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Remote Wealth Management Marketing Jobs (NOW HIRING)

ATALNT LLC

Senior Wealth Advisor

Manhattan, NY · Remote

$100K - $200K/yr

This is a remote position. Senior Wealth Advisor Fee-Only Registered Investment Advisor Platform ... Unified, proprietary technology platform integrating CRM, operations, compliance, and marketing

Cetera

Wealth Management Consultant

San Diego, CA · Remote

$85K - $110K/yr

This role is fully remote (from West Coast) the successful candidate is required to be located in ... Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and ...

Cetera

Wealth Management Consultant

San Diego, CA · Remote

$85K - $110K/yr

This role is fully remote (from West Coast) the successful candidate is required to be located in ... Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · On-site +1

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

Farther

Associate, Advisor Marketing

Dallas, TX · On-site +1

We're looking for a Marketing Associate who thrives on building relationships and managing multiple ... Join our team and be a key contributor in shaping the future of wealth management. Your Impact

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Remote Wealth Management Marketing information

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$31.5K

$94.7K

$175.5K

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

As of Jul 18, 2026, the average yearly pay for remote wealth management marketing in the United States is $94,654.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $140,000.00 per year, depending on experience, location, and employer.

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

AspectRemote Wealth Management MarketingRemote Financial Advisor Marketing
CredentialsMarketing certifications, financial industry knowledgeFinancial licenses, CFP or similar certifications
Work EnvironmentRemote marketing teams, financial firmsRemote financial advisory firms, client-facing roles
Industry UsageFinancial services, wealth management firmsFinancial planning, investment advisory firms

Remote Wealth Management Marketing focuses on promoting wealth management services through marketing strategies, often requiring financial industry knowledge. Remote Financial Advisor Marketing targets marketing efforts for financial advisors, emphasizing licensing and client engagement. While both roles involve marketing within the financial sector, the former emphasizes service promotion, and the latter supports advisor-client relationships.

How does a Remote Wealth Management Marketing professional typically collaborate with financial advisors and client service teams?

In a remote wealth management marketing role, professionals frequently coordinate with financial advisors and client service teams through virtual meetings, shared platforms, and digital communication tools. Collaboration often involves developing targeted marketing campaigns, creating educational materials, and gathering feedback on client needs and preferences. By maintaining close, ongoing communication, marketing professionals ensure their strategies align with both regulatory standards and the unique value propositions of the advisory teams. This cross-functional teamwork is essential for delivering consistent messaging and enhancing client engagement.

What is remote wealth management marketing?

Remote wealth management marketing involves promoting financial planning and investment services through digital channels, allowing professionals to reach clients and prospects without in-person meetings. This role typically includes developing online content, managing social media, running virtual events, and nurturing client relationships using technology. The goal is to build brand awareness, generate leads, and support client retention for wealth management firms, all while working remotely.

What are the key skills and qualifications needed to thrive in Remote Wealth Management Marketing, and why are they important?

To thrive in Remote Wealth Management Marketing, you need a solid understanding of financial products, digital marketing strategies, and often a degree in finance, marketing, or a related field. Familiarity with CRM systems, digital advertising platforms, analytics tools, and, in some cases, certifications like CFP or FINRA Series 7 can be beneficial. Excellent communication, relationship-building, and self-motivation are crucial soft skills for engaging clients and collaborating with distributed teams. These capabilities ensure you can effectively attract, retain, and serve clients in a competitive, technology-driven financial services environment.
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What job categories do people searching Remote Wealth Management Marketing jobs look for? The top searched job categories for Remote Wealth Management Marketing jobs are:
Remote Wealth Management Marketing jobs near you

Wealth Management Marketing Manager

Clients Blackbox, Inc.

Remote

Full-time

PTO

Re-posted 24 days ago

Job description

About Clients Blackbox
Clients Blackbox is a performance marketing agency that specializes in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating qualified appointments with high-net-worth prospects. Our proven video sales letter methodology has generated over $45 billion in AUM pipeline for financial advisors across the country.
We operate with a performance-first mindset. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the math work for their practice. When we hit these metrics, everyone wins. We're going through a massive growth period and looking for a Senior Paid Media Strategist (aka Wealth Management Marketing Manager) who owns their accounts end to end.
The Opportunity
This is not an execution-only role. You will own a portfolio of client accounts, running bi-weekly calls, managing campaign performance, writing ad copy, and being the primary point of contact for your clients. You are the strategist and the doer. If you want to hide behind a project manager and just push buttons in Ads Manager, this is not the role for you.
You'll report to the Associate Director of Operations and have direct responsibility for client retention and results.
Role and Responsibilities
Client Ownership
  • Own client accounts and serve as the primary point of contact
  • Run bi-weekly client calls to review performance, discuss strategy, and align on next steps
  • Send bi-weekly performance reports 24 hours before scheduled calls
  • Build trust and relationships that drive renewals and referrals

Paid Media Execution
  • Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment booking
  • Manage campaign budgets, audience targeting, bid strategies, and creative testing
  • Monitor daily performance and make adjustments to hit cost per appointment targets
  • Troubleshoot underperforming campaigns and develop intervention strategies

Copy and Creative Strategy
  • Write ad copy and video sales letter scripts for financial services audiences
  • Develop hooks, angles, and messaging variations for testing
  • Collaborate with video editors on creative production
  • Use AI tools to accelerate copywriting while maintaining quality

Technical Setup
  • Set up tracking, pixels, and conversion events
  • Configure Calendly integrations, Zapier automations, and lead routing
  • Troubleshoot technical issues between ad platforms and client systems

Requirements
Required Experience
  • 5+ years of experience in paid media, specifically Meta advertising
  • Experience managing multiple client accounts simultaneously
  • Proven track record of hitting performance targets and retaining clients
  • Strong copywriting skills with ability to write compelling ad copy and scripts
  • Experience with conversion tracking, pixels, and basic marketing automation

Preferred Experience
Experience in the financial services vertical. Understanding of lead generation and appointment-setting campaigns. Familiarity with video sales letter marketing methodology. Experience with high-ticket, considered purchase funnels.
Skills and Attributes
You take ownership. When something breaks, you fix it. You don't wait for someone to tell you what to do. Strong communicator who can explain performance data to non-technical clients. Detail-oriented but able to move fast. Comfortable with direct client interaction and accountability for results. You want to be the person responsible, not one of three people sharing responsibility.
Benefits
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Training & Development
  • Work From Home
  • Flexible Schedule
  • Performance Bonus

Apply