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Remote Wealth Management Jobs in Basking Ridge, NJ

ATALNT LLC

Senior Wealth Advisor

Manhattan, NY · Remote

$100K - $200K/yr

This is a remote position. Senior Wealth Advisor Fee-Only Registered Investment Advisor Platform ... Manage and grow client relationships across financial planning, portfolio construction, and ongoing ...

BBR Partners

Wealth Strategist, Tax

New York, NY · On-site +1

$130K - $170K/yr

Manage client referral requests and suggest introductions to ensure client needs are met Internal ... Hybrid remote work environment, "Work from Anywhere" weeks, and business casual dress. * New office ...

Farther

Senior Talent Partner (Advisor Practice)

New York, NY · On-site +1

$149K - $149K/yr

... RIA, wealth management firm, or financial services search firm * Existing network in the wirehouse-to-independent advisor transition market * Experience recruiting in New York, Texas, and Remote ...

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All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Basking Ridge, NJ

Remote Wealth Management information

See Basking Ridge, NJ salary details

$77.3K

$100.7K

$120.6K

How much do remote wealth management jobs pay per year?

As of Aug 8, 2026, the average yearly pay for remote wealth management in Basking Ridge, NJ is $100,713.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,100.00 and $112,300.00 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 Basking Ridge, NJ? The most popular types of Wealth Management jobs in Basking Ridge, NJ are:
What job categories do people searching Remote Wealth Management jobs in Basking Ridge, NJ look for? The top searched job categories for Remote Wealth Management jobs in Basking Ridge, NJ are:
What cities near Basking Ridge, NJ are hiring for Remote Wealth Management jobs? Cities near Basking Ridge, NJ with the most Remote Wealth Management job openings:
Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Basking Ridge, NJ as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 100% Remote job distribution, with an average salary of $100,713 per year, or $48.4 per hour.

Senior Wealth Advisor

ATALNT LLC

Manhattan, NY • Remote

$100K - $200K/yr

Contractor

Re-posted 9 days ago

Job description

This is a remote position.

Senior Wealth Advisor
Fee-Only Registered Investment Advisor Platform

Overview
We are seeking an experienced Senior Wealth Advisor to join a modern, technology-enabled wealth management platform. This role is designed for independent advisors who want to maintain full control of their practice while leveraging institutional-grade technology, marketing, compliance, and operational support to scale efficiently.

Ideal Candidate Profile
This role is intended for active financial advisors currently managing a portable, fee-based book of business with a minimum of $25M in AUM. Candidates should be client-first, growth-oriented, and comfortable operating in an independent or 1099 environment.


Key Responsibilities

  • Serve as the primary advisor for a personal book of clients, delivering comprehensive wealth management services
  • Manage and grow client relationships across financial planning, portfolio construction, and ongoing advisory services
  • Customize client portfolios, including access to traditional and alternative investment solutions
  • Retain full ownership and discretion over investment philosophy and client strategy
  • Collaborate with internal client service, compliance, and operations teams to ensure a seamless client experience
  • Actively grow the practice through referrals, marketing initiatives, and personal business development strategies

Platform Support Provided

  • Unified, proprietary technology platform integrating CRM, operations, compliance, and marketing
  • Built-in compliance and risk management services allowing advisors to focus on client relationships
  • Dedicated client service and operational support for day-to-day account management
  • Marketing support including digital campaigns, content, and SEO with compliance oversight
  • Multi-custodial infrastructure with leading custodians
  • Remote-first operating model with optional access to flexible office space

Compensation & Structure

  • Independent contractor (1099) structure
  • Compensation customized based on advisor production and preferences
  • Revenue participation with potential equity upside
  • No forced product sales or proprietary investment requirements

Requirements
  • Minimum $25M in portable, fee-based AUM
  • Active Series 65 or equivalent registration
  • Proven experience advising high-net-worth or mass affluent clients
  • Strong client relationship management and business development skills
  • Entrepreneurial mindset with the ability to operate independently

Benefits
Firm Characteristics
  • Fee-only registered investment advisory platform
  • Multi-custodial model
  • Remote and flexible work environment
  • Venture-backed, growth-stage firm

Why This Role
This opportunity is ideal for advisors who want autonomy without isolation. You keep control of your clients and investment decisions while gaining the infrastructure, technology, and support typically only available at much larger firms.