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Remote Wealth Management Jobs in Ohio (NOW HIRING)

Huntington

$70K - $140K/yr

Provides project management for all existing content to determine relevance and tone, while also ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

DataAnnotation

Associate Actuary

Wyoming, OH · Remote

$50 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits * This is a full‐time or part‐time REMOTE ...

DataAnnotation

Associate Actuary

Wyoming, OH · Remote

$50 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits * This is a full‐time or part‐time REMOTE ...

HUB

Pharmacy Benefits Account Manager

Cincinnati, OH · On-site +1

$80K - $110K/yr

... and wealth management products,and services. With over 21,000 employees in600+ offices throughout ... Established history of workingindependentlyin remote or officeenvironment. * Mustapproach all ...

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All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Ohio

Remote Wealth Management information

See Ohio salary details

$71.3K

$92.9K

$111.2K

How much do remote wealth management jobs pay per year?

As of Sep 3, 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 86% Full Time, 7% Part Time, and 7% 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.

Tax Manager at Top 100 Firm | Remote Flex w/ Salary up to $170k

Levelociti

Columbus, OH • On-site, Remote

$130K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Location: Greater Columbus, OH

Compensation: Competitive Salary Range ($130k-170k+)

Benefits:

  • Remote Options & Flexible Schedules
  • 401k Match in addition to Profit Sharing Plan & Bonuses
  • PTO Starting at 4 weeks & Health benefits that kick in Day 1
  • Fridays off during non-busy season (May-August & November-December)


Tax Manager - Core Team (Individuals/ Flow-throughs) at Top 100 Firm


About Us: We’re not your average Accounting & Advisory firm. For over 60 years, we've built a reputation as one of the Top 100 CPA Firms in the U.S. for over 10+ years - and we’re just getting started. With multiple offices across the Mid-Atlantic and a national presence, we’ve been named a "Best Place to Work" and one of the "Fastest Growing Accounting Firms" in the country. But what really sets us apart? We’re growing smart. That means expanding without sacrificing the culture, flexibility, and work-life balance that make our people stick around.


We are also proud to be a regional, mid-sized 100% independently owned firm working with clients in over 18+ different industries, including but not limited to - Dealerships, High-Net-Worth/Wealth Management, Real Estate, Professional Services, Healthcare, Construction, Manufacturing, and more. 


Due to growing our teams and client base, we are looking to bring on a new Tax Manager for our "Core" Team - meaning you'll have the opportunity to play to your strong suits and tailor this role to your skillset. Ideally, looking for someone who is comfortable with complex business entities and their associated 1040s.


Why Work with Us:

  • Offering the experience of a national firm, with the feel & culture of a regional firm
  • We give our teams the support they need to succeed, without feeling burnt out (flexible schedules & remote flexibility)
  • Growth without limits - Ample resources/ technology, mentorship, and career development (including a clear path to Partner)
  • 4/5 Star Glassdoor Reviews & "Best of the Best" Accounting Firms 2025
  • Reduced Summer Hours & Entire Week of 4th of July office is closed


What We Are Looking For:

  • Active CPA (will also consider EA)
  • Minimum 5-7+ years of Tax & Public Accounting Experience
  • Experience handling tax compliance, planning, and client engagement
  • Strong experience with 1040s & Flow-Through entities
  • Tax reviewer and proven leader supervising Tax teams in the Public Accounting space (ideally at a regional or national firm)


What We Can Offer:

  • Competitive Salary Ranges (up to 170k+)
  • Strong Annual Bonuses based on performance
  • Top Tier Health Benefits (Medical, Dental, Vision)
  • 401k Match & Profit Sharing Plan
  • Generous PTO starting at 4 weeks & 12 Paid Holidays Off
  • Parental/ Family Leave - also have additional PTO time for volunteer events
  • Reduced Hours on Fridays during non-busy season time to encourage work-life balance


What's Next?

If interested, in making a change to a firm that truly cares about it's employees and can offer career growth, please apply today or email your resume to belle.arriaga@levelociti.com for immediate consideration.


To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/