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Remote Ria Jobs in Charlotte, NC (NOW HIRING)

Remote Role Responsibilities * Construct accounting scenarios spanning financial statement ... Include research tools like Bloomberg Tax and RIA Checkpoint . * Apply accounting methodologies to ...

This is a remote role in a dynamic, fast-paced environment. Key Responsibilities Partner Management ... Direct experience supporting broker-dealer or RIA conversions from other clearing or custodial ...

New

Remote Ria information

See Charlotte, NC salary details

$81.6K

$124.1K

$167K

How much do remote ria jobs pay per year?

As of Sep 1, 2026, the average yearly pay for remote ria in Charlotte, NC is $124,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $106,500.00 and $140,200.00 per year, depending on experience, location, and employer.

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 popular job titles related to Remote Ria jobs in Charlotte, NC?

For Remote Ria jobs in Charlotte, NC, the most frequently searched job titles are:

What cities near Charlotte, NC are hiring for Remote Ria jobs?

Cities near Charlotte, NC with the most Remote Ria job openings:

Infographic showing various Remote Ria job openings in Charlotte, NC as of August 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Contract. Highlights an 100% Remote job distribution, with an average salary of $124,073 per year, or $59.7 per hour.

Account Executive (Remote: Western Region - North Carolina) Charlotte-Asheville Area

Vitu, Inc.

Charlotte, NC • On-site, Remote

$55K - $68K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago


Job description

Account Executive (Remote: Western Region - North Carolina)
Charlotte-Asheville Area
As the leading innovator in Vehicle-to-Government (V2Gov) technology, Vitu is transforming the way vehicles, businesses, government, and drivers interact with one another.
Vitu provides innovative, cutting-edge services to the motor vehicle industry. Our namesake solution manages titling and registration transactions in all 50 states and across multiple locations - all on one platform. With the mission of expanding and automating Vehicle-to-Government (V2Gov) transactions, the Vitu platform is reimagining how drivers, businesses and governments interact with vehicles. Vitu has offices in California, Florida, Georgia, Illinois, Indiana, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Virginia.
Job Summary
The Account Executive position is held by a dynamic, highly motivated, service-oriented individual maintaining and building professional relationships with Vitu clients.
This role supports clients throughout North Carolina in the Western Region The ideal candidate will reside in or near the Charlotte/Asheville area to effectively support our clients.
Key Responsibilities
  • Train dealership personnel on the use of Vitu.
  • Meet with dealership management to review processes and procedures pertaining to their DMV paperwork.
  • Monitor dealer error rates, active user list, and RIA/Dealer licenses to ensure compliance with DMV's regulations.
  • Maintain a strong business relationship with key dealership personnel.
  • Provide Vitu/VITU support via phone, chat and email as needed.
  • Deliver exceptional customer service and support by being responsive and proactive to customer needs.
  • Client Advocate - Suggests improvements to the program on behalf of the client and addresses client issues and concerns.
  • Compliance - Ensure that the dealership is following DMV EVR & RIA procedures and regulations by conducting compliance audits.
  • DMV Support - The AE will be called on by clients to answer or find the answer to complex DMV issues.
  • Navigate a dealer's DMS to ensure that it is calculating DMV fees properly.
  • Conduct DMV fee training both in-person and via webinar.

Minimum Qualifications and Experience
  • Experience with Reports of Sale and other related DMV documents for both new and used vehicles
  • Account management in a business to business environment is preferred.
  • Experience with DMV accounting and bundle reconciliation
  • EVR program knowledge (E-filing)
  • Knowledge of DMV regulations pertaining to registration processing
  • Experience with Chrome and Firefox configuration and settings
  • Able to use various PC programs including Microsoft Word, Excel, and Google Drive
  • Able to effectively communicate with high level Executives
  • Able to work independently with limited supervision
  • Travel is required up to 150 miles

Compensation
The salary range for this position is: $55,000 - 68,000
The final pay for this position will be determined by multiple factors including, but not limited to, location, education, experience, training and skills.
This role includes a company-provided vehicle as part of the total rewards package, in accordance with company policy. This role may involve the use of a vehicle (company owned or leased) within the scope of employment.
At Vitu, our engaged workforce is the key to our success. We are committed to creating a positive, inclusive, and motivating environment where employees feel valued, connected, and empowered. We have an Employee first culture and foster a collaborative environment where innovation, creativity, diverse ideas and opinions are valued. We value each team member and ensure they have the opportunity to grow and contribute to the success of our organization.
At Vitu, we care for our employees and their families. We offer a comprehensive benefits package including :
  • Healthcare Coverage for you and your family covering Medical, Dental & Vision
  • Tax Advantage accounts such as Health Savings Account (HSA) & Flexible Spending Accounts (FSA)
  • Generous PTO
  • Pet Insurance
  • Retirement Planning
  • ID Theft Insurance
  • Life and Disability Insurance
  • Commuter Benefits
  • Accident & Hospital, Critical Illness Insurance
  • Tuition Reimbursement

Vitu is an Equal Employment Opportunity Employer. We value diversity and are dedicated to providing an equal and inclusive working environment. We are committed to providing an environment that is free from discrimination and harassment. We do not discriminate on the basis of race, color, religion, age, sex, sexual orientation, gender identity, ethnicity, national origin or ancestry, disability, marital status, veteran status or any other category protected by applicable federal, state or local law. Vitu is committed to providing reasonable accommodations when requested by an applicant or employee with disabilities, unless such accommodations would cause undue hardship.