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Remote Wealth Management Jobs in Ladera Ranch, CA

Tax Alchemy

Sr. Human Resources Manager

Irvine, CA · On-site +1

$105K - $120K/yr

Remote Compensation: $105,000 - $120,000 / year Description AMG is seeking an experienced, highly ... tax/accounting, wealth management, media, or other regulated organization. Benefits * Medical ...

59 Pines

Fundraising Advisor

Laguna Beach, CA · On-site +1

Evenings/off-hours The role is remote and structured for professionals who already have networks ... Wealth Management * Financial Advising * Real Estate Syndications * Private Placements

NFP Corp

Senior Private Equity Broker

Santa Ana, CA · On-site +1

$205K - $273K/yr

... wealth management and retirement challenges through custom solutions and a people-first approach ... NFP is an inclusive Equal Employment Opportunity employer. #LI-HYBRID #LI-REMOTE #LI-LL1 ...

First American

Senior Scrum Master (Remote)

Santa Ana, CA · On-site +1

$53.25 - $72.75/hr

As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service ...

Sagient

Financial Advisor - San Diego

Oceanside, CA · Remote

You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.    What We Offer:  

Sagient

Financial Advisor

Irvine, CA · Remote

You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.    What We Offer:  

Sunflower Bank NA

Mortgage Loan Processor III

Irvine, CA · On-site +1

$33 - $36/hr

... wealth-management financial objectives. Creating Possibility is not just our mission, it's what we ... Fully remote options available. The hourly rate for this position is $33.00 - $36.00 per hour ...

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All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Ladera Ranch, CA

Remote Wealth Management information

See Ladera Ranch, CA salary details

$79.7K

$103.9K

$124.4K

How much do remote wealth management jobs pay per year?

As of Aug 31, 2026, the average yearly pay for remote wealth management in Ladera Ranch, CA is $103,887.00, according to ZipRecruiter salary data. Most workers in this role earn between $92,000.00 and $115,900.00 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 Ladera Ranch, CA?

The most popular types of Wealth Management jobs in Ladera Ranch, CA are:

What job categories do people searching Remote Wealth Management jobs in Ladera Ranch, CA look for?

The top searched job categories for Remote Wealth Management jobs in Ladera Ranch, CA are:

What cities near Ladera Ranch, CA are hiring for Remote Wealth Management jobs?

Cities near Ladera Ranch, CA with the most Remote Wealth Management job openings:

Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Ladera Ranch, CA 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 $103,887 per year, or $49.9 per hour.

Life and Health Insurance Agent

Synergy Financial

Anaheim, CA • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 3 days ago

New

Job description

???? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting












✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.













???? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets













???? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors













???? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset













???? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.













???? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.













???? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
???? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

Keywords for Optimization (Do Not Delete):
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