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Remote Wealth Management Jobs in Georgia (NOW HIRING)

Sbdinc

Market Manager - Atlanta, GA

Atlanta, GA · Remote

$105K - $169K/yr

Market Manager, Atlanta, GA - Remote/Field Based Come build your career. It takes great people to ... Have access to a wealth of learning resources, including our digital learning portal. Belong:

My Amazon Guy

Brand Manager (Intern)

Alpharetta, GA · Remote

$8 - $16/hr

This is a remote position. Want to catapult out of that "uniform" and into a world of digital ... You also get to learn how to sell on Amazon which is the number 1 wealth generation platform in the ...

Alera Group

Commercial Lines Account Manager

Buford, GA · On-site +1

$85K - $100K/yr

Remote | Eastern Time Zone, preferably local to Buford, Georgia At Alera Group, our Property ... This role will focus on risk management, client servicing and collaborate with producers, account ...

Lone Star Careers

Remote Account Executive

Atlanta, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Lone Star Careers

Remote Account Executive

Valdosta, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Empire State Careers

Remote Account Executive

Atlanta, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Lone Star Careers

Remote Account Executive

Savannah, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Empire State Careers

Remote Account Executive

Savannah, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Empire State Careers

Remote Account Executive

Valdosta, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Lone Star Careers

Remote Account Executive

Columbus, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Empire State Careers

Remote Account Executive

Athens, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Lone Star Careers

Remote Account Executive

Augusta, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Lone Star Careers

Remote Account Executive

Athens, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Empire State Careers

Remote Account Executive

Augusta, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Empire State Careers

Remote Account Executive

Columbus, GA · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

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Remote Wealth Management information

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 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 100% Full Time. Highlights an 100% Remote job distribution.

Legal Solutions Consultant - e-Discovery

IST Management Services

Los Angeles, CA • On-site, Remote

$125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

IST Management rating

5.3

Company rating: 5.3 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

219th of 260 rated facilities management

Job description

Overview
As a Legal Solutions Consultant at IST Management, you will oversee the planning, implementation, and tracking of e-Discovery projects from beginning to end + sell e-Discovery services and collect commissions. This is a unique opportunity for a senior level PM who is ready to earn more. This is a full time, remote role.
You'll draw on your wealth of experience using the Relativity platform, and will have the ability to draw upon your network to bring in e-Discovery project work in your first few months of employment.
About Us
IST Management is a business process outsourcing company. Founded in 1997, we have over 1,800 employees and operations across the U.S. We provide a range of services geared toward litigation and corporate office support including e-Discovery processing+hosting, court reporting, collections/forensics, managed review, and managed services. IST Management is a Relativity Certified Provider and tool-agnostic. We also provide a full range of facilities management and office services.
We've been recognized as one of the fastest-growing companies in the U.S. as a winner of the Nation's Best & Brightest Companies to Work For, as well as the HR Professional Excellence Award from the Society for Human Resource Management. We are proud to belong to the Military Spouse Employment Partnership through our nation's Department of Defense and have committed to Hiring Our Heroes' mission to hire 100,000 active and former service members. IST Management has also been included in the INC 5000 list!
Check us out at istmanagement.com for more information.
Benefits Include: Medical, Dental, Vision, STD, LTD, Life, 401k, Paid Time Off, 7 Holidays, and Bonus incentives
Compensation: $125,000.00-$125,000.00/Yr+ pending experience and performance during interview process, plus commissions and billed PM hours
Uncapped Commissions - Legal Solutions Consultant at IST Management Offering Commission RateMonthly revenue exceeding 25K for given month is commissionable, with no cap.eDiscovery Processing and Hosting 6%Forensic Collections up to 10%Court Reporting (excluding shipping) 5%Managed Review 1% - 6%Nearline Hosting 1%PM Time Billed 1%Misc. Billing 2.5%
Responsibilities
In order to be successful in the Legal Solutions Consultant role, you'll need:
1. Strong, senior level experience with Relativity
2. Relationships with past and present clients who will bring in e-Discovery work - this is key!
3. The ability and desire to bring in net new business - we will train you on the sales piece + provide resources
In addition to your experience as an e-Disc PM and network - candidates will also possess the skills and experience to perform the following:
  • Assist e-Discovery sales executives by attending meetings and/or phone conferences with clients
  • Guide team processes, ensuring consistency, transparency and optimization, including for milestone reviews; meeting management and team management
  • Define, measure, and report key performance indicators, including specific objectives per project to be evaluated upon completion
  • Build, manage, and execute detailed end-to-end work plans for e-Discovery projects, including: budget and resource control, scheduling and regular progress reporting into senior management and project team members company-wide across all departments, and ensuring timely completion of goals, and ensuring all information is appropriately documented and secured
  • Perform risk management including critical path, risk assessment, scenario creation and analysis; identify gaps, potential bottlenecks or delays, and challenge assumptions
  • Manage technical specifications for new customer products and provide enhancements for existing platforms

Qualifications
IST Management provides reasonable accommodations to individuals with a disability in accordance with applicable law in both the application and employment stages. If you require any accommodation in completing your application for employment, please let us know by informing our Talent Acquisition team at tamteam@istmanagement.com.
Please respect individuals reaching out for accommodations by utilizing the contact information only for this purpose. You will receive correspondence directly from your local IST Management hiring team regarding your application submission and status after submission.
IST is an Equal Opportunity Employer (EOE). We are committed to providing equal employment opportunities to all qualified applicants, regardless of disability or veteran status.

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