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Remote Financial Advisor Trainee Jobs in Virginia

Senior Finance Analyst

Keller, VA ยท Remote

$80K - $100K/yr

  • Medical

  • PTO

Financial Analysis: * Conduct comprehensive financial analysis of monthly and quarterly management ... Conduct research and competitive analysis to identify and advise on opportunities for growth and ...

Senior Business and Financial Analyst (REMOTE)

Chantilly, VA ยท Remote

$87K - $109K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... and Financial Analyst with a Secret Security clearance to support KITS and our government customer. The position is remote. This position is for a Future New Business Opportunity. We offer ...

Senior Business and Financial Analyst (REMOTE)

Chantilly, VA ยท Remote

$87K - $109K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... and Financial Analyst with a Secret Security clearance to support KITS and our government customer. The position is remote. This position is for a Future New Business Opportunity. We offer ...

Financial Analyst

Alexandria, VA ยท On-site +1

$130K/yr

  • Medical

  • Retirement

  • PTO

Financial Analyst II Alexandria, VA (Potomac Yard) | Hybrid Schedule (3 Days In Office / 2 Days Remote) | Up to $130,000 + Outstanding Benefits Cherry Bekaert Recruiting & Staffing is partnering with ...

Financial Analyst, Senior

Mclean, VA ยท On-site +1

$69K - $158K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Remote Work: No Job Number: R0246135 Location: McLean,VA,US Share job via: Share Financial Analyst, Senior The Opportunity: The right mixture of great ideas and funding can create change. In a ...

Senior Financial Analyst

Manassas, VA ยท On-site +1

$31.62 - $50.35/hr

Remote work for candidates residing in the following states: Virginia, North Carolina, South ... Financial Analyst Sr Job Code: PF1480 ABOUT US We are ushering in a new era of healthcare where ...

New

Advise clients on business structuring, governance, and strategic matters * Maintain and grow an ... Demonstrated experience handling M&A, financing transactions, and general corporate matters

Operations Manager

Herndon, VA ยท Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

Operations Manager

Mclean, VA ยท Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

Financial Analyst

Alexandria, VA ยท On-site +1

$105K - $150K/yr

  • Medical

  • Life

  • Retirement

We have a near-term need for a Financial Analyst to provide remote support to our FAA customer. Responsibilities The candidate will provide a wide array of financial management activities in support ...

Cloud Engineer (Advisor)

Reston, VA ยท On-site +1

$155K - $209K/yr

  • Medical

  • Life

S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel ... remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for ...

Showing results 41-60

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 Virginia?

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

What cities in Virginia are hiring for Remote Financial Advisor Trainee jobs?

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

Senior Finance Analyst

Helium Health

Keller, VA โ€ข Remote

$80K - $100K/yr

Full-time

Medical, PTO

Re-posted 10 days ago


Job description

Helium Health is a full-service Healthtech company that provides a suite of solutions for healthcare providers, payers, and patients in emerging markets โ€” at the core of which is our SaaS based electronic medical records/hospital management information system (EMR/HMIS).

The Senior Finance Analyst will be responsible for working collaboratively with the Head, Finance and will perform the accounting for all transactions, processing of payments, completion of monthly financial statements, preparation of month-end close, monitoring of budgets, and will provide support for additional operational needs. 

Responsibilities: 

Financial Analysis:

  • Conduct comprehensive financial analysis of monthly and quarterly management reports, including performance metrics, trends, and profitability.

  • Evaluate business risks associated with each BU and mitigation of such risks. 

  • Develop financial models for investment opportunities and lending facilities. 


Financial Reporting: 

  • Complete financial reports, lead the month-end closing process and conduct monthly financial forecasts. 

  • Maintenance of annual/monthly budgets; work with the Head of Finance to monitor budgeted amounts versus actual amounts incurred 

  • Administer and maintain the contract management tracking tool; working with external partners, including third-party vendors and consultants 

  • Complete tax returns and other statutory compliance requirements. 

  • Monthly reconciliation of all Bank accounts. 

  • Prepare regular reports and presentations for senior management, highlighting key performance indicators, trends, and insights.


Strategic Finance Partner: 

  • Support strategic planning initiatives by providing financial analysis and insights to guide decision-making.

  • Participate in cross-functional teams to develop/Improve business strategies.

  • Conduct research and competitive analysis to identify and advise on opportunities for growth and expansion, which will increase profitability. 

  • Participate in the annual budgeting and planning process in collaboration with the business unit head to develop detailed budgets, forecasts, and financial plans that support strategic priorities and drive operational efficiency.

  • Ensure compliance with financial regulations, accounting standards, and internal policies. Maintain up-to-date knowledge of regulatory requirements and industry best practices to mitigate compliance risks.


Other function: 

  • Responding to queries from accounting and cost management tools. 

  • Review and upload weekly payments for approval 

  • Other tasks assigned by the Head of Finance.

Requirements: 

  • 3 - 6 years of relevant work experience. Qualifications such as ACA, CIMA, or ACCA is an added advantage

  • Understanding of strategic financial management 

  • Excellent use of work tools, including advanced Microsoft Excel skills 

  • A proven record of communicating complex financial issues and models in a clear-cut, concise manner to all relevant stakeholders 

  • Proven analytical and modeling skills, and must be both commercially astute and a confident communicator 

  • Proven ability to review and challenge assumptions within detailed financial forecasts

  • Excellent communication, business presentation, persuasion, and analytical skills

  • Digital savviness โ€“ driving the use of digital tools in the function 

  • Proficient in the use of Microsoft Office tools 

  • Strong understanding & skill set developed in cloud-based technologies & utilizing technology to drive productivity  

  • First Degree in Finance, Accounting, Economics, or related discipline from a reputable institution 


Job Type: 

Full-Time


Working Environment: 

Nigeria region, with opportunity for remote work


Remuneration: 

Competitive based on experience, includes guaranteed take home and performance bonus


Benefits: 

Health cover, paid time off (vacation, parental leave, study leave), home service options and other benefits and perks.


Equal Opportunity Employer

โ€œHelium Health is an equal opportunity employer, thus it is not biased in its employment to any race, colour, creed, religion, sex or physical disability.โ€