Remote Investment Solutions Representative Jobs
Remote investment solutions representative jobs are open across the U.S. in financial services, wealth management, and insurance, at remote-first firms and distributed teams ranging from entry-level client service roles to senior solutions consultants. Employers hiring remotely right now include BlackRock, Empower, and Enterprise Mobility. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 6+ Remote Investment Solutions Representative jobs
Summary/Function
D.A. Davidson Companies is an independent, employee-owned firm with more than 90 years of history, built on integrity, ethics, and exceptional service to our clients and each other.
As our Investment Solutions Consultant, you'll be the go-to resource for Financial Professionals, internal partners, and asset managers. You'll support the administration and growth of our Investment Solutions, including mutual funds, ETFs, unit investment trusts, closed-end funds, 529 plans, and donor advised funds.
- BS degree in business administration, finance, risk management, or a related field
- Series 7 and 66, or ability to obtain within 6 months
- Investment product experience, especially mutual funds and/or ETFs, a plus
- Builds strong relationships with Financial Professionals through proactive, timely service and consistent follow-through
- Exceptional attention to detail and commitment to accuracy, quality, and regulatory compliance
- Excellent written and verbal communication, strong project management, and cross-team collaboration skills
- Partner with Financial Professionals to provide education, guidance, and support on investment solutions.
- Manage strategic asset manager relationships, coordinating business development, sponsorships, educational events, and webinars.
- Serve as the subject matter expert on product availability, platform eligibility, mutual fund share class selection, due diligence, and implementation.
- Support Financial Professional onboarding and transitions by analyzing incoming books of business, identifying conversion opportunities, and facilitating access to approved solutions.
- Lead cross-functional projects from concept to completion: building plans and timelines, coordinating stakeholders, and driving results.
- Plan and execute partner events, conferences, and sponsorships, including agendas, budgets, vendors, logistics, speakers, and attendee communications.
- Keep the Investment Solutions presence on the BisonExchange current and engaging with timely content and resources.
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $89,000 – $122,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
Summary/Function
D.A. Davidson Companies is an independent, employee-owned firm with more than 90 years of history, built on integrity, ethics, and exceptional service to our clients and each other.
As our Investment Solutions Consultant, you'll be the go-to resource for Financial Professionals, internal partners, and asset managers. You'll support the administration and growth of our Investment Solutions, including mutual funds, ETFs, unit investment trusts, closed-end funds, 529 plans, and donor advised funds.
- BS degree in business administration, finance, risk management, or a related field
- Series 7 and 66, or ability to obtain within 6 months
- Investment product experience, especially mutual funds and/or ETFs, a plus
- Builds strong relationships with Financial Professionals through proactive, timely service and consistent follow-through
- Exceptional attention to detail and commitment to accuracy, quality, and regulatory compliance
- Excellent written and verbal communication, strong project management, and cross-team collaboration skills
- Partner with Financial Professionals to provide education, guidance, and support on investment solutions.
- Manage strategic asset manager relationships, coordinating business development, sponsorships, educational events, and webinars.
- Serve as the subject matter expert on product availability, platform eligibility, mutual fund share class selection, due diligence, and implementation.
- Support Financial Professional onboarding and transitions by analyzing incoming books of business, identifying conversion opportunities, and facilitating access to approved solutions.
- Lead cross-functional projects from concept to completion: building plans and timelines, coordinating stakeholders, and driving results.
- Plan and execute partner events, conferences, and sponsorships, including agendas, budgets, vendors, logistics, speakers, and attendee communications.
- Keep the Investment Solutions presence on the BisonExchange current and engaging with timely content and resources.
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $89,000 – $122,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
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Who's Hiring
What Employers Look For
The qualifications that appear most often in remote investment solutions representative jobs.
- Active Series 6 or Series 7 FINRA license
- One to three years of experience in financial services or client-facing sales
- Proficiency with CRM platforms and financial planning software
- Strong knowledge of investment products including mutual funds, annuities, and retirement accounts
- State insurance license or willingness to obtain within a defined timeframe
- Bachelor's degree in finance, business, economics, or a related field
Tips for Your Remote Investment Solutions Representative Job Search
Apply early to remote roles that fit
Migrate Mate lists remote investment solutions representative openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through location-based listings that don't apply to you.
Lead your resume with remote-ready proof
Highlight async client communication, CRM systems you've used independently, and results you delivered without on-site supervision. Remote hiring managers in financial services want evidence you can manage a client book without daily oversight.
Get licensed before you apply
Many remote investment solutions representative roles require a Series 6, Series 63, or state insurance license at the point of hire. Completing your licensing before applying removes a common remote hiring barrier and shortens your onboarding timeline.
Prepare for a multi-round video interview process
Remote employers in this role typically run two to three video rounds covering a mock client consultation, product knowledge, and cultural fit. Practice walking through investment concepts clearly on camera, since that mirrors the actual remote client experience you'd be delivering.
Remote Investment Solutions Representative Jobs: Frequently Asked Questions
How do I get a remote investment solutions representative job?
Target remote-first financial services firms and distributed insurance or wealth management teams that have already built the infrastructure for remote client work. Remote employers screen heavily for self-direction, strong written communication, and comfort with video-based client consultations. Candidates who can point to measurable results, like retention rates or portfolio growth, and who demonstrate CRM fluency stand out in the remote applicant pool.
Which companies hire remote investment solutions representatives?
Employers currently hiring remote investment solutions representatives include BlackRock, Empower, and Enterprise Mobility, per current remote listings on Migrate Mate as of November 2026. These include remote-first financial services companies, distributed insurance carriers, and wealth management firms with nationally distributed client service teams operating fully online.
Can you get a remote investment solutions representative job with no experience?
Yes, but remote entry-level roles in this field are harder to land because employers expect you to work independently from day one without on-site coaching. Companies most likely to hire entry-level remote candidates include digital-first insurance platforms and fintech firms. Showing familiarity with virtual client tools, completing relevant licensing coursework, and demonstrating strong written communication can open the door when direct experience is thin.
Do you need a degree for remote investment solutions representative jobs?
Not always. Remote employers in this role often weigh relevant securities or insurance licensing, demonstrated client-facing results, and CRM experience alongside or instead of a formal degree. A Series 6, Series 63, or state insurance license signals job-readiness to many remote hiring managers and can carry more weight than a degree alone for client-focused roles.
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