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Remote Wealth Management Jobs in Delaware (NOW HIRING)

White Tiger Connections

Tax Senior

Wilmington, DE · Remote

$75K - $125K/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 ...

White Tiger Connections

Bookkeeper

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 ...

White Tiger Connections

Staff Accountant

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 ... Work arrangement: Remote or hybrid, depending on proximity to a firm office. * Paid Time Off:

Bill Good Marketing

Financial Advisor

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.

Bill Good Marketing

Financial Advisor

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.

Xplor

Account Executive

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 ...

Xplor

Account Executive

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 ...

All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Delaware

Remote Wealth Management information

See Delaware salary details

$75.1K

$97.8K

$117.1K

How much do remote wealth management jobs pay per year?

As of Aug 25, 2026, the average yearly pay for remote wealth management in Delaware is $97,811.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,600.00 and $109,100.00 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 Delaware?

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

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

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

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

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

Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Delaware as of August 2026, with employment types broken down into 69% Full Time, and 31% Part Time. Highlights an 100% Remote job distribution, with an average salary of $97,811 per year, or $47 per hour.

Staff Accountant (Remote)

Wilmington, DE • On-site, Remote

White Tiger Connections
Business Management Consulting • 11 - 50 employees
Learn more about White Tiger Connectionsexternal

$80K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Job description

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 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.

About the Role

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.

Key Responsibilities

• 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.



Requirements

• 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.



Benefits

• 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.