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Remote Financial Advisor Trainee Jobs in Tennessee

Stratford Davis

Client Sales Advisor

Nashville, TN · 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 ...

Renew Capital

$72K - $90K/yr

ROLE SUMMARY The sr. financial analyst plays a critical role in evaluating, supporting and scaling ... This is a remote role; however, candidates must be based in Cote d'Ivoire. About Renew Capital: We ...

Ascension

Talent Advisor

Nashville, TN · On-site +1

$65K - $91K/yr

Remote- must live within Tennessee to attend local events and on site meetings as needed Department ... Ascension will never ask for payment or to provide banking or financial information as part of the ...

Airspace

FP&A Analyst

Memphis, TN · On-site +1

$70K - $80K/yr

Job Overview The FP&A Analyst supports the full financial planning cycle at Airspace: budgeting ... Location: Carlsbad, CA (Hybrid) or Remote Compensation Salary range: $70,000 - $80,000 * High ...

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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

Retirement Benefits Administrator Sr

Ardent Health

Brentwood, TN • On-site, Remote

Full-time

Retirement

Posted 26 days ago

Ardent Health Services rating

6.8

Company rating: 6.8 out of 10

Based on 144 frontline employees who took The Breakroom Quiz

498th of 891 rated healthcare providers

Job description

Overview

Ardent Health is a leading provider of healthcare in growing mid-sized urban communities across the U.S. With a focus on people and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. Through its subsidiaries, Ardent delivers care through a system of 30 acute care hospitals, 24,000+ team members and more than 280 sites of care with over 1,800 affiliated providers across six states.

POSITION SUMMARY:

The Senior Retirement Benefits Administrator serves as a subject matter expert for the organization's qualified and nonqualified retirement programs, including the 401(k) Plan and Deferred Compensation Plan. This role is responsible for the strategic administration, governance, compliance, and operational execution of retirement benefit programs while ensuring alignment with regulatory requirements, organizational objectives, and industry best practices. The incumbent collaborates with internal and external stakeholders to navigate the complexities of retirement plan administration, fiduciary oversight, compliance monitoring, participant education, financial reporting, and vendor management.

This position requires advanced knowledge of ERISA, IRS, Department of Labor regulations, deferred compensation regulations under Internal Revenue Code Section 409A, and retirement industry trends impacting plan design and administration. We are open to this being a remote or hybrid position. 

Responsibilities
  • Serves as the organization's retirement plan subject matter expert, providing guidance on complex regulatory, operational, and administrative issues affecting qualified and nonqualified retirement plans.
  • Ensures ongoing compliance with ERISA, IRS, Department of Labor, and other applicable federal regulations governing retirement and deferred compensation plans.
  • Oversees plan governance activities in conjunction with external financial advisor, including coordination of fiduciary committee meetings, documentation and execution of decisions, and monitoring fiduciary responsibilities.
  • Partners with legal counsel, auditors, actuaries, recordkeepers, and consultants to resolve complex retirement plan compliance and operational issues.
  • Monitors plan performance metrics, operational controls, and participant engagement trends to identify opportunities for enhancement and improved participant outcomes.
  • Leads retirement plan projects, including plan amendments, vendor transitions, system implementations, mergers and acquisitions integration activities, and regulatory compliance initiatives.
  • Consults with senior leadership on retirement benefit strategy, plan design considerations, and emerging trends within the retirement industry.
  • Supports analysis of retirement plan data to identify compliance risks, operational discrepancies, and opportunities for process optimization.
  • Develops comprehensive participant communication and education strategies to improve retirement readiness and engagement with retirement and deferred compensation programs.
  • Oversees correction procedures related to plan operational failures and ensure timely resolution in accordance with applicable regulatory correction programs.
    • Qualifications

    Required Qualifications

    • Bachelor's degree in human resources, Finance, Accounting, Business Administration, Economics, or related field.
    • 7 years of progressive experience administering qualified and non-qualified retirement plans, including 401(k), 403(b), pension, and deferred compensation plans.
    • Demonstrated experience interpreting and applying ERISA, IRS, Department of Labor, and Section 409A regulations.
    • Experience supporting/ managing retirement plan audits, Form 5500 preparation, compliance testing, fiduciary governance, and plan administration processes.
    • Strong analytical and financial acumen with the ability to interpret complex plan documents, regulations, calculations, and reporting requirements.
    • Experience managing relationships with recordkeepers, trustees, investment advisors, auditors, consultants, and legal counsel.
    • Advanced proficiency with HRIS, payroll systems, retirement administration platforms, and data analytics tools. Workday HRIS experience is highly desirable.

     

    Preferred Qualifications

    • Experience administering executive deferred compensation plans and non-qualified retirement arrangements.
    • Experience leading cross-functional projects and process improvement initiatives, to include system transformation and process improvements.
    Employment Type: FULL_TIME

    What Ardent Health Services employees say

    Pay

    Benefits

    Hours and flexibility

    Workplace

    Get the full story on Breakroom

    Ardent Health Services logo

    About Ardent Health Services

    Sourced by ZipRecruiter

    With 30 hospitals and hundreds of clinics, Ardent Health Services is a premier provider of health care services, delivered with compassion for patients and their families and with respect for employees, physicians and other health professionals. Nearly half of our facilities have been recognized among healthcare's best places to work.

    Industry

    Hospitals

    Company size

    10,000+ Employees

    Headquarters location

    Nashville, TN, US

    Year founded

    1993

    Social media

    Twitter

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