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Remote Financial Advisor Jobs in Rhode Island (NOW HIRING)

Client Services Specialist (Remote)

Providence, RI · On-site +1

$17.25 - $22.75/hr

CBZ) is a leading professional services advisor to middle-market businesses nationwide. With ... financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer ...

Remote Northeast-50% travel * Quartelry Incentive Pay * Paid time off plus paid holidays * Medical ... Develop compelling value propositions supported by financial impact analysis, feasibility ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work ...

... advisor. Vendor Sourcing - Oversees sourcing events (RFx) conducted in support of business ... Knowledge of supply base and sourcing business practices specific to financial services preferred ...

... finance, supply chain) by understanding system interactions, data flows, and process dependencies ... Provides subject matter expertise on wholesale/retail systems and data flows, advising teams on ...

Showing results 21-40

Remote Financial Advisor information

See Rhode Island salary details

$35.3K

$100K

$141K

How much do remote financial advisor jobs pay per year?

As of Aug 23, 2026, the average yearly pay for remote financial advisor in Rhode Island is $100,021.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,400.00 and $128,300.00 per year, depending on experience, location, and employer.

What is a remote financial advisor?

A remote financial advisor is a professional who provides financial planning, investment advice, and wealth management services to clients via online platforms, phone calls, or video conferencing, rather than meeting in person. This role allows clients to receive expert financial guidance from anywhere, making it convenient and accessible. Remote financial advisors assess clients' financial situations, help set goals, and develop personalized strategies to manage finances, investments, retirement planning, and more.

What does a remote financial advisor do?

As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

How do remote financial advisors typically build and maintain client relationships without in-person meetings?

Remote Financial Advisors rely heavily on digital communication tools such as video calls, secure messaging, and client portals to foster strong relationships with their clients. Consistent follow-ups, personalized financial plans, and timely responses help build trust and rapport. Advisors often schedule regular virtual check-ins and provide educational resources to keep clients engaged and informed. While it can be challenging to establish the same level of personal connection as in face-to-face meetings, leveraging technology and demonstrating proactive support can lead to successful long-term client partnerships.

What are the key skills and qualifications needed to thrive as a remote financial advisor, and why are they important?

To thrive as a Remote Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or Series 7. Proficiency with financial planning software, CRM systems, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and self-motivation help build client trust and manage relationships remotely. These skills and qualities are crucial for delivering effective advice, maintaining compliance, and ensuring client satisfaction in a virtual environment.

What is the difference between Remote Financial Advisor vs Remote Financial Planner?

AspectRemote Financial AdvisorRemote Financial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentVirtual client meetings, online platformsVirtual client meetings, online platforms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, goal setting

Remote Financial Advisors and Remote Financial Planners often share certifications and work environments, focusing on virtual client interactions. While Advisors typically concentrate on investment strategies and portfolio management, Planners provide broader financial planning services. Both roles are integral to financial services and frequently searched together, but their primary focus distinguishes them within the industry.

Can a remote financial advisor work remotely?

A remote financial advisor can work remotely, often providing services through online communication tools and financial planning software. Many firms support remote work arrangements, but advisors typically need relevant certifications and must comply with industry regulations regardless of location.

Why do so many remote financial advisors quit?

Remote financial advisors often leave their roles due to high workload, lack of in-person interaction, and challenges in maintaining work-life balance. Additionally, the need for ongoing certifications and client management can contribute to job dissatisfaction and turnover.

What are the most commonly searched types of Financial Advisor jobs in Rhode Island?

The most popular types of Financial Advisor jobs in Rhode Island are:

What are popular job titles related to Remote Financial Advisor jobs in Rhode Island?

For Remote Financial Advisor jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor jobs in Rhode Island look for?

The top searched job categories for Remote Financial Advisor jobs in Rhode Island are:

What cities in Rhode Island are hiring for Remote Financial Advisor jobs?

Cities in Rhode Island with the most Remote Financial Advisor job openings:

Infographic showing various Remote Financial Advisor job openings in Rhode Island as of August 2026, with employment types broken down into 79% Full Time, and 21% Part Time. Highlights an 100% Remote job distribution, with an average salary of $100,021 per year, or $48.1 per hour.

Senior Director, Customer Business Development (CVS)

Revlon Corporate

Providence, RI • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Revlon rating

6.4

Company rating: 6.4 out of 10

Based on 13 frontline employees who took The Breakroom Quiz


Job description

This role is a Remote Role: This is a fully remote position. Candidates be located in North East, United States, preferably by Rhode Island area with occasional travel up to 25% to customers or Revlon offices. 

Overview:

The Sr. Director, Sales is responsible for developing, executing, and fostering a collaborative business partnership between Revlon brands and CVS with accountability for delivering volume, share, profitability, and customer category growth objectives. This role leads customer strategy across all Revlon brands, builds executive-level relationships, and translates company and customer priorities into long-range plans, annual joint business plans, and actionable commercial programs. The Sr. Director is expected to challenge the status quo, identify new go-to-market opportunities, influence across merchandising, marketing, supply chain, store operations, finance, and digital/omnichannel teams, and mobilize internal cross-functional partners to deliver business results with excellence.

Responsibilities:

1. Lead long-range planning and annual Joint Business Planning with CVS, aligning Revlon and customer timelines to maximize execution, growth, share, and profitability.

Develop and maintain strategic relationships with customer leaders and buyers across merchandising, marketing, operations, supply chain, finance, and digital/omnichannel teams.

Identify and execute against key business drivers, including volume forecasting, category growth, POG strategy, secondary space, innovation, and promotional activation.

Lead long-lead customer planning to improve execution readiness and maximize in-market impact.

Effectively manage Market Development Funds and customer investment to support profitable growth.

2. Own annual gross sales and P&L delivery for CVS

In conjunction with the VP Sales, develop annual volume targets, customer P&Ls, and investment plans.

Provide business updates to senior Revlon leaders on customer progress, strategy, risks, opportunities, and outlook.

Track volume, consumption, share, profitability, and investment performance, and make appropriate business decisions to deliver agreed-to targets.

3. Develop, implement, and monitor weekly and annual consumption plans for integration into the overall account business plan.

Leverage customer, POS, syndicated, market, and competitive data to identify growth opportunities and risks.

Partner with Sales Insights, analysts, marketing, trade marketing, and finance to convert insights into customer-ready selling stories and action plans.

Track weekly/monthly performance versus plan and create close-the-gap plans where required.

4. Lead 4P execution and customer activity planning across product, price, promotion, and placement.

Communicate weekly/monthly results, risks, and gap-closing actions with internal teams and customer stakeholders.

Develop and implement business-building strategies to capitalize on opportunities and mitigate risks.

Integrate Revlon/Elizabeth Arden corporate strategy with the customer's go-to-market strategy.

5. Partner with Demand Planning, Inventory Planning, Replenishment, and Logistics to maintain accurate shipment forecasts by segment and item.

Identify opportunities and risks for Demand Meetings and lead the demand planning inputs for Revlon and Almay Color Cosmetics.

Develop strategic plans to execute forecasts, address service challenges, and plan contingencies in partnership with replenishment and supply chain teams.

6. Lead, develop, and facilitate internal and external relationships in support of business objectives.

Internal partners include Sales Insights and Strategy, Marketing, Trade Marketing, Finance, Demand Planning, Logistics, Inventory Management, and Customer Service.

External partners include Category Management, Store Operations, Beauty Advisor/Consultant Leadership, Supply Chain/Replenishment, and relevant digital/retail media teams.

7. Manage Market Development Fund (MDF) investment to support customer growth and account profitability.

Determine investment needs based on business plans, ROI analysis, and customer growth priorities.

Analyze event ROI, gain authorization for incremental investment, track actual investment versus plan, and process account claims on a timely basis.

Manage the customer P&L to meet objectives set forth by CBD leadership.

8. Partner with Inventory Planning and Logistics to mitigate returns, markdown, and discontinued inventory risk.

Manage timely shutoff of discontinued SKUs based on customer inventory position.

Implement markdowns where there is a financial benefit.

Review new item and bonus pack inventory allocations to ensure the right level of inventory is deployed by store.

9. Lead and develop a team of Customer Business Managers, Associate Customer Business Managers, Analysts, and/or broker support partners.

Provide clear priorities, coaching, performance feedback, development planning, and succession support.

Build team capability in customer management, strategic selling, analytics, cross-functional influence, and executional excellence.

10. Provide channel leadership and support across planning, administration, partnerships, broker support, and collaboration within and across the broader Sales organization.

11. Perform other related duties as required.

Supervision:

  • Direct and/or indirect supervision of Customer Business Managers, Analyst, and broker/customer support resource

Knowledge and Experience:

Experience

10+ years of direct selling, customer business management, commercial strategy, or related CPG experience required; cosmetics/beauty experience strongly preferred.

Drug channel experience required or strongly preferred; experience managing CVS, Rite Aid, Walgreens, and/or comparable national retail relationships preferred.

Demonstrated experience managing customer P&L, gross sales, trade/MDF investment, forecasting, and cross-functional business planning.

Prior people leadership experience required, including coaching, performance management, and team development.

Strategic Thinking

Demonstrated ability to identify short- and long-range sustainable growth opportunities based on an in-depth understanding of company and customer strategies.

Strong analytical skills with the ability to convert POS, syndicated, financial, and marketplace data into compelling sales tools and customer business plans.

Demonstrated ability to take appropriate risks as part of a comprehensive long-range growth plan.

Execution and Follow-Through

Ability to drive for results and deliver flawless execution across multiple priorities and stakeholders.

Ability and desire to operate as a hands-on commercial leader while maintaining strategic ownership.

Demonstrated success proactively planning, tracking, and delivering results from strategy through execution.

Innovation and Creativity

Experience developing new business-building ideas based on a deep understanding of customer business drivers, shopper needs, category dynamics, and go-to-market strategies.

Ability to identify white-space opportunities across innovation, merchandising, retail media, omnichannel, beauty services, and shopper engagement.

Problem Solving

Ability to anticipate potential issues and develop proactive solutions to avoid business disruption.

Ability to evaluate multifaceted issues and align stakeholders around the best course of action.

Communication and Influence

Executive presence and ability to communicate effectively with senior customer contacts and Revlon leadership.

Ability to influence cross-functionally and align internal teams around customer priorities, business risks, competitive activity, and execution needs.

Systems and Tools

Advanced Microsoft Word, Excel, PowerPoint, and Adobe Acrobat skills required; Access or data visualization experience a plus.

Experience with customer portals, POS/syndicated data platforms, forecasting tools, and financial planning systems preferred.

Minimum Requirements:

Minimum Education Required: Bachelor's Degree required

Minimum Years of Experience Required: 10+ years of direct selling or customer business management experience required; cosmetics/beauty and drug channel experience preferred.

#LI-CH2 #LI-Remote

Revlon is unable to sponsor or transfer employment visas for this role; candidates must be legally authorized to work in the United States without current or future visa support.

The base pay range for this position is $170,000 - $210,000 / year; however base pay offered may vary depending on skills, experience, job-related knowledge, and geographic location. Certain positions may also be eligible for short-term incentives as part of total compensation.

Employees (and their families) are eligible for medical, dental, and vision benefits. Employees are covered by the company-paid basic life insurance policy and company-paid short-term disability insurance (the benefit commences upon hire and allows for a portion of base salary for up to 26 weeks if you are disabled). Other benefits offered to employees include but are not limited to the following: long-term disability, supplemental life insurances, flexible spending accounts, critical illness insurance, group legal, identity theft protection, etc. Employees are also able to enroll in our 401k Retirement Savings Plan.

Employees will also receive 4 weeks of vacation, pro-rated based on date of hire for the 1st year of employment and twelve paid holidays throughout the calendar year. Vacation will depend on role.


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