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Remote Ria Jobs in Oregon (NOW HIRING)

Project Sapiens

Senior Software Developer

OR · Remote

$51 - $67.50/hr

Remote Job Summary Sapiens is on the lookout for a Senior Software Developer to become a key player ... Practical knowledge of one or more JavaScript frameworks and experience implementing Enterprise RIA ...

Sapiens

Senior Software Developer

OR · On-site +1

$51 - $67.50/hr

Remote Job Summary Sapiens is on the lookout for a Senior Software Developer to become a key player ... Practical knowledge of one or more JavaScript frameworks and experience implementing Enterprise RIA ...

Aprio

Wealth Advisor

Portland, OR · 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 ...

All JobsRia JobsRemote Ria JobsRemote Ria Jobs in Oregon

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

Client Service Associate

Capitol Family Office

Beaverton, OR • Remote

$30 - $45/hr

Other

Posted 9 days ago

Job description

Client Service Associate (Remote)

Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners, executives, and professionals. We combine deep expertise with high-touch service, using smart tech and fast execution to keep things moving and clients cared for.

We're looking for an experienced, proactive Client Service Associate to join our team. This is a fast-paced role supporting both firm partners, with a focus on day-to-day execution, administration, operations, and client service. You'll work especially closely with our Managing Partner, acting as her right hand.

Why This Role Matters

You'll be central to keeping the client experience seamless, ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of efficiently. If you love owning a full task list, working closely with senior leadership, and making things happen every day, this is for you.

What You'll Do (this is a small sample of the tasks we do each day)

Client Service & Workflow Coordination

• Coordinate and take action on client service requests

• Process account openings, transfers, and custodial forms with precision

• Handle client scheduling, reminders, and meeting logistics

• Track follow-ups and ensure all client tasks are completed accurately and on time

• Communicate directly with clients to complete tasks and service requests

Administrative & Tech-Savvy Execution

• Maintain organized digital files and CRM records (Redtail, ShareFile, etc.)

• Handle e-signature workflows, document tracking, and custodial follow-ups

• Use tools like Calendly, Emoney, and Zoom daily

• Leverage AI tools to draft emails, organize data, and reduce friction in routine work

Executive & Partner Support

• Manage partner calendars, follow-up tasks, and internal checklists

• Communicate key updates and task statuses clearly and consistently

• Step in to get things done quickly, without needing to be asked twice

• Proactively identify what needs attention and take ownership

What We're Looking For

• Have 3+ years' experience in a financial advisory, RIA, or wealth management firm

• Know the lingo, paperwork, custodians, and processes like second nature

• Thrive in a fast-moving, task-heavy environment with no room for dropped balls

• Take initiative, figure things out, and finish the job with high attention to detail

• Are a highly organized, reliable, proactive, and calm under pressure person

• Love working closely with senior leadership and interacting with clients

• Communicate clearly and consistently, even when working independently

• Enjoy using tech and AI to get more done faster

• Interest and experience with paraplanner tasks a plus.

Compensation

• $30–$45/hour depending on experience

• Contractor role; fully remote

• 20–40 hours per week (with flexibility and room to grow)

• Must be available to work with partners Monday – Friday PST

How to Apply

• Complete the questionnaire
• Upload your resume
• Provide 3 work references

Apply