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Remote Wealth Management Jobs in Indiana (NOW HIRING)

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Collaborate closely with internal wealth advisors to support client relationship management and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Wealth Planner

Indianapolis, IN · On-site +1

$51K - $70K/yr

Collaborate closely with internal wealth advisors to support client relationship management and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

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How much do remote wealth management jobs pay per year?

As of Jun 14, 2026, the average yearly pay for remote wealth management in Indiana is $92,993.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,300.00 and $103,700.00 per year, depending on experience, location, and employer.

What does a typical day look like for a remote wealth management professional?

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.

How can I make 2000 a week working from home?

Remote wealth management professionals can earn $2,000 or more weekly by managing high-net-worth client portfolios, providing financial planning, and utilizing certifications like CFP or CFA. Success depends on experience, client base size, and the ability to work efficiently using financial software and communication tools.

What are the key skills and qualifications needed to thrive in the Remote Wealth Management position, and why are they important?

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 a Remote Wealth Management job?

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 percent of financial advisors make over $500,000?

According to industry reports, approximately 10-15% of financial advisors earn over $500,000 annually, often those with extensive experience, high-net-worth clients, or specialized certifications. Wealth management professionals with strong client relationships and advanced skills are more likely to reach this income level.

Is 200,000 enough to work with a financial advisor?

For a remote wealth management professional, a client with $200,000 in assets can typically access financial advisory services, though the level of service and fee structure vary. Many advisors require a minimum investment, often ranging from $25,000 to $100,000, but some offer services for lower amounts or charge based on assets under management. The suitability depends on the advisor's policies and the client's financial goals.

How to make $100,000 a year working from home?

Remote wealth management professionals can reach a $100,000 annual income by building a strong client base, obtaining relevant certifications such as the CFP, and leveraging digital tools for client communication and portfolio management. Success often depends on experience, networking, and providing high-value financial advice remotely.
What are the most commonly searched types of Wealth Management jobs in Indiana? The most popular types of Wealth Management jobs in Indiana are:
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Remote Wealth Management jobs near you
Client Service Associate - Wealth Management

Client Service Associate - Wealth Management

Shepherd Financial LLC

Carmel, IN • Remote

$14.50 - $19.75/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Job Type
Full-time
Description
About Shepherd Financial
Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.
While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.
Our Core Values
Integrity : We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.
Service : We regularly and generously share our time, expertise, and money to positively impact the well-being of our clients, community, and one another.
Empathy : We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.
Innovation : We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.
Quality : We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.
Growth : We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.
Position Overview
The Client Service Associate (CSA) plays a critical role in delivering a high-touch, consistent, and proactive client experience. This individual partners closely with Wealth Advisors to support client onboarding, ongoing relationship management, account administration, and operational excellence.
This position requires strong attention to detail, ownership mentality, responsiveness, and a passion for serving clients at a high level. The ideal candidate thrives in a collaborative team environment while also taking initiative independently.
Core Responsibilities
Client Onboarding & Account Administration

  • Prepare and process new account paperwork, transfers, money movements, and custodial documentation.
  • Submit and monitor account funding and transfers.
  • Maintain accurate digital client files and documentation.
  • Coordinate onboarding workflows in Redtail CRM.
Ongoing Client Service & Relationship Support
  • Serve as a key point of contact for client service requests.
  • Schedule client appointments on behalf of assigned advisors, including outbound calls to clients as needed.
  • Respond to client emails and phone calls within 24 hours.
  • Process wires, ACH requests, transfers, RMDs, and other account maintenance items.
  • Prepare materials before and after client review meetings.
  • Develop a working knowledge of each advisor and client's preferences, adjusting service delivery accordingly.
  • Identify opportunities to enhance client relationships and retention.
CRM & Operational Excellence
  • Maintain accurate and comprehensive client records in Redtail.
  • Document all client interactions within 24 hours.
  • Initiate and complete follow-up workflows within established timelines.
  • Collaborate with advisors to ensure proactive service and follow-through.
  • Support reporting through Orion or a similar portfolio system.
  • Continuously improve internal processes and client workflows.
Position Expectations
  • 3-5+ years of experience in wealth management, financial services, or an independent RIA environment
  • Undergraduate degree preferred
  • Experience with custodians and account processing
  • Familiarity with Redtail CRM and Docusign (or similar systems)
  • Strong proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Understanding of investment account types and basic financial terminology
  • Excellent time management skills and ability to manage multiple priorities in a fast-paced environment
  • Willingness to assist with other advisor/client service-related tasks as needed
  • Compliance with Shepherd Financial's internal policies, including the Work-From-Home Policy and License & Designation Repayment Program
  • Begin each business day no later than 8:30 AM
Compensation and Benefits
  • Salary plus incentive-based salary enhancement for new annualized recurring revenue from either retirement plans or wealth management referrals
  • Discretionary year-end performance bonus
  • Paid time off (Holidays, PTO, Volunteer days), 401(k) match, and medical, term life, and disability insurance
  • Additional benefit options: dental, vision, voluntary life, critical illness and accident, LifeLock
  • Financial support for professional accreditation/license fees and continuing education

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