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Manager Remote Wealth Management Jobs (NOW HIRING)

Vista Wealth Solutions

Wealth Management Advisor

New Castle, DE · Remote

$80K - $280K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Wealth Management Advisor VISTA WEALTH SOLUTIONS | DELAWARE, PA | FULL TIME | HYBRID Why Join Us? If you've built a strong book of business and are looking for a better home for your practice, we ...

Vista Wealth Solutions

Wealth Management Advisor

Wayne, PA · Remote

$80K - $270K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a financial practice? If you've built a strong book of business and are looking for a better home for ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Location: Seattle, Washington (Full time, partially remote) Availability: Full-time position ... Drive the development, communication and implementation of wealth management and financial planning ...

washingtontrust

Wealth Management Associate

Providence, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is ...

washingtontrust

Wealth Management Associate

Westerly, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is ...

AssetMark, Inc.

Wealth Solutions Consultant

$135K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... wealth management solutions to their clients. This is a fully remote role that will involve regular travel within the assigned territory and requires strong engagement with independent financial ...

Sagient

Wealth Manager

Manhattan Beach, CA · Remote

$200K - $500K/yr

As a Sagient wealth manager, you'll have access to expert support and resources in protection ... Robust technology platform, including customizable CRM software   * Customized training and ...

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Manager Remote Wealth Management information

See salary details

$29K

$59.8K

$109K

How much do manager remote wealth management jobs pay per year?

As of Aug 13, 2026, the average yearly pay for manager remote wealth management in the United States is $59,773.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $70,000.00 per year, depending on experience, location, and employer.

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

AspectManager Remote Wealth ManagementFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentRemote, client-facing, team collaborationRemote or in-office, client consultations
Employer & Industry UsageFinancial firms, banks, wealth management companiesIndependent or firm-based financial services

While both roles involve managing client assets and providing financial advice, a Manager Remote Wealth Management typically oversees teams and strategies remotely within a wealth management firm, focusing on high-net-worth clients. A Financial Advisor directly advises clients on investments and financial planning, often working independently or within firms. The certifications and work environments overlap, but their primary responsibilities differ in scope and leadership level.

What cities are hiring for Manager Remote Wealth Management jobs? Cities with the most Manager Remote Wealth Management job openings:
What are the most commonly searched types of Remote Wealth Management jobs? The most popular types of Remote Wealth Management jobs are:
What states have the most Manager Remote Wealth Management jobs? States with the most job openings for Manager Remote Wealth Management jobs include:
Manager Remote Wealth Management jobs near you

Wealth Management Advisor

Vista Wealth Solutions

New Castle, DE • Remote

$80K - $280K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 5 days ago

Job description

Wealth Management Advisor

VISTA WEALTH SOLUTIONS | DELAWARE, PA | FULL TIME | HYBRID

Why Join Us?

If you’ve built a strong book of business and are looking for a better home for your practice, we offer more than an affiliation—we offer a genuine competitive advantage.

VISTA was built specifically around the needs of experienced advisors. Our model is straightforward: you bring relationships; we provide the infrastructure, resources, and operational support to help you serve those clients better and grow your practice faster than you could alone.

What we offer to our Advisors:

• Dedicated support teams that handle operational and administrative work so you can stay focused on clients

• An open-architecture investment platform that preserves your independence and lets you recommend solutions objectively, without product pressure

• Access to institutional-grade financial planning, portfolio management, and CRM tools—including RightCapital, MoneyGuidePro, and Wealthscape

• Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines, so you can deliver truly integrated advice

• Backed by the strength of MassMutual, compliance framework, and resources through MML Investors Services, LLC (Broker-Dealer)—with the autonomy of a boutique firm


The Role

As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages. You’ll have the freedom to run your practice the way you see fit—with the resources of a well-supported firm behind you.


What You’ll Do

Manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.


What You Bring

Required

• Active Series 7, Series 66, and Life, Accident & Health licenses

• Minimum of 2-3 years of experience in wealth management or financial services

• Some experience in financial planning and investment portfolio management


Skills & Attributes

• Proven ability to build trust and sustain long-term client relationships

• Strong analytical mindset with sound judgment and a results-driven approach

• Clear, confident communicator—able to translate complex financial concepts for clients at any level of financial sophistication

• Uncompromising commitment to integrity, ethical standards, and regulatory compliance


Compensation

We offer a competitive compensation structure, not just commission, designed to reward performance and recognize the value of an established practice:

• Practice allowances to support your transition and ongoing operations

• Compensation structured to reflect the strength and scale of the book of business you bring


Benefits

• Medical insurance

• Vision insurance

• Dental insurance

• 401(k)

• Disability insurance



Ready to make a move?

If you’ve outgrown your current platform and are looking for the infrastructure, support, and collaborative environment to take your practice to the next level, we’d like to talk. Reach out to learn more about what a transition to our firm could look like for you.


**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.


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