Remote Investment Advisor Jobs
Remote investment advisor jobs are open across the U.S. at remote-first firms, distributed wealth management teams, and financial services companies hiring outside traditional office settings. Employers hiring right now include Fisher Investments, Independent Contractor/Consultant, and Empower, with active openings in {{top_industries_phrase}}. Find a role that fits below and apply directly.
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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 Investment Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote investment advisor jobs.
- Series 65 or Series 66 license required or ability to obtain within 90 days
- Bachelor's degree in finance, economics, business, or a related field
- Proven experience managing client investment portfolios and financial plans
- Proficiency with financial planning software such as eMoney or MoneyGuidePro
- FINRA Series 7 registration for roles involving securities recommendations
- CFP designation preferred for roles focused on comprehensive financial planning
Tips for Your Remote Investment Advisor Job Search
Apply early to remote roles that fit
Migrate Mate lists remote investment advisor openings from across the U.S. in one place, so you can find roles that match your licensing and experience level and apply directly without sorting through non-remote listings.
Lead with your remote client communication skills
Remote investment advisor employers want to see that you can build client trust through video calls, written proposals, and digital reporting tools. Call out specific platforms you've used, such as Orion, Redtail, or Zoom, in your resume and cover letter.
Get licensed before you search
Most remote investment advisor postings require an active Series 65, Series 66, or state-equivalent registration. Completing or renewing your license before applying removes the most common screening barrier at remote-first firms and digital wealth management platforms.
Prepare for async screening rounds
Many remote investment advisor hiring processes start with a written case study or recorded video response before any live interview. Practice presenting a sample financial plan or investment rationale in writing so your first impression lands clearly without real-time back-and-forth.
Remote Investment Advisor Jobs: Frequently Asked Questions
How do I get a remote investment advisor job?
Target remote-first financial planning firms, digital wealth management platforms, and insurance companies with distributed advisor teams, as these employers are most likely to hire investment advisors for fully remote roles. Remote employers screen for strong written communication, self-directed client follow-up habits, and comfort with video-based client meetings. Demonstrating experience with CRM tools, digital portfolio platforms, and async reporting gives candidates a clear edge over those with only in-office backgrounds.
Which companies hire remote investment advisors?
Companies hiring remote investment advisors right now include Fisher Investments, Independent Contractor/Consultant, and Empower, based on current remote listings on Migrate Mate as of November 2026. Remote investment advisor roles are most common at digital-first financial planning firms, distributed insurance and brokerage operations, and fintech companies building out remote advisory teams.
Can you get a remote investment advisor job with no experience?
Yes, but remote entry-level investment advisor roles are harder to land because employers expect you to manage client relationships independently from day one with little on-site supervision. Digital-first financial planning firms and insurance carriers with remote training programs are the most accessible starting points. Showing completed licensing coursework, a Series 65 or 66 exam, or a personal finance project demonstrates readiness to work without hands-on office mentorship.
Do you need a degree for remote investment advisor jobs?
Not always. Many remote employers prioritize active licensing, such as the Series 65, Series 66, or CFP designation, over a specific degree field. Remote firms often weigh demonstrated client management results, relevant certifications, and comfort with digital advisory tools alongside academic credentials when evaluating candidates for fully distributed roles.
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