Wilmington, DE · On-site +1
$80K - $120K/yr
About the Firm Our client is a well-established wealth management firm with a robust in-house tax ... Remote or hybrid, depending on proximity to a firm office. • Paid Time Off: Flexible/unlimited ...
Quick apply
Wilmington, DE · On-site +1
$80K - $120K/yr
About the Firm Our client is a well-established wealth management firm with a robust in-house tax ... Remote or hybrid, depending on proximity to a firm office. • Paid Time Off: Flexible/unlimited ...
Wilmington, DE · On-site +1
$80K - $120K/yr
This is a remote position. About the Firm Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported ...
Quick apply
Wilmington, DE · On-site +1
$80K - $120K/yr
This is a remote position. About the Firm Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported ...
Wilmington, DE · Remote
We are the region's locally headquartered bank and wealth management company. We are honored to ... Remote Deposit Capture (RDC), Vendor Management processes, and System Development Life Cycle (SDLC)
Wilmington, DE · Remote
We are the region's locally headquartered bank and wealth management company. We are honored to ... Remote Deposit Capture (RDC), Vendor Management processes, and System Development Life Cycle (SDLC)
Wilmington, DE · Remote
We are the region's locally headquartered bank and wealth management company. We are honored to ... Remote Deposit Capture (RDC), Vendor Management processes, and System Development Life Cycle (SDLC)
Wilmington, DE · Remote
We are the region's locally headquartered bank and wealth management company. We are honored to ... Remote Deposit Capture (RDC), Vendor Management processes, and System Development Life Cycle (SDLC)
Wilmington, DE · On-site +1
$80K - $120K/yr
About the Firm Our client is a well-established wealth management firm with a robust in-house tax ... Remote or hybrid, depending on proximity to a firm office. • Paid Time Off: Flexible/unlimited ...
Quick apply
Wilmington, DE · On-site +1
$80K - $120K/yr
About the Firm Our client is a well-established wealth management firm with a robust in-house tax ... Remote or hybrid, depending on proximity to a firm office. • Paid Time Off: Flexible/unlimited ...
Educate clients on retirement, protection, and wealth strategies * Conduct financial needs analyses ... Utilize digital tools to manage and expand your business * Continuously develop your skills through ...
Educate clients on retirement, protection, and wealth strategies * Conduct financial needs analyses ... Utilize digital tools to manage and expand your business * Continuously develop your skills through ...
Wilmington, DE · On-site +1
$96K - $110K/yr
Wheeler Financial is a growing wealth management firm in Wilmington, Delaware. Our president, Jay ... floating remote days per year (contractor at the house? Doctor's appointment? Work from home.
Wilmington, DE · On-site +1
$96K - $110K/yr
Wheeler Financial is a growing wealth management firm in Wilmington, Delaware. Our president, Jay ... floating remote days per year (contractor at the house? Doctor's appointment? Work from home.
Wilmington, DE · On-site +1
Manage the collection of creative assets, tracking, and ad verification from clients and agency ... REMOTE #LI-NM1
Wilmington, DE · On-site +1
Manage the collection of creative assets, tracking, and ad verification from clients and agency ... REMOTE #LI-NM1
Wilmington, DE · Remote
Wilmington, Delaware Remote must be based in Eastern Standard Time Zone About the role: As Account ... Manage creative projects end-to-end: brief development, kickoff, production, reviews, approvals ...
Wilmington, DE · Remote
Wilmington, Delaware Remote must be based in Eastern Standard Time Zone About the role: As Account ... Manage creative projects end-to-end: brief development, kickoff, production, reviews, approvals ...
Wilmington, DE · On-site +1
Flexible remote work opportunities * Comprehensive training and mentorship * Leadership and advancement potential * Supportive team culture * Opportunity to make a meaningful impact helping families ...
Wilmington, DE · On-site +1
Flexible remote work opportunities * Comprehensive training and mentorship * Leadership and advancement potential * Supportive team culture * Opportunity to make a meaningful impact helping families ...
Wilmington, DE · On-site +1
$93K - $104K/yr
Wilmington, Delaware Remote must be based in Eastern Standard Time Zone About the role: As Account ... Manage creative projects end-to-end: brief development, kickoff, production, reviews, approvals ...
Quick apply
Wilmington, DE · On-site +1
$93K - $104K/yr
Wilmington, Delaware Remote must be based in Eastern Standard Time Zone About the role: As Account ... Manage creative projects end-to-end: brief development, kickoff, production, reviews, approvals ...
Newark, DE · On-site +1
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Quick apply
Newark, DE · On-site +1
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Newark, DE · On-site +1
$100K/yr
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Newark, DE · On-site +1
$100K/yr
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Wilmington, DE · On-site +1
$100K/yr
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Wilmington, DE · On-site +1
$100K/yr
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Dover, DE · On-site +1
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Quick apply
Dover, DE · On-site +1
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Wilmington, DE · On-site +1
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Quick apply
Wilmington, DE · On-site +1
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Dover, DE · On-site +1
$100K/yr
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Dover, DE · On-site +1
$100K/yr
You can work fully remote in this position, provided you have eligible working rights, and are able ... Our connected ecosystem helps operators spend less time managing complexity and more time ...
Wilmington, DE · On-site +1
$235K - $390K/yr
Summary DLA Piper is seeking a securities lawyer with 3 - 6 years of experience managing structured securities offerings for our Investment Funds Group. We are looking for candidates with strong ...
Wilmington, DE · On-site +1
$235K - $390K/yr
Summary DLA Piper is seeking a securities lawyer with 3 - 6 years of experience managing structured securities offerings for our Investment Funds Group. We are looking for candidates with strong ...
$75.1K - $78.9K
8% of jobs
$78.9K - $82.7K
8% of jobs
$86.1K is the 25th percentile. Wages below this are outliers.
$82.7K - $86.5K
9% of jobs
$86.5K - $90.4K
9% of jobs
$90.4K - $94.2K
9% of jobs
The median wage is $96.6K / yr.
$94.2K - $98K
8% of jobs
$98K - $101.8K
10% of jobs
$101.8K - $105.6K
9% of jobs
$106.5K is the 75th percentile. Wages above this are outliers.
$105.6K - $109.5K
9% of jobs
$109.5K - $113.3K
8% of jobs
$113.3K - $117.1K
9% of jobs
$75.1K
$97.8K
$117.1K
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.
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.
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.
$80K - $120K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 8 days ago
This is a remote position.
About the FirmOur client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA firm and supported by its sister company. The firm is seeking an experienced Staff Accountant to join their professional team.
This position is ideal for a hands-on accounting professional who thrives in a production-focused environment and enjoys managing multiple client engagements with precision and autonomy.
The Staff Accountant plays a key role in managing monthly client accounting engagements from start to finish, and prepares individual and business tax returns during busy season — giving this role real exposure to the firm’s in-house tax practice from day one.
This is a plug-and-play opportunity for an experienced professional who can independently own the monthly close process, including reconciliations, journal entries, and financial statement preparation, with a natural growth path into a Senior Accountant / Tax Senior role.
• Manage a portfolio of monthly bookkeeping and accounting clients (up to 15–20 at capacity over time).
• Take each client engagement from start to finish on a monthly basis.
• Perform full-cycle accounting, including transaction coding, bank and credit card reconciliations, and general ledger maintenance.
• Prepare and post adjusting journal entries and support month-end close processes.
• Prepare and finalize monthly financial statements.
• Review work when applicable and ensure accuracy of account classifications and reporting.
• Prepare individual and business tax returns during busy season.
• Communicate with clients as needed to gather documentation and clarify transactions (initially limited client-facing responsibility).
• Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user.
• 5+ years of accounting/tax experience, preferably within a public accounting environment (candidates with 8–10+ years are encouraged to apply).
• Strong understanding of general ledger accounting, reconciliations, adjusting journal entries, and financial statement preparation.
• Advanced proficiency in QuickBooks Desktop and QuickBooks Online required (power user level).
• Strong organizational skills with the ability to manage multiple client deadlines.
• Located in Eastern or Central time zone.
• Compensation: $90,000–$150,000, depending on experience.
• Busy season bonus: Performance bonuses paid in June and December, based on individual and firm performance.
• Work arrangement: Remote or hybrid, depending on proximity to a firm office.
• Paid Time Off: Flexible/unlimited PTO.
• Retirement: 401(k) with company match.
• Health coverage: Medical, dental, and vision insurance.
• Professional development: CPE / professional development budget.
• Growth path: A clear track toward a Senior Accountant / Tax Senior role within the firm’s in-house tax practice.
• Culture: A collaborative, team-oriented environment that values autonomy, precision, and professional growth.
Sourced by ZipRecruiter
Business management consulting
11 - 50 Employees
New York, NY, US
2019
