Remote Investment Executive Jobs
Remote investment executive jobs are actively hiring across the U.S. at remote-first firms and distributed investment teams operating in private equity, wealth management, and financial services. Employers currently posting remote roles include Fidelity Investments, Fisher Investments, and Pavago. Find a role that fits below and apply directly.
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Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.
The Expertise and Skills You Bring
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
- Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
- Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
- A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
- Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
- Interpersonal skills and ability to grow relationships are exemplary
- Will take initiative and exceed expectations
- Outstanding communication and consultative skills, and thrives in a fast-paced work environment
The Team
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.
The Expertise and Skills You Bring
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
- Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
- Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
- A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
- Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
- Interpersonal skills and ability to grow relationships are exemplary
- Will take initiative and exceed expectations
- Outstanding communication and consultative skills, and thrives in a fast-paced work environment
The Team
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Find JobsRemote Investment Executive Job Market
Who's Hiring
- Fidelity Investments38
- Fisher Investments14
- Pavago9
- Huntington Bank6
- BlackRock5
Top Industries Hiring
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in remote investment executive jobs.
- Five or more years of experience in private equity, investment banking, or asset management
- Demonstrated ability to source, evaluate, and execute investment transactions
- Advanced financial modeling skills including LBO, DCF, and comparable company analysis
- CFA designation or progress toward it is frequently preferred or required
- MBA from an accredited program is commonly listed for senior investment executive roles
- Strong proficiency with portfolio management platforms and data room software
Tips for Your Remote Investment Executive Job Search
Apply early to remote roles that fit
Migrate Mate lists remote investment executive openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through non-remote listings.
Prove your async deal communication skills
Remote investment firms screen for written communication above almost everything else. Build a short work sample, a deal memo or client summary written in plain language, that shows you can move a conversation forward without a meeting.
Signal remote readiness in your materials
Name the tools you use for remote relationship management, video pitching, and pipeline tracking. Investment executives who list CRM platforms, virtual data room experience, and async reporting tools in their materials get shortlisted faster by distributed teams.
Target remote-first firms over hybrid converters
Companies that were built as remote organizations have established onboarding, deal collaboration, and client communication systems. You'll ramp faster and have clearer expectations than at a firm that shifted remote reluctantly.
Remote Investment Executive Jobs: Frequently Asked Questions
How do I get a remote investment executive job?
Remote investment executive roles go to candidates who can demonstrate self-direction, strong written communication, and the ability to close deals without in-person contact. Remote-first asset managers and distributed fintech firms screen heavily for async collaboration skills, CRM proficiency, and a documented history of managing client relationships independently. Candidates who can walk through a past portfolio cycle clearly in a written cover letter or video screen get the fastest responses.
Which companies hire remote investment executives?
Employers currently hiring remote investment executives include Fidelity Investments, Fisher Investments, and Pavago, per current remote listings on Migrate Mate as of November 2026. The companies most likely to hire this role remotely are remote-first wealth management firms, distributed private equity shops, and fintech platforms that manage client relationships and capital deployment without a central office.
Can you get a remote investment executive job with no experience?
Yes, but remote entry-level investment executive roles are harder to land because employers expect you to work independently from day one with minimal oversight. Remote-first fintech companies and smaller RIAs occasionally hire candidates with strong financial analysis coursework, demonstrated client-facing work in adjacent roles, or certifications like the Series 65 or CFA Level I. Showing concrete results from any self-directed project, internship, or freelance financial work opens the door.
Do you need a degree for remote investment executive jobs?
Not always, though most remote investment executive postings list a bachelor's degree in finance, economics, or a related field as a baseline expectation. Remote employers weigh demonstrated deal experience, client relationship results, and certifications like the CFA or CFP alongside formal education. Candidates without a degree who can show a clear history of sourcing, structuring, or managing investments are still considered at many distributed firms.
Which industries hire the most remote investment executives?
Remote investment executive roles concentrate in Consulting & Professional Services, based on current remote listings on Migrate Mate as of November 2026. These sectors hire investment executives remotely because their client relationships, deal flow, and capital management functions operate effectively across distributed teams using digital communication and CRM platforms.
See All 187+ Remote Investment Executive Jobs
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