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Remote Financial Advisor Trainee Jobs in Indiana

Stratford Davis

Client Sales Advisor

Indianapolis, IN · Remote

$85K - $150K/yr

We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career. This opportunity allows you to work from home ...

Salesforce, Inc.

Operations Manager

Indianapolis, IN · Remote

Anywhere in the US (Remote) * Citizenship & Clearance: Must be a U.S. citizen (U.S. born or ... Serve as an essential financial advisor to Portfolio Delivery Leaders (PDLs) to optimize project ...

Deckers

$66K - $89K/yr

Financial Analyst, Global Brand Finance - UGG & HOKA Reports to: Global Brand Finance Director ... United States (Remote) Interested applicants must reside in one of the following approved states:

Topo Advisors

Director, Tax

Indianapolis, IN · On-site +1

This position can be remote based in the United States. The company is headquartered and based in ... Collaborate with Topo Advisors' accounting and finance teams on cross-functional client matters

Ceritypartners

Tax Principal

Indianapolis, IN · On-site +1

Role can be remote to the right person, but preferred in Louisville, KY office. What Makes This ... Lead tax planning conversations in collaboration with Cerity Partners' financial advisors ...

Ceritypartners

Tax Manager

Indianapolis, IN · On-site +1

$125K - $175K/yr

Role can be remote to the right person, but preferred in Louisville, KY office. What Makes This ... Lead tax planning conversations in collaboration with Cerity Partners' financial advisors ...

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Provide mentorship, training, and guidance to wealth advisors on financial planning best practices ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Provide mentorship, training, and guidance to wealth advisors on financial planning best practices ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Topo Advisors

Assistant Controller

Indianapolis, IN · On-site +1

Topo provides fractional embedded accounting and finance support to venture-backed companies. Topo ... This position can be remote based in the states in which the company operates. For a full list of ...

Manulife

$110K - $115K/yr

... financial advisors and sharing the John Hancock goal of customers living Longer, Healthier and Better lives. This is a remote, home based opportunity. The position offers a sales based incentive with ...

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

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 Indiana? For Remote Financial Advisor Trainee jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Trainee jobs in Indiana look for? The top searched job categories for Remote Financial Advisor Trainee jobs in Indiana are:
What cities in Indiana are hiring for Remote Financial Advisor Trainee jobs? Cities in Indiana with the most Remote Financial Advisor Trainee job openings:
Remote Financial Advisor Trainee jobs near you

Remote Senior Tax Accountant

Solid Rock Recruiting LLC

Indianapolis, IN • Remote

$101K - $135K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 27 days ago

Job description


Tax Senior– Remote | Public Accounting Firm


Job Type: Full-time

About the Firm:
Mid-size public accounting firm that provides comprehensive tax, advisory, and accounting services to a diverse client base. Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity.

This is an excellent opportunity for a tax professional looking to work with a firm that values work-life balance, flexibility, and career growth while working with a high-caliber client portfolio.

Key Responsibilities:
Lead and manage multiple tax engagements, ensuring timely and accurate filings for corporations, partnerships, and high-net-worth individuals.
Provide strategic tax planning and compliance services, identifying opportunities for tax savings and risk mitigation.
Review complex tax returns and research technical tax issues to ensure compliance with federal and state tax laws.
Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters.
Mentor and develop junior tax staff, providing training and guidance.
Stay current with tax law changes and advise clients accordingly.
Assist in business development efforts, including identifying and cultivating new client opportunities.
Qualifications:
CPA or EA designation required.
Bachelor's degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).
5+ years of public accounting experience with a strong focus on tax.
Expertise in federal and state tax regulations.
Experience with tax software such as CCH, ProSystem, or UltraTax.
Strong analytical, problem-solving, and client management skills.
Ability to work independently in a remote environment.
Why Join This Firm?

Fully remote work environment with flexible scheduling.
Competitive base salary + performance-based bonuses.
Comprehensive benefits package, including health, dental, and 401(k) match.
Generous PTO and paid holidays.
Strong leadership team that prioritizes professional development and career growth.

If you're a highly motivated individual looking for a remote opportunity with a growing public accounting firm, we'd love to hear from you!

Apply today by sending your resume to brian@solidrockrecruiting.com or Direct Phone: 605-910-9530