ZipRecruiter

Log In

2

Remote Wealth Counsel Jobs (NOW HIRING)

Wealth Enhancement Group

Counsel - Equity Management

$122K - $140K/yr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an ... This is a fully remote position. In the spirit of pay transparency, we are excited to share the ...

zerohash

Associate Counsel (Remote)

New York, NY · Remote

About the Job We are seeking a highly motivated and experienced in-house counsel to grow with our ... Today, zerohash infrastructure supports millions of end users across brokerage, wealth, payments ...

zerohash

Associate Counsel (Remote)

Chicago, IL · Remote

About the Job We are seeking a highly motivated and experienced in-house counsel to grow with our ... Today, zerohash infrastructure supports millions of end users across brokerage, wealth, payments ...

zerohash

Corporate Counsel (Remote)

Chicago, IL · Remote

About the Job We are seeking a highly motivated and versatile Corporate Counsel to serve as a ... Today, zero infrastructure supports millions of end users across brokerage, wealth, payments, and ...

zerohash

Corporate Counsel (Remote)

New York, NY · Remote

About the Job We are seeking a highly motivated and versatile Corporate Counsel to serve as a ... Today, zero infrastructure supports millions of end users across brokerage, wealth, payments, and ...

Remote - Referral Board

... wealth of diverse experience. As Remote expands its global footprint, each new country brings ... Manage external local counsel as needed * Assist with other legal, advisory, regulatory, and ...

next page

Showing results 1-20

People also search for

All JobsRemote Wealth Counsel Jobs

Remote Wealth Counsel information

See salary details

$43K

$146.3K

$211K

How much do remote wealth counsel jobs pay per year?

As of Jun 7, 2026, the average yearly pay for remote wealth counsel in the United States is $146,280.00, according to ZipRecruiter salary data. Most workers in this role earn between $107,500.00 and $190,000.00 per year, depending on experience, location, and employer.

How does a Remote Wealth Counsel typically collaborate with clients and team members while working virtually?

Remote Wealth Counsels frequently use secure digital platforms to communicate with clients, provide financial advice, and manage sensitive documentation. They often collaborate closely with other financial advisors, tax specialists, and legal professionals through virtual meetings and shared cloud-based tools to ensure holistic wealth management. Building trust and maintaining clear communication are essential, as clients rely on timely updates and strategic guidance, even without face-to-face interaction. Adapting to different time zones and technology platforms is a common challenge, but effective organization and strong digital communication skills help overcome these obstacles.

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

To thrive as a Remote Wealth Counsel, you need deep expertise in financial planning, investment strategies, tax law, and estate planning, typically backed by credentials such as a CFP, CFA, or JD. Familiarity with financial planning software, secure digital communication platforms, and compliance management systems is essential. Strong interpersonal skills, discretion, and the ability to communicate complex financial concepts clearly are crucial for building trust with remote clients. These skills ensure that clients receive accurate, compliant, and personalized advice while fostering long-term client relationships in a virtual environment.

What are Remote Wealth Counsel?

Remote Wealth Counsel are professionals, typically financial advisors or attorneys, who provide wealth management, estate planning, and financial guidance to clients virtually, rather than in person. They assist with managing assets, tax planning, investment strategies, and legal aspects of wealth transfer, often using online platforms and digital communication tools. This allows clients to access expert advice from anywhere, increasing convenience and flexibility while still ensuring personalized service and confidentiality.

What is the difference between Remote Wealth Counsel vs Remote Financial Advisor?

AspectRemote Wealth CounselRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentLegal and estate planning, client consultations, financial strategyInvestment management, financial planning, client meetings
Industry UsageLegal firms, wealth management firms, estate planning companiesFinancial planning firms, banks, independent advisory firms

Remote Wealth Counsel and Remote Financial Advisor both require certifications like CFP or ChFC and often work in the wealth management industry. However, Remote Wealth Counsel typically focuses on legal and estate planning aspects, while Remote Financial Advisors concentrate on investment strategies and comprehensive financial planning. Their roles complement each other but serve different client needs within the financial services sector.

More about Remote Wealth Counsel jobs
What cities are hiring for Remote Wealth Counsel jobs? Cities with the most Remote Wealth Counsel job openings:
What are the most commonly searched types of Wealth Counsel jobs? The most popular types of Wealth Counsel jobs are:
What states have the most Remote Wealth Counsel jobs? States with the most job openings for Remote Wealth Counsel jobs include:
What job categories do people searching Remote Wealth Counsel jobs look for? The top searched job categories for Remote Wealth Counsel jobs are:
Remote Wealth Counsel jobs near you
Infographic showing various Remote Wealth Counsel job openings in the United States as of May 2026, with employment types broken down into 62% Full Time, and 38% Part Time. Highlights an 50% Physical, 5% Hybrid, and 45% Remote job distribution, with an average salary of $146,280 per year, or $70.3 per hour.
Counsel - Equity Management

Counsel - Equity Management

Wealth Enhancement Group

Remote

$122K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We're growing our team by hiring a Counsel - Equity Management to play a critical role in supporting Wealth Enhancement Group's (WEG's) equity compensation strategy and securities law compliance framework. This position demands a highly skilled attorney to provide strategic advice and counsel related to equity plan design, implementation, administration, and regulatory compliance.
The ideal candidate will have a strong background in securities law, capital markets, and equity compensation arrangements, preferably within a financial services or private company environment. This role will partner closely with Legal, Finance, HR, Payroll, and external counsel to ensure that WEG's equity programs are structured, administered, and documented in a compliant and operationally effective manner. The role will play a central role in designing, deploying and overseeing the use of artificial intelligence tools in the equity administration space.
This is a fully remote position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $122,000.00 to $140,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus and participation in the company equity program. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Equity Program Oversight & Administration
  • Serve as Legal department lead for equity compensation and equity management matters
  • Oversee day-to-day legal compliance for WEG's equity compensation programs, including profits interests, incentive units, and cash-equivalent incentive arrangements
  • Advise on the design, implementation, and administration of equity compensation programs to ensure alignment with business objectives and legal requirements
  • Partner with Finance, HR, Payroll, and Equity Administration teams to ensure accurate and compliant equity grants, vesting, settlements, redemptions, and forfeitures
  • Interpret and advise on limited liability company agreement (LLCA) provisions and related equity documentation
  • Track and advise on accredited investor status and related compliance requirements

Securities Law & Regulatory Compliance
  • Advise on securities law compliance and implications of equity transactions, including Securities Act, Exchange Act, SEC rules, registration requirements, and available exemptions
  • Ensure compliance with applicable federal and state securities laws in connection with equity offerings and equity-based compensation
  • Prepare and review required securities filings, including Form D and related documentation
  • Monitor regulatory developments and translate changes into practical internal guidance and updated documentation
  • Identify and mitigate securities-related risk through proactive review, internal controls, and policy enhancements
  • Manage and coordinate outside securities counsel, including defining scope of engagement and monitoring legal spend

Equity Transactions & M&A Support
  • Provide equity-related legal support in connection with mergers and acquisitions, including equity consideration structure and treatment, due diligence related to outstanding equity awards, transaction-related disclosures, and integration of acquired equity arrangements
  • Support capital-raising and investor-related equity matters, including preparation and review of subscription agreements and related templates
  • Partner cross-functionally on complex equity management issues, including redemptions, restructurings, and related governance matters
  • Work closely with Employment Legal on matters involving restrictive covenants and other employment-related equity considerations

Documentation & Template Management
  • Draft, review, and maintain equity-related documents, including equity plan documents, award agreements, subscription agreements, participant communications, and related templates and internal guidance materials
  • Ensure documentation remains current with regulatory changes and internal structural updates

General Legal Support
  • Along with the rest of the Legal team, advise and support on general legal matters arising in WEG's business, including changes in applicable law and responding to inquiries related to employment law matters
  • Provide thought leadership on equity governance and compliance within the organization
  • Prepare and present updates to leadership and business units regarding equity program developments and regulatory changes
  • Foster a culture of compliance, collaboration, and continuous improvement within the Legal function

Education/Qualifications
  • Juris Doctor (JD) degree from an accredited law school
  • Active bar membership in at least one U.S. state
  • 4-8 years of legal experience with a strong background in equity compensation programs, corporate law and securities law; experience in either a law firm or in-house legal department would be considered
  • Working knowledge of the Securities Act of 1933, Securities Exchange Act of 1934, and related SEC rules and exemptions
  • Experience drafting and advising on equity plan documents, award agreements, and private offering documentation
  • Strong understanding of equity compensation structures in private company environments
  • Demonstrated ability to manage complex, cross-functional initiatives and balance legal risk with practical business solutions
  • Excellent communication, negotiation, and interpersonal skills
  • Detail-oriented with strong analytical and problem-solving abilities
  • Ability to work in a fast-paced environment and manage multiple projects with tight deadlines

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the associate level is $104,800.00 to $157,200.00. However, the base salary range bolded above ($122,000.00 to $140,000.00) is what we expect to pay as a starting range for this position.
#LI-REMOTE
#LI-AP1
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply