Remote Investment Advisor Assistant Jobs
Remote investment advisor assistant jobs are open across wealth management, financial planning, and brokerage sectors at remote-first firms and distributed financial services teams, from entry-level support roles to senior client-service positions. Employers hiring remotely right now include Fisher Investments, Independent Contractor/Consultant, and Empower. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 19+ Remote Investment Advisor Assistant 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
See All 19 Remote Investment Advisor Assistant Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Investment Advisor Assistant Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote investment advisor assistant jobs.
- Bachelor's degree in finance, business, or a related field
- Active or eligible FINRA Series 7 and Series 66 registrations
- Experience with CRM software and financial planning tools
- Strong written and verbal client communication skills
- Proficiency in Microsoft Office, especially Excel and Word
- Familiarity with account opening, transfer, and compliance documentation processes
Tips for Your Remote Investment Advisor Assistant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote investment advisor assistant openings from across the U.S. in one place. Search for roles that match your experience level and the type of firm you want to work for, then apply directly without waiting for a referral.
Show async communication skills upfront
Remote financial firms screen for written clarity before the first interview. Lead your resume and cover letter with concrete examples of client-facing written communication, such as summarizing portfolio changes or drafting compliance disclosures, since that is the daily currency of remote investment advisor assistant work.
Get fluent in remote advisory tech
Name the specific platforms you know, including CRM systems like Redtail or Wealthbox, portfolio tools like Orion or Riskalyze, and document-management workflows used in compliance-heavy environments. Remote employers filter for tool fluency faster than in-office firms do.
Prepare for a remote-focused interview
Expect remote employers to ask how you handle competing client deadlines without a manager nearby and how you document work for a distributed team. Prepare one or two specific examples of managing time-sensitive financial paperwork or coordinating advisor schedules asynchronously.
Remote Investment Advisor Assistant Jobs: Frequently Asked Questions
How do I get a remote investment advisor assistant job?
Target remote-first registered investment advisory firms, independent broker-dealers, and digital wealth management platforms, since these hire investment advisor assistants on fully distributed teams most consistently. Remote employers screen hard for self-direction, clear written communication, and proficiency with CRM and portfolio management tools. Demonstrating experience with async workflows, client documentation, and compliance-ready record-keeping gives you a concrete edge over candidates who list only in-office experience.
Which companies hire remote investment advisor assistants?
Employers currently hiring remote investment advisor assistants include Fisher Investments, Independent Contractor/Consultant, and Empower, per current remote listings on Migrate Mate as of November 2026. The roles tend to cluster at remote-first registered investment advisors, independent financial planning firms, and digital brokerage platforms that run distributed client-service teams.
Can you get a remote investment advisor assistant job with no experience?
Yes, but remote entry-level roles are harder to land because you'll need to manage client communications and compliance tasks independently from day one without an in-office support structure. Digital wealth platforms and virtual financial planning practices are most likely to hire entry-level candidates remotely. Showing proficiency with financial CRM tools, strong written communication samples, and any personal finance or accounting coursework can open the door when direct experience is thin.
Do you need a degree for remote investment advisor assistant jobs?
Not always. Remote employers weigh demonstrated skills alongside formal education, and candidates who can show hands-on experience with portfolio tracking software, client correspondence, and compliance documentation often move forward regardless of degree. A FINRA Series 7 or Series 65 license, or progress toward one, can substitute meaningfully for a four-year degree at many remote-first financial firms.
See All 19 Remote Investment Advisor Assistant Jobs
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