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Remote Iar Jobs (NOW HIRING)

Nayya

Financial Planner (US)

OR · Remote

$75.90K - $101.90K/yr

This is a registered position (S65) and must be eligible for IAR registration in your state of ... A high level of agency in a remote, fast-moving environment and a bias toward action * An ...

Mutual of Omaha

Regional Supervisory Principal

Torrance, CA · On-site +1

$75.50K - $100K/yr

This role requires working in a hybrid environment and is not fully remote. WHAT WE CAN OFFER YOU ... Series 53) with the ability to obtain and maintain required state licenses, IAR registration ...

Mutual of Omaha

Regional Supervisory Principal

Omaha, NE · On-site +1

$75.50K - $100K/yr

This role requires working in a hybrid environment and is not fully remote. WHAT WE CAN OFFER YOU ... Series 53) with the ability to obtain and maintain required state licenses, IAR registration ...

Mutual of Omaha

Regional Supervisory Principal

Torrance, CA · On-site +1

$75.50K - $100K/yr

This role requires working in a hybrid environment and is not fully remote. WHAT WE CAN OFFER YOU ... Series 53) with the ability to obtain and maintain required state licenses, IAR registration ...

Nayya

Financial Planner (US)

New York, NY · Remote

$83.10K - $111.60K/yr

This is a registered position (S65) and must be eligible for IAR registration in your state of ... A high level of agency in a remote, fast-moving environment and a bias toward action * An ...

Mojio

Firmware Engineer (Contract)

S.-based remote position . Preferred candidates from PST zone. Candidates must reside and be ... Experience with C/C++ programming with KEIL/IAR and/or GCC flavors * Strong experience with ...

Nayya

Financial Planner (US)

$77.80K - $104.40K/yr

This is a registered position (S65) and must be eligible for IAR registration in your state of ... A high level of agency in a remote, fast-moving environment and a bias toward action * An ...

Edelman Financial Engines

Chief Compliance Officer

Chief Compliance Officer (Any EFE Office Hybrid or Remote) At Edelman Financial Engines (EFE), our ... Oversee regulatory filings and IAR registrations. * Participate in key SEC outreach programs and ...

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Remote Iar information

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$15

$27

$37

How much do remote iar jobs pay per hour?

As of May 30, 2026, the average hourly pay for remote iar in the United States is $27.67, according to ZipRecruiter salary data. Most workers in this role earn between $21.63 and $33.17 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote IAR (Investment Adviser Representative), and why are they important?

To thrive as a Remote Investment Adviser Representative (IAR), you need a solid understanding of financial markets, investment strategies, and regulatory requirements, typically backed by a Series 65 or 66 license. Familiarity with financial planning software, CRM systems, and compliance platforms is commonly required. Excellent communication, self-motivation, and client relationship-building skills help set top performers apart in a remote setting. These skills and qualifications ensure regulatory compliance, effective client service, and business growth in a competitive financial advisory environment.

What are some common challenges faced by remote IARs (Investment Adviser Representatives), and how can they be addressed?

Remote IARs often encounter challenges such as maintaining consistent client engagement, staying updated on compliance requirements, and managing time effectively without direct supervision. To address these, it's important to leverage digital communication tools for regular client check-ins, participate in ongoing training to stay compliant, and use task management software to organize daily activities. Building a strong virtual network with colleagues can also help reduce isolation and foster knowledge sharing.

What is a Remote IAR?

A Remote IAR, or Investment Adviser Representative, is a financial professional who provides investment advice and manages client portfolios while working remotely rather than from a traditional office setting. Remote IARs are typically employed by Registered Investment Adviser (RIA) firms and must meet state and federal regulatory requirements, such as passing the Series 65 exam. Their responsibilities include advising clients on investment strategies, monitoring financial markets, and ensuring compliance with regulations, all while leveraging technology to communicate and manage client relationships from a remote location.

What is the difference between Remote Iar vs Remote Auditor?

AspectRemote IarRemote Auditor
Required CredentialsISO Lead Auditor Certification, relevant industry experienceISO Auditor Certification, industry-specific auditing credentials
Work EnvironmentRemote, often part of quality or compliance teamsRemote, typically within audit firms or internal compliance departments
Employer & Industry UsageManufacturing, healthcare, food safety, and other ISO-certified industriesManufacturing, finance, healthcare, and other sectors requiring compliance audits

Remote Iar and Remote Auditor roles both focus on compliance and quality standards, often requiring similar certifications. The main difference lies in their specific responsibilities: Remote Iar typically leads internal audits for ISO standards, while Remote Auditors conduct external or third-party audits. Both roles are remote-friendly and vital in maintaining industry standards across various sectors.

More about Remote Iar jobs
What cities are hiring for Remote Iar jobs? Cities with the most Remote Iar job openings:
What are the most commonly searched types of Iar jobs? The most popular types of Iar jobs are:
What states have the most Remote Iar jobs? States with the most job openings for Remote Iar jobs include:
What job categories do people searching Remote Iar jobs look for? The top searched job categories for Remote Iar jobs are:
Remote Iar jobs near you
Infographic showing various Remote Iar job openings in the United States as of May 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 100% Remote job distribution, with an average salary of $57,562 per year, or $27.7 per hour.

Fixed Income Portfolio Manager

Concurrent Investment Advisors

Tampa, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

Job description

Description
We are seeking an experienced Fixed Income Portfolio Manager to lead the design, implementation, and oversight of taxable and municipal fixed income strategies across our centralized investment platform.
This role is responsible for discretionary portfolio management, SMA sleeve design, structured note program oversight, and integration of income solutions within multi-asset and unified managed account (UMA) frameworks.
This is a strategy ownership role, not a pure trading position. The ideal candidate will have experience defining mandates, managing discretionary portfolios, and overseeing execution to ensure institutional grade implementation across custodians and platforms.

Responsibilities
Portfolio Management & Strategy
  • Manage discretionary taxable and municipal bond portfolios across income and total return mandates
  • Construct duration, credit, and sector positioning strategies aligned with macro and tactical views
  • Implement yield curve positioning, laddering, barbell structures, and tax-aware frameworks
  • Support liability-aware and cash flow–oriented portfolio construction
SMA Design & Platform Integration
  • Design and manage fixed income SMA sleeves for UMA and model portfolio implementation
  • Develop scalable sleeve strategies (taxable, municipal, short duration, core, credit, etc.)
  • Oversee customization frameworks including state-specific municipal exposure and client restrictions
  • Monitor performance, risk, and mandate adherence
Structured Note Oversight
  • Oversee the firm’s structured note platform and approved product framework
  • Evaluate structured note structures including buffered notes, income notes, autocallables, dual-directional notes, and market-linked CDs
  • Analyze payoff structures, embedded derivatives, issuer credit risk, liquidity, and tax treatment
  • Define concentration guardrails and suitability parameters
  • Integrate structured notes appropriately within income and multi-asset portfolios
  • Partner with trading desks and structured note platforms to oversee pricing and execution
  • Support advisor education and compliance alignment
Municipal & Credit Expertise
  • Build and manage national and state-specific municipal portfolios
  • Evaluate general obligation vs. revenue bond exposure
  • Conduct municipal and corporate credit surveillance
  • Optimize tax-equivalent yield and after-tax outcomes
Execution & Risk Oversight
  • Oversee bond and structured note execution across trading platforms
  • Manage dealer relationships and ensure competitive pricing
  • Monitor duration, credit quality, sector exposure, and liquidity risk
  • Conduct stress testing across rate and spread scenarios
  • Maintain structured note exposure and concentration reporting
Strategic Contribution
  • Integrate fixed income capabilities into OCIO and multi-asset frameworks
  • Support advisor case consultations and portfolio construction discussions
  • Contribute to capital markets commentary and investment committee dialogue
  • Help expand proprietary income and structured product capabilities

Qualifications
  • 7–15+ years of fixed income portfolio management experience
  • Direct experience managing both taxable and municipal bond portfolios
  • Experience designing and managing SMA fixed income strategies
  • Structured note evaluation and implementation experience 
  • Experience managing with discretion, not solely executing trades
  • Background within an asset manager, RIA platform, OCIO environment, bank, or insurance platform
Technical Competencies
  • Duration and yield curve positioning
  • Credit analysis and spread evaluation
  • Municipal credit underwriting
  • Structured note payoff and derivative analysis
  • Tax-aware portfolio construction
  • SMA sleeve implementation
Preferred Tools & Credentials
  • Bloomberg, Yield Book, BondEdge, or comparable analytics platforms
  • Structured note platforms such as HALO or SIMON
  • Experience with OMS/trading systems and UMA sleeve accounting
Licenses
  • Series 7 and 66; OR Series 65; OR a qualifying designation to be registered as an IAR
  • CFA preferred
  • Municipal licenses (52/53) a plus
Location / Schedule
  • This position will be remote
  • Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays
  • Occasional evening/weekend hours may be requested
Job Type 
  • Full-time, Exempt
  • $150,000-$250,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities

Benefits
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance