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Remote Ria Jobs in Oregon (NOW HIRING)

Sapiens

Software Developer

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

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Remote Ria information

What is a remote RIA?

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?

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 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 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 August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Vice President, Structured Product Sales

Advisors Asset Management

Remote

$250K - $300K/yr

Full-time

Re-posted 28 days ago

Job description

Vice President, Structured Product Sales
The Advisors Asset Management Structured Products Specialist will work within our Distribution Division which will be a team environment focusing on new and existing client relationships to increase sales among our growing product lines across all asset classes. This sales specialist position will require strong collaboration with our internal and external wholesalers and will also provide exceptional customer service and financial services advice to client firms and its advisors.
Territory Available (must reside in territory): Southern California
Compensation: Base + Commission; estimated total compensation range $250,000-$300,000 annually
ESSENTIAL RESPONSIBILITIES:
  • Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products)
  • Profile financial advisors to obtain information that will assist the client in reaching stated objectives
  • Wholesale and Distribute Structured Products to Broker Dealers amp; RIA’s across the United States
  • Maintain current knowledge of all markets and AAM analytics and market commentaries
  • Work with Structured Products Trading amp; Origination to create new products and custom transactions for advisors
  • Securities research, economic reports, and trend forecasting
  • Create presentations to educate financial advisors on Market Linked CDs amp; Market Linked Notes
  • Using AAM provided tools, complete and present portfolio analytics to assist clients
  • Position client portfolios to capitalize on current and upcoming market cycle conditions
  • Provide exceptional customer service and financial services advice consistent with the client objectives
  • Meet stated production goals as determined by the Sales Manager; Phone, Email, Meeting amp; Conference Metrics
  • Travel Required 50-75%
  • Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM
  • Perform other job-related duties as assigned
QUALIFICATIONS:
  • Driven and goal-oriented, focused on success
  • Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines
  • Excellent communication and group presentation skills
  • Mathematical aptitude and skills
  • Strong interpersonal skills, ability to communicate at all levels of the organization and with individuals at remote locations
  • Proven experience working collaboratively, improving productivity, and implementing ideas
  • Experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Power BI, Bloomberg
  • Internet, Salesforce amp; CRM application systems
EDUCATION and/or EXPERIENCE:
  • 5 yrs+ experience in the Financial Services Industry, Wholesale Distribution, or Relationship Management
  • Required Education: Bachelor’s Degree or equivalent experience
  • Required Certifications: FINRA Series 7 amp; 66
  • In depth knowledge of Structured Products and Fixed Income Sales
  • Strong Financial Markets acumen

With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.

The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.

As of June 30, 2026, the brokerage and advised business at AAM represents approximately $14.1 billion in assets. (Assets under supervision represent $7.4 billion in UIT assets. The firm has $4.4 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.3 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.

AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.

Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.

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