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Remote Registered Investment Advisor Jobs (NOW HIRING)

RK Partners

Senior Wealth Advisor-Remote

Chicago, IL · On-site +1

$165K - $185K/yr

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

San Francisco, CA · On-site +1

$165K - $185K/yr

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of ...

Savvy Advisors, Inc.

Principal Wealth Advisor

$200K/yr

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors ... Remote and hybrid flexibility * A seat at the table - advisors directly influence Savvy's product ...

Alpaca

Account Executive - US

You'll partner with fintech platforms, broker-dealers, registered investment advisers (RIAs ... Our team is 100% distributed and remote, with a preference for candidates located in New York ...

Horace Mann

Financial Advisor (Hybrid)

Cherry Hill, NJ · On-site +1

BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning ...

Forest Hills Financial Group

Financial Advisor

Melville, NY · Remote

$80K - $150K/yr

PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of ...

Forest Hills Financial Group

Financial Advisor

New York, NY · Remote

$80K - $150K/yr

PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of ...

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Remote Registered Investment Advisor information

See salary details

$11K

$78.7K

$140K

How much do remote registered investment advisor jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote registered investment advisor in the United States is $78,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What is a remote registered investment advisor?

A Remote Registered Investment Advisor (RIA) is a financial professional or firm that provides investment advice and portfolio management services to clients, but operates primarily online or from a location outside of a traditional office setting. They are registered with the Securities and Exchange Commission (SEC) or state regulators, depending on the size of their assets under management. Remote RIAs use digital tools to communicate with clients, manage investments, and comply with regulatory requirements, offering flexibility and accessibility for both advisors and clients. Their services can include financial planning, retirement planning, and ongoing investment management, all delivered virtually.

What are the key skills and qualifications needed to thrive as a remote registered investment advisor?

To thrive as a Remote Registered Investment Advisor, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, typically supported by Series 65/66 licensing and a relevant bachelor's degree. Familiarity with portfolio management software, financial planning tools, and secure virtual communication platforms is essential. Strong interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly are crucial for building and maintaining client relationships remotely. These skills ensure that advisors can deliver compliant, client-focused advice while effectively managing portfolios and fostering long-term trust in a virtual environment.

What are some common challenges faced by remote registered investment advisors, and how can they be managed effectively?

Remote Registered Investment Advisors often encounter challenges such as building strong client relationships without face-to-face meetings, staying updated on regulatory changes, and managing time across different client schedules. Effective use of secure digital communication tools, proactive client check-ins, and ongoing professional development can help overcome these hurdles. Additionally, collaborating regularly with compliance teams and leveraging virtual networking opportunities assists in maintaining high service standards and fostering career growth.

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

AspectRemote Registered Investment AdvisorRemote Financial Planner
CredentialsSEC or state-registered, often with Series 65/66, CFPCFP, ChFC, or similar certifications, may be registered or unregistered
Work EnvironmentRemote, client-facing, compliance-focusedRemote, client-focused, holistic financial advice
Employer & Industry UsageRegistered with SEC or state, financial advisory firmsIndependent or firm-based, financial planning firms
Search & Comparison IntentYes, often compared for regulatory and credential differencesYes, related but more planning-oriented roles

The main difference is that a Remote Registered Investment Advisor is registered with regulatory authorities and often provides investment management services, while a Remote Financial Planner offers comprehensive financial planning, which may or may not involve registration. Both roles require certifications like CFP but differ in regulatory status and scope of services.

More about Remote Registered Investment Advisor jobs

What cities are hiring for Remote Registered Investment Advisor jobs?

Cities with the most Remote Registered Investment Advisor job openings:

What are the most commonly searched types of Registered Investment Advisor jobs?

The most popular types of Registered Investment Advisor jobs are:

What states have the most Remote Registered Investment Advisor jobs?

States with the most job openings for Remote Registered Investment Advisor jobs include:

What job categories do people searching Remote Registered Investment Advisor jobs look for?

The top searched job categories for Remote Registered Investment Advisor jobs are:

Remote Registered Investment Advisor jobs near you
Infographic showing various Remote Registered Investment Advisor job openings in the United States as of August 2026, with employment types broken down into 4% As Needed, 63% Full Time, 20% Part Time, and 13% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.

Senior Wealth Advisor-Remote

RK Partners

San Francisco, CA • On-site, Remote

Full-time

Posted 18 days ago

Job description

Senior Wealth Manager

Presented by Rekroot on behalf of our client

About the Firm

Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of experience serving individuals, families, business owners, and institutional clients. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.

The organization manages approximately $8 billion in assets and is committed to delivering proactive, hightouch guidance across all areas of clients' financial lives.

Position Overview

Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will drive significant growth by representing the firm's value proposition, delivering whiteglove service, and serving as a trusted advisor to highnetworth clients - all with the support of a collaborative team behind you.

Senior Wealth Managers are longterm strategic hires with a clear path to ownership.

This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts in a clear, relatable way. You will lead client relationships, oversee advanced planning engagements, and contribute meaningfully to both business development and client service.

What You Bring

Education & Credentials

  • Bachelor's degree from an accredited fouryear university (social sciences or business preferred)
  • CFP designation required

Experience

  • 6+ years serving as a lead advisor or consultant for highnetworth clients within a wealth management firm or the tax division of an accounting firm
  • Proven experience as the primary relationship owner for complex client households

Lead Advisor Capabilities

  • Serve as the primary advisor and decisionmaker for highnetworth clients
  • Lead client review and discovery meetings, including advanced planning scenarios
  • Deliver strategies across tax, estate, investments, retirement, and risk management
  • Coordinate tax strategy with external CPAs
  • Experience with equity compensation planning, business owners, or other specializations is a plus
  • Guide clients through retirement income and distribution planning
  • Partner with estate attorneys on legacy planning

Technical & Analytical Skills

  • Strong understanding of investment fundamentals, securities, account types, and transaction mechanics
  • Ability to synthesize competing priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
  • Commitment to a feeonly, clientfirst planning environment
  • Belief in academically grounded investment philosophy
  • Respect for confidentiality and fiduciary responsibility

Leadership & Growth Mindset

  • Invest in the development of Planners and Wealth Managers
  • Strong communication skills - written, verbal, and interpersonal
  • Positive, clientfocused attitude
  • Selfmotivated and able to operate independently

Business Development Experience

  • Lead the full discovery and onboarding process for new clients
  • Generate new business through referrals, firmgenerated leads, and personal networks
  • Consistently contribute to revenue growth and new client acquisition
  • Act as an ambassador for the firm by clearly articulating its value proposition

Why Work With Our Client

You'll have the opportunity to learn from a team of experts, make a meaningful impact on clients' lives, and contribute to a collaborative, valuesdriven culture. The firm invests deeply in the people who take care of clients.

Compensation & Benefits

  • Competitive compensation with annual bonuses
  • Comprehensive benefits package
  • Daily catered lunch
  • Free access to an onsite workout facility
  • Professional development support

Apply