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Remote Investment Jobs in Washington (NOW HIRING)

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial ...

Climate United FUND

Investment Officer

Bethesda, MD · On-site +1

Climate United will focus its investments in Distributed Power Generation and Storage, Building Decarbonization and Electric Transportation. Calvert Impact, Inc., a 501(c)(3) nonprofit ("Calvert ...

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial ...

Icmarc

Investment Analyst, Equity

Washington, DC · On-site +1

$73K - $110K/yr

The position serves as a key resource across investment management, reporting, portfolio monitoring, manager research, and stakeholder communications to ensure accurate, timely, and consistent ...

YO AI Labs

AI Finance Expert - Remote

Washington, DC · Remote

$100 - $200/hr

Remote Job Overview We are seeking experienced AI Finance Domain Experts to contribute their ... Author and review investment memos, due diligence reports, research summaries, and technical ...

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All JobsInvestment JobsRemote Investment JobsRemote Investment Jobs in Washington

Remote Investment information

See Washington salary details

$24.9K

$109.9K

$241.8K

How much do remote investment jobs pay per year?

As of Aug 30, 2026, the average yearly pay for remote investment in Washington is $109,944.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,600.00 and $133,100.00 per year, depending on experience, location, and employer.

What are remote investment jobs?

Remote investment jobs are positions within the finance and investment sectors that can be performed from anywhere with an internet connection, rather than in a traditional office. These roles include positions such as remote investment analysts, portfolio managers, financial advisors, and equity researchers. Professionals in these jobs analyze financial data, make investment decisions, and communicate with clients or teams using digital tools. Remote investment roles require strong analytical skills, proficiency in financial software, and the ability to work independently. As more financial institutions embrace flexible work arrangements, remote investment jobs are becoming increasingly popular.

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

To thrive as a Remote Investment Analyst, you need strong analytical abilities, financial modeling expertise, and a relevant degree in finance, economics, or a related field. Familiarity with tools like Excel, Bloomberg Terminal, and investment research platforms, as well as certifications such as the CFA, are typically required. Outstanding communication, self-motivation, and time management are crucial soft skills for collaborating virtually and making informed decisions independently. These skills and qualifications are essential to provide accurate investment insights, manage portfolios remotely, and ensure effective teamwork across locations.

How do remote investment professionals typically collaborate with team members and clients across different time zones?

Remote investment professionals often work with colleagues and clients located around the world, making effective communication essential. They commonly use digital collaboration tools such as video conferencing, secure messaging platforms, and shared document systems to coordinate on portfolio analysis, strategy development, and client updates. Flexible scheduling and clear communication of availability help ensure that important meetings and deadlines are met. Building strong virtual relationships and staying organized are key to success in this remote, fast-paced environment.

What is the difference between Remote Investment vs Remote Financial Analyst?

AspectRemote InvestmentRemote Financial Analyst
Required CredentialsInvestment certifications (CFA, CFP), finance degreeFinance or accounting degree, CFA often preferred
Work EnvironmentInvestment firms, asset management companies, online platformsCorporations, banks, consulting firms, remote setups common
Industry UsageInvestment management, wealth managementFinancial planning, corporate finance analysis
Common Search/ComparisonYesYes

Remote Investment professionals focus on managing investments, analyzing markets, and making asset decisions, often working for investment firms or asset managers. Remote Financial Analysts analyze financial data, prepare reports, and support business decisions across various industries. While both roles require finance credentials and can be performed remotely, Remote Investment roles are more specialized in asset management, whereas Remote Financial Analysts have a broader scope in financial analysis and reporting.

More about Remote Investment jobs

What are the most commonly searched types of Investment jobs in Washington?

The most popular types of Investment jobs in Washington are:

What are popular job titles related to Remote Investment jobs in Washington?

For Remote Investment jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Remote Investment jobs in Washington look for?

The top searched job categories for Remote Investment jobs in Washington are:

What cities in Washington are hiring for Remote Investment jobs?

Cities in Washington with the most Remote Investment job openings:

Remote Investment jobs near you
Infographic showing various Remote Investment job openings in Washington as of August 2026, with employment types broken down into 87% Full Time, 5% Part Time, 2% Temporary, and 6% Contract. Highlights an 80% Physical, 6% Hybrid, and 14% Remote job distribution, with an average salary of $109,944 per year, or $52.9 per hour.

Licensed Investment Representative

trainwell

Suitland, MD • Remote

$60K - $75K/yr

Full-time

PTO

Re-posted 5 days ago

Job description

About the Role

We're looking for a Licensed Investment Representative to join a growing insurance agency. This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial futures. If you're licensed, experienced, and hungry to grow — this is for you.
About Trainwell

Trainwell is a premier sales training and coaching platform built exclusively for insurance professionals. We help agencies and their teams sharpen their skills, close more business, and build sustainable growth through hands-on coaching, world-class training content, and AI-powered sales tools. When you join an agency backed by Trainwell, you're joining a team that invests in your development from day one.

Key Responsibilities

Conduct investment consultations with clients to assess financial goals, risk tolerance, and investment timelines. Recommend and sell mutual fund products aligned with each client's needs and objectives. Manage and review existing investment portfolios, providing ongoing guidance and rebalancing recommendations. Educate clients on investment options, market conditions, and long-term wealth-building strategies. Maintain compliance with all FINRA regulations, company policies, and state licensing requirements. Generate new business through referrals, agency cross-selling, and proactive client outreach. Collaborate with the agency team to identify investment opportunities within the existing book of business. Maintain accurate records of all transactions, client interactions, and compliance documentation.

Requirements

Requirements

SIE (Securities Industry Essentials) — Required. Series 6 (Investment Company/Variable Contracts Products Representative) — Required. Series 63 (Uniform Securities Agent State Law) — Required. Prior experience investing and managing mutual funds — Required. Strong understanding of investment products, financial planning principles, and suitability standards. Excellent communication and relationship-building skills. Self-motivated with the ability to work independently in a remote environment. Detail-oriented with strong organizational and compliance habits.

Preferred Qualifications

Series 65 or Series 66 license. Experience working within a captive insurance agency model. Background in insurance and financial services cross-selling.

Benefits

Base salary: $60,000–$75,000 annually.
Commission structure on all investment sales (uncapped earning potential).
Paid time off (PTO). Remote work flexibility.