Remote Investment Sales Associate Jobs
Remote investment sales associate jobs are in active demand across the U.S., with remote-first financial firms, distributed wealth management teams, and digital investment platforms all hiring right now. Employers currently posting remote roles include DC Advisory, Deutsche Bank, and BlackRock. Find a role that fits below and apply directly.
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DC Advisory is an international investment bank with more than 700 professionals across 24 locations in Asia, Europe and the U.S. The firm provides independent advice on M&A and private capital transactions through 11 industry-focused teams.
The Role
We are seeking an Associate to join our Consumer team. The Associate will work directly with senior bankers and play an active role in executing M&A and capital-raising transactions and developing new business opportunities. The role offers significant exposure to an international set of clients, investors and strategic buyers. The Associate will be expected to take ownership of transaction workstreams, manage Analysts and help drive assignments from preparation through closing.
Requirements
- Transaction execution: Manage day-to-day M&A and capital-raising processes
- Financial analysis: Build and review financial models, valuation analyses and other transaction-related analyses
- Client materials: Develop and review pitch books, confidential information memoranda, and other investor materials
- Client interaction: Participate in client meetings and transaction discussions, including preparation and follow-up
- Buyer and investor work: Research and evaluate potential buyers and investors and support outreach
- Business development: Support new business efforts through company and sector research, and pitch development
- Team management: Direct and review Analysts work and ensure consistently high-quality work product
What We Are Looking For
- 3-5 years of relevant professional experience across investment banking, accounting, strategy consulting, corporate finance, or corporate development
- At least 1-2 years of sell-side investment banking experience, with hands-on experience executing an M&A process
- Consumer sector experience preferred
- Strong financial modeling, valuation and analytical skills
- Strong attention to detail and ability to manage multiple priorities and deadlines
- Ability to interact effectively with senior bankers, clients and other counterparties
- SIE, Series 79 and Series 63 licenses, or ability to complete required examinations shortly after joining
Benefits
- Salary: $175,000-$200,000, plus annual discretionary bonus
- Medical, dental and vision insurance
- Long- and short-term disability and life insurance
- Health Savings Account
- 401(k) retirement plan
- Pre-tax commuter benefits
- Pet insurance
Working Arrangement
Hybrid schedule with four days per week in our New York office, Monday through Thursday, and the option to work remotely on Fridays.
We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth.
DC Advisory is an international investment bank with more than 700 professionals across 24 locations in Asia, Europe and the U.S. The firm provides independent advice on M&A and private capital transactions through 11 industry-focused teams.
The Role
We are seeking an Associate to join our Consumer team. The Associate will work directly with senior bankers and play an active role in executing M&A and capital-raising transactions and developing new business opportunities. The role offers significant exposure to an international set of clients, investors and strategic buyers. The Associate will be expected to take ownership of transaction workstreams, manage Analysts and help drive assignments from preparation through closing.
Requirements
- Transaction execution: Manage day-to-day M&A and capital-raising processes
- Financial analysis: Build and review financial models, valuation analyses and other transaction-related analyses
- Client materials: Develop and review pitch books, confidential information memoranda, and other investor materials
- Client interaction: Participate in client meetings and transaction discussions, including preparation and follow-up
- Buyer and investor work: Research and evaluate potential buyers and investors and support outreach
- Business development: Support new business efforts through company and sector research, and pitch development
- Team management: Direct and review Analysts work and ensure consistently high-quality work product
What We Are Looking For
- 3-5 years of relevant professional experience across investment banking, accounting, strategy consulting, corporate finance, or corporate development
- At least 1-2 years of sell-side investment banking experience, with hands-on experience executing an M&A process
- Consumer sector experience preferred
- Strong financial modeling, valuation and analytical skills
- Strong attention to detail and ability to manage multiple priorities and deadlines
- Ability to interact effectively with senior bankers, clients and other counterparties
- SIE, Series 79 and Series 63 licenses, or ability to complete required examinations shortly after joining
Benefits
- Salary: $175,000-$200,000, plus annual discretionary bonus
- Medical, dental and vision insurance
- Long- and short-term disability and life insurance
- Health Savings Account
- 401(k) retirement plan
- Pre-tax commuter benefits
- Pet insurance
Working Arrangement
Hybrid schedule with four days per week in our New York office, Monday through Thursday, and the option to work remotely on Fridays.
We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth.
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Find JobsRemote Investment Sales Associate Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote investment sales associate jobs.
- FINRA Series 7 and Series 63 licenses, or willingness to obtain them
- 1 to 3 years of financial services sales or client-facing experience
- Demonstrated ability to build and manage a book of business
- Proficiency with CRM platforms and financial planning or portfolio tools
- Bachelor's degree in finance, business, economics, or a related field
- Strong cold-calling, prospecting, and client relationship skills
Tips for Your Remote Investment Sales Associate Job Search
Apply early to remote roles that fit
Migrate Mate lists remote investment sales associate openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Remote postings often fill faster than on-site ones, so moving quickly matters.
Show your remote sales process upfront
Remote employers want to see how you manage a pipeline without in-person contact. Document your outreach cadence, CRM usage, and virtual closing process in your resume and cover letter so hiring managers can picture you working independently from day one.
Get licensed before you start applying
Many remote investment sales associate roles require a Series 6, Series 7, or Series 65 license before an offer goes out. Completing your licensing coursework first removes a common early-screen barrier and signals you are ready to contribute without a ramp-up delay.
Prepare for async screening rounds
Remote-first firms often use written assessments or recorded video interviews before a live call. Practice delivering your sales pitch and investment knowledge clearly in writing and on a one-way video prompt, since those formats carry more weight in distributed hiring processes.
Remote Investment Sales Associate Jobs: Frequently Asked Questions
How do I get a remote investment sales associate job?
Target remote-first financial services firms, digital investment platforms, and distributed wealth management teams that have already built infrastructure for remote sales. Remote employers screen for self-direction, strong written communication, and the ability to build client relationships through video and messaging rather than in person. Candidates who can demonstrate pipeline management, CRM discipline, and clear written follow-up stand out for remote roles.
Which companies hire remote investment sales associates?
Employers currently hiring remote investment sales associates include DC Advisory, Deutsche Bank, and BlackRock, per current remote listings on Migrate Mate as of November 2026. These tend to be remote-first financial firms, digital investment platforms, and distributed insurance or asset management teams that have built their sales operations around remote-capable associates.
Can you get a remote investment sales associate job with no experience?
Yes, but remote entry-level investment sales roles are harder to land because employers expect you to work independently from day one with minimal in-person coaching. Remote-first fintech firms and digital investment platforms are the most likely to hire entry-level candidates. Showing completed licensing coursework, demonstrated client-facing communication, or a record of self-managed outreach can open doors in place of direct experience.
Do you need a degree for remote investment sales associate jobs?
Not always. Many remote employers weigh relevant licenses such as Series 6, Series 7, or Series 65, alongside demonstrated sales results and CRM proficiency, more heavily than a degree. Remote-first firms hiring for digital investment platforms often care more about whether you can close and communicate clearly in a virtual environment than about your educational background.
See All 17 Remote Investment Sales Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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