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Remote Ria Jobs in Oregon (NOW HIRING)

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 ...

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 Oregon? The most popular types of Ria jobs in Oregon are:
Infographic showing various Remote Ria job openings in Oregon as of July 2026, with employment types broken down into 89% Full Time, 8% Part Time, 2% Contract, and 1% Nights. Highlights an 40% Physical, 3% Hybrid, and 57% Remote job distribution.
Life Regional Vice President, RIAs (REMOTE TRAVEL)

Life Regional Vice President, RIAs (REMOTE TRAVEL)

Equitable

OR • On-site, Remote

$80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago


Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.  

Equitable is looking for a motivated and passionate Regional Vice President (External Wholesaler) to join our Life Insurance team (Open to Territory & Location).  This position will be focused on asset location and positioning Life Insurance as the tax- free bucket, 7702.  This position will be focused on the Independent Financial Planner Market. A main focus of this role is working with Registered Investment Advisors (RIA's) positioning Life Insurance as a solution.       

What You'll Be Doing

Responsibilities

  • The RVP is directly responsible for developing and maintaining consultative relationships with Independent, RIA advisors

  • The RVP role is the Key Driver of revenue in their territory, including accountability for achieving and exceeding territory sales targets and territory management (APE)

  • Develop new producers while retaining existing producers to grow market share

  • Educate and train advisors on Equitable' s Life products

This position offers a remote work arrangement plus up to 50% travel for business needs. Periodic office visits may be requested based on business needs. 

The base salary for this position is $80,000. This role is eligible for variable compensation

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits:  Equitable Total Rewards Program

What You Will Bring

Required Qualifications

  • 7 years of Life Insurance industry experience

  • Experience in Direct Sales of Life Insurance products

  • Life and Health insurance licenses

  • FINRA Series 6 & 63 registrations, active

  • Valid driver's license and clean driving record are required

Preferred Qualifications

  • FINRA Series 7 highly desired 

  • Exceptional communication/interpersonal skills with good computer and organizational skills

  • Willingness to travel up to 50%

Skills

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients.

Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.

Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes.

Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.

Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).

About Equitable 
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. 


We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. 
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. 
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.  Click Careers at Equitable to learn more. 
**********
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. 
NOTE: Equitable participates in the E-Verify program. 
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com


What Equitable employees say

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Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859