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Virtual Work From Home Registered Investment Advisor Ria Jobs

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

$165K - $185K/yr

... recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ... Why Work With Our Client You'll have the opportunity to learn from a team of experts, make a ...

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

... feeonly Registered Investment Advisor (RIA) with more than four decades of experience serving ... Why Work With Our Client You'll have the opportunity to learn from a team of experts, make a ...

RK Partners

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

... feeonly Registered Investment Advisor (RIA) with more than four decades of experience serving ... Why Work With Our Client You'll have the opportunity to learn from a team of experts, make a ...

RK Partners

Senior Wealth Advisor-Remote

San Francisco, CA · On-site +1

$165K - $185K/yr

... recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ... Why Work With Our Client You'll have the opportunity to learn from a team of experts, make a ...

hightower

Senior Marketing Project Manager

Chicago, IL · On-site +1

$120K - $130K/yr

S., we operate as a registered investment advisor (RIA). Your Future Team The Senior Manager ... In-office Monday through Thursday and work from home on Fridays * Free brand-new gym in the Chicago ...

New

Facet

Member Experience Service Specialist

$60K - $75K/yr

Experience working with a Registered Investment Advisor (RIA), Broker-Dealer, or Wirehouse is ... Certification reimbursement program * Work from anywhere in the US

Savvy Advisors, Inc.

Principal Wealth Advisor

$200K/yr

... native home. Savvy is a registered investment advisor (RIA), and we partner with experienced ... Great Place to Work Certified™ Build Your Dream Advisory Practice - Powered by Savvy At Savvy ...

hightower

Director, IT Platform Services

Chicago, IL · On-site +1

S., we operate as a registered investment advisor (RIA). Your Future Team The Director of IT ... In-office Monday through Thursday and work from home on Fridays * Free brand-new gym in the Chicago ...

AO Globe Life

Work-From-Home Advisor

Hialeah, FL · On-site +1

$90K - $119K/yr

Position Overview AO Globe Life is looking for a Work-From-Home Insurance Advisor to help clients ... You will work with warm leads, conduct virtual appointments, and help individuals and families feel ...

hightower

Executive Director, Estate Planning

New York, NY · On-site +1

$225K - $250K/yr

S., we operate as a registered investment advisor (RIA). Your Future Team Hightower's Wealth ... In-office Monday through Thursday and work from home on Fridays * Free brand-new gym in the Chicago ...

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Virtual Work From Home Registered Investment Advisor Ria information

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How much do virtual work from home registered investment advisor ria jobs pay per week?

As of Sep 6, 2026, the average weekly pay for virtual work from home registered investment advisor ria in the United States is $1,389.29, according to ZipRecruiter salary data. Most workers in this role earn between $1,163.46 and $1,471.15 per week, depending on experience, location, and employer.

What is the difference between Virtual Work From Home Registered Investment Advisor Ria vs Virtual Work From Home Financial Planner?

AspectVirtual Work From Home Registered Investment Advisor RiaVirtual Work From Home Financial Planner
CredentialsRegistered Investment Advisor (RIA) registration, Series 65/66, CFP often preferredCFP certification common, may not require RIA registration
Work EnvironmentRemote, client-facing, compliance with SEC or state regulationsRemote, client advisory, focus on financial planning
Employer & Industry UsageRegistered with SEC or state, financial advisory firms, independent RIAs

Both roles often work remotely and require financial credentials. RIAs focus on investment management and regulatory compliance, while financial planners provide comprehensive financial advice. The main difference lies in the scope of services and regulatory requirements.

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Virtual Work From Home Registered Investment Advisor Ria jobs near you
Infographic showing various Virtual Work From Home Registered Investment Advisor Ria job openings in the United States as of August 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% Remote job distribution, with an average salary of $72,243 per year, or $34.7 per hour.

Senior Wealth Advisor-Remote

RK Partners

Park City, UT • On-site, Remote

$165K - $185K/yr

Full-time

Posted 16 days ago

Key responsibilities

  • Serve as the primary advisor and decision‑maker for high‑net‑worth clients.

  • Lead client review and discovery meetings, including advanced planning scenarios.

  • Generate new business through referrals, firm‑generated leads, and personal networks.

Job description

Senior Wealth Manager

Presented by Rekroot on behalf of our client

About the Firm

Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of experience serving individuals, families, business owners, and institutional clients. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.

The organization manages approximately $8 billion in assets and is committed to delivering proactive, high‑touch guidance across all areas of clients’ financial lives.

Position Overview

Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will drive significant growth by representing the firm’s value proposition, delivering white‑glove service, and serving as a trusted advisor to high‑net‑worth clients — all with the support of a collaborative team behind you.

Senior Wealth Managers are long‑term strategic hires with a clear path to ownership.

This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts in a clear, relatable way. You will lead client relationships, oversee advanced planning engagements, and contribute meaningfully to both business development and client service.

What You Bring

Education & Credentials

  • Bachelor’s degree from an accredited four‑year university (social sciences or business preferred)
  • CFP® designation required

Experience

  • 6+ years serving as a lead advisor or consultant for high‑net‑worth clients within a wealth management firm or the tax division of an accounting firm
  • Proven experience as the primary relationship owner for complex client households

Lead Advisor Capabilities

  • Serve as the primary advisor and decision‑maker for high‑net‑worth clients
  • Lead client review and discovery meetings, including advanced planning scenarios
  • Deliver strategies across tax, estate, investments, retirement, and risk management
  • Coordinate tax strategy with external CPAs
  • Experience with equity compensation planning, business owners, or other specializations is a plus
  • Guide clients through retirement income and distribution planning
  • Partner with estate attorneys on legacy planning

Technical & Analytical Skills

  • Strong understanding of investment fundamentals, securities, account types, and transaction mechanics
  • Ability to synthesize competing priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
  • Commitment to a fee‑only, client‑first planning environment
  • Belief in academically grounded investment philosophy
  • Respect for confidentiality and fiduciary responsibility

Leadership & Growth Mindset

  • Invest in the development of Planners and Wealth Managers
  • Strong communication skills — written, verbal, and interpersonal
  • Positive, client‑focused attitude
  • Self‑motivated and able to operate independently

Business Development Experience

  • Lead the full discovery and onboarding process for new clients
  • Generate new business through referrals, firm‑generated leads, and personal networks
  • Consistently contribute to revenue growth and new client acquisition
  • Act as an ambassador for the firm by clearly articulating its value proposition

Why Work With Our Client

You’ll have the opportunity to learn from a team of experts, make a meaningful impact on clients’ lives, and contribute to a collaborative, values‑driven culture. The firm invests deeply in the people who take care of clients.

Compensation & Benefits

  • Competitive compensation with annual bonuses
  • Comprehensive benefits package
  • Daily catered lunch
  • Free access to an on‑site workout facility
  • Professional development support