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Commission Remote Wealth Management Jobs (NOW HIRING)

Aprio

Wealth Advisor

Chicago, IL · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Overland Park, KS · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Dallas, TX · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Houston, TX · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

New York, NY · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

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Commission Remote Wealth Management information

What is the difference between Commission Remote Wealth Management vs Financial Advisor?

AspectCommission Remote Wealth ManagementFinancial Advisor
CertificationsCFP, Series 7, 66/65CFP, Series 7, 66/65
Work EnvironmentRemote, client-facing, independentIn-office or remote, client-facing, independent or firm-based
Employer & IndustryFinancial services firms, wealth managementFinancial services firms, wealth management

Commission Remote Wealth Management professionals and Financial Advisors often share similar certifications and work environments. The main difference lies in the compensation structure; Commission Remote Wealth Managers primarily earn through commissions, while Financial Advisors may have a mix of fees and commissions. Both roles focus on helping clients manage wealth, but the commission-based model emphasizes sales-driven income.

What are some common challenges faced by remote wealth management professionals working on commission?

Remote wealth management professionals working on commission often face the challenge of building and maintaining a strong client base without in-person interactions. Establishing trust and rapport virtually requires excellent communication skills and proactive outreach. Additionally, managing time effectively while balancing prospecting, client meetings, and administrative tasks can be demanding. Staying updated on market trends and compliance regulations is crucial, as is leveraging digital tools to streamline workflows and provide seamless client service.

What is Commission Remote Wealth Management?

Commission Remote Wealth Management refers to financial advisory services provided remotely, where wealth managers or advisors assist clients in managing their investments, retirement planning, and other financial goals. The 'commission' aspect means that advisors earn their income through commissions on financial products they sell or manage, rather than a flat fee. This remote model allows clients to access professional wealth management services from anywhere, typically via phone, email, or video conferencing. It offers flexibility for both clients and advisors, but it’s important for clients to understand potential conflicts of interest due to commission-based compensation.

What are the key skills and qualifications needed to thrive as a Commission Remote Wealth Management professional, and why are they important?

To thrive in Commission Remote Wealth Management, you need a strong understanding of financial markets, investment strategies, and client portfolio management, typically supported by a relevant degree and securities licenses (such as Series 7 or 66). Familiarity with financial planning software, CRM platforms, and secure communication tools is essential. Exceptional interpersonal skills, trustworthiness, and proactive communication help build and maintain strong client relationships remotely. These competencies are vital for providing sound financial advice, meeting compliance standards, and achieving client satisfaction in a competitive, commission-driven environment.
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Commission Remote Wealth Management jobs near you
Financial Wealth Advisor (Advisory Team)

Financial Wealth Advisor (Advisory Team)

Farther

Dallas, TX • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

You've built a book. Now you want to grow it. Farther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above.

With more than 37 years of experience spanning 401(k)s, ultra-high-net-worth clients, nonprofits, estate planning, and executive compensation, you'll work directly with a managing director who brings genuine depth across virtually every client category — and a track record of helping advisors move up market. If you're looking for a team where leadership is accessible, mentorship is real, and your growth is a shared priority, this is the right fit.

We grow together. You keep your clients. Your success contributes to the team, and the team's resources accelerate what you do.

Your Impact

  • Manage and grow a book of business by delivering comprehensive wealth management services across investments, retirement planning, estate planning, insurance, and tax strategy.
  • Transition existing client relationships onto Farther's platform, ensuring a seamless experience for clients throughout the onboarding process.
  • Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities.
  • Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
  • Leverage Farther's technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience.
  • Collaborate with team members on complex client situations, contribute institutional knowledge, and support the development of junior advisors over time.

The Ideal Match

  • Minimum $10–15M AUM book of business with transferable client relationships.
  • Series 65 or 66 license required.
  • Demonstrated track record of proactive business development and consistent client prospecting.
  • History of strong client retention and organic book growth.
  • Breadth of experience across multiple client types and planning disciplines.
  • Collaborative working style with a long-term orientation toward practice ownership.

Bonus Points

  • CFP, CFA, ChFC, AIF, or other advanced designations
  • Experience with nonprofits, 401(k)s, executive comp, or small business owners
  • Background mentoring or developing junior advisors
  • 30M+ AUM book looking for a more flexible, modern platform

Why Join Us

  • Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits (401(k) matching & Roth IRA options), unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from
  • Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
  • Compensation: Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work.
  • Location Flexibility: Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between.

Ready to disrupt wealth management? Let's talk!


Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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