Minneapolis, MN · Remote
$110K - $150K/yr
This is a remote position. About the Firm Our client is a $350M registered investment advisory (RIA ... wealth events and inheritance situations. The firm has built strong tax strategy and planning ...
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Minneapolis, MN · Remote
$110K - $150K/yr
This is a remote position. About the Firm Our client is a $350M registered investment advisory (RIA ... wealth events and inheritance situations. The firm has built strong tax strategy and planning ...
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Quick apply
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Quick apply
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Quick apply
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Minneapolis, MN · On-site +1
$37 - $60/hr
The Sr. Designer works with Engineers and Project Managers to prepare complete construction ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Minneapolis, MN · On-site +1
$37 - $60/hr
The Sr. Designer works with Engineers and Project Managers to prepare complete construction ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Minneapolis, MN · On-site +1
$37 - $60/hr
The Sr. Designer works with Engineers and Project Managers to prepare complete construction ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Minneapolis, MN · On-site +1
$37 - $60/hr
The Sr. Designer works with Engineers and Project Managers to prepare complete construction ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Minneapolis, MN · On-site +1
$28.50 - $33.50/hr
The Designer works with Engineers and Project Managers to prepare complete construction documents ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Minneapolis, MN · On-site +1
$28.50 - $33.50/hr
The Designer works with Engineers and Project Managers to prepare complete construction documents ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Minneapolis, MN · On-site +1
$28.50 - $33.50/hr
The Designer works with Engineers and Project Managers to prepare complete construction documents ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Minneapolis, MN · On-site +1
$28.50 - $33.50/hr
The Designer works with Engineers and Project Managers to prepare complete construction documents ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Whether remote or based in one of our seven offices across the country, our team members work ... You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure ...
Whether remote or based in one of our seven offices across the country, our team members work ... You will manage a full portfolio of client relationships, serve as a trusted advisor, and ensure ...
Minneapolis, MN · On-site +1
Manage project budgets; identify and prepare requests for additional services * Research ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Minneapolis, MN · On-site +1
Manage project budgets; identify and prepare requests for additional services * Research ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Minneapolis, MN · On-site +1
$100K - $130K/yr
Manage project budgets; identify and prepare requests for additional services * Research ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Minneapolis, MN · On-site +1
$100K - $130K/yr
Manage project budgets; identify and prepare requests for additional services * Research ... Hear first-hand what it's like to work here, the range of opportunities you can find and the wealth ...
Minnetonka, MN · On-site +1
... wealth & investment management accounts and services, consumer lending and mortgages. * Assists ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
New
Minnetonka, MN · On-site +1
... wealth & investment management accounts and services, consumer lending and mortgages. * Assists ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
New
Minneapolis, MN · On-site +1
$80K - $125K/yr
Whether remote or based in one of our seven offices across the country, our team members work ... Manage all aspects of administration for an assigned block of plans. * Consult with plan sponsors ...
Minneapolis, MN · On-site +1
$80K - $125K/yr
Whether remote or based in one of our seven offices across the country, our team members work ... Manage all aspects of administration for an assigned block of plans. * Consult with plan sponsors ...
Minneapolis, MN · On-site +1
$80K - $125K/yr
Whether remote or based in one of our seven offices across the country, our team members work ... Manage all aspects of administration for an assigned block of plans. * Consult with plan sponsors ...
Minneapolis, MN · On-site +1
$80K - $125K/yr
Whether remote or based in one of our seven offices across the country, our team members work ... Manage all aspects of administration for an assigned block of plans. * Consult with plan sponsors ...
Minneapolis, MN · 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 ...
Quick apply
Minneapolis, MN · 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 ...
Rogers, MN · 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 ...
Quick apply
Rogers, MN · 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 ...
... Wealth Sales and Relationship Management team field personnel in their specific regions and ... This position will sit 100% remote but must be near a major airport for travel*** #LI-KD1 ...
... Wealth Sales and Relationship Management team field personnel in their specific regions and ... This position will sit 100% remote but must be near a major airport for travel*** #LI-KD1 ...
Rochester, MN · 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 ...
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Rochester, MN · 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 ...
Minneapolis, MN · 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 ...
Quick apply
Minneapolis, MN · 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 ...
... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ... Team Project Management: Provides effective team project management on select IT projects, leading ...
... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ... Team Project Management: Provides effective team project management on select IT projects, leading ...
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.
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.
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.
The most popular types of Wealth Management jobs in Minnesota are:
For Remote Wealth Management jobs in Minnesota, the most frequently searched job titles are:
The top searched job categories for Remote Wealth Management jobs in Minnesota are:
Cities in Minnesota with the most Remote Wealth Management job openings:
$110K - $150K/yr
Full-time
Re-posted 21 days ago
This is a remote position.
About the Firm
Our client is a $350M registered investment advisory (RIA) firm based in Minnesota, built around a simple but powerful philosophy: clients are owned by the firm, not any single partner. The team operates with genuine cohesion, high accountability, and a shared commitment to exceptional client service. Everyone has a voice. Heads are down getting the work done, but there's real camaraderie and a lightheartedness that makes the culture stand out. This is a team that works hard and genuinely enjoys working together — the kind of culture that's easy to talk about but rare to actually find.
Their client base centers on equity compensation holders, founders, self-employed business owners, and high-net-worth individuals, including retirees navigating sudden wealth events and inheritance situations. The firm has built strong tax strategy and planning capabilities into its advisory practice and is now ready to bring tax compliance fully in-house as a natural extension of that offering.
About the Role
Our client is looking for a competent, dependable tax professional to own the compliance function and serve as a reliable tax resource across the client base. The firm has the client relationships and planning infrastructure in place — the right person comes in, owns the compliance function, supports the advisory team where needed, and grows into the role over time. Flexible hours are on the table for the right candidate, making this a strong fit for someone who wants quality work without the grind of a traditional public accounting schedule. If you're tired of the hours, the pressure, and the churn of a large firm environment, this is a different kind of opportunity.
Prepare and review individual and business tax returns, with authority to sign off on work product
Serve as the primary point of contact for tax compliance matters, including IRS and state notice responses
Collaborate with financial advisors to support an integrated client experience across planning and tax
Manage relationships with outside vendors for complex returns, ensuring coordination and quality control
Support advisors with tax planning inputs on equity compensation, retirement income, and business owner situations as needed
Manage multiple client engagements simultaneously with accuracy and attention to detail
CPA or EA required
3+ years of tax experience in a public accounting or RIA setting
Demonstrated strength in individual and business owner tax compliance
Comfortable managing client relationships and serving as a reliable tax resource
Experience with equity compensation taxation a plus (RSUs, PSUs, stock options)
Strong communicator who can translate tax concepts clearly for clients
Able to work independently in a remote environment while staying connected to a collaborative team
Competitive compensation commensurate with experience
Flexible scheduling considered for the right candidate
Fully remote
Sourced by ZipRecruiter
Business management consulting
11 - 50 Employees
New York, NY, US
2019
