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Remote Financial Advisor Trainee Jobs in Washington

ProSidian Consulting

Credit Risk Advisor

Washington, DC · On-site +1

ProSidian Seeks a Credit Risk Advisor | Project Finance & Credit Evaluation Support [DOE0061061] for Program Support on a Exempt 1099 Contract: No Overtime Pay Basis Remote (within USA - W/ On-Site ...

Freedom Mortgage

Remote Loan Advisor

Columbia, MD · On-site +1

The Loan Advisor, Remote role is a customer focused, inside sales position within the Call Center ... Assists customers in discussing financial objectives and goals and takes the initial loan ...

ProSidian Consulting

O&M Technical Advisor

Washington, DC · Remote

$131K - $132K/yr

... Financing (EDF) Program Generally Located In CONUS - Located In Washington, DC / Nationwide (Remote ... Serves as a O&M Technical Advisor within the Oil and Gas Operations Monitoring & Lifecycle ...

ProSidian Consulting, LLC

O&M Technical Advisor

Washington, DC · Remote

$131K - $132K/yr

... Financing (EDF) Program Generally Located In CONUS - Located In Washington, DC / Nationwide (Remote ... Serves as a O&M Technical Advisor within the Oil and Gas Operations Monitoring & Lifecycle ...

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

Senior Vice President (SVP), CFO Services

CyberData Technologies

Alexandria, VA • On-site, Remote

Full-time

Re-posted 27 days ago

Job description

Title:                  Senior Vice President (SVP), CFO Services
Location:         Old Town Alexandria, VA / Hybrid - Remote

Summary:
We are seeking a Senior Vice President (SVP), CFO Services to lead and grow our financial advisory practice. This executive-level role will provide strategic financial guidance to clients, helping organizations navigate complex business challenges, evaluate transaction opportunities, and drive value creation initiatives.
The ideal candidate will have significant experience within Transaction Advisory Services (TAS), Deals AdvisoFry, or Quality of Earnings (QofE) practices and possess a strong background in financial due diligence, M&A transactions, and CFO-level advisory services. This individual will serve as a trusted advisor to clients while helping expand the firm's service offerings and client relationships.

Responsibilities:

  • Lead and manage Quality of Earnings (QofE), financial due diligence, and transaction advisory engagements.
  • Provide strategic CFO advisory services to clients, including financial planning, performance improvement, and operational optimization.
  • Advise clients on mergers, acquisitions, divestitures, and other strategic transactions.
  • Analyze financial statements, business performance, cash flow, working capital, and key operational metrics.
  • Present findings and recommendations to executive leadership teams, investors, and stakeholders.
  • Develop and maintain strong client relationships, serving as a trusted financial advisor.
  • Identify and pursue business development opportunities to grow the CFO Services practice.
  • Mentor and develop junior team members while fostering a collaborative and high-performing environment.
  • Lead multiple client engagements while ensuring quality, timeliness, and client satisfaction.

Qualifications:

  • Bachelor's degree in Accounting, Finance, Business, or a related field.
  • CPA designation strongly preferred.
  • 10+ years of experience in Transaction Advisory Services (TAS), Deals Advisory, Quality of Earnings (QofE), or related financial consulting services.
  • Proven experience leading financial due diligence and transaction advisory engagements.
  • Strong knowledge of financial reporting, accounting principles, financial analysis, and business valuation concepts.
  • Experience advising private equity firms, portfolio companies, middle-market businesses, or corporate clients.
  • Demonstrated ability to build client relationships and generate new business opportunities.
  • Excellent leadership, communication, presentation, and stakeholder management skills.
  • Ability to manage multiple priorities and deliver high-quality results in a fast-paced environment.
  • Executive presence with the ability to influence decision-making at senior leadership levels.

Apply