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

RIA Recruiting

Client Service Associate

San Jose, CA · On-site +1

$65K - $80K/yr

BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to ...

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Remote Ria information

See Santa Clara, CA salary details

$98.1K

$149.2K

$200.8K

How much do remote ria jobs pay per year?

As of Jul 26, 2026, the average yearly pay for remote ria in Santa Clara, CA is $149,190.00, according to ZipRecruiter salary data. Most workers in this role earn between $128,000.00 and $168,500.00 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 Clara, CA? For Remote Ria jobs in Santa Clara, CA, the most frequently searched job titles are:
What job categories do people searching Remote Ria jobs in Santa Clara, CA look for? The top searched job categories for Remote Ria jobs in Santa Clara, CA are:
What cities near Santa Clara, CA are hiring for Remote Ria jobs? Cities near Santa Clara, CA with the most Remote Ria job openings:
Remote Ria jobs near you

Client Service Associate (Remote)

RIA Recruiting

San Jose, CA • Remote

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at betterwealth.us

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full time. This position is open to candidates in Pacific and Mountain time zones.

Compensation & Benefits:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Bonus based on firm and personal performance
  • Profit sharing program
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Medical insurance - $1050/month stipend
  • Dental and Vision insurance
  • 401(k) with a 4% match
  • Generous PTO Policy & Paid Holidays 25 PTO days in the first year
  • $100/month WFH reimbursement
  • Dependent Care FSA
  • Group term life and long-term disability insurance
  • Professional, Fun, Motivating Atmosphere
  • Permanently remote position
  • Room for growth to a management level position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisors with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Become primary point person for Schwab
  • Maintain and update client data in our CRM - Advyzon
  • Initiate, manage, and optimize workflows in Advyzon
  • Data input into our financial planning software - RightCapital
  • Scheduling client meetings via phone and email
  • We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make it better over time!

Requirements:

  • 2 years of financial services experience
  • Adept and skilled with technology and 3rd party software. We are a paperless office
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy
  • Experience with CRM Software / Database Experience is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan.
  • Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.