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Remote Wealth Management Jobs in Boca Raton, FL (NOW HIRING)

Aprio

Wealth Advisor

Fort Lauderdale, FL · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

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Remote Wealth Management information

See Boca Raton, FL salary details

$71.2K

$92.7K

$111K

How much do remote wealth management jobs pay per year?

As of Jun 16, 2026, the average yearly pay for remote wealth management in Boca Raton, FL is $92,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,100.00 and $103,400.00 per year, depending on experience, location, and employer.

What does a typical day look like for a remote wealth management professional?

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.

How can I make 2000 a week working from home?

Remote wealth management professionals can earn $2,000 or more weekly by managing high-net-worth client portfolios, providing financial planning, and utilizing certifications like CFP or CFA. Success depends on experience, client base size, and the ability to work efficiently using financial software and communication tools.

What are the key skills and qualifications needed to thrive in the Remote Wealth Management position, and why are they important?

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 a Remote Wealth Management job?

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 percent of financial advisors make over $500,000?

According to industry reports, approximately 10-15% of financial advisors earn over $500,000 annually, often those with extensive experience, high-net-worth clients, or specialized certifications. Wealth management professionals with strong client relationships and advanced skills are more likely to reach this income level.

Is 200,000 enough to work with a financial advisor?

For a remote wealth management professional, a client with $200,000 in assets can typically access financial advisory services, though the level of service and fee structure vary. Many advisors require a minimum investment, often ranging from $25,000 to $100,000, but some offer services for lower amounts or charge based on assets under management. The suitability depends on the advisor's policies and the client's financial goals.

How to make $100,000 a year working from home?

Remote wealth management professionals can reach a $100,000 annual income by building a strong client base, obtaining relevant certifications such as the CFP, and leveraging digital tools for client communication and portfolio management. Success often depends on experience, networking, and providing high-value financial advice remotely.
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Remote Wealth Management jobs near you
Senior Wealth Advisor

Senior Wealth Advisor

Bessemer Trust Inc.

West Palm Beach, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Position Summary:

Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual will be responsible for identifying, cultivating, and converting ultra-high-net-worth (UHNW) prospective clients into long-term clients within their assigned geographic region. The ideal candidate will have deep industry relationships, a consultative approach, and a proven track record of successfully sourcing and establishing new client relationships.

Key Responsibilities:

  • Develop and execute targeted outreach strategies to attract prospective clients.
  • Source new UHNW prospective clients through personal networks, centers of influence, and strategic partnerships.
  • Represent Bessemer Trust at industry events and conferences to build brand awareness, generate leads, and expand community outreach.
  • Lead prospective client engagement efforts from initial relationship inception to onboarding, including prospective client due diligence, meeting management, and adhering to all compliance requirements.
  • Collaborate with key specialists across Bessemer Trust's Wealth Planning, Family Office Management, Investments, and Client Advisors to develop customized and tailored prospective client solutions.
  • Build and expand relationships with attorneys, accountants, family offices and their firms in addition to other referral sources.
  • Leverage thought leadership and firm resources to engage prospective clients and deepen interest.
  • Stay informed on competitor landscape and UHNW client trends within the assigned geographic region.
  • Provide feedback to leadership on business development strategies and opportunities.
  • Coach and mentor Associate Wealth Advisors and Wealth Advisor Analysts to support continuous career development.
  • Partner with Wealth Advisor Solutions team on digital marketing efforts within the assigned geographic region.

Qualifications:

  • Substantial experience in the wealth management industry and knowledge of related product areas.
  • M.B.A. or J.D. preferred, or equivalent combination of education and/or experience.
  • Comprehensive knowledge of investments, tax and estate planning and/or banking services.
  • Proven track record of successful business building and relationship management.
  • Collaborative and excellent communicator.
  • Goal-oriented, self-starter.
  • Series 7 license and a Series 63 license (or its equivalent), or willing to obtain.

About Bessemer Trust

  • Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management - disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
  • Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
  • Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:

  • For119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  • Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  • To watch a video about Bessemer Trust's history,click here.
  • To learn more about Bessemer Trust,click here.

About Our Employee Rewards and Benefits:

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:

  • Competitive base salary plus discretionary annual bonus for select positions
  • A 401(k) plan with a generous annual profit-sharing contribution
  • Personalized development and career opportunities, including tuition reimbursement support
  • Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  • Employee assistance (EAP) and wellness programs
  • Hybrid work environment: 60% in office, 40% remote for most positions
  • Paid time off and paid parental leave
  • Employer-paid life insurance and short- and long-term disability coverage
  • Legal services and financial wellness plans at no cost to employees

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