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Remote Wealth Management Jobs in Tennessee (NOW HIRING)

Wealth Access

Enterprise Account Executive

Nashville, TN · On-site +1

You'll report to the CEO and operate as an individual contributor with a personal quota, focused on new ARR generation across the bank and wealth management channel. This position can be 100% remote ...

COR Financial Partners

Financial Advisor

Nashville, TN · On-site +1

Wealth Management * Retirement Planning * Financial Planning * Business Planning * Corporate Group Plans * And more... Responsibilities: * Analyze personal financial data to provide insights and ...

NFP Corp

Senior Trust Advisor

Franklin, TN · On-site +1

$131K - $132K/yr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Nashville, TN or Remote Position Overview The Sr. Trust Advisor is responsible for the oversight ...

NFP Corp

Senior Trust Advisor

Franklin, TN · On-site +1

$131K - $132K/yr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Nashville, TN or Remote Position Overview The Sr. Trust Advisor is responsible for the oversight ...

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All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Tennessee

Remote Wealth Management information

See Tennessee salary details

$68.1K

$88.7K

$106.2K

How much do remote wealth management jobs pay per year?

As of Aug 12, 2026, the average yearly pay for remote wealth management in Tennessee is $88,698.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,500.00 and $98,900.00 per year, depending on experience, location, and employer.

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.

What are the most commonly searched types of Wealth Management jobs in Tennessee? The most popular types of Wealth Management jobs in Tennessee are:
What are popular job titles related to Remote Wealth Management jobs in Tennessee? For Remote Wealth Management jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Remote Wealth Management jobs in Tennessee look for? The top searched job categories for Remote Wealth Management jobs in Tennessee are:
What cities in Tennessee are hiring for Remote Wealth Management jobs? Cities in Tennessee with the most Remote Wealth Management job openings:
Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Tennessee as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 100% Remote job distribution, with an average salary of $88,698 per year, or $42.6 per hour.

Enterprise Account Executive

Wealth Access

Nashville, TN • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Job description

We are seeking a proven sales producer to serve as a primary contact, closer, and knowledgeable resource for enterprise sales. As an Account Executive at Wealth Access, you will own the full sales cycle - from outbound prospecting through close. You will work in close partnership with product, implementation, and client success teams to move deals forward and create lasting client relationships.
You'll report to the CEO and operate as an individual contributor with a personal quota, focused on new ARR generation across the bank and wealth management channel.
This position can be 100% remote -or- Hybrid in our beautiful Nashville, TN location and does require up to 30% travel to client meetings & events.
WHAT YOU'LL OWN
  • Conduct outbound prospecting and lead generation via phone, email, and social media campaigns
  • Qualify sales leads based on client needs and with a partnership mentality
  • Build and manage a pipeline by traveling and calling into various levels of an organization - identifying the right opportunities and handling objections
  • Close enterprise deals and support identification of sales opportunities with existing clients
  • Nurture and develop relationships with consultants and industry partners
  • Communicate pipeline status and potential closed business to company leadership
  • Represent Wealth Access in front of prospects and at market events

WHO YOU ARE
  • 3+ years of full-cycle B2B SaaS sales experience, ideally in FinTech or financial services
  • Sales quota attainment for enterprise-level deals throughout sales career
  • Proven outbound motion - not a pure inbound closer
  • Deep familiarity with the bank and wealth management channel; strong existing relationships are a plus
  • BA/BS in business, finance, economics, or a related field
  • Experienced Salesforce user; CRM-disciplined and consistent in pipeline hygiene
  • Genuine curiosity about banking and financial services; domain expertise is a plus, not a requirement
  • Coachable, collaborative, and comfortable operating in a high-growth, team-oriented environment
  • Comfortable with heavy travel as part of the role

COMPENSATION & BENEFITS
Wealth Access offers a competitive total compensation package commensurate with experience, qualifications, and market conditions. This role includes:
  • Equity participation
  • Flexible / unlimited PTO
  • Company-funded HSA
  • 401(k) with company match
  • Paid downtown Nashville parking
  • Comprehensive health, dental, and vision benefits

#LI-Nashville
#LI-remote
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems-helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.

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