Remote Private Client Investment Associate Jobs
Remote private client investment associate jobs are open across wealth management, financial planning, and brokerage services at remote-first firms and distributed financial services teams, from entry-level client support roles to senior associate positions managing high-net-worth portfolios. Employers hiring remotely right now include Fidelity Investments, Fisher Investments, and Pavago. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 187+ Remote Private Client Investment Associate jobs
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.
See All 187+ Remote Private Client Investment Associate Jobs
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Find JobsRemote Private Client Investment Associate 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 private client investment associate jobs.
- Bachelor's degree in finance, economics, or a related field required
- Series 65 or Series 7 securities license preferred or required
- One to three years of experience in wealth management or financial advisory roles
- Proficiency with portfolio management and CRM software systems
- Strong written and verbal communication skills for high-net-worth client interactions
- CFP certification or enrollment in a CFP program is a differentiating credential
Tips for Your Remote Private Client Investment Associate Job Search
Apply early to remote roles that fit
Migrate Mate lists remote private client investment associate openings from across the U.S. in one place. Check it regularly and apply to roles that match your licensing level and client focus as soon as they appear, since remote positions at smaller RIAs and wealth platforms close fast.
Lead your resume with remote-ready proof
Remote hiring managers want evidence you can manage client relationships without in-person support. Highlight asynchronous client communication, CRM fluency, and any experience coordinating investment documentation across distributed teams. Concrete examples carry more weight than role titles alone.
Get licensed before you apply
Remote private client investment associate roles almost universally require or prefer FINRA Series 7, 65, or 66 licenses. Completing your SIE exam or holding an active license signals to remote employers that you can contribute independently from day one without firm-sponsored in-office prep time.
Prepare for async-heavy remote interviews
Remote wealth firms often screen candidates through written case responses or recorded video interviews before any live call. Practice articulating investment concepts and client scenarios in clear, concise written form, since your written communication is a direct preview of how you will serve clients remotely.
Remote Private Client Investment Associate Jobs: Frequently Asked Questions
How do I get a remote private client investment associate job?
Target remote-first registered investment advisors, independent broker-dealers, and digital wealth platforms, which are the firms most likely to hire private client investment associates on distributed teams. Remote employers in this role screen heavily for self-directed client communication, polished written correspondence, and the ability to manage relationship tasks without in-person oversight. A FINRA Series 7 or 66 license, demonstrated portfolio documentation skills, and experience with CRM platforms like Salesforce or Redtail give candidates a clear edge.
Which companies hire remote private client investment associates?
Companies hiring remote private client investment associates right now include Fidelity Investments, Fisher Investments, and Pavago, based on current remote listings on Migrate Mate as of November 2026. These tend to be remote-first registered investment advisors, independent wealth management firms, and digital brokerage platforms operating distributed client service teams.
Can you get a remote private client investment associate job with no experience?
Yes, but remote entry-level roles are harder to land because firms expect you to operate independently from day one without on-site mentorship. Digital wealth platforms and remote-first RIAs are most likely to consider candidates early in their careers. Showing completed securities licensing coursework, a FINRA SIE exam pass, or hands-on portfolio tracking projects demonstrates initiative and signals you can function without close supervision.
Do you need a degree for remote private client investment associate jobs?
Not always. Many remote employers weigh active FINRA licenses, demonstrated client relationship skills, and verifiable results with investment documentation over a specific degree. A finance or business background helps, but remote firms focused on output over credentials will prioritize candidates who can show clean client reporting, strong written communication, and familiarity with portfolio management software.
Which industries hire the most remote private client investment associates?
The sectors hiring the most remote private client investment associates are Consulting & Professional Services, based on current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed associate teams to serve geographically spread client bases without requiring everyone in a central office.
See All 187+ Remote Private Client Investment Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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