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Remote Wealth Management Marketing Jobs (NOW HIRING)

AssetMark, Inc.

Wealth Solutions Consultant

Phoenix, AZ · On-site +1

$115K - $135K/yr

The Job / What You'll Do The AssetMark Wealth Solutions group manages the comprehensive set of ... This is a fully remote position; however, candidates must reside within the territory they will ...

AssetMark

Wealth Solutions Consultant

$115K - $135K/yr

The Job / What You'll Do The AssetMark Wealth Solutions group manages the comprehensive set of ... This is a fully remote position; however, candidates must reside within the territory they will ...

OneVest

Marketing Manager

OneVest is looking for a Marketing Manager to join a small, high-output marketing team and add real ... Maintain a working view of the wealth management landscape and share relevant market insights with ...

Savvy Advisors, Inc.

Principal Wealth Advisor

$200K/yr

... house marketing team that helps them grow, a world-class investment management team, and a ... Remote and hybrid flexibility * A seat at the table - advisors directly influence Savvy's product ...

BluZinc

CEO Wealth Management

Dallas, TX · On-site +1

$250K - $500K/yr

Chief Executive Officer, CEO job opening remote USA based, of a Wealth Management operating company division. Confidential.Please apply to be considered for an initial call with our CEO, Jonathan ...

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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 Sep 12, 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 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?

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.

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 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.

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What are the most commonly searched types of Wealth Management Marketing jobs?

The most popular types of Wealth Management Marketing jobs are:

What states have the most Remote Wealth Management Marketing jobs?

States with the most job openings for Remote Wealth Management Marketing jobs include:

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The top searched job categories for Remote Wealth Management Marketing jobs are:

What other helpful pages are available for Remote Wealth Management Marketing?

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Remote Wealth Management Marketing jobs near you
Infographic showing various Remote Wealth Management Marketing job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $94,654 per year, or $45.5 per hour.

Wealth Solutions Consultant

Phoenix, AZ • On-site, Remote

AssetMark, Inc.
Finance and Insurance • 1 - 5K employees
Learn more about AssetMark, Inc.external

$115K - $135K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Job Description:
AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and business consulting solutions that advisors use to help clients achieve wealth, independence, and purpose.
The Job / What You'll Do
The AssetMark Wealth Solutions group manages the comprehensive set of investor services available for independent financial advisors use on the AssetMark platform when constructing comprehensive investment and wealth management proposals for their clients. These services include a curated investment program, advanced planning support, a host of wealth management programs and a robust retirement plan services offer.
We are seeking an experienced external sales professional to serve as a Regional Director, Private Wealth & Wealth Solutions. This role is responsible for driving adoption of AssetMark's Private Wealth offering, along with other Wealth Solutions capabilities, within a defined territory. The position combines business development, relationship management, and consultative sales, working closely with internal sales teams and subject matter specialists to support financial advisors in delivering customized investment and wealth management solutions to their clients.
This role will involve regular travel within the assigned territory and requires strong engagement with independent financial advisors through in-person meetings, virtual presentations, and industry events.
This is a fully remote position; however, candidates must reside within the territory they will support: Arizona, Nevada, Utah, Washington, or Oregon.
Responsibilities
  • Drive adoption of AssetMark's Private Wealth offering by partnering with financial advisors to develop customized investment portfolios and comprehensive wealth management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
  • Engage directly with advisors through in-person meetings, virtual presentations, and events to deliver investment and wealth solutions insights.
  • Promote and drive adoption of the Private Wealth program as a primary offering but embracing a consultative approach that also supports the distribution of internally managed investment and wealth solutions available on the platform.
  • Support advisors in portfolio construction and wealth strategy, including tax-aware investing and planning for HNW and UHNW clients.
  • Collaborate with AssetMark sales teams (Client Solutions Group) to identify, develop, and advance opportunities within existing advisor relationships.
  • Develop new advisor relationships through proactive external sales activity while maintaining relationships with existing users of Private Wealth and AssetMark Wealth Solutions products and services.
  • Own and execute a territory business plan focused on building strong relationships with financial advisors and driving growth across AssetMark Wealth Solutions offerings
  • Maintain an active and well-managed pipeline of opportunities, tracking progress through the sales cycle.
  • Represent AssetMark Wealth Solutions at advisor events, conferences, and client meetings, delivering presentations in both individual and group settings
  • Work with Wealth Solutions specialists, including Advanced Planning, Client Portfolio Managers (CPMs), and Investment Strategy teams, to deliver integrated solutions tailored to advisor and client needs
  • Provide market feedback on advisor needs, competitive positioning, and product opportunities.

Knowledge, Skills, Competencies
  • Strong understanding of investment products, including mutual funds, ETFs, SMAs, and private market strategies
  • Ability to communicate complex investment and wealth concepts in a clear and practical manner
  • Experience engaging with financial advisors and supporting high-net-worth client needs
  • Strong relationship management and business development skills
  • Ability to manage a territory and prioritize activities effectively
  • Proven presentation skills in both small and large group settings
  • Ability to work collaboratively across internal teams and functions
  • Self-starter with strong organizational and time management skills
  • Comfortable working in a fast-paced, client-focused environment

Education & Experience
  • 5-7+ years of experience in external sales, wholesaling, or advisor-facing roles within asset or wealth management
  • Experience selling investment solutions to financial advisors required
  • Experience working with independent financial advisors (RIA and/or broker-dealer channels) preferred.
  • Exposure to high-net-worth or ultra-high-net-worth client segments preferred
  • Bachelor's degree required; MBA, CFA, CFP, CAIA, or similar professional designation preferred.
  • FINRA Series 7 and 66 (or ability to obtain) required

Compensation: The Base Salary range for this position is between $115,000-$135,000, as well as a highly competitive Sales Incentive Plan.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
#LI-remote
#LI-JM1
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
  • Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
  • Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
  • Unyielding Integrity, doing what's right, always. Even when it's hard.
  • Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
  • Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.
  • Flex Time or Paid Time Off and Sick Time Off
  • 401K - 6% Employer Match
  • Medical, Dental, Vision - HDHP or PPO
  • HSA - Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Apply