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Remote Wealth Management Jobs in Butler, PA (NOW HIRING)

Manage relationships as the primary point of contact for your customers * Use McLeod software and external load boards to find carriers and negotiate rates * Collaborate with operations to coordinate ...

Remote Wealth Management information

See Butler, PA salary details

$67.6K

$88.1K

$105.5K

How much do remote wealth management jobs pay per year?

As of Aug 12, 2026, the average yearly pay for remote wealth management in Butler, PA is $88,103.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,000.00 and $98,300.00 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 Butler, PA? The most popular types of Wealth Management jobs in Butler, PA are:
What are popular job titles related to Remote Wealth Management jobs in Butler, PA? For Remote Wealth Management jobs in Butler, PA, the most frequently searched job titles are:
What job categories do people searching Remote Wealth Management jobs in Butler, PA look for? The top searched job categories for Remote Wealth Management jobs in Butler, PA are:
What cities near Butler, PA are hiring for Remote Wealth Management jobs? Cities near Butler, PA with the most Remote Wealth Management job openings:

Account Executive - South East Region

FSI Services

Cranberry Township, PA • On-site, Remote

$70K - $100K/yr

Full-time

Re-posted 18 hours ago


Job description

The best CMMS for healthcare maintenance professionals.
Account Executive
About Us:
At FSI, you'll join a team of passionate professionals dedicated to empowering efficient and safe hospital operations. FSI supports over 400 million sq ft of hospital space every year to run transformative, intelligent hospital maintenance operations.FSI is the most comprehensive computerized maintenance management software (CMMS) provider for healthcare, and we're proud to serve over 1,000 hospitals with some of the largest networks in the country -- including Atrium Health, UPMC, Yale New Haven, SSM Health, UNC Health, and many others. We work directly with our customers to build customized modern technology that fits their complex needs.In 2020, FSI received significant investments to grow and expand on the foundation established since the company began in 2002. We believe our most exciting chapter is just beginning, and we're looking for talent that wants to make an impact. If you're looking for a fast-paced, innovative community with a team focused on collaboration and empowerment through technology, we encourage you to get in touch.
Your role:
FSI is seeking a high-velocity Account Executive with a proven track record of success in Healthcare, Facilities, Biomedical, or SaaS software space. Your primary role will be to continue to drive significant subscription and service revenue growth. We're wrapping up a record year here at FSI and looking for someone that can join the team and make an immediate impact. This is an exciting opportunity for someone with the requisite experience to further their career selling SaaS products to hospitals and other healthcare providers in a designated territory in the United States.
Your responsibilities:
  • Deliver quality and tailored demonstrations of FSI's flagship products and services to prospects based on the prospect's needs and priorities
  • Understand customer goals, plans, challenges, timeline, budget, authority
  • Meet or exceed your quarterly sales quota
  • Own the success of your territory by defining goals and creating a detailed plan
  • Strive to continuously improve your sales process and demonstrate a willingness to learn and implement best practices
  • Supplement your pipeline by completing lead-generating activities

What you'll bring to the team:
  • 3-6 years' experience as a quota-carrying sales representative and/or sales prospecting experience
  • Insight and experience selling software into the hospital industry
  • Contacts in the Healthcare Facilities or Clinical Engineering space
  • Significant understanding of the South East US healthcare market
  • Ability to engage with senior executives
  • Self-motivated and proactive with the ability to work in a fast-paced, changing environment
  • Genuine customer empathy
  • Team player mentality to ensure customer success
  • Organized with strong time management skills
  • CRM management skills
  • Strong skills in PowerPoint, Excel, Teams, Office 365
  • Excellent written and verbal communication skills
  • A thirst for knowledge and growth in an early-stage environment
  • A sense of urgency and persistence
  • Proven success working remotely

Work Location:
Remote position. Candidates are ideally located in the South East region of the United States. Travel is required.
Compensation:
Compensation for this role will be determined based on relevant experience, qualifications, and work location. The expected base salary range is $70,000 to $100,000.
Don't meet all the requirements?
We're all on a journey to learn constantly and have areas to develop. If you bring some of the above skills to the table and are still developing in others - APPLY ANYWAY! Learning and experience isn't a one-way path, if you believe you have the background needed to make an impact in this role, we'd love to hear from you.
Our Values:
  • Customer inspired.
  • Solutions-first.
  • One team.
  • Impactful experts.

We look forward to hearing from you!
Don't meet all the requirements? We're all on a journey to learn constantly and have areas to develop. If you bring some of the above skills to the table and are still developing in others - APPLY ANYWAY! Learning and experience isn't a one-way path, if you believe you have the background needed to make an impact in this role, we'd love to hear from you.
FSI is an Equal Opportunity Employer:
We are committed to fostering a diverse, inclusive environment and to encourage these values in everyone on our team. We provide an environment of mutual respect where opportunities are available without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. We believe that diversity and inclusion for people from all walks of life are key to our success as a company.