Remote Wealth Management Associate Job Description

Make an Impact in the World of Wealth Management

Are you driven by the desire to help people secure their financial futures? Do you believe in empowering individuals to make informed investment decisions? As a Remote Wealth Management Associate, you will play a central role in delivering insightful financial guidance and strategic portfolio solutions to clients nationwide, all while working from the comfort of your home. With a competitive salary of $80,992 annually, this role is more than a paycheck—it's your gateway to influence, innovation, and growth.

Your Role in Our Vision

Our organization is growing fast and setting new benchmarks in virtual financial consulting. We are building a team of dedicated wealth management professionals who believe in doing meaningful work. As a Remote Wealth Management Associate, you'll contribute to our mission of delivering client-centered strategies that prioritize trust, transparency, and long-term success. Your role will directly support experienced advisors, ensuring each client receives high-touch service, robust investment planning, and personalized care.

Key Responsibilities

Client Relationship Development

• Engage with clients virtually to understand their unique financial goals and life milestones.
• Foster long-lasting, trust-based relationships that promote ongoing collaboration.
• Educate clients on investment strategies, risk profiles, and asset allocation plans.

Portfolio Assistance and Strategy Execution

• Assist in portfolio rebalancing, asset transfers, and performance tracking
• Coordinate with advisors to implement customized financial solutions based on client profiles
• Utilize digital tools to analyze investment performance and identify opportunities

Administrative and Operational Support

• Manage account documentation, compliance updates, and transaction records
• Ensure timely responses to client inquiries, supporting their satisfaction and retention
• Maintain up-to-date client files and CRM notes to reflect the latest interactions and decisions

A Dynamic Virtual Work Environment

Working remotely doesn’t mean working in isolation. You’ll be part of a collaborative, agile team that thrives on open communication and shared success. Weekly strategy huddles, one-on-one mentoring sessions, and continuous access to learning resources create an engaging remote environment where your contributions are noticed and celebrated.

What to Expect:

• Flexibility to design your daily workflow while meeting core performance benchmarks
• Interactive virtual tools that streamline collaboration, reporting, and task management
• Ongoing support from seasoned mentors and senior wealth advisors

Tools and Technology That Empower You

In this digital-first role, you'll harness the power of modern financial planning software and client management systems to provide timely, data-driven insights.

You’ll Work With:

• Investment tracking platforms for performance reporting
• CRM systems tailored for wealth advisory operations
• Digital communication tools for seamless virtual consultations
• Document management systems that ensure regulatory compliance

Qualifications That Set You Apart

We're seeking passionate professionals who bring both knowledge and a commitment to ongoing growth.

Essential Skills & Background:

• Bachelor’s degree in finance, business, or related field
• 2+ years of experience in investment advisory, financial planning, or related sectors
• Holding or actively pursuing FINRA Series 7 and 66 certifications is advantageous (or a commitment to obtain within the first 6 months)
• Strong understanding of market trends, portfolio construction, and wealth strategies

Personal Attributes:

• Excellent interpersonal skills with a client-first attitude
• Adaptable and tech-savvy in virtual work settings
• Detail-oriented, reliable, and results-driven
• Strong analytical thinking and problem-solving mindset

Benefits That Elevate Your Experience

We believe top performers deserve top-tier perks. As a full-time member of our remote team, you'll enjoy:

• ✨ Work-from-anywhere flexibility with a digital infrastructure that keeps you connected
• 🚀 Career acceleration support through sponsored certifications, webinars, and mentorship
• 🧠 Wellness perks including mental health resources and virtual fitness memberships
• 💳 Retirement planning options with employer-matched contributions
• 🌟 Recognition programs that celebrate your milestones and performance

Growth Opportunities

This role isn’t just a job—it's a launchpad for long-term career success in wealth management. From gaining advanced certifications to expanding your role into senior advisory, you’ll have a clear path forward.

Career Pathways:

• Transition into a full Wealth Advisor role within 18–24 months based on performance
• Develop expertise in focused areas, such as long-term income strategies, estate planning, or sustainable investing.
• Take part in leadership development programs to shape the future of remote advisory services.

Your Next Big Opportunity Awaits—Apply Now!

Here’s an opportunity to become part of a forward-thinking group that values innovation, impact, and integrity. If you’re ready to take charge of your financial career and inspire real change in clients' lives, don’t wait. Submit your application today and contribute your financial acumen to a forward-thinking company that believes in your potential.