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From Home Erisa Jobs (NOW HIRING)

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Defined Contribution Specialist

Raleigh, NC · On-site

Working knowledge of ERISA guidelines and regulations * Experience working with clients in an ERISA ... from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We ...

RIA Recruiting

Associate Financial Advisor

Los Gatos, CA · On-site +1

$90K - $120K/yr

... ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is ... Experience/ability to work from home while maintaining a professional setting Qualified candidates ...

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From Home Erisa information

What is a work-from-home ERISA specialist?

A work-from-home ERISA specialist is a professional who advises employers, plan sponsors, or financial institutions on compliance with the Employee Retirement Income Security Act (ERISA) while working remotely. This role involves ensuring retirement and health benefit plans adhere to federal regulations, preparing required documents, and sometimes assisting with audits or legal matters related to ERISA. These specialists typically have backgrounds in law, human resources, or benefits administration, and use technology to collaborate with clients and colleagues from home.

What are some common challenges faced by remote ERISA compliance professionals and how can they be managed?

Remote ERISA compliance professionals often face challenges such as staying updated with frequently changing regulations, managing confidential data securely, and maintaining effective communication with clients and team members. To address these, it's important to participate in ongoing training, use secure technology platforms, and establish clear communication channels. Building a strong routine and leveraging collaboration tools can also help ensure compliance tasks are completed accurately and on time.

What are the key skills and qualifications needed to thrive as a work-from-home ERISA specialist, and why are they important?

To thrive as a Work-from-Home ERISA Specialist, you need expertise in employee benefits law, compliance regulations, and a relevant degree such as in law, business, or human resources. Familiarity with benefits administration platforms, compliance management tools, and certifications like CEBS (Certified Employee Benefit Specialist) are typically required. Strong analytical thinking, attention to detail, and effective written communication are essential soft skills for managing complex regulations remotely. These competencies ensure accurate compliance with ERISA regulations and effective support of clients or employers in a remote environment.

What is the difference between From Home Erisa vs From Home Health Insurance Specialist?

AspectFrom Home ErisaFrom Home Health Insurance Specialist
CertificationsERISA certifications, health insurance licensesHealth insurance licenses, possibly ERISA knowledge
Work EnvironmentRemote, primarily administrative and compliance-focusedRemote, customer service and claims processing
Industry UsageEmployee benefits, compliance, and legal sectorsHealth insurance providers, insurance carriers

From Home Erisa and From Home Health Insurance Specialist both operate remotely within the health insurance industry. While From Home Erisa focuses on compliance, legal regulations, and employee benefits related to ERISA, the Health Insurance Specialist handles customer inquiries, claims, and policy details. Both roles require health insurance knowledge, but ERISA certifications are specific to From Home Erisa. Understanding these differences helps job seekers identify the right remote position based on their skills and career goals.

More about From Home Erisa jobs
What cities are hiring for From Home Erisa jobs? Cities with the most From Home Erisa job openings:
What are the most commonly searched types of Erisa jobs? The most popular types of Erisa jobs are:
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From Home Erisa jobs near you
Infographic showing various From Home Erisa job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 70% Full Time, 24% Part Time, and 4% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Client Support Specialist - Greater Philadelphia, PA Area (REMOTE)

Fidelity Investments

King Of Prussia, PA

$44K - $80K/yr

Full-time

Medical, Retirement, PTO

Re-posted 23 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJ

Note: Fidelity will not provide immigration sponsorship for this position.

Client Support Specialist

We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.

ThePurposeof Your Role

As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.

TheValueYou Deliver

  • Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,

  • Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

TheExpertiseWe're Looking For

  • Series 7 required

  • Series 63 preferred (paid training & support provided)

  • 2-3 years of previous experience working in the financial services industry

  • Strong technological savvy and comfort with learning how to use new tools

TheSkillsYou Bring

  • You have a broad-based knowledge and understanding of general financial planning concepts

  • Proven customer service, client support and problem resolution skills

  • Ability to effectively influence others and use consultative skills to enrich the customer experience

Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $44,000-80,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service

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