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Remote Wealth Management Jobs in California (NOW HIRING)

Laird Norton Wetherby

Wealth Analyst

San Francisco, CA · On-site +1

$90K - $120K/yr

SAN FRANCISCO, CA (Full-time, partially remote) We are seeking a full-time Wealth Analyst to join ... Client Workflow Management : Leading the successful execution of client tasks and projects by ...

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Remote Wealth Management information

See California salary details

$74K

$96.4K

$115.5K

How much do remote wealth management jobs pay per year?

As of Aug 19, 2026, the average yearly pay for remote wealth management in California is $96,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,400.00 and $107,600.00 per year, depending on experience, location, and employer.

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 California?

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

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

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

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

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

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

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

Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in California as of August 2026, with employment types broken down into 74% Full Time, and 26% Part Time. Highlights an 100% Remote job distribution, with an average salary of $96,447 per year, or $46.4 per hour.

Wealth Management Expert - Senior Level

Mercor

San Francisco, CA • Remote

$70 - $80/hr

Full-time

Posted 7 days ago

Job description

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Wealth Management & Asset Management Expert
Type: Contract
Compensation: $70–$80/hour
Location: Remote

Role Responsibilities

  • Construct enterprise wealth management scenarios. Focus on high-net-worth portfolio construction, multi-stakeholder trust and estate planning, and complex fiduciary or regulatory review cycles.
  • Build asset management tasks for F500 portfolio strategy, alternative investments, institutional client servicing, risk and performance analytics, and manager due diligence.
  • Develop investment operations scenarios using tools like Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise portfolio/order management systems (OMS) in F500 stacks.
  • Apply enterprise investment methodologies such as modern portfolio theory, factor investing, fiduciary duty standards, and ESG integration. Produce reference investment policy statements, portfolio strategies, and client-facing executive narratives.
  • Author rubrics to distinguish authentic enterprise wealth and asset management judgment from generic textbook or CFA-exam-level recall.

Qualifications

Must-Have

  • 5+ years working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse (BlackRock, Vanguard, Morgan Stanley, Goldman Sachs, JPMorgan).
  • Direct ownership of F500-scale client portfolios, institutional mandates, or investment strategy decisions.
  • Fluency in enterprise investment tooling and methodologies. Understanding of F500 regulatory compliance (SEC, FINRA), fiduciary standards, and client reporting.

Preferred

  • Prior rubric, investment-training curriculum, or portfolio documentation authorship.

Application Process (Takes 20–30 mins to complete)

  • Upload resume
  • AI interview based on your resume
  • Submit form

Resources & Support

  • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
  • For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.