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Remote Ria Jobs in Santa Ana, CA (NOW HIRING)

Tax Alchemy

Client Service Associate

Irvine, CA · On-site +1

$70K - $85K/yr

Remote Reporting To: Financial Advisor Compensation: $70,000 - $85,000 / year Description We are ... Coordinate with RIA Operations partners to facilitate timely execution of client recommendations ...

All JobsRia JobsRemote Ria JobsRemote Ria Jobs in Santa Ana, CA

Remote Ria information

See Santa Ana, CA salary details

$86.9K

$132.2K

$177.9K

How much do remote ria jobs pay per year?

As of Jun 9, 2026, the average yearly pay for remote ria in Santa Ana, CA is $132,186.00, according to ZipRecruiter salary data. Most workers in this role earn between $113,400.00 and $149,300.00 per year, depending on experience, location, and employer.

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 popular job titles related to Remote Ria jobs in Santa Ana, CA? For Remote Ria jobs in Santa Ana, CA, the most frequently searched job titles are:
What job categories do people searching Remote Ria jobs in Santa Ana, CA look for? The top searched job categories for Remote Ria jobs in Santa Ana, CA are:
What cities near Santa Ana, CA are hiring for Remote Ria jobs? Cities near Santa Ana, CA with the most Remote Ria job openings:
Remote Ria jobs near you
Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)

Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)

Mercer Advisors

Los Angeles, CA • On-site, Remote

$150K - $180K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The role is within the Investment Department's Portfolio Management Group (PMG). PMG is the client facing side of the Investment organization.  Investment Strategists support the firm's regional advisor teams and report to the Sr. Director, Investment Strategy. 

Investment Strategists provide thought leadership, portfolio construction, sales, and analytical support to local advisor teams. Investment Strategists are the local representative of the firm's investment department and as such are expected to provide expert insight into the firm's investment philosophy, processes, and platform primarily to advisors and HNW clients.

Essential Job Functions for Investment Strategists will include:

  • Work in close partnership with clients' financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients
  • Represent and provide expert insight into the firm's investment philosophy, processes, and platform to local advisor teams and HNW clients
  • Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams
  • Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm's compliance and investment department requirements.
  • Engagement in industry associations, events and research to stay on top of trends and developments
  • Some travel required to build and manage relationships with regional offices and/or key client relationships

Required Knowledge, Skills & Abilities:

  • 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm
  • MBA or CFA a plus
  • Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus
  • Strong quantitative skills preferred
  • Exceptional client communication skills, both written and verbal
  • Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States
  • Strong team player with a commitment to collaboration and teamwork
  • Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)

Location: This position can be fully remote, but have preference for Texas, Mountain, or Pacific Time Zone.

Working Conditions:  Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 5/22/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$150,000—$180,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection