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Remote Ria Jobs in Tennessee (NOW HIRING)

Aprio

Wealth Advisor

Nashville, TN · 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 ...

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

RIA External Consultant

Jackson National Life

Nashville, TN • On-site, Remote

Full-time

Posted 19 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job PurposeThe RIA External Consultant is responsible for creating new and managing existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the given territory. This is accomplished through meetings, seminars, campaigns, and follow up. The RIA External Consultant is responsible for keeping advisers informed of Jackson's rapidly changing product and service/platform enhancements. The territory includes ME, NH, VT, CT, MA and RI. This role can work remotely in the territory or in the Franklin, TN office.Essential Responsibilities
  • Works closely with the VP, RIA Sales to develop an appropriate business plan to maximize territorial sales.
  • Conducts product and sales training through individual and group training sessions, seminars, workshops, and branch meetings.
  • Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses.
  • Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns, and territory canvassing, and meeting follow-up.
  • Utilizes Jackson databases to create and maintain adviser profiles and data on sales activity.
  • Utilizes CRM system to communicate effectively with internal partners.
  • Operates in a "hybrid" wholesaling capacity which entails spending up to 25% of time in the field, running "video" virtual meetings, and engaging with Advisors through traditional avenues such as telephone, email, and virtual meetings.
Other Duties
  • Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
  • Strong ability to work independently and to communicate clearly and concisely. Ability to create and deliver effective presentations to current and prospective advisers.
  • Thorough knowledge of sales and marketing principles and practices. Expected to maintain knowledge of existing Jackson products, new or enhanced Jackson products, Jackson Marketing Campaigns, and Jackson's RIA Platform capabilities
  • Ability to identify and position Jackson products and services, utilizing financial planning tools and platforms commonly used by independent RIAs.
  • Proven ability to grow a territory as measured by sales, active adviser count, and persistency of business.
  • Strong aptitude for technology, including software applications, e-mail, and database management from remote locations.
  • Excellent prospecting skills.
  • Meet activity requirements.
  • Ability to travel up to 25% of the time.
Qualifications
  • Bachelor's Degree required.
  • 3+ years of sales experience in investments, mutual funds, insurance, or annuities required. 5+ years of experience preferred.
  • Prior annuity or investment external wholesaling experience preferred.
  • FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.
  • Additional registrations as necessary due to changes in regulatory requirements .
  • Possesses or is actively pursuing industry designations or advanced degree (CFA, CFP, CIMA, etc.) preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

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