ZipRecruiter

Log In

2

Remote Wealth Management Jobs in Georgia (NOW HIRING)

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Private Bank Wealth Advisor III

Atlanta, GA · On-site +1

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Aprio

Tax Manager, Private Client

Atlanta, GA · On-site +1

$98K - $164K/yr

Engagement Management: * Manage multiple client relationships and engagements simultaneously ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Tax Manager, Wealth Management

Atlanta, GA · On-site +1

$98K - $164K/yr

Engagement Management: * Manage multiple client relationships and engagements simultaneously ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

... tailored wealth management experience. Farther's founders are leaders and innovators from the ... Experience managing workflows between in-office and remote service teams Why Join Us * Competitive ...

Osaic

Vice President, Advisory Consulting

Atlanta, GA · On-site +1

$140K - $175K/yr

Wealth Management Sales Opportunity in Financial Services Vice President, Advisory Consulting ... Non-remote employees must be willing to work this schedule. Given the regional and travel ...

HB Wealth

Client Service Associate

Atlanta, GA · On-site +1

$14 - $19.25/hr

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta ...

BELAY - Corporate

Account Executive

Atlanta, GA · On-site +1

... remote, U.S.-based Assistant and Financial staffing solutions. We are a fast-paced team of high ... Develop and maintain an understanding of the financial advisory and wealth management services ...

Huntington

Sr Exec Relationship Manager-2

Atlanta, GA · On-site +1

... management, capital markets, insurance, wealth and private banking, and retail banking. * Leads ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Sr Exec Relationship Manager-2

Atlanta, GA · On-site +1

... treasury management, capital markets, insurance, wealth and private banking, and retail banking ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Sr Exec Relationship Manager-2

Atlanta, GA · On-site +1

... management, capital markets, insurance, wealth and private banking, and retail banking. * Leads ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Empower

Wealth Solutions Advisor

Marietta, GA · Remote

This position is fully remote and offers competitive incentive compensation on top of the base pay ... In this role, you will not manage a book of business, but will focus on providing solutions to our ...

next page

Showing results 1-20

All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Georgia

Remote Wealth Management information

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 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 are the most commonly searched types of Wealth Management jobs in Georgia? The most popular types of Wealth Management jobs in Georgia are:
What are popular job titles related to Remote Wealth Management jobs in Georgia? For Remote Wealth Management jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Remote Wealth Management jobs in Georgia look for? The top searched job categories for Remote Wealth Management jobs in Georgia are:
What cities in Georgia are hiring for Remote Wealth Management jobs? Cities in Georgia with the most Remote Wealth Management job openings:
Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Georgia as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% Remote job distribution.

Private Bank Wealth Advisor III

Huntington

Atlanta, GA • On-site, Remote

Full-time

Re-posted 6 days ago

Job description

Description

Summary:

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.

Duties and Responsibilities:

  • Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
  • Self-acquires new business by being active and well connected in the community and with external centers of influence.
  • Responsible for providing legendary client service to retain client relationships.
  • Builds strong relationships across all Huntington business segments to deepen client relationships.
  • Works with relationships of moderate to high complexity.
  • Knowledgeable on key compliance and regulatory requirements.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree
  • State Life and Health Licenses required to be obtained within 90 days of hire
  • At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
  • NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.

Preferred Qualifications:

  • Securities and life insurance licenses.
  • Demonstrated success working with high net worth clients.
  • Proven ability to build strong relationships with clients.
  • Excellent written and verbal communication skills.
  • Ability to multi-task.


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Apply