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Remote Wealth Management Jobs in Arizona (NOW HIRING)

LPL Financial

Digital Manager, Service Center

Tempe, AZ · On-site +1

$66K - $111K/yr

Experience managing hybrid employees (in-office and remote) Benefits: * Competitive pay and ... LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial ...

LPL Financial

Mgr, Service Center Masters PODs

Tempe, AZ · On-site +1

$66K - $111K/yr

Experience managing hybrid employees (in-office and remote) Pay Range: $66,744.00 - $111,240.00 ... LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial ...

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All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Arizona

Remote Wealth Management information

What is remote wealth management?

A Remote Wealth Management job involves providing financial planning, investment advice, and portfolio management services to clients virtually. Professionals in this role use digital tools to assess clients' financial goals, develop strategies, and monitor investments without in-person meetings. They may work for financial firms, banks, or as independent advisors, offering convenience and flexibility to both clients and advisors. Strong communication, analytical skills, and knowledge of financial markets are essential for success in this role.

What does a remote wealth management professional do?

A remote wealth management professional usually begins their day by reviewing market updates, client portfolios, and responding to urgent client inquiries. Much of the work involves analyzing financial data, preparing investment recommendations, and conducting virtual meetings with clients to discuss their financial goals and progress. Collaboration with internal analysts, tax specialists, and support teams also takes place through online communication platforms. The role requires excellent time management and adaptability to ensure proactive client service and effective portfolio oversight in a fully remote setting.

What skills and qualifications are needed for remote wealth management?

To thrive in Remote Wealth Management, a strong background in finance, investment strategies, and client relationship management is essential, often supported by a bachelor's degree in finance or a related field and licenses such as Series 65 or CFP certification. Proficiency with financial planning software, CRM tools, and secure communication systems is typically required. Outstanding soft skills include proactive communication, trust-building, and self-motivation to manage client portfolios remotely. These competencies are critical for delivering high-quality, tailored advice to clients while maintaining compliance and meeting performance benchmarks in a virtual environment.

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

The most popular types of Wealth Management jobs in Arizona are:

What are popular job titles related to Remote Wealth Management jobs in Arizona?

For Remote Wealth Management jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Remote Wealth Management jobs in Arizona look for?

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

What cities in Arizona are hiring for Remote Wealth Management jobs?

Cities in Arizona with the most Remote Wealth Management job openings:

Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Arizona as of August 2026, with employment types broken down into 71% Full Time, and 29% Part Time. Highlights an 100% Remote job distribution.

Vice President, Financial Advisor

Wealth Enhancement Group

Scottsdale, AZ • On-site, Remote

$200K - $250K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 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 90,000 households from our over 175 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 are seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred through custodial channels. This role will partner with new clients to understand their goals, provide thoughtful financial guidance, and deliver a strong, hightouch client experience. This is a remote position based out of the Phoenix AZ metro area, with a flexible schedule that includes onsite client and prospect meetings.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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.

The expected pay range for this position is $200k - $250k annually. This range reflects a base salary and variable compensation; the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.

Primary Job Functions

Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity

  • Facilitate the financial planning process

  • Understand their current financial situation

  • Engage them in the financial planning process

  • Prepare and conduct annual reviews, including both planning and investment topics

Assist the RVP to help close prospective clients

  • Assist the RVP to help close leads provided by various WEG channels (Marketing, CRP, etc.)

  • Create opportunities within your network

  • Drive referrals from existing clients

Manage client relationships and client service as needed

  • Take meeting notes and promptly enter into the CRM

  • Present financial advice or plan to client

  • Analyze client's current investments and insurance policies

  • Placing trades and account management

  • Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology

  • Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing

Education/Qualifications

  • Bachelor's Degree (or equivalent experience) in business; finance, economics or related

  • Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66 or advanced designation

  • Experience with complex financial planning (including tax, alternative investments, trust and estate)

  • Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business

  • Possess excellent analytical, organizational, and communication skills (both oral & written)

  • Ability to manage multiple projects at once

  • Proficient with Microsoft Office Suite or related software.

  • Familiarity with Salesforce and Support Org functionality

  • Able to travel locally to meet clients and attend meetings at various locations

#LI-TO1

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.

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