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Remote Registered Investment Advisor Jobs (NOW HIRING)

Avivar Capital

Impact Investment Senior Consultant

$119K/yr

About Avivar Capital, LLC Avivar Capital (Avivar) is a US-based, SEC-registered investment advisor ... and remote offices. The full team gathers in-person at least once a year, with project teams ...

Lincoln Investment

Virtual Sales Assistant

Fort Washington, PA · On-site +1

$20.50 - $27.50/hr

Lincoln Investment is recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment ...

Human Agency

Remote (US only) Type: Full-Time About Human Agency We're scaling rapidly and have a growing ... You work closely with investment leadership to refine the thesis, translate macro trends into ...

NFP Corp

Senior Trust Advisor

Franklin, TN · On-site +1

$131K - $132K/yr

... registered investment advisers. Reports To: MD, President, Wealthspire Trust Location: Nashville, TN or Remote Position Overview The Sr. Trust Advisor is responsible for the oversight and ...

NFP Corp

Senior Trust Advisor

Franklin, TN · On-site +1

$131K - $132K/yr

... registered investment advisers. Reports To: MD, President, Wealthspire Trust Location: Nashville, TN or Remote Position Overview The Sr. Trust Advisor is responsible for the oversight and ...

New York Life Insurance Co

RIA Senior Specialist

$65K - $92K/yr

Fully Remote Eagle Strategies LLC is a Registered Investment Adviser and wholly owned subsidiary of New York Life Insurance Company. As part of New York Life's Wealth Management division, Eagle ...

ImpactAssets

Investment Strategist

$124K - $160K/yr

Remote Reporting To: Managing Director, Investment Strategy Description ABOUT IMPACTASSETS CAPITAL PARTNERS ImpactAssets Capital Partners is a SEC registered investment adviser that is owned by ...

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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?

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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.

Impact Investment Senior Consultant

Avivar Capital

Remote

$119K/yr

Contractor

Re-posted 20 days ago

Job description

About Avivar Capital, LLC
Avivar Capital (Avivar) is a US-based, SEC-registered investment advisor focused exclusively on assisting institutional, public, and private clients in the design, development and execution of impact investing strategies, portfolios and funds that generate social and/or environmental benefit alongside a financial return. The firm's professionals bring extensive experience to serve as investment strategists, deal and fund structurers, asset managers, due diligence providers, coaches, trainers, market researchers, facilitators, and evaluators. Avivar's clients include some of the country's largest and most innovative impact investors, committed to promoting positive change in impact areas such as health equity and wellness, education, financial inclusion, poverty alleviation, small and growth business development, racial equity, gender equity, climate justice, and environmental sustainability.
Summary/Objective
Note: Interested applicants must be a US citizen and/or be legally authorized to work and reside in the United States.
Avivar Capital is seeking a mission-aligned Impact Investment Senior Consultant who will be responsible for collaborating with senior level professionals on all aspects of investment diligence for client impact investment portfolios. The ideal candidate will be able to commit at least 10-20 hours per week to Avivar on an ongoing basis.
Essential Functions and Responsibilities
  • Conduct company- and organization- specifc research and analysis.
  • Perform market research and competitive landscape analysis.
  • Develop financial models, including projections, investment return analyses, debt capacity assessments, and valuation models (trading comparables, transaction comparables, and discounted cash flow analyses).
  • Support transaction structuring and execution activities.
  • Prepare investment memoranda and related presentation materials.
  • Uphold and model Avivar's values of integrity, trust, excellence, and humilty in all internal and external interactions.
  • Mentor the firm's analysts in developing and executing workplans and presentation materials and participating in the presentation of deliverables to clients and stakeholders.

Desired Qualifications
  • Bachelor's Degree in relevant field required; an MBA in business is strongly preferred.
  • Minimum of 3 years' experience in corporate finance, particularly transaction execution experience in investment banking, private equity, venture capital, real estate, or corporate development.
  • Strong financial / accounting acumen.
  • Deep experience with transaction modeling, including valuation analyses.
  • Working knowledge of deal structuring, including equity, debt, M&A, and fund investing.
  • Exceptional written and oral communication skills.
  • Expert level skills in Microsoft Excel, PowerPoint, Outlook, Word and SharePoint.
  • Self-starter with the ability to work independently with little oversight.
  • Ability to take initiative and work proactively.
  • Exceptional team player with a positive attitude and ability to collaborate effectively.
  • Attention to detail and highly organized.
  • Ability to multitask and prioritize project assignments.

Writing Samples Required
Two writing samples will be required as part of the interview process for this position. Samples will be requested from candidates considered for hire. Pieces should demonstrate use of primary/secondary research tools and methods to support key findings and recommendations are strongly preferred. Evidence of ability to use data visualization tools is also helpful.
Work Environment
Avivar Capital is currently a virtual operation with frequent online meetings and remote offices. The full team gathers in-person at least once a year, with project teams gathering periodically at client meetings and industry conferences.
Position Type & Hours of Work
Contract position.
Compensation
Compensation will be determined based on Contractor's experience and project specifications.
Travel
As needed but minimal. Less than 15%.
Physical Demands
Remaining in a seated position. Entering text or data into a computer or other machine by means of a traditional keyboard.
Affirmative action plan/equal employment opportunity (AAP/EEO) statement. Avivar Capital is deeply committed to building the field of impact investing by cultivating a diverse and inclusive next generation of impact investing professionals that represent the communities we serve. We believe that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.

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