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Remote Daily Money Manager Jobs (NOW HIRING)

Monarch Money

Software Engineer, AI (Senior/Staff)

$125K - $165K/yr

... and manage their money. You'll work across the full spectrum of AI development, from prompt ... As a fully remote company with no central office, we want you to work wherever you are happiest and ...

Happy Money

Head of Lifecycle Marketing

... managers diversify balance sheets and scale with confidence. Happy Money's end-to-end loan ... Happy Money is a 100% fully distributed company. Remote work doesn't mean less work, we work ...

Rocket Money

Operations Associate

$22 - $24/hr

Rocket Money offers members a unique understanding of their finances and a suite of valuable ... Prioritize multiple queues and manage daily workflow to ensure requests are resolved quickly and ...

FreeUp

Remote eBay Expert

Saint Petersburg, FL · Remote

$132K/yr

Daily remote eBay job opportunities * Set your own hourly freelance rates (or fixed-rate projects ... Proven track record making money on eBay * Top-tier communication and collaboration * Strong ...

FreeUp

Remote eBay Expert

Saint Petersburg, FL · On-site +1

$132K/yr

Daily remote eBay job opportunities * Set your own hourly freelance rates (or fixed-rate projects ... Proven track record making money on eBay * Top-tier communication and collaboration * Strong ...

Your Money Line

Financial Guide (On-Demand)

$28/hr

Remote (U.S.-based) Your Money Line seeks an enthusiastic and self-motivated Financial Guide ... Managing recurring counseling appointments as necessary * Create and deliver educational support ...

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Remote Daily Money Manager information

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$28K

$61.4K

$115.5K

How much do remote daily money manager jobs pay per year?

As of Jun 23, 2026, the average yearly pay for remote daily money manager in the United States is $61,425.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,500.00 and $84,000.00 per year, depending on experience, location, and employer.

What are Remote Daily Money Managers?

Remote Daily Money Managers are financial professionals who help individuals, seniors, or small businesses manage their day-to-day personal finances from a remote location. Their tasks typically include paying bills, organizing financial documents, reconciling bank statements, tracking expenses, and helping to prevent fraud or financial abuse. By working remotely, they use secure digital tools to access clients’ financial information and communicate via phone, email, or video calls. This service is especially helpful for busy professionals, older adults, or anyone needing assistance in keeping their finances organized.

What are some common challenges faced by Remote Daily Money Managers, and how can they be addressed?

Remote Daily Money Managers often encounter challenges such as maintaining clear communication with clients and staying organized across multiple accounts. Since the role involves sensitive financial information, ensuring data security and confidentiality is crucial. To address these challenges, it's important to use secure digital tools, establish regular check-ins with clients, and implement effective workflow management systems. Building trust and maintaining transparency through prompt updates can also help foster strong client relationships.

What are the key skills and qualifications needed to thrive as a Remote Daily Money Manager, and why are they important?

To thrive as a Remote Daily Money Manager, you need strong financial acumen, attention to detail, and a background in accounting or bookkeeping, often supported by a relevant degree or certification such as Certified Daily Money Manager (CDMM). Familiarity with financial management software like QuickBooks, Excel, and secure document-sharing platforms is typically required. Excellent organizational skills, discretion, and clear communication help build trust and manage sensitive client information effectively from a distance. These skills ensure accurate financial oversight, client satisfaction, and the protection of confidential data in a remote environment.
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What cities are hiring for Remote Daily Money Manager jobs? Cities with the most Remote Daily Money Manager job openings:
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Remote Daily Money Manager jobs near you
Infographic showing various Remote Daily Money Manager job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $61,425 per year, or $29.5 per hour.
Investment Advisor - Client Acquisition (Remote)

Investment Advisor - Client Acquisition (Remote)

Ridgewood Investments

Springfield, NJ • Remote

$120K/yr

Full-time

Posted 21 days ago

Job description

Investment Advisor – Client Acquisition (Remote)


About Ridgewood Investments

Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles.

Our focus is simple: build trust, grow assets, and deliver long-term results.

The OpportunityWe are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients.

This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close.

This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win.

  • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients
  • Navigate organizations and relationships to reach decision-makers
  • Build, manage, and advance a pipeline of qualified prospects
  • Lead investment conversations and guide prospects through the decision process
  • Convert opportunities into new clients and drive AUM growth
  • Maintain ongoing engagement with prospects throughout the sales cycle
  • Track activity, pipeline, and results within CRM and reporting systems
  • Collaborate with internal teams to deliver a seamless client experience
  • Maintain full compliance with regulatory and fiduciary standards

Qualifications

  • Active securities license required (Series 65, 7/66, or equivalent)
  • 5+ years of experience in wealth management, investment advisory, or financial sales
  • Proven ability to generate new business and close clients
  • Comfortable with high daily call volume and structured outreach
  • Strong communication skills with the ability to build trust quickly
  • Highly organized with the ability to manage multiple opportunities simultaneously
  • Self-motivated, disciplined, and results-driven

What We’re Looking For

  • A producer who is willing to do the daily activity required to win
  • A strong communicator who can confidently guide financial conversations
  • Someone who thrives in a structured sales process and clear expectations
  • Persistent, resilient, and comfortable working through objections
  • Competitive and accountable to measurable results

Compensation & Upside

  • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth
  • Significant earning potential for high performers
  • Clear expectations and measurable targets tied to activity and results
  • Opportunity for long-term growth and leadership based on performance

Why Ridgewood

We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute.

If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity.

This role is for someone who can both start the conversation and finish it.