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Remote Financial Advisor Trainee Jobs in Kentucky

King's Daughters

Financial Analyst

Ashland, KY · On-site +1

Conduct in-depth analysis of financial trends, identify operational inefficiencies, and develop sophisticated models to support department-level decision-making. * Apply professional knowledge to ...

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 ...

Sunpower

Senior Analyst, Corporate FP&A

Louisville, KY · On-site +1

$82K - $102K/yr

Department Finance Reports To Vice President, Financial Planning & Analysis Job Location Hybrid - Louisville, Kentucky Travel Up to 10% (as business needs require) About SunPower SunPower is a ...

SunPower

Senior Analyst, Corporate FP&A

Louisville, KY · On-site +1

$82K - $102K/yr

Department Finance Reports To Vice President, Financial Planning & Analysis Job Location Hybrid - Louisville, Kentucky Travel Up to 10% (as business needs require) About SunPower SunPower is a ...

CDK

Lead Accountant, Consolidations and Reporting

Louisville, KY · 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 ...

Toloka

... advisor to leading GenAI companies, who now serves as our Chairman of the Board. Our remote-first ... financial efficiency. * Monitor key KPIs (e.g. throughput, quality metrics, Gross Margin ...

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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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Remote Financial Advisor Trainee jobs near you

Financial Analyst

King's Daughters

Ashland, KY • On-site, Remote

Full-time

Re-posted 26 days ago

King's Daughters Health System rating

6.3

Company rating: 6.3 out of 10

Based on 82 frontline employees who took The Breakroom Quiz

669th of 888 rated healthcare providers

Job description

At UK King's Daughters, we're not just a healthcare facility - we're a family of dedicated professionals who share a passion for making a meaningful difference in the lives of our patients. We're more than just a place to work; we're a place to grow, thrive, and contribute to our community.
Job Description:
Job Summary
Responsible for the management of physician and advanced practitioner incentive calculations and complex financial reporting. This position requires an individual capable of exercising professional judgment to interpret financial data, identify trends, and provide actionable insights to medical practice leadership. A key requirement is the ability to manage provider compensation models and lead financial reporting projects with minimal supervision. The position requires strong emotional intelligence to effectively partner with providers and leadership to ensure the financial success of the Health System.
Essential Functions
  • Conduct in-depth analysis of financial trends, identify operational inefficiencies, and develop sophisticated models to support department-level decision-making.
  • Apply professional knowledge to interpret complex compensation policies and contractual language, resolving discrepancies independently before escalating to senior management.
  • Collaborate with cross-functional teams to integrate new provider groups into existing financial reporting structures, ensuring consistent data mapping and process alignment.
  • Act as a key resource for practice leadership by translating complex financial data into actionable strategies, helping them understand the financial implications of their operational choices.
  • Perform regular internal audits of compensation data to ensure strict adherence to regulatory guidelines and internal control procedures, proactively addressing and documenting potential compliance issues.
  • Evaluate current reporting processes and recommend improvements to increase accuracy and efficiency, leveraging moderate experience to solve operational challenges.
  • Assists in monthly financial closing and variance analysis process and in preparation of monthly financial and productivity reports.
  • Assists in preparation of annual operating budget.
  • Prepares provider incentive calculations and submits them for approval and payment.
  • Responds to questions regarding incentive calculations and provider finance from stakeholders.
  • Prepares provider compensation projections and fair market value analyses
  • Specials projects as necessary

Education Requirement
Bachelor's degree in accounting, finance, business administration, healthcare administration, or a related field
Experience Requirement
2-5 years of experience in accounting, finance, or a relevant area
An equivalent combination of education and experience may be considered. All experience must be paid and in the same related field. Part-time and PRN experience will be prorated based on hours worked per week. Volunteer work and internships for academic credit are not counted.
An equivalent combination of education and experience may be considered.
All experience must be paid and in the same related field.
Part-time and PRN experience will be prorated based on hours worked per week.
Volunteer work and internships for academic credit are not counted.
Certifications & Licensures N/A
Working Conditions
A. Lifting, pushing, and/or pulling objects up to 50lbs: 2. Occasional (< 10% of the time)
B. Lifting, pushing, and/or pulling objects over 50lbs: 1. Never
C. Standing or walking with objects up to 10lbs: 3. Intermittent (10% - 50% of the time)
D. Standing or walking with objects up to 25lbs: 2. Occasional (< 10% of the time)
E. Sitting at computer workstation for extended periods: 3. Intermittent (10% - 50% of the time)
F. Risk of back injury from moving, lifting or positioning patients, equipment, or materials: 1. Never
G. Repetitive motion: 3. Intermittent (10% - 50% of the time)
H. Working at heights above 4 feet: 1. Never
I. Working in confined spaces: 1. Never
J. Risk of injuries from use of equipment on the job: 1. Never
K. Job-related travel: 2. Occasional (< 10% of the time)
L. Loud noises: 1. Never
M. Temperature extremes: 1. Never
N. Hazardous chemicals and fumes including waste: 1. Never
O. Radiation: 1. Never
P. Burns: 1. Never
Q. Cuts/Punctures: 1. Never
R. Bloodborne/airborne pathogens: 1. Never
S. Recombinant DNA or viral vectors: 1. Never
T. Combative/violent people: 1. Never
U. Animal handling (including carcasses): 1. Never
V. Please specify other(s) and amount of exposure (i.e. Occasional, Intermittent or Regular): N/A
Physical Demands
This position requires regular sitting at a computer workstation for extended periods of time; performing tasks with intermittent repetitive motion (such as typing); and occasionally standing or walking with objects weighing up to 10 pounds, as well as lifting, pushing, and/or pulling objects weighing up to 50 pounds.
Department:
Human Resources
Shift:
Days (United States of America)
Time Type:
Full time
Address:
2000 Ashland Drive
City, State:
Ashland, Kentucky

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