Remote Associate Advisor Jobs
Remote associate advisor jobs are open across the U.S. at remote-first financial planning firms, distributed wealth management teams, and digital-first advisory practices in finance, insurance, and professional services. Employers hiring remotely right now include Hightower Advisors, Zecher, and Vamguard. See the openings below and apply to the ones that match your experience.
Find Remote Associate Advisor JobsOverview
Showing 4 of 11+ Remote Associate Advisor jobs
Compensation:
$100,000-$125,000 per year based on experience + annual discretionary bonus
Job Description:
We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail and a positive, can-do attitude. This new team member will support our advisors and provide top notch service to our clients. We are a dynamic, growing independent wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families. Our collaborative team is 100% remote with in-person team retreat time that is productive, meaningful and fun!
Our collaborative team works remotely and comes together in person for client meetings, team working sessions, and retreats. Candidates based in the San Francisco Bay Area are preferred.
Responsibilities:
- Partner with and support Wealth Advisors on 50 - 60 client relationships to best serve our clients.
- Have a working knowledge for all of your clients and accurately manage client data across all systems.
- Ensure all client tasks, requests and communications are taken care of on a timely basis.
- Assist Wealth Advisors in client meeting prep, take notes in client meetings and provide detailed follow-up directly to client.
- Gather client information and create or update planning projections.
- Assist clients with implementation of recommendations, working with CPAs, attorneys and other professionals.
- Perform various analysis (for example, education funding, stock options, insurance needs, etc.) and document and communicate recommendations.
- Partner with Client Service Team during client onboarding process and with custodian paperwork and money movement requests.
- Be back-up to Client Service Team on all custodian requests.
- Help develop tools and templates to assist with the efficient delivery of our service offering.
- Contribute to a professional and energetic working environment.
Qualifications:
- Minimum of 3 years of financial services experience.
- Bachelor’s degree required
- Ideal candidate has a CFP
- Exceptional organizational skills with a strong ability to prioritize and multi-task
- Personable, responsive and engaging with a client-first attitude
- Mature, self-starting professional willing to take ownership of assigned responsibilities.
- Ability to work independently and take direction from multiple parties.
- Strong computer skills including advanced proficiency with Excel, PowerPoint and Word.
- Salesforce, Schwab, Fidelity, Tamarac and RightCapital experience desired but not required.
- Excellent written and verbal communication skills.
- 100% remote work (West Coast hours, Pacific Time Zone)
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.
Compensation:
$100,000-$125,000 per year based on experience + annual discretionary bonus
Job Description:
We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail and a positive, can-do attitude. This new team member will support our advisors and provide top notch service to our clients. We are a dynamic, growing independent wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families. Our collaborative team is 100% remote with in-person team retreat time that is productive, meaningful and fun!
Our collaborative team works remotely and comes together in person for client meetings, team working sessions, and retreats. Candidates based in the San Francisco Bay Area are preferred.
Responsibilities:
- Partner with and support Wealth Advisors on 50 - 60 client relationships to best serve our clients.
- Have a working knowledge for all of your clients and accurately manage client data across all systems.
- Ensure all client tasks, requests and communications are taken care of on a timely basis.
- Assist Wealth Advisors in client meeting prep, take notes in client meetings and provide detailed follow-up directly to client.
- Gather client information and create or update planning projections.
- Assist clients with implementation of recommendations, working with CPAs, attorneys and other professionals.
- Perform various analysis (for example, education funding, stock options, insurance needs, etc.) and document and communicate recommendations.
- Partner with Client Service Team during client onboarding process and with custodian paperwork and money movement requests.
- Be back-up to Client Service Team on all custodian requests.
- Help develop tools and templates to assist with the efficient delivery of our service offering.
- Contribute to a professional and energetic working environment.
Qualifications:
- Minimum of 3 years of financial services experience.
- Bachelor’s degree required
- Ideal candidate has a CFP
- Exceptional organizational skills with a strong ability to prioritize and multi-task
- Personable, responsive and engaging with a client-first attitude
- Mature, self-starting professional willing to take ownership of assigned responsibilities.
- Ability to work independently and take direction from multiple parties.
- Strong computer skills including advanced proficiency with Excel, PowerPoint and Word.
- Salesforce, Schwab, Fidelity, Tamarac and RightCapital experience desired but not required.
- Excellent written and verbal communication skills.
- 100% remote work (West Coast hours, Pacific Time Zone)
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.
See All 11 Remote Associate Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Associate Advisor JobsRemote Associate Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote associate advisor jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Active Series 65 or Series 7 license, or willingness to obtain within a set period
- One to three years of experience in financial planning, wealth management, or client services
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong client communication skills and experience managing or supporting ongoing client relationships
- CFP candidacy or enrollment preferred for roles at RIA firms and fee-only planning practices
Tips for Your Remote Associate Advisor Job Search
Apply early to remote roles that fit
Migrate Mate lists remote associate advisor openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Remote postings often close fast, so checking regularly and applying as soon as a role fits your experience matters.
Show async communication skills upfront
Remote associate advisor employers pay close attention to how you write. Use your cover letter and email correspondence to demonstrate clear, structured communication because distributed teams rely on written updates, client summaries, and async handoffs far more than office-based roles do.
List remote-relevant tools in your resume
Name the financial planning platforms, CRM systems, and video conferencing tools you've used in your resume's skills section. Remote hiring managers scan for eMoney, Redtail, Salesforce, and Zoom proficiency because onboarding time is longer when new hires need to learn core tools from scratch.
Prepare for remote interview formats
Most remote associate advisor interviews happen over video and often include an async screening round before you speak live. Practice answering questions about how you manage your workload, handle client follow-ups without supervision, and stay organized across multiple cases entirely on your own.
Remote Associate Advisor Jobs: Frequently Asked Questions
How do I get a remote associate advisor job?
Start by targeting remote-first financial services firms, digital RIA practices, and distributed insurance teams that have built workflows around remote associate advisors. Remote employers screen heavily for self-direction, clear written communication, and comfort with video-based client interaction. Candidates who can show async collaboration skills, familiarity with CRM and financial planning platforms, and a history of managing tasks independently without day-to-day supervision stand out consistently.
Which companies hire remote associate advisors?
Remote associate advisor roles are posted by Hightower Advisors, Zecher, and Vamguard and others right now, based on current remote listings on Migrate Mate as of November 2026. These include remote-first registered investment advisors, distributed insurance carriers, and financial technology firms that run advisory teams across multiple time zones.
Can you get a remote associate advisor job with no experience?
Yes, but remote entry-level associate advisor roles are harder to land because employers expect you to work independently from day one with limited in-person oversight. Your best opening is with remote-first firms that have structured onboarding, where you can show relevant coursework, a completed CFP or Series 65 exam, or a client-facing internship as a substitute for full work history.
Do you need a degree for remote associate advisor jobs?
Not always. Many remote employers weigh professional certifications like the CFP, ChFC, or Series 65 registration alongside or instead of a four-year degree, especially at digital advisory firms that prioritize demonstrated financial planning skills. A strong combination of relevant licensing, hands-on client support experience, and proficiency with financial planning software can substitute effectively for a traditional degree at many remote-first practices.
See All 11 Remote Associate Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Associate Advisor Jobs