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Remote Wealth Management Jobs in Kentucky (NOW HIRING)

TeamHealth

Remote Call Center HM - STAFF NP

Versailles, KY · On-site +1

$164K - $207K/yr

Cross-Cover Management: Handle routine overnight requests, including PRN medications, order ... a wealth of historic southern homes and buildings listed on the National Register of Historic ...

Stratford Davis

Client Sales Advisor

Louisville, KY · Remote

$85K - $150K/yr

We are actively growing its remote sales team and is seeking driven individuals who are ready to ... Manage the entire sales lifecycle from first contact through closing * Maintain detailed client ...

Solid Rock Recruiting LLC

Senior Tax Advisor

Louisville, KY · On-site +1

$100K - $150K/yr

Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time ... This role is not centered around simply managing tax return production. The preparation team ...

Lone Star Careers

Remote Account Executive

Louisville, KY · 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 ...

ReminderMedia

Remote Account Executive

Louisville, KY · On-site +1

$65K - $125K/yr

As a Remote B2B Phone Sales Closer, you will play a critical role in driving our growth by connecting with business owners across the country and helping them discover the value of ReminderMedia ...

ReminderMedia

Remote Account Executive

Louisville, KY · Remote

$65K - $125K/yr

As a Remote B2B Phone Sales Closer, you will play a critical role in driving our growth by connecting with business owners across the country and helping them discover the value of ReminderMedia ...

ReminderMedia

Remote Account Executive

Lexington, KY · Remote

As we continue to expand, we're seeking a driven Remote B2B Phone Sales Closer to join our high ... Collaborate with team members and management to refine sales strategies and improve performance.

Ceritypartners

Tax Principal

Louisville, KY · On-site +1

Role can be remote to the right person, but preferred in Louisville, KY office. What Makes This ... Comfortable managing multiple priorities in a fast-paced, collaborative environment Why Cerity ...

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Showing results 1-20

All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Kentucky

Remote Wealth Management information

See Kentucky salary details

$65.1K

$84.9K

$101.6K

How much do remote wealth management jobs pay per year?

As of Aug 21, 2026, the average yearly pay for remote wealth management in Kentucky is $84,878.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,100.00 and $94,700.00 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 Kentucky?

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

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

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

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

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

What cities in Kentucky are hiring for Remote Wealth Management jobs?

Cities in Kentucky with the most Remote Wealth Management job openings:

Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Kentucky 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 $84,878 per year, or $40.8 per hour.

Sales Enablement & Trainer

DPL Financial Partners

Louisville, KY • Remote

Full-time

Re-posted 2 days ago

Job description

Job Title: Sales Enablement & Trainer

Reports to: Head of Sales Operations & Enablement

Location: Louisville, KY highly preferred; Remote considered for right candidate

POSITION OVERVIEW

The Sales Enablement & Trainer is responsible for onboarding, training, reinforcement, field readiness, and ongoing advisor and seller effectiveness across the revenue organization. This is a new headcount role built to ensure every member of the sales team - from day one onward - has the knowledge, tools, and confidence to perform at the highest level.

The ideal candidate is a high-energy builder who thrives creating scalable programs in fast-moving environments. This role requires someone who can move quickly from concept to execution, build from a blank page without waiting for perfect conditions, and continuously iterate based on field feedback. Wealth management, financial services, or advisor-facing experience is a meaningful advantage.

WHAT YOU WILL OWN

New Hire Onboarding

  • Own end-to-end onboarding for all new sales and advisor-facing hires
  • Design structured onboarding programs that accelerate time-to-productivity and reduce ramp time
  • Ensure new hires are fully prepared across products, positioning, systems, sales process, and advisor conversation frameworks before they hit the field
  • Continuously improve onboarding based on cohort performance data and manager feedback

Training & Continuous Learning

  • Build and maintain training curriculum covering products, investment positioning, sales methodology, platform usage, and compliance requirements
  • Run recurring enablement sessions, field communications, and reinforcement programs
  • Create scalable learning pathways for different roles, tenure levels, and development needs
  • Track completion rates, knowledge retention, and field application metrics to continuously improve program effectiveness

Playbooks, Battlecards & Field Resources

  • Build and maintain sales playbooks, competitive battlecards, objection-handling guides, and advisor conversation frameworks
  • Ensure all field resources are current, accessible, and aligned with current messaging and positioning
  • Partner with Marketing and Product on launch readiness materials and field communication rollouts

Field Readiness & Coaching Support

  • Gather continuous feedback from the field to identify training gaps, messaging inconsistencies, and development opportunities
  • Partner with sales leadership and RVPs to support individual and team coaching priorities
  • Support launch readiness for new products, campaigns, and go-to-market initiatives
  • Help improve seller and advisor confidence, consistency, and client engagement quality

WHAT WE ARE LOOKING FOR

Required

  • 3–8 years in Sales Enablement, Training, Learning & Development, or Sales Support
  • Experience building onboarding and training programs - not just delivering existing curriculum
  • Strong communication and facilitation skills; able to hold a room and drive engagement
  • Ability to simplify complex products and concepts into clear, actionable learning programs
  • High execution velocity - must move fast and build without waiting for perfect conditions
  • Demonstrated comfort operating in growth-stage, high-ambiguity environments

Preferred

  • Financial services, insurance, fintech, or wealth management experience - particularly advisor-facing or distribution environments
  • Familiarity with LMS platforms and sales enablement technology
  • Experience building investment or product training programs for field distribution teams
  • Track record creating playbooks and competitive resources used and adopted by the field

COMPENSATION

Competitive base salary and performance bonus. Compensation commensurate with experience.

Apply