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Remote Ria Jobs in Birmingham, AL (NOW HIRING)

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Remote Ria information

See Birmingham, AL salary details

$78.3K

$119.1K

$160.3K

How much do remote ria jobs pay per year?

As of Jun 1, 2026, the average yearly pay for remote ria in Birmingham, AL is $119,052.00, according to ZipRecruiter salary data. Most workers in this role earn between $102,200.00 and $134,500.00 per year, depending on experience, location, and employer.

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 popular job titles related to Remote Ria jobs in Birmingham, AL? For Remote Ria jobs in Birmingham, AL, the most frequently searched job titles are:
What job categories do people searching Remote Ria jobs in Birmingham, AL look for? The top searched job categories for Remote Ria jobs in Birmingham, AL are:
Remote Ria jobs near you
Sales Vice President, Highland Capital Brokerage - REMOTE

Sales Vice President, Highland Capital Brokerage - REMOTE

Advisor Group

Birmingham, AL • On-site, Remote

$75K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 20 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
REMOTE Life Insurance Sales Opportunity with Highland Capital Brokerage
Sales Vice President, Highland Capital Brokerage
Location(s): All Locations/Remote
Role Type: Full time
Compensation: $75,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
Highland Capital Brokerage's primary goal is to serve our clients with an intense focus on exceptional client service, both internal and external, resulting in the highest level of professional success. We go above and beyond when it comes to supporting financial advisors who want to provide their clients with the best-in-class life, annuity, and longevity planning.
Are you ready to elevate your career?
We have an opportunity for a Sales Vice President specializing in Life Insurance. In this role, you will be challenged to manage clients and a workload offering unique, dynamic strategies and customizable support. The Sales Vice President is responsible for building ongoing distribution from institutional clients and/or successful independent producers through the sale of Life Insurance. Our goal is to help you grow as an individual and leader in your field and community while transforming those around you as well.
Education Requirements:
  • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:
  • Implement company-supported sales concepts in alignment with industry, company, and compliance standards.
  • Drive substantial target premium sales through third-party producers.
  • Offer point-of-sale and post-sale support, nurturing producer, and client relationships.
  • Cultivate and enhance relationships with independent retail producers, institutional account offices, branch managers, and insurance specialists.
  • Engage in continuous training, practice enhancement programs, and peer-support study groups.
  • Provide expert assistance in case design and sales presentations to producers.
  • Collaborate with new business and marketing teams to recommend carrier, product, and pricing alternatives.
  • Leverage CRM technology for reporting and documentation.
  • Develop customer profile strategies to maximize sales opportunities with current and prospective clients.
  • Perform other duties as assigned.

Basic Requirements:
  • Over 3 years of experience in life insurance sales and/or wholesaling, with a strong emphasis on client-facing point-of-sale interactions and/or personal production in life insurance planning. Recognizing the significance of direct client engagement and individual insurance production, these aspects are a priority over wholesaling in life insurance planning.
  • Self-starter, actively pursuing sales outlets and opportunities, and creating new relationships that result in sales and increased target premiums.
  • Demonstrate confidence and tenacity to continue to strengthen relationships with clients.
  • Knowledge of new business and underwriting process with the ability to effectively re-analyze the case when it is different than applied for
  • Intermediate level to advanced knowledge of insurance products and technical planning techniques
  • Demonstrate ability to effectively present concepts to groups ranging in size from 2-50 people.
  • Any of the following designations: CLU, ChFC or CFP; Series 7 and/or Series 24, Series 6, Series 63, Life, Accident & Health licenses

Preferred Requirements:
  • Worked with financial advisors inside institutional relationships and RIA's a plus.

Current Employees and Contractors Apply Here
Advisor Group logo

About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

Social media

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