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Remote Wealth Management Jobs in Ohio (NOW HIRING)

Huntington

Private Bank Wealth Advisor II

Columbus, OH · 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.

Huntington

Private Bank Wealth Advisor II

Columbus, OH · 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.

Huntington

Private Bank Wealth Advisor II

Columbus, OH · 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.

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Remote Wealth Management information

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$71.3K

$92.9K

$111.2K

How much do remote wealth management jobs pay per year?

As of Aug 27, 2026, the average yearly pay for remote wealth management in Ohio is $92,909.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,200.00 and $103,600.00 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 Ohio?

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

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

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

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

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

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

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

Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Ohio as of August 2026, with employment types broken down into 84% Full Time, 6% Part Time, and 10% Contract. Highlights an 3% In-person, and 97% Remote job distribution, with an average salary of $92,909 per year, or $44.7 per hour.

Private Bank Wealth Advisor II

Columbus, OH • On-site, Remote

Huntington
Banking and Credit Intermediation • 10K+ employees

8.1

Company rating: 8.1 out of 10

Based on 173 frontline employees who took The Breakroom Quiz

64th of 172 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about Huntingtonexternal

Full-time

Re-posted 19 days ago

Job description

Description

Summary:

The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.

Duties and Responsibilities:

  • Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
  • Self-acquires new business by being active and well connected in the community and with external centers of influence.
  • Responsible for providing legendary client service to retain client relationships.
  • Builds strong relationships across all Huntington business segments to deepen client relationships.
  • Works with relationships of moderate to high complexity.
  • Knowledgeable on key compliance and regulatory requirements.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor’s Degree
  • State Life and Health Licenses required to be obtained within 90 days of hire
  • At least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
  • NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required. 

Preferred Qualifications:

  • Securities and life insurance licenses preferred but not required.
  • Demonstrated success working with high-net-worth clients.
  • Proven ability to build strong relationships with clients.
  • Excellent written and verbal communication skills.
  • Ability to multi-task.


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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