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Remote Ria Jobs in New York (NOW HIRING)

RIA Recruiting

Client Service Associate

White Plains, NY · On-site +1

We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. If you'd like to join a full-service wealth management team that is dedicated to its clients and be part of a staff that ...

Professions

Senior Wealth Advisor

Manhattan, NY · Remote

Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek collaboration and ...

Aprio

Wealth Advisor

New York, NY · 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 ...

FIS

Sales Executive

New York, NY · Remote

Focusing on Banks, Broker-dealers, and RIA firms, we offer a broad spectrum of front to back ... Solid understanding of a typical and a-typical sales life cycle, especially on the remote ...

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Remote Ria information

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 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 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 the most commonly searched types of Ria jobs in New York? The most popular types of Ria jobs in New York are:
What are popular job titles related to Remote Ria jobs in New York? For Remote Ria jobs in New York, the most frequently searched job titles are:
What job categories do people searching Remote Ria jobs in New York look for? The top searched job categories for Remote Ria jobs in New York are:
What cities in New York are hiring for Remote Ria jobs? Cities in New York with the most Remote Ria job openings:
Remote Ria jobs near you
Infographic showing various Remote Ria job openings in New York as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Client Service Associate

RIA Recruiting

White Plains, NY • On-site, Remote

Full-time

Medical, Retirement, PTO

Posted 9 days ago

Job description

Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. If you'd like to join a full-service wealth management team that is dedicated to its clients and be part of a staff that has created a culture of success, this may be a good fit for you! Find out more about us at altawealthpartners.com

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in New York, Connecticut, New Jersey, and Pennsylvania.

Compensation:

  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Health Insurance Plan with Company Contribution ($616/month)
  • 401(k) with company contribution
  • Generous PTO Policy & Paid Holidays
  • Professional, Fun, Motivating Atmosphere
  • Permanently remote position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
  • Assist Advisors with client meeting prep and follow-up tasks
  • Attend client meetings with advisors virtually
  • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
  • Assist in the preparation of investment-related Requests for Proposals and insurance illustrations.
  • We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas for improvement.
  • Requirements:
  • 5 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
  • Ability to contribute to creating a "Wow" Experience for our clients
  • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Excel, Chat, Etc.) - We are a tech-forward firm
  • Experience with our software is not required, but it is a plus: RedTail, Mac OSX, Sharepoint, MS office, Teams, Copilot, eMoney, Zocks, Scribe, My90, Black Diamond, MyRepChat, RingCentral
  • BA degree required.

Skills:

  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Employment Type: FULL_TIME

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