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Remote Wealth Management Jobs in Georgetown, TX (NOW HIRING)

Kake Group

Product Manager

Austin, TX · Remote

... a remote, fast-paced environment Nice-to-Have - Background in private markets, wealth management, or investment platforms Additional - US Timezone Overlap We may use artificial intelligence (AI ...

DataAnnotation

FP&A Manager - AI Trainer

Austin, TX · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

DataAnnotation

FP&A Manager - AI Trainer

Killeen, TX · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

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Remote Wealth Management information

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$69.7K

$90.8K

$108.7K

How much do remote wealth management jobs pay per year?

As of Aug 17, 2026, the average yearly pay for remote wealth management in Georgetown, TX is $90,800.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,400.00 and $101,300.00 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 Georgetown, TX?

The most popular types of Wealth Management jobs in Georgetown, TX are:

What are popular job titles related to Remote Wealth Management jobs in Georgetown, TX?

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

What job categories do people searching Remote Wealth Management jobs in Georgetown, TX look for?

The top searched job categories for Remote Wealth Management jobs in Georgetown, TX are:

What cities near Georgetown, TX are hiring for Remote Wealth Management jobs?

Cities near Georgetown, TX with the most Remote Wealth Management job openings:

Remote Wealth Management jobs near you

Wealth Advisory - Relationship Manager

Farther

Austin, TX • On-site, Remote

Full-time

Medical, Retirement

Re-posted 26 days ago

Job description

Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
You'll be the person clients trust to know their lives: the family updates, the upcoming milestones, the questions they haven't asked yet. As the Relationship Manager for a well-established Austin-based advisory practice, you're the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice.
The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence. No business development. No cold calls. Just building real relationships and making sure clients always feel taken care of.
Your Impact
  • Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks
  • Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved
  • Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate
  • Coordinate client onboarding, account transitions, and service requests in partnership with operations
  • Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up
  • Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet

The Ideal Match
  • 2-5 years in a client-facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred)
  • Proven track record managing high-touch relationships with high-net-worth individuals or families
  • Exceptional follow-through, clients never have to chase you twice
  • Warm, professional communicator who builds trust naturally
  • Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball
  • Series 65 or equivalent a plus; CFP coursework welcomed

Bonus Points
  • Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)
  • CRM proficiency (Salesforce, Redtail, or similar)
  • Genuine love of the details, you're the person who remembers the kids' names and the dog's birthday
  • Familiarity with modern wealth tech platforms

Why Join Us
  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!
Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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