This role is a Remote Role: This is a fully remote position. Candidates be located in North East ... Partner with Sales Insights, analysts, marketing, trade marketing, and finance to convert insights ...
This role is a Remote Role: This is a fully remote position. Candidates be located in North East ... Partner with Sales Insights, analysts, marketing, trade marketing, and finance to convert insights ...
Lead Accountant, Consolidations and Reporting
Providence, RI · Remote
$115K - $140K/yr
Remote USA About Us: CDK Global is a leading provider of cloud-based software to dealerships and ... This role supports CDK's financial reporting and interacts with the financial systems team ...
Lead Accountant, Consolidations and Reporting
Providence, RI · Remote
$115K - $140K/yr
Remote USA About Us: CDK Global is a leading provider of cloud-based software to dealerships and ... This role supports CDK's financial reporting and interacts with the financial systems team ...
ADMINISTRATIVE/TECHNICAL SPECIALIST
Newport, RI · On-site +1
$84K - $131K/yr
Summary You will serve as a Financial Management Analyst (Disbursing Lead) in the Travel Branch ... You will advise management on the appropriate distribution of work and recommend staffing levels ...
ADMINISTRATIVE/TECHNICAL SPECIALIST
Newport, RI · On-site +1
$84K - $131K/yr
Summary You will serve as a Financial Management Analyst (Disbursing Lead) in the Travel Branch ... You will advise management on the appropriate distribution of work and recommend staffing levels ...
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 ...
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 ...
Systems Engineer Consultant
Carolina, RI · On-site
Experience in financial services or other highly regulated industries preferred * Solid understanding of: Cloud platforms (AWS, Azure, or GCP) Microservices and containerized environments (Kubernetes ...
Systems Engineer Consultant
Carolina, RI · On-site
Experience in financial services or other highly regulated industries preferred * Solid understanding of: Cloud platforms (AWS, Azure, or GCP) Microservices and containerized environments (Kubernetes ...
District Sales Manager
Adamsville, RI · Remote
Remote Northeast-50% travel * Quartelry Incentive Pay * Paid time off plus paid holidays * Medical ... Develop compelling value propositions supported by financial impact analysis, feasibility ...
District Sales Manager
Adamsville, RI · Remote
Remote Northeast-50% travel * Quartelry Incentive Pay * Paid time off plus paid holidays * Medical ... Develop compelling value propositions supported by financial impact analysis, feasibility ...
DISTINGUISHED SCIENTIST/ENGINEER FOR USW ANALYSIS OF DISTRIBUTED MARITIME OPERATIONS (DMO)
Newport, RI · On-site +1
$192K - $209K/yr
You will advise senior level OSD, DOD, and Navy officials on USW DMO warfighting effectiveness ... Financial Disclosure Report, OGE-450, within 30 days of appointment. * You will be required to ...
DISTINGUISHED SCIENTIST/ENGINEER FOR USW ANALYSIS OF DISTRIBUTED MARITIME OPERATIONS (DMO)
Newport, RI · On-site +1
$192K - $209K/yr
You will advise senior level OSD, DOD, and Navy officials on USW DMO warfighting effectiveness ... Financial Disclosure Report, OGE-450, within 30 days of appointment. * You will be required to ...
Sales Representative Remote
Pawtucket, RI · Remote
$69K/yr
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 ...
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Sales Representative Remote
Pawtucket, RI · Remote
$69K/yr
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 ...
Sales Representative Remote
Providence, RI · Remote
$69K/yr
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 ...
Quick apply
Sales Representative Remote
Providence, RI · Remote
$69K/yr
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 ...
Sales Representative Remote
Woonsocket, RI · Remote
$69K/yr
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 ...
Quick apply
Sales Representative Remote
Woonsocket, RI · Remote
$69K/yr
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 ...
Sales Representative Remote
Carolina, RI · Remote
$69K/yr
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 ...
Quick apply
Sales Representative Remote
Carolina, RI · Remote
$69K/yr
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 ...
Sales Representative Remote
Carolina, RI · Remote
$69K/yr
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 ...
Quick apply
Sales Representative Remote
Carolina, RI · Remote
$69K/yr
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 ...
Sales Representative Remote
Central Falls, RI · Remote
$69K/yr
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 ...
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Sales Representative Remote
Central Falls, RI · Remote
$69K/yr
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 ...
Sourcing Manager
Carolina, RI · On-site
... 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 ...
Sourcing Manager
Carolina, RI · On-site
... 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 ...
Manager, IT Data Products-Remote
Providence, RI · On-site +1
... 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 ...
Manager, IT Data Products-Remote
Providence, RI · On-site +1
... 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 ...
Client Service Leader - Water/Wastewater
Providence, RI · On-site +1
$22 - $30.25/hr
The role begins as remote with the opportunity to establish and lead a new office in your target ... Serve as a trusted advisor to municipal and utility clients, understanding their infrastructure ...
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Client Service Leader - Water/Wastewater
Providence, RI · On-site +1
$22 - $30.25/hr
The role begins as remote with the opportunity to establish and lead a new office in your target ... Serve as a trusted advisor to municipal and utility clients, understanding their infrastructure ...
Inbound Sales Representative (Remote/Eastern Time)
Providence, RI · On-site +1
$74K/yr
As a Welcome Advisor you will be the company's first interaction with a family with the goal of ... access to financial accounts; and/or extend an offer without conducting an interview. If you ...
Inbound Sales Representative (Remote/Eastern Time)
Providence, RI · On-site +1
$74K/yr
As a Welcome Advisor you will be the company's first interaction with a family with the goal of ... access to financial accounts; and/or extend an offer without conducting an interview. If you ...
Growth Sales Representative - Remote
Providence, RI · Remote
$85K - $150K/yr
Host remote meetings to assess requirements and pitch tailored packages. * Close new business by presenting clear, value-focused proposals. * Maintain ongoing contact with accounts to ensure ...
New
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Growth Sales Representative - Remote
Providence, RI · Remote
$85K - $150K/yr
Host remote meetings to assess requirements and pitch tailored packages. * Close new business by presenting clear, value-focused proposals. * Maintain ongoing contact with accounts to ensure ...
New
... financial strategies that empower. Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where ...
... financial strategies that empower. Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where ...
... financial strategies that empower. • Cultivate client bonds that stand the test of time. • Ride the crest of industry trends, fortifying your knowledge. • Work alongside a dynamic remote team ...
... financial strategies that empower. • Cultivate client bonds that stand the test of time. • Ride the crest of industry trends, fortifying your knowledge. • Work alongside a dynamic remote team ...
Remote Financial Advisor information
See Rhode Island salary details
$35.3K - $44.9K
3% of jobs
$44.9K - $54.5K
3% of jobs
$54.5K - $64.1K
10% of jobs
$64.1K - $73.7K
9% of jobs
$74K is the 25th percentile. Wages below this are outliers.
$73.7K - $83.3K
11% of jobs
$83.3K - $92.9K
8% of jobs
The median wage is $99.2K / yr.
$92.9K - $102.6K
11% of jobs
$102.6K - $112.2K
10% of jobs
$112.2K - $121.8K
10% of jobs
$124.2K is the 75th percentile. Wages above this are outliers.
$121.8K - $131.4K
8% of jobs
$131.4K - $141K
19% of jobs
$35.3K
$100K
$141K
How much do remote financial advisor jobs pay per year?
What is a remote financial advisor?
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?
What are the key skills and qualifications needed to thrive as a remote financial advisor, and why are they important?
What is the difference between Remote Financial Advisor vs Remote Financial Planner?
| Aspect | Remote Financial Advisor | Remote Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, or similar | CFP, CFA, or similar |
| Work Environment | Virtual client meetings, online platforms | Virtual client meetings, online platforms |
| Industry Usage | Financial services, wealth management | Financial planning, wealth management |
| Primary Focus | Investment advice, portfolio management | Comprehensive 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?
Why do so many remote financial advisors quit?
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:

Senior Director, Customer Business Development (CVS)
Providence, RI • On-site, Remote
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 12 days ago
Revlon rating
6.4
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.