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Remote Financial Advisor Trainee Jobs in Oregon (NOW HIRING)

Baylor Scott & White Health

Financial Advisor 2

$77K/yr

Are you a financial expert with a passion for healthcare? This role is expected to be a fully remote position. We're seeking a seasoned financial advisor with at least 2 years of experience and a ...

Equitable

Financial Professional Advisor (REMOTE)

OR · On-site +1

$47K/yr

Our Financial Professional Advisor role is designed for individuals who are motivated to build a ... offers a remote work schedule that allows you to stay fully engaged with your team to provide ...

Equitable

Financial Professional - NJ, Secaucus (5247)

OR · On-site +1

$250 - $1.0K/wk

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...

Grant Engine

Key Advisor

US Based, remote Overview: * Serve as a strategic advisor and subject matter expert for our marketing, sales, delivery, and executive Leadership Team. * Deliver strategic insights that enhance Grant ...

Aprio

Wealth Advisor

Portland, OR · On-site +1

$150K - $250K/yr

You will use your knowledge of investments, financial planning, and risk management to both advise ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Ellucian

Senior Strategic Business Advisor | Remote

$101K - $133K/yr

As a Strategic Business Advisor (SBA) within the Solution Sales Organization, you'll serve as a ... Thrive Flex Lifestyle Account (LSA) that allows you to contribute towards your health, financial or ...

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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.

What are popular job titles related to Remote Financial Advisor Trainee jobs in Oregon? For Remote Financial Advisor Trainee jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Trainee jobs in Oregon look for? The top searched job categories for Remote Financial Advisor Trainee jobs in Oregon are:
Remote Financial Advisor Trainee jobs near you
Financial Advisor 2

Financial Advisor 2

Baylor Scott & White Health

Remote

$77K/yr

Full-time

Re-posted 7 days ago

Baylor Scott & White Health rating

7.5

Company rating: 7.5 out of 10

Based on 753 frontline employees who took The Breakroom Quiz

231st of 886 rated healthcare providers

Job description

Are you a financial expert with a passion for healthcare? This role is expected to be a fully remote position.

We're seeking a seasoned financial advisor with at least 2 years of experience and a strong understanding of financial standards. If you're ready to leverage your expertise in financial analysis to drive impactful decisions in the healthcare industry, Apply Today!

Job Summary

The Financial Advisor II is the key financial resource. Provides financial analysis to support the goals of Baylor Scott and White (BSWH).

  • Provides complex financial analysis support to various entities both fully owned and joint ventures.
  • Assists in the efficient and cost-effective operation of BSWH.
  • Prepares the operating and capital budget(s) for assigned areas.
  • Prepares the 5-year financial operating forecast to include statistics, payer mix, payments capital, etc.
  • Prepares examination and presents and justifies findings, for any potential capital acquisitions, projects, new services, etc.
  • Prepares, Manages, and Analyzes financial information related to the end of month close cycle, including root cause analysis and technical accounting research.
  • Supports the monthly accounting close process by preparing and reviewing various journal entry information and performing accounting research.
  • Performs and communicates moderate to complex analysis for external users of financial information
  • Proactive use of technology to provide timely information to leadership
  • Provides timely reconciliation and invoicing to contracts.
  • Performs accounting research and supports due diligence to contract requirements.
  • Provides ongoing budget vs. actual revenue and expense variance analysis. Reviews both standard and custom reports developed for the entity.
  • Prepares verbal or written results of examination of operating efficiencies and presents/discusses them with management and others as required.
  • Develops and produces Management Reports as required/requested
  • Able to perform ad hoc requests in addition to daily/monthly responsibilities.
  • Maintains professional growth by joining educational programs and organizations. Stays updated on current trends, practices, and developments.
  • Performs other position appropriate duties as required in a competent, professional, and courteous manner as well as participates in special projects

Key Success Factors

  • Preferred BS in Accounting or Finance
  • Proficiency with MS Office applications including BI
  • Prior work experience in a healthcare setting, and familiarity with outpatient KPIs and financial metrics preferred
  • Prior experience with Kaufman Hall/Axiom budgeting software preferred
  • Proven leadership, data, and communication abilities required
  • Strong follow-through and execution of day-to-day tasks and responsibilities
  • Ability to work both autonomously and in collaborative, team-based environments
  • Ability to learn complex accounting between fully owned and joint ventures.
  • Ability to adapt and learn nuances that exist amongst various medical groups. 
  • Open to performance feedback and willing to ask questions to obtain knowledge. 

The job description describes essential functions for this role. It is not a detailed list of all responsibilities, duties, knowledge, skills, and abilities. Management can assign or reassign duties at any time. Competent performance of essential duties, commitment to customer service, integrity, and teamwork are basic requirements at Baylor Scott & White Health

Salary

The pay range for this position is $37.35/hour ($77,688/year) for those with entry-level qualifications up to $57.89 ($120,411) for those highly experienced. The specific rate will depend upon the successful candidate's specific qualifications and prior experience.

Qualifications

  • EDUCATION - Bachelor's
  • EXPERIENCE - 3 Years of Experience
Employment Type: FULL_TIME

What Baylor Scott & White Health employees say

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