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Remote Wealth Management Jobs in Colorado (NOW HIRING)

Symmetry

Work From Home Remote Sales

Greeley, CO · On-site +1

$100K/yr

We offer opportunities for equity partnerships, massive passive income, and generational wealth for ... Sales Manager No agent's success, earnings, or production results should be viewed as typical ...

Symmetry

Work From Home Remote Sales

Greeley, CO · Remote

$100K/yr

We offer opportunities for equity partnerships, massive passive income, and generational wealth for ... Sales Manager No agents success, earnings, or production results should be viewed as typical ...

Tectonic Design Build

Sales Manager

Boulder, CO · Remote

$85K/yr

They are the master of the CRM, utilizing this tool as a single-source for improving Tectonic ... Develop and nurture high-value partnerships with luxury, wealth managers, architects, and other key ...

Careers - MBE CPAs

Tax Manager

Durango, CO · On-site +1

$103K - $135K/yr

Remote work allowed. * Relocation packages including ability to work remotely during transition to ... See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on ...

Careers - MBE CPAs

Tax Manager

Durango, CO · On-site +1

$103K - $135K/yr

Remote work allowed. * Relocation packages including ability to work remotely during transition to ... See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on ...

Stratford Davis

Client Sales Advisor

Denver, CO · Remote

$85K - $150K/yr

We are actively growing its remote sales team and is seeking driven individuals who are ready to ... Manage the entire sales lifecycle from first contact through closing * Maintain detailed client ...

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All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Colorado

Remote Wealth Management information

See Colorado salary details

$78.9K

$102.8K

$123K

How much do remote wealth management jobs pay per year?

As of Aug 21, 2026, the average yearly pay for remote wealth management in Colorado is $102,761.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,000.00 and $114,600.00 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 Colorado?

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

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

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

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

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

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

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

Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Colorado as of August 2026, with employment types broken down into 71% Full Time, and 29% Part Time. Highlights an 100% Remote job distribution, with an average salary of $102,761 per year, or $49.4 per hour.

Work From Home Remote Sales

Symmetry

Greeley, CO • On-site, Remote

$100K/yr

Full-time

Medical, Life, Retirement

Re-posted 26 days ago

Job description

Organization Description:
We are the industry's fastest-growing IMO, offering a dynamic work environment where you can operate from your own location. Our organization provides access to an award-winning culture, the industry's most profitable leads, state-of-the-art training modules, and accountable mentorship. We offer opportunities for equity partnerships, massive passive income, and generational wealth for those committed to putting in the work.
Job Details:
Position: Commission-only/Contract
Compensation: Agents who follow our proven system have earned up to $100k in their first year
Benefits: Life/Health insurance benefits, bonuses, perks, raises, and leadership development opportunities
Work Environment: Remote, with meetings conducted via video conferencing or phone
No cold calling: Warm leads provided
Training: Online training, local events, and one-on-one mentorship available
Technology: Use of proprietary technology to reduce dial time
Responsibilities:
Call clients to set up appointments for insurance consultations
Conduct meetings with clients in their homes, via Zoom, or over the phone
Assist clients in applying for insurance policies
Sell simplified issue life insurance, retirement income solutions, savings strategies, and debt consolidation plans
Support homeowners in protecting their mortgage payments and other financial needs
Requirements:
Laptop, cell phone, and reliable internet access
Self-starter with a driven, positive attitude; coachable and a team player
No prior experience necessary; previous sales or marketing experience is beneficial
Must reside in the United States (we cannot provide work visas)
Motivated, growth-oriented, and committed to personal development
Amber Blair
| Regional Sales Manager
No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
Symmetry Financial Group logo

About Symmetry Financial Group

Sourced by ZipRecruiter

Symmetry Financial Group is a leading insurance marketing organization based in Asheville, North Carolina, USA, specializing in life insurance, mortgage protection, retirement protection, and debt elimination services. The company was established in 2009 by co-founders Brandon Ellison, Brian Pope, and Casey Watkins to cater to families requiring personal protection and financial security. With a nationwide footprint, Symmetry has become a significant player in the insurance and financial services industry. Symmetry Financial Group's mission revolves around making a positive and lasting impact on the families they serve across the nation. It is built around core values which they call 'The Symmetry Way' – Relationships matter, People come first, Family, and Serve others.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Swannanoa, NC, US

Year founded

2009

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