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Remote Wealth Management Jobs in Utah (NOW HIRING)

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

$165K - $185K/yr

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

Posted today

401GO

Regional Relationship Manager

Sandy, UT · On-site +1

Hybrid / Remote / Flexible Reports to: Director of Sales Travel: Up to 30% which also includes attending various conferences and/or partner events The Regional Relationship Manager (RRM) manages ...

401GO

Regional Relationship Manager - HCM

Sandy, UT · On-site +1

Flexible (In Office, Hybrid, or Remote) Job Type: Full-time Reports to: Director of Sales Travel ... Serve as the primary point of contact for partner engagement, account management, and ongoing ...

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Remote Wealth Management information

See Utah salary details

$68.3K

$89K

$106.5K

How much do remote wealth management jobs pay per year?

As of Aug 21, 2026, the average yearly pay for remote wealth management in Utah is $88,968.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,700.00 and $99,200.00 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 Utah?

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

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

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

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

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

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

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

Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Utah as of August 2026, with employment types broken down into 64% Full Time, and 36% Part Time. Highlights an 100% Remote job distribution, with an average salary of $88,968 per year, or $42.8 per hour.

Senior Wealth Advisor-Remote

RK Partners

Park City, UT • On-site, Remote

$165K - $185K/yr

Full-time

Posted 14 hours ago

Posted today

Job description

Senior Wealth Manager

Presented by Rekroot on behalf of our client

About the Firm

Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of experience serving individuals, families, business owners, and institutional clients. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.

The organization manages approximately $8 billion in assets and is committed to delivering proactive, high‑touch guidance across all areas of clients’ financial lives.

Position Overview

Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will drive significant growth by representing the firm’s value proposition, delivering white‑glove service, and serving as a trusted advisor to high‑net‑worth clients — all with the support of a collaborative team behind you.

Senior Wealth Managers are long‑term strategic hires with a clear path to ownership.

This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts in a clear, relatable way. You will lead client relationships, oversee advanced planning engagements, and contribute meaningfully to both business development and client service.

What You Bring

Education & Credentials

  • Bachelor’s degree from an accredited four‑year university (social sciences or business preferred)
  • CFP® designation required

Experience

  • 6+ years serving as a lead advisor or consultant for high‑net‑worth clients within a wealth management firm or the tax division of an accounting firm
  • Proven experience as the primary relationship owner for complex client households

Lead Advisor Capabilities

  • Serve as the primary advisor and decision‑maker for high‑net‑worth clients
  • Lead client review and discovery meetings, including advanced planning scenarios
  • Deliver strategies across tax, estate, investments, retirement, and risk management
  • Coordinate tax strategy with external CPAs
  • Experience with equity compensation planning, business owners, or other specializations is a plus
  • Guide clients through retirement income and distribution planning
  • Partner with estate attorneys on legacy planning

Technical & Analytical Skills

  • Strong understanding of investment fundamentals, securities, account types, and transaction mechanics
  • Ability to synthesize competing priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
  • Commitment to a fee‑only, client‑first planning environment
  • Belief in academically grounded investment philosophy
  • Respect for confidentiality and fiduciary responsibility

Leadership & Growth Mindset

  • Invest in the development of Planners and Wealth Managers
  • Strong communication skills — written, verbal, and interpersonal
  • Positive, client‑focused attitude
  • Self‑motivated and able to operate independently

Business Development Experience

  • Lead the full discovery and onboarding process for new clients
  • Generate new business through referrals, firm‑generated leads, and personal networks
  • Consistently contribute to revenue growth and new client acquisition
  • Act as an ambassador for the firm by clearly articulating its value proposition

Why Work With Our Client

You’ll have the opportunity to learn from a team of experts, make a meaningful impact on clients’ lives, and contribute to a collaborative, values‑driven culture. The firm invests deeply in the people who take care of clients.

Compensation & Benefits

  • Competitive compensation with annual bonuses
  • Comprehensive benefits package
  • Daily catered lunch
  • Free access to an on‑site workout facility
  • Professional development support