinate billing adjustments with internal departments
  • Help clients navigate payment portals and billing processes
  • Review delivered services to help ensure accurate invoicing
  • Perform vendor reconciliations with exceptional attention to detail

Service Quality & Team Collaboration
  • Review ticket quality and documentation
  • Maintain detailed notes within Autotask PSA and other business systems
  • Collaborate with technicians, marketing specialists, and leadership
  • Help improve internal processes and client satisfaction
  • Represent EVERNET professionally in every interaction

What We're Looking For
Required
  • Outstanding communication and relationship-building skills
  • Professional and confident phone presence
  • Comfortable speaking with clients throughout the day
  • Exceptional organization and attention to detail
  • Ability to manage multiple client accounts and priorities
  • Strong problem-solving skills and follow-through
  • Self-motivated with the ability to work independently from home
  • Dedicated, distraction-free home office

Preferred
  • Experience working for an IT Managed Service Provider (MSP)
  • Client Success or Account Management experience
  • Marketing agency or digital marketing experience
  • Autotask PSA experience
  • QuickBooks experience
  • Experience with ticketing systems and PSA platforms
  • Microsoft 365 experience
  • Familiarity with managed IT services
  • Experience supporting law firms, healthcare organizations, accounting firms, financial institutions, or other professional service businesses

This Position Is Perfect For Someone Who...
  • Loves building long-term client relationships
  • Enjoys being the trusted "go-to" person clients ask for by name
  • Takes ownership and follows through
  • Likes staying organized and keeping moving parts on track
  • Wants to grow with a company instead of simply filling a role
  • Thrives in a fast-paced, collaborative environment where your work truly makes a difference

Success Looks Like
You'll be successful when you:
  • Build strong, lasting client relationships
  • Help retain and grow existing accounts
  • Keep communication proactive, clear, and professional
  • Ensure billing questions are resolved quickly
  • Maintain excellent documentation
  • Collaborate effectively with internal teams
  • Deliver a world-class client experience every day

About EVERNET Consulting
EVERNET Consulting is a growing IT Managed Services and Marketing firm serving businesses throughout the United States.
We partner with law firms, healthcare organizations, accounting firms, financial institutions, manufacturers, and other professional businesses by providing:
  • Managed IT Services
  • Cybersecurity
  • Cloud Solutions
  • Digital Marketing
  • Strategic Consulting

Our mission is simple:
Deliver exceptional service while becoming a trusted partner our clients can rely on.
Why You'll Love Working Here
  • 100% Remote
  • Flexible part-time schedule
  • Opportunity to transition into a full-time role
  • Competitive compensation based on experience
  • Work directly with leadership
  • Help shape processes in a growing company
  • Support clients across multiple industries
  • Collaborative, supportive team environment
  • Real opportunities for professional growth and advancement

Important
This is a client-facing position requiring frequent phone communication.
A significant portion of your day will include client check-ins, account reviews, billing conversations, service follow-ups, and coordinating with our internal teams.
If you enjoy building relationships over the phone, solving problems, and becoming a trusted resource for clients, you'll thrive in this role.
If you strongly prefer primarily email-based communication, this position may not be the best fit.
Ready to Grow With Us?
If you're looking for more than just another remote job-and want an opportunity to build your career with a growing IT Managed Services and Marketing firm-we'd love to hear from you.
Apply today and tell us why you'd be a great fit for EVERNET Consulting.
Build Relationships. Deliver Excellence. Grow Your Career.

Apply