Description Reporting directly to the Head of Wealth Management, the Director of Wealth Management ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Description Reporting directly to the Head of Wealth Management, the Director of Wealth Management ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Associate Regional Vice President
Cleveland, OH ยท Remote
$175K - $225K/yr
... wealth management practices, financial planning, and relationship building, with the ability to strategically grow and expand the business.This is a remote position; candidates should live within the ...
Associate Regional Vice President
Cleveland, OH ยท Remote
$175K - $225K/yr
... wealth management practices, financial planning, and relationship building, with the ability to strategically grow and expand the business.This is a remote position; candidates should live within the ...
Associate Regional Vice President
Rocky River, OH ยท Remote
$175K - $225K/yr
... wealth management practices, financial planning, and relationship building, with the ability to strategically grow and expand the business.This is a remote position; candidates should live within the ...
Associate Regional Vice President
Rocky River, OH ยท Remote
$175K - $225K/yr
... wealth management practices, financial planning, and relationship building, with the ability to strategically grow and expand the business.This is a remote position; candidates should live within the ...
Private Bank Wealth Advisor II
Columbus, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Private Bank Wealth Advisor II
Columbus, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Private Bank Wealth Advisor III
Cincinnati, OH ยท 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.
Private Bank Wealth Advisor III
Cincinnati, OH ยท 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.
Private Bank Wealth Advisor II
Columbus, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Private Bank Wealth Advisor II
Columbus, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Private Bank Wealth Advisor II
Cincinnati, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Private Bank Wealth Advisor II
Cincinnati, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Private Bank Wealth Advisor II
Columbus, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Private Bank Wealth Advisor II
Columbus, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Private Bank Wealth Advisor II
Cincinnati, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Private Bank Wealth Advisor II
Cincinnati, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Private Bank Wealth Advisor III
Cincinnati, OH ยท 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.
Private Bank Wealth Advisor III
Cincinnati, OH ยท 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.
Private Bank Wealth Advisor III
Cincinnati, OH ยท 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.
Private Bank Wealth Advisor III
Cincinnati, OH ยท 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.
Private Bank Wealth Advisor II
Cincinnati, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Private Bank Wealth Advisor II
Cincinnati, OH ยท On-site +1
The Private Bank Wealth Advisor II 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.
Wealth Planner
Cincinnati, OH ยท On-site +1
$52K - $72K/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.
Wealth Planner
Cincinnati, OH ยท On-site +1
$52K - $72K/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.
Wealth Planner
Cincinnati, OH ยท On-site +1
$51K - $71K/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.
Wealth Planner
Cincinnati, OH ยท On-site +1
$51K - $71K/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.
Wealth Planner
Cincinnati, OH ยท On-site +1
$52K - $72K/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.
Wealth Planner
Cincinnati, OH ยท On-site +1
$52K - $72K/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.
The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Wealth Management Advisor - OH, Cleveland (3077)
Cleveland, OH ยท On-site +1
$250 - $1.0K/wk
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Wealth Management Advisor - OH, Cleveland (3077)
Cleveland, OH ยท On-site +1
$250 - $1.0K/wk
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Wealth Management Advisor - OH, Columbus (2538)
Columbus, OH ยท On-site +1
$250 - $1.0K/wk
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Wealth Management Advisor - OH, Columbus (2538)
Columbus, OH ยท On-site +1
$250 - $1.0K/wk
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Remote Wealth Management information
See Ohio salary details
$71.3K - $74.9K
8% of jobs
$74.9K - $78.6K
8% of jobs
$81.8K is the 25th percentile. Wages below this are outliers.
$78.6K - $82.2K
9% of jobs
$82.2K - $85.8K
9% of jobs
$85.8K - $89.5K
9% of jobs
The median wage is $91.7K / yr.
$89.5K - $93.1K
8% of jobs
$93.1K - $96.7K
10% of jobs
$96.7K - $100.3K
9% of jobs
$101.1K is the 75th percentile. Wages above this are outliers.
$100.3K - $104K
9% of jobs
$104K - $107.6K
8% of jobs
$107.6K - $111.2K
9% of jobs
$71.3K
$92.9K
$111.2K
How much do remote wealth management jobs pay per year?
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.

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Job description
Description Reporting directly to the Head of Wealth Management, the Director of Wealth Management Strategy & Solutions serves as a key member of the Wealth Leadership Team and is responsible for shaping the future growth of growing Wealth Management franchise. This leader will develop and execute strategies that expand assets under management, increase revenue, deepen client relationships, and grow penetration of affluent and high-net-worth households across the bank's existing client base. The role combines enterprise strategy, business transformation, platform modernization, market expansion, and organizational leadership to position the Wealth business as one of the premier wealth management franchises in the country.
The successful candidate will be a growth-oriented executive with demonstrated success leading large-scale strategic initiatives, modernizing wealth platforms, driving enterprise transformation, and delivering measurable business outcomes within a leading wealth management, private banking, investment management, or financial services organization. Drive Enterprise Growth Partner with the Head of Wealth Management to define and execute a long-term strategic plan designed to significantly increase AUM, revenue, and market share. Develop growth strategies focused on affluent, high-net-worth, and ultra-high-net-worth client acquisition.
Create initiatives that deepen Wealth penetration among existing bank clients and strengthen referral opportunities across Consumer, Commercial, Regional Banking, and Private Banking channels. Identify emerging opportunities, market trends, and competitive threats that influence the future direction of the Wealth business. Lead Transformation and Innovation Oversee modernization of advisor platforms, client-facing technology, digital wealth capabilities, and business infrastructure.
Lead enterprise transformation programs that improve advisor productivity, client experience, scalability, and operating efficiency. Evaluate emerging technologies, fintech partnerships, and innovative solutions that accelerate growth and strengthen competitive differentiation. Accelerate Strategic Expansion Assess opportunities for expansion into new client segments, geographic markets, and growth channels.
Lead analysis of strategic partnerships, acquisitions, and investment opportunities. Develop executive recommendations and business cases supporting long-term value creation. Lead a High-Performing Organization Lead a large multi-functional team responsible for strategy, analytics, platform management, transformation, and business execution.
Build and develop exceptional leadership talent capable of supporting aggressive future growth. Foster a culture focused on performance, innovation, accountability, and client-centric decision making. Executive Leadership Serve as an influential member of the Wealth Leadership Team.
Advise executive leadership on strategic priorities, growth investments, operating performance, and market opportunities. Represent the Wealth organization externally with strategic partners, industry organizations, consultants, technology providers, and acquisition targets. Communicate strategic plans and business performance to executive stakeholders and governance committees.
Required Qualifications Bachelor's degree required. 15+ years of progressive leadership experience within Wealth Management, Private Banking, Investment Management, Asset Management, or Financial Services. Proven track record driving AUM growth, revenue growth, and client acquisition.
Experience leading large-scale organizations and developing senior leadership teams. Significant experience leading enterprise transformation, platform modernization, and strategic growth initiatives. Demonstrated ability to influence executive stakeholders and drive organizational change.
Strong understanding of wealth advisory, investment management, trust, private banking, financial planning, and wealth technology platforms. Preferred Qualifications MBA or equivalent advanced degree. Executive leadership experience within a top-tier wealth management organization.
Experience serving affluent, high-net-worth, and ultra-high-net-worth client segments. Proven success designing and executing enterprise growth strategies. Experience evaluating strategic acquisitions, partnerships, and market expansion opportunities.
Exceptional executive presence and communication skills. Experience presenting to executive committees, boards, and senior governance bodies. 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.
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