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Remote Ria Jobs in California (NOW HIRING)

RIA Recruiting

Client Service Associate

San Jose, CA · On-site +1

$65K - $80K/yr

BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to ...

SpaceX

Manager, Indirect Tax

Hawthorne, CA · On-site +1

$140K - $190K/yr

Experience with MS Excel and tax research tools (RIA Checkpoint) PREFERRED SKILLS AND EXPERIENCE ... hybrid and remote work will not be considered * Willing to work extended hours as necessary ...

Aprio

Wealth Advisor

San Francisco, CA · On-site +1

$150K - $250K/yr

... RIA or Wealth Management Firm. * The series 65 license is required for the position; however ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

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Remote Ria information

What is the difference between Remote Ria vs Remote Financial Advisor?

AspectRemote RiaRemote Financial Advisor
CredentialsSeries 7, 63/65, CFP (optional)Series 7, 63/65, CFP (often required)
Work EnvironmentRegistered Investment Advisor firm, compliance-focusedIndependent or firm-based, client-facing
Industry UsageFinancial planning, investment managementFinancial planning, wealth management
Common Search IntentRemote Ria vs Remote Financial Advisor

Remote Rias typically focus on investment management and compliance, often working within registered firms, while Remote Financial Advisors may have a broader client-facing role in financial planning. Both roles require similar certifications, but their focus and work environment differ slightly, catering to different client needs within the financial industry.

What are Remote RIAs?

Remote RIAs are Registered Investment Advisors who provide financial planning and investment management services to clients entirely online or from a remote location, rather than in a traditional office setting. They use digital platforms to communicate, manage portfolios, and deliver advice, making financial services more accessible and convenient for clients regardless of location. This setup allows RIAs to serve a broader client base while also offering flexibility in their work environment.

What are the key skills and qualifications needed to thrive as a Remote RIA (Registered Investment Advisor), and why are they important?

To thrive as a Remote Registered Investment Advisor (RIA), you generally need strong financial analysis skills, investment management expertise, and relevant certifications like the Series 65 or CFP. Familiarity with portfolio management software, financial planning tools, and secure communication platforms is essential for remote work. Excellent client communication, trustworthiness, and self-motivation are standout soft skills in this role. These qualifications are crucial for providing sound investment advice, maintaining regulatory compliance, and building strong client relationships in a remote environment.

What are some common challenges faced by Remote RIA (Registered Investment Advisor) professionals and how can they be managed?

Remote RIAs often face challenges such as building strong client relationships without face-to-face interactions, managing compliance requirements across different jurisdictions, and staying updated with evolving financial regulations. To manage these, professionals typically leverage secure digital communication tools, implement robust compliance software, and participate in regular training or industry webinars. Additionally, setting clear communication protocols and maintaining a structured daily routine can help streamline client management and ensure regulatory adherence while working remotely.
What are the most commonly searched types of Ria jobs in California? The most popular types of Ria jobs in California are:
What are popular job titles related to Remote Ria jobs in California? For Remote Ria jobs in California, the most frequently searched job titles are:
What job categories do people searching Remote Ria jobs in California look for? The top searched job categories for Remote Ria jobs in California are:
What cities in California are hiring for Remote Ria jobs? Cities in California with the most Remote Ria job openings:
Remote Ria jobs near you
Infographic showing various Remote Ria job openings in California as of July 2026, with employment types broken down into 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 23% In-person, and 77% Remote job distribution.

Mid-Market Account Executive

David Joseph & Company

San Francisco, CA • Remote

$100K - $125K/yr

Full-time

Medical, PTO

Posted 16 hours ago

Job description

United States · Remote · Full-time
Compensation: $100,000–$125,000 + competitive equity

About the Company

A Series A wealthtech company building decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so financial advisors can run smarter practices without the manual work. Strong product-market fit and a clear growth path in a $100B+ market of independent RIAs and wealth management firms across the U.S.

Founded 2017 · 11–50 people · Industry: FinTech

The Role

A full-cycle, closing-focused individual contributor converting qualified opportunities into closed-won revenue with mid-market RIA and wealth management firms in the $25K–$100K ACV range, on sales cycles of roughly 60–90 days. Leads come from marketing, a Target Account Development Representative, and the Head of Sales, and you own the deal end to end: discovery, demo coordination with the Solutions Consultant, proposal building, negotiation, and close. This is a higher-volume, shorter-cycle, fewer-stakeholder role distinct from enterprise closing.

What you'll be doing

  • Own the full sales cycle from qualified opportunity to signed contract for mid-market advisory firms ($25K–$100K ACV)
  • Maintain a clean, accurate HubSpot pipeline with disciplined stage progression, current notes, clear next steps, and realistic close dates, updated weekly
  • Proactively build and tailor pricing proposals based on firm size, product fit, and competitive positioning
  • Build trust-based relationships with decision-makers through consultative, discovery-led engagement
  • Coordinate with the Solutions Consultant on demos and execute clean handoffs to the Customer Success Manager at close

Nice-to-have

  • Direct experience selling to RIAs, broker-dealers, or wealth management platforms in the mid-market segment
  • Existing relationships with CCOs, COOs, principals, or operations leads at mid-market RIAs
  • Experience selling into custodian ecosystems (Schwab, Fidelity, Pershing) or alongside compliance/risk platforms
  • MEDDPICC, Challenger, Sandler, or comparable sales methodology training

Tech stack: HubSpot CRM (or comparable)

Requirements
  • Full-cycle Mid-Market close experience ($25K to $100K ACV)
  • Wealth management / RIA domain fluency
  • HubSpot pipeline discipline and reliable forecasting
  • Consultative discovery
  • Remote US, strong written and async communication
Green Flags
  • Consistent, predictable quota delivery on a monthly and quarterly basis rather than occasional large wins
  • Speaks the language of wealth management (AUM, custodians, fiduciary, compliance, ADV, RIA structures) credibly and naturally, not from a memorized glossary
  • Maintains immaculate CRM hygiene without being asked and forecasts reliably
  • Reads ambiguous prospect signals accurately, distinguishes not-now from not-ever, and keeps deals moving with incomplete information
  • Runs a high volume of concurrent deals with fast turnaround on proposals and follow-ups, never letting deals go idle
Red Flags
  • Only sub-$25K SMB or transactional selling experience
  • Only enterprise, long-cycle (9-month-plus) closing background
  • Needs a polished, pre-built playbook to perform
  • No RIA or wealth-advisor domain exposure
  • History of sandbagging or unreliable forecasting, with deals that surprise the forecast
Why Join
  • Uncapped commission — larger ACVs mean larger commission checks
  • Small, low-bureaucracy team where high performers shape the playbook they build, with direct access to the Head of Sales and CEO
  • Sell in the company's sweet spot: mid-market firms won in 60–90 days, higher deal volume, faster cycles
  • Fully remote, U.S.-based team, with unlimited PTO and health benefits