ZipRecruiter

Log In

2

Remote Wealth Management Jobs in Wisconsin (NOW HIRING)

Careers - MBE CPAs

Tax Manager

Wausau, WI · On-site +1

$119K - $156K/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

Marshfield, WI · On-site +1

$111K - $145K/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

Reedsburg, WI · On-site +1

$101K - $133K/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

Tomah, WI · On-site +1

$103K - $135K/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

Portage, WI · On-site +1

$117K - $154K/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 ...

Lone Star Careers

Remote Account Executive

Green Bay, WI · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Lone Star Careers

Remote Account Executive

Madison, WI · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Lone Star Careers

Remote Account Executive

Milwaukee, WI · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Sbdinc

$84K - $135K/yr

Learn: Have access to a wealth of learning resources, including our digital learning portal ... Join us! #LI-VG1 #LI-Remote The Total Target Cash Compensation range for this position is $84,000 ...

SERVE YOU RX

Clinical Account Executive

Milwaukee, WI · Remote

This is a remote position. What You'll Do: As the Clinical Account Executive, you will: * Actively manage the day-to-day clinical services for assigned accounts. * Develop and grow relationships with ...

previous pagenext page

Showing results 21-40

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 15, 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 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 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 90% Full Time, and 10% Part Time. Highlights an 100% Remote job distribution, with an average salary of $98,641 per year, or $47.4 per hour.

Tax Manager

Careers - MBE CPAs

Wausau, WI • On-site, Remote

$119K - $156K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

What's the role?

Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes:

  • Preparing payroll, tax, and business records and reports.
  • Preparing corporate and individual tax returns.
  • Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses.
  • Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs.

What experience and skills do I need to be successful?

  • 3+ years in a similar role within a public accounting firm.
  • Bachelor's Degree in Accounting highly desired or equivalent work experience.
  • CPA certification highly desired or ability to attain.

Great Perks and Benefits:

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:

  • Onsite, hybrid, or remote work arrangements. Remote work allowed.
  • Relocation packages including ability to work remotely during transition to area.
  • Competitive medical, dental, and vision insurance plans.
  • FSA/HSA account options.
  • Paid Time Off (PTO).
  • 401k employer matching program to save for retirement.
  • Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
  • Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
  • Bonuses for helping with business development leads.
  • Incredible potential for upward mobility and career growth.

What will my schedule look like?

At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members!

So how can I be considered for these opportunities?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.

What else are you hiring for?

See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn.

More about the MBE Affiliate Group:

MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Apply