ZipRecruiter

Log In

2

Virtual Work From Home Registered Investment Advisor Ria Jobs

Lincoln Investment

Virtual Sales Assistant

Fort Washington, PA · On-site +1

$20.50 - $27.50/hr

... registered investment advisor that offers brokerage, investment advisory and other financial ... Under direction from advisor, contact and work directly with clients and prospective clients to ...

AO Globe Life

Work From Home

Virginia Beach, VA · On-site +1

Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. With the freedom to set your own hours, you can ...

AO Globe Life

Work From Home

Virginia Beach, VA · On-site +1

Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. With the freedom to set your own hours, you can ...

AO Globe Life

Work From Home

Virginia Beach, VA · On-site +1

Join our fully virtual, work-from-home team where you can earn an exceptional income while still cherishing every precious moment with your loved ones. With the freedom to set your own hours, you can ...

MassMutual Pacific

Investment Advisor

Rowland Heights, CA · Remote

$65K - $250K/yr

Innovation: benefit from dedicated investments into tools and technologies designed to make doing ... Transition packages for experienced advisors. * Renewal commissions and recurring fee income.

next page

Showing results 1-20

All JobsRegistered Investment Advisor Ria JobsVirtual Work From Home Registered Investment Advisor Ria Jobs

Virtual Work From Home Registered Investment Advisor Ria information

See salary details

$596

$1.4K

$2.5K

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

As of Jul 15, 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.

More about Virtual Work From Home Registered Investment Advisor Ria jobs
What cities are hiring for Virtual Work From Home Registered Investment Advisor Ria jobs? Cities with the most Virtual Work From Home Registered Investment Advisor Ria job openings:
What states have the most Virtual Work From Home Registered Investment Advisor Ria jobs? States with the most job openings for Virtual Work From Home Registered Investment Advisor Ria jobs include:
What job categories do people searching Virtual Work From Home Registered Investment Advisor Ria jobs look for? The top searched job categories for Virtual Work From Home Registered Investment Advisor Ria jobs are:
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 July 2026, with employment types broken down into 50% Full Time, and 50% Contract. Highlights an 100% Remote job distribution, with an average salary of $72,243 per year, or $34.7 per hour.
Virtual Sales Assistant

Virtual Sales Assistant

Lincoln Investment

Fort Washington, PA • On-site, Remote

$20.50 - $27.50/hr

Full-time

Posted 21 days ago

Job description

Lincoln Investment is recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients representing over $60 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.
Basic Function: Under general supervision by Lincoln's Manager VSA and direction from their assigned advisors, the Virtual Sales Assistant will provide service to existing clients on non-solicited business; process new business, financial/non-financial orders. This individual uses advanced knowledge, and skills obtained through experience and/or training to provide general support to assigned advisors and/or teams.
  • Maintains direct contact with clients to facilitate meetings, conference calls and deliver written research.
  • Acts as liaison between various inter-departmental administrators.
  • Maintains a high level of organization in a sometimes fast-paced environment to coordinate sales schedules/travel, marketing trips, client meetings and general office management.
  • Regular contact with internal and external customers is required to obtain, clarify, or provide facts and information.
  • May lead the work of others and provide training, coaching, and mentoring to less experienced associates.
  • May perform various sales related duties as directed with supervision.

Responsibilities:
  • Point of contact for assigned advisors' clients with non-solicited business requests, providing prompt, efficient, and courteous service
  • Prepare and submit all paperwork including account opening applications, transfer forms, etc. for client meetings with advisor
  • Process financial and non-financial requests
  • Mailings - at advisor's request run reports, create mailing lists, produce letters, mail, or email to clients
  • Follow up on outstanding requests (e.g., transfers, withdrawals, death claims)
  • Status Action Items - assist advisors in resolving issues
  • Support assigned advisors with the preparation and development of financial plans
  • Under direction from advisor, contact and work directly with clients and prospective clients to gather necessary financial information to prepare financial plans. This could include gathering investment statements, insurance policies, tax returns, etc.
  • Support financial advisors' current clients through the annual review process by making and confirming appointments. Support prospecting by entering leads in CRM, sending introductory email to prospects, contact referrals to make appointments
  • Responsible for managing the on-going client review meeting process which includes keeping the FA's calendar, setting meetings, and, under the FA's direction, preparing what is required for the meetings
  • Provides general support to assigned FAs and/or teams.
  • On limited bases may lead the work of others and provides training, coaching, and mentoring to less experienced associates if manager and SRVSA not available
  • Multi-task and prioritize under pressure
  • Other job duties as assigned

Skills:
  • Assisting in marketing sponsored events to appropriate clients.
  • Analyzing problems, establishing solutions in a fast-paced environment
  • Gathering and compiling data and information for reporting purposes
  • Responding professionally to inquiries and researching and resolving problems in a timely manner.
  • Communicate effectively, both orally and in writing.
  • Highly motivated self-starter who can work independently with minimal supervision

Knowledge/Experience: Possess knowledge of the financial services industry, client database functions, Microsoft Office tools, CRM, ability to navigate technology easily.
Education/Training:
  • Minimum 2 to 5 years of experience in a financial sales assistant position
  • Series 6/7 preferred (must obtain license within 6 months to retain employment)
  • Bachelor's degree preferred not required

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.

Apply