Remote Associate Investment Advisor Jobs
Remote associate investment advisor jobs are open across the U.S. at remote-first wealth management firms, distributed financial planning teams, and digital-first investment platforms. Employers hiring remotely right now include Fisher Investments, Independent Contractor/Consultant, and Empower. See the openings below and apply to the ones that match your experience.
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Showing 5 of 19+ Remote Associate Investment Advisor jobs
Financial Services Professional
Visalia/Fresno/Clovis/Hanford/Tulare
$70,000-$150,000 : Full-Time/Hybrid
Join New York Life – Central California office as a Financial Professional and help clients build secure financial futures. We are looking to fill our open position and join our team of financial professionals and advisors. Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking few quality people with a strong entrepreneurial mindset, the mentality of a business-owner building a book of business and the focus/desire to earn six-figure income yearly while growing professionally.
Compensation Package:
- W-2 Position with Full Corporate Benefits
- TAS Salary and Activity Stipend
- Commissions and Residuals
- Bonuses Paid Throughout The Year
- Quarterly Incentives
- Pension Plan(Vested after 5 years)
- 401K Retirement Benefits Options with 401K Match
- Medical, Vision & Dental Insurance Option
What You’ll Do:
- Getting trained, obtaining licenses and designations
- Use our integrated CRM and marketing tools to identify new prospects
- Meet with clients to gather financial information and goals
- Structure personalized financial strategies based on client needs
- Recommend solutions including Life insurance, Long term care plans, Disability Insurance, Retirement Savings plans, Business Solutions and Investments*
- Build long-term relationships and trust with clients and businesses
What We Offer:
- Our fully paid and sponsored NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.
- 2 year in person/hybrid training & mentorship program that help to achieve Designations and Licenses.
- Investment licenses exam fees for first attempt and study material along with the financial designations pathway programs are sponsored and fully paid by the company for the right candidate.
- Marketing, Prospecting, Tech support and access to integrated systems.
- Three highly-skilled affiliations that provide advanced markets support : Our Advanced Planning Group of decorated and talented lawyers and tax professionals, Eagle Strategies* for qualifying agents who are also Registered Representatives , The Nautilus Group for qualifying agent.
- A team of highly-trained, experienced product consultants to support your agent’s client acquisition needs.
- Collaboration with established professionals within the company for high net worth clients and cases.
- Backing of a well established Fortune 100 company with a 180 year legacy with highest industry ratings.
Requirements:
- Great Communication Skills (Written and Spoken)
- Professional Attitude/Pleasant Demeanor
- Coachable & Growth Mindset
- Computer Savvy
- Strong Networking Skills
- Financial Literacy/Willing to learn
- Pass a Background Check
- High ethical standards/Discipline
Financial Services experience definitely helps but not necessary. College Degree - Bachelors (Preferred). Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers, Car salesman, customer service representatives have made into great financial careers also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life. Position comes with a uncapped commissions structor + TAS Salary + Renewals + Bonu & Incentives. Position also includes 401K match, Pension plan and options of Medical, Dental, Vision & Life insurance.
About New York Life:
We are among the most financially secure companies in the world, 180 year old strong history backing with best ratings awarded from all four major financial rating agencies and the largest mutual life insurance company in US.
Some more accolades as :
- "Most Admired Companies to Work for in America (Finance)" - Fortune (2024)
- "Best Finance Companies and Top 50" - Business Insider (2024)
- "America's BEST Largest Employers" - Forbes (2024)
- "Top Company for Executive Women" - Seramount (2023)
- "Top 100 Best Companies" - Seramount (2023)
- The Only Life Insurance Company Endorsed by AARP
- #1 Ranked Company in leading the Million Dollar Round Table for 71 consecutive years **MDRT membership consists of all Top Producing Agents in the Insurance/Financial Services Industry
- "Most Admired Company" - Fortune (2025)
- Fortune Magazine's Fortune 500 with #62 for 2025"
- Most Trusted Financial Companies" - Investor's Business Daily (IBD) & MarketWatch (2024)
- "America's Best Employers for Diversity" - Forbes (2025)
- Chief Learning Officer: 2024
- CLO Learning Elite Bronze AwardScored 100 on Human Rights Campaign Corporate Equality Index for 2025
Fast Track to Partner/Management Available contingent upon qualifications
Must be able to commute to Central California General Office located in Fresno.
*Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC),A Licensed Insurance Agency and a New York Life Company
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Opportunities for advancement
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
- Work from home
Experience:
- Sales: 2 years (Preferred)
License/Certification:
- CA Driving License (Required)
Work Location: In person
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Find JobsRemote Associate Investment Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote associate investment advisor jobs.
- Bachelor's degree in finance, economics, business, or a related field
- FINRA Series 65 or Series 66 license, or willingness to obtain within 90 days
- Experience with financial planning software such as eMoney, MoneyGuidePro, or Orion
- Proficiency in building and presenting investment proposals and portfolio reviews
- One to three years of experience in a client-facing financial services role
- CFA Level I progress or CFP enrollment preferred for advancement-track candidates
Tips for Your Remote Associate Investment Advisor Job Search
Lead with your licensing credentials upfront
Remote associate investment advisor employers screen applications before interviews, so place your Series 65, Series 66, or CFP status in the first line of your resume summary. Unlicensed candidates get filtered out early at remote-first RIA firms.
Find remote openings in one place
Migrate Mate lists remote associate investment advisor roles from across the U.S. in one place, so you can search current openings and apply directly to the ones that match your licensing, experience level, and preferred client segments.
Demonstrate async client communication skills
Remote wealth management firms expect you to communicate with clients entirely through email, video calls, and secure messaging platforms. Mention specific tools you've used and give a concrete example of how you explained a complex investment recommendation in writing.
Prepare for a remote-specific interview process
Remote associate investment advisor interviews often include a written case study or a recorded video response rather than a traditional panel interview. Practice delivering a clear, structured investment recommendation on camera without the benefit of real-time client feedback or body language cues.
Remote Associate Investment Advisor Jobs: Frequently Asked Questions
How do I get a remote associate investment advisor job?
Target remote-first registered investment advisory firms, digital wealth management platforms, and distributed financial planning teams, as these employers are most likely to hire associate investment advisors without requiring in-office presence. Remote hiring managers screen heavily for self-direction, written communication, and the ability to explain investment concepts clearly without face-to-face interaction. Holding a Series 65 or 66 license and demonstrating experience with virtual client communication tools gives you a measurable edge over candidates without it.
Which companies hire remote associate investment advisors?
Remote associate investment advisor roles are posted by Fisher Investments, Independent Contractor/Consultant, and Empower and others right now, based on current remote listings on Migrate Mate as of November 2026. These include remote-first registered investment advisors, digital financial planning firms, and distributed wealth management teams operating across multiple states.
Can you get a remote associate investment advisor job with no experience?
Yes, but remote entry-level associate investment advisor roles are harder to land because employers expect you to work independently from day one with minimal oversight. Some remote-first firms and digital planning platforms do hire entry-level candidates who hold relevant licenses such as the Series 65, have completed a finance-related degree, or can demonstrate client-facing work in adjacent financial roles. A strong written communication sample or a completed financial planning case study can substitute for direct experience in some cases.
Do you need a degree for remote associate investment advisor jobs?
Usually, but a bachelor's degree in finance, economics, or a related field is a baseline expectation at most remote firms rather than a strict requirement in every posting. Remote employers increasingly weigh active licenses such as the Series 65 or CFP designation, demonstrated ability to manage client relationships asynchronously, and quantifiable results from prior financial advisory or planning work alongside formal education credentials.
See All 19 Remote Associate Investment Advisor Jobs
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