ZipRecruiter

Log In

2

Remote Wealth Management Jobs in Wisconsin (NOW HIRING)

HUB

Pharmacy Benefits Account Manager

Waukesha, WI · 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 ...

New

Careers - MBE CPAs

Tax Manager

Sturgeon Bay, WI · On-site +1

$106K - $139K/yr

Remote work allowed. * Relocation packages including ability to work remotely during transition to ... See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on ...

Careers - MBE CPAs

Tax Manager

Fort Atkinson, WI · On-site +1

$101K - $132K/yr

Remote work allowed. * Relocation packages including ability to work remotely during transition to ... See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on ...

next page

Showing results 1-20

All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Wisconsin

Remote Wealth Management information

See Wisconsin salary details

$75.7K

$98.6K

$118.1K

How much do remote wealth management jobs pay per year?

As of Aug 26, 2026, the average yearly pay for remote wealth management in Wisconsin is $98,641.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,300.00 and $110,000.00 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 Wisconsin?

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

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

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

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

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

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

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

Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Wisconsin as of August 2026, with employment types broken down into 70% Full Time, and 30% Part Time. Highlights an 100% Remote job distribution, with an average salary of $98,641 per year, or $47.4 per hour.

Trust Officer - Wealth

Careers | Capital First Trust Company

Milwaukee, WI • Remote

Full-time

Re-posted 10 days ago

Job description

Trust Officer - Wealth

Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations, policies, and procedures.

Role Responsibilities

Trust Administration

  • Responds promptly to client distribution requests and makes cash and asset distribution as required.
  • Understands the needs of and duties to the principals, income beneficiaries, and remaindermen.
  • Shows a high level of professionalism toward trust beneficiaries, financial advisors, and other service professionals.
  • Monitors the completion of trust tax returns.
  • Complies with Trust Administration checklists related to closing accounts and account reviews.
  • Completes annual account reviews as required by the South Dakota Division of Banking.
  • Prepares appropriate presentations for Trust Committee review.
  • Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts.

Competencies

Communication Skills

  • Excellent verbal, written, and interpersonal communication skills.
  • Able to communicate effectively with interact with beneficiaries, financial advisors, and other third-party professionals.
  • Aware of and follows company policies for electronic communications and internet use.

Computer/Technical Skills

  • Strong analytical skills with a high level of accuracy and attention to detail.
  • Proficient using Microsoft Office Suite of applications.
  • Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use.

Organization

  • Very responsive to external partner communication.
  • Timely completion of distribution requests.
  • Update client interactions in CRM database.

Judgment

  • Ability to prioritize a high number of daily tasks.
  • Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
  • Swiftly refer problems/issues to the appropriate person(s) when necessary.

Role Qualifications

  • 2+ years of financial services or legal experience.
  • Undergraduate degree or equivalent experience.
  • JD, CTFA, or CFP certification a plus.

Apply