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Remote Fidelity Wealth Management Jobs (NOW HIRING)

RK Partners

Senior Wealth Advisor-Remote

San Francisco, CA · On-site +1

$165K - $185K/yr

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Chicago, IL · On-site +1

$165K - $185K/yr

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Dallas, TX · On-site +1

$165K - $185K/yr

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Chicago, IL · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of ...

Wealth Access

Enterprise Account Executive

Nashville, TN · On-site +1

You'll report to the CEO and operate as an individual contributor with a personal quota, focused on new ARR generation across the bank and wealth management channel. This position can be 100% remote ...

Raymondjames

Private Wealth Consultant

Serve as an educational and technical resource to manage the complexities of significant wealth ... Remote The total compensation for this position includes base salary or wages, and may include ...

PNC Bank

Recruiting Advisor - Wealth Management

Home, WA · On-site +1

As a Recruiting Advisor within PNC's Wealth Management organization, you will be based in Illinois ... This position may be eligible for remote work in select geographic locations, subject to approval ...

Foster Klima

Early Career Wealth Manager

Hopkins, MN · On-site +1

$105K/yr (+ commission)

Remote Opportunity after training and licensing. No territory restrictions -- serve clients ... Conduct comprehensive financial assessments to create personalized wealth management plans for ...

Savvy Advisors, Inc.

Principal Wealth Advisor

$200K/yr

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer ... Remote and hybrid flexibility * A seat at the table - advisors directly influence Savvy's product ...

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All JobsFinance and Insurance JobsRemote Fidelity Wealth Management Jobs

Remote Fidelity Wealth Management information

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How much do remote fidelity wealth management jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for remote fidelity wealth management in the United States is $30.69, according to ZipRecruiter salary data. Most workers in this role earn between $30.05 and $30.05 per hour, depending on experience, location, and employer.

What is Remote Fidelity Wealth Management?

Remote Fidelity Wealth Management refers to financial advisory and investment management services provided by Fidelity Investments through virtual channels. These services allow clients to work with dedicated wealth managers and financial advisors remotely, using phone calls, video conferences, and online platforms. Clients receive personalized advice on investments, retirement planning, estate planning, and other financial matters without needing to visit a physical branch. This approach provides flexibility and convenience, making it easier for clients to manage their wealth from anywhere.

How does a remote role in Fidelity Wealth Management typically collaborate with clients and internal teams?

In a remote Fidelity Wealth Management position, professionals use digital platforms to engage with clients, conduct portfolio reviews, and provide financial advice via video calls, phone, and secure messaging. Collaboration with internal teams such as investment analysts, compliance, and client service representatives is facilitated through virtual meetings, shared documentation, and workflow management tools. While physical interaction is minimal, clear communication and proactive coordination are essential to maintain a high level of client service and ensure seamless teamwork.

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

To thrive as a Remote Fidelity Wealth Management professional, you need strong financial acumen, investment knowledge, and relevant qualifications such as a bachelor's degree in finance or related field, often supplemented by FINRA Series 7 and 66 licenses. Familiarity with portfolio management software, CRM systems, and Fidelity's proprietary platforms is typically required. Exceptional communication, relationship-building, and problem-solving skills help professionals effectively serve clients in a virtual environment. These competencies are crucial for providing tailored financial advice, building trust, and ensuring client satisfaction remotely.

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

AspectRemote Fidelity Wealth ManagementRemote Financial Advisor
CredentialsSeries 7, 63, 65/66, CFP (preferred)Series 7, 63, 65/66, CFP (preferred)
Work EnvironmentRemote, client-facing, team collaborationRemote, client-facing, independent work
Employer & IndustryFidelity Investments, financial servicesVarious financial firms, independent or firm-based

Remote Fidelity Wealth Management professionals and Remote Financial Advisors share similar credentials and work environments, focusing on client financial planning. Fidelity roles are often within a large firm with structured support, while independent advisors may have more flexibility. Both serve clients remotely, but Fidelity positions typically emphasize firm-specific protocols and resources.

Does Remote Fidelity Wealth Management allow remote work?

Remote Fidelity Wealth Management offers remote work opportunities for certain roles, allowing employees to perform their duties outside of a traditional office setting. The availability of remote work may depend on the specific position and company policies, and roles often require proficiency with digital tools and secure communication platforms.
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Remote Fidelity Wealth Management jobs near you
Infographic showing various Remote Fidelity Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $63,838 per year, or $30.7 per hour.

Senior Wealth Advisor-Remote

RK Partners

San Francisco, CA • On-site, Remote

$165K - $185K/yr

Full-time

Posted 17 days ago

Key responsibilities

  • Lead client review and discovery meetings, including advanced planning scenarios.

  • Deliver strategies across tax, estate, investments, retirement, and risk management.

  • Lead the full discovery and onboarding process for new clients.

Job description

Senior Wealth Manager

Presented by Rekroot on behalf of our client

About the Firm

Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of experience serving individuals, families, business owners, and institutional clients. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.

The organization manages approximately $8 billion in assets and is committed to delivering proactive, high‑touch guidance across all areas of clients’ financial lives.

Position Overview

Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will drive significant growth by representing the firm’s value proposition, delivering white‑glove service, and serving as a trusted advisor to high‑net‑worth clients — all with the support of a collaborative team behind you.

Senior Wealth Managers are long‑term strategic hires with a clear path to ownership.

This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts in a clear, relatable way. You will lead client relationships, oversee advanced planning engagements, and contribute meaningfully to both business development and client service.

What You Bring

Education & Credentials

  • Bachelor’s degree from an accredited four‑year university (social sciences or business preferred)
  • CFP® designation required

Experience

  • 6+ years serving as a lead advisor or consultant for high‑net‑worth clients within a wealth management firm or the tax division of an accounting firm
  • Proven experience as the primary relationship owner for complex client households

Lead Advisor Capabilities

  • Serve as the primary advisor and decision‑maker for high‑net‑worth clients
  • Lead client review and discovery meetings, including advanced planning scenarios
  • Deliver strategies across tax, estate, investments, retirement, and risk management
  • Coordinate tax strategy with external CPAs
  • Experience with equity compensation planning, business owners, or other specializations is a plus
  • Guide clients through retirement income and distribution planning
  • Partner with estate attorneys on legacy planning

Technical & Analytical Skills

  • Strong understanding of investment fundamentals, securities, account types, and transaction mechanics
  • Ability to synthesize competing priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
  • Commitment to a fee‑only, client‑first planning environment
  • Belief in academically grounded investment philosophy
  • Respect for confidentiality and fiduciary responsibility

Leadership & Growth Mindset

  • Invest in the development of Planners and Wealth Managers
  • Strong communication skills — written, verbal, and interpersonal
  • Positive, client‑focused attitude
  • Self‑motivated and able to operate independently

Business Development Experience

  • Lead the full discovery and onboarding process for new clients
  • Generate new business through referrals, firm‑generated leads, and personal networks
  • Consistently contribute to revenue growth and new client acquisition
  • Act as an ambassador for the firm by clearly articulating its value proposition

Why Work With Our Client

You’ll have the opportunity to learn from a team of experts, make a meaningful impact on clients’ lives, and contribute to a collaborative, values‑driven culture. The firm invests deeply in the people who take care of clients.

Compensation & Benefits

  • Competitive compensation with annual bonuses
  • Comprehensive benefits package
  • Daily catered lunch
  • Free access to an on‑site workout facility
  • Professional development support