Remote Registered Investment Advisor Jobs
Remote Registered Investment Advisor jobs are open across wealth management, financial planning, and insurance sectors at remote-first firms, independent broker-dealers, and distributed RIA practices, from entry-level associate advisor roles to senior portfolio management positions. Employers hiring remotely right now include Fisher Investments, Independent Contractor/Consultant, and Empower. 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 Registered Investment Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote registered investment advisor jobs.
- Series 65 or Series 66 license required for state registration as an investment advisor representative
- Experience managing client investment portfolios and conducting financial planning consultations
- CFP, CFA, or similar professional designation preferred or required at senior levels
- Proficiency with portfolio management and financial planning software platforms
- Clean U4 record with no material regulatory disclosures or customer complaints
- Bachelor's degree in finance, economics, business, or a related field
Tips for Your Remote Registered Investment Advisor Job Search
Apply early to remote roles that fit
Migrate Mate lists remote registered investment advisor openings from across the U.S. in one place, so you can find roles that match your licensing, client focus, and seniority level and apply directly without sorting through non-remote listings.
Lead with your virtual client management record
Remote hiring managers want proof you can build and retain client relationships without face-to-face contact. Quantify the number of clients you've managed remotely, the platforms you used for virtual meetings, and your client retention outcomes to make that case upfront.
Get licensed before you apply remotely
Remote registered investment advisor roles screen for active Series 65, Series 66, or CFP credentials before most conversations begin. Completing your licensing before applying removes the most common early-stage rejection and signals you can operate independently in a distributed team.
Demonstrate async communication in your application
Remote RIA firms communicate heavily through written channels. A well-structured cover letter that explains your investment philosophy clearly, without jargon, signals that you can handle client communication and internal coordination in an async environment.
Remote Registered Investment Advisor Jobs: Frequently Asked Questions
How do I get a remote registered investment advisor job?
Remote registered investment advisor roles go to candidates who can demonstrate self-direction, clear written communication, and the ability to manage client relationships without in-person contact. Independent RIA firms and remote-first wealth management platforms are the most consistent hirers. What gives you an edge is documented experience with virtual client meetings, CRM proficiency, and a clean compliance record that travels across jurisdictions.
Which companies hire remote registered investment advisors?
Employers currently hiring remote registered investment advisors include Fisher Investments, Independent Contractor/Consultant, and Empower, per current remote listings on Migrate Mate as of November 2026. Remote-first RIA firms, digital wealth management platforms, and distributed financial planning practices are the most active employers in this space.
Can you get a remote registered investment advisor job with no experience?
Yes, but remote entry-level registered investment advisor roles are harder to land because employers expect you to work independently from day one with minimal supervision. Digital-first RIA firms and robo-advisory platforms occasionally hire entry-level associates remotely. Showing FINRA licensing progress, a completed financial planning coursework portfolio, or a strong virtual internship record opens the door when direct experience is limited.
Do you need a degree for remote registered investment advisor jobs?
Not always. Remote employers weigh FINRA licensing, the CFP designation, and demonstrated client relationship results alongside formal education. A bachelor's degree in finance, economics, or a related field is common in job postings, but candidates who hold active Series 65 or Series 66 licenses and can show a history of compliant, client-facing work often move forward without a four-year degree.
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