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Remote Ria Jobs in Ohio (NOW HIRING)

Vestwell

RVP, National Sales

Columbus, OH · Remote

$100K - $110K/yr

Identify, develop, and convert strategic partnerships with RIA Aggregators, Broker/Dealers, TPAs ... This role will be based in the Greater Ohio region, in a remote capacity. The expected base salary ...

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Remote Ria information

Can financial advisors make $500,000 a year?

Remote Registered Investment Advisors (RIAs) can potentially earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or specialized expertise. Earnings depend on factors such as assets under management, fee structures, experience, and the size of the client base.

How can I make $100,000 a year working from home?

A remote Registered Investment Advisor (RIA) can potentially earn $100,000 or more annually by building a client base, offering financial planning and investment management services, and maintaining relevant certifications like the CFP or CFA. Success depends on experience, reputation, and the ability to leverage digital marketing tools to attract clients while providing personalized advice remotely.

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.

How to make 1000 a week remote?

A remote RIA can earn $1,000 a week by offering financial advisory services, building a client base, and charging fees or commissions. Success depends on experience, certifications, marketing skills, and the ability to manage multiple clients efficiently, often through digital communication tools. Consistent client acquisition and high-quality service are essential for reaching this income level.

How can I make 2000 a week working from home?

A Remote Ria can potentially earn $2000 a week by managing multiple client accounts, providing financial advisory services, and leveraging strong sales and communication skills. Building a client base, maintaining compliance, and using digital tools for remote work are essential. Consistent effort, certifications, and experience in financial services can help achieve this income level.
What are the most commonly searched types of Ria jobs in Ohio? The most popular types of Ria jobs in Ohio are:
What are popular job titles related to Remote Ria jobs in Ohio? For Remote Ria jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Remote Ria jobs in Ohio look for? The top searched job categories for Remote Ria jobs in Ohio are:
What cities in Ohio are hiring for Remote Ria jobs? Cities in Ohio with the most Remote Ria job openings:
Remote Ria jobs near you
RVP, National Sales

RVP, National Sales

Vestwell

Columbus, OH • Remote

$100K - $110K/yr

Full-time

Medical, Life, Retirement

Posted 4 days ago

Job description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

To learn more, visit vestwell.com

Who Are We Looking For?

Our team is growing rapidly and we are looking for a Regional Sales Director who has successfully sold retirement plan administration and record-keeping services in the small and emerging corporate retirement plan market. You should be able to work closely with financial advisors and strategic partners at an executive or leadership level to build a sales pipeline, win retirement plans, and develop strategic relationships. You should feel as comfortable on the phone cold calling prospects as you do developing deep, meaningful relationships with financial advisors.

As a FinTech firm, we take a different approach to sales than traditional incumbents. We believe that through strategic partnerships, a virtual sales approach, and teamwork, salespeople can command impressive plan sales volumes and become true partners to the advisors they work with. Expect to become an expert at demoing software, outlining our administrative capabilities, and how Vestwell's technology works. The right hire is highly relationship oriented and transactional, with a passion to learn and grow.

The ideal candidate has proven experience selling in the Midwest, Great Lakes, Rust Belt regions. Extensive travel is required to meet with clients and prospects to perform your sales activities.

What Will You Be Doing?

You will be the primary driver for gaining distribution and converting retirement plans within your assigned region. Beyond this baseline, your responsibilities include providing leadership, deep expertise, and strategic support to the broader team.

  • Identify, develop, and convert strategic partnerships with RIA Aggregators, Broker/Dealers, TPAs, Payroll Providers, Banks, and other key partners within your sales region.
  • Develop, own, and manage a robust retirement plan sales pipeline, leveraging existing relationships and proactively prospecting for new clients, including strategic outreach and cold calling.
  • Consulting with prospects about possible plan features or plan types that may align with their workforce and assessing whether a standalone plan or aggregated plan would work best for the prospect's demographics and business goals.
  • Convert retirement plan opportunities into sales, applying judgment and strategic thinking through a repeatable, scalable process in partnership with your internal sales team.
  • Deliver product demonstrations and maintain deep expertise in retirement plan record-keeping, administration, and technology, serving as a trusted advisor to prospects and clients.
  • Design and manage hand-off processes to Vestwell's implementation and client success teams, ensuring a seamless client experience that drives repeat business.
  • Own and deliver on plan sales and revenue targets, exercising discretion in prioritization and approach to achieve results.
  • Maintain accountability for plan sponsor revenue generation within your region, influencing outcomes through relationship management, strategic execution, and cross-functional collaboration.

Requirements

The Necessities

  • 5+ years in a B2B sales, preferably in retirement, FinTech, wealth, or a similar industry
  • Intimate knowledge of how retirement plan advisors build, manage, and grow their practice
  • Clear understanding and ability to articulate partnerships across multiple channels
  • Consistent track record managing and leading sales regions and exceeding sales targets
  • Ability to carry a plan sale over the entire sales cycle from prospecting to conversion
  • Strong attention to detail and a passion for creating a top-notch selling environment and processes
  • Excellent written & verbal communication skills are a must
  • Experience developing cold calling prospect lists
  • Travel required 50-70% of the time

The Extras

  • Experience selling retirement plan record-keeping and administration is a very, very strong plus
  • Previous coverage of the small and emerging corporate retirement plan market
  • Previously covered the sales region being hired
  • Strong understanding of what a record-keeper, TPA, and 3(16) administrator does
  • Any FS certifications are a plus, eg: Series 65, Series 7, CFA, etc.

This role will be based in the Greater Ohio region, in a remote capacity.
The expected base salary range for this position is a minimum of $100K - $110K, plus performance based variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS
We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.