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Remote Wealth Management Jobs in McKees Rocks, PA

ReminderMedia

Remote Account Executive

Pittsburgh, PA · Remote

As we continue to expand, we're seeking a driven Remote B2B Phone Sales Closer to join our high ... Collaborate with team members and management to refine sales strategies and improve performance.

ReminderMedia

Remote Account Executive

Pittsburgh, PA · Remote

As we continue to expand, we're seeking a driven Remote B2B Phone Sales Closer to join our high ... Collaborate with team members and management to refine sales strategies and improve performance.

FOREVER INC

Client Care Associate

Pittsburgh, PA · On-site +1

$17/hr

Open to Remote or Hybrid Department: Client Care Reports To: Manager of Client Care Company: Forever, Inc. ( www.forever.com ) About FOREVER At FOREVER ® , we help families and individuals save ...

RemoFirst

Account Executive

Pittsburgh, PA · Remote

RemoFirst is transforming the way businesses hire and manage global teams. Our mission is to enable ... Experience working in a fully remote environment. How you'll work: * Excellent English is a must.

FORT Robotics

Account Executive, USA

Pittsburgh, PA · Remote

Additionally, FORT's Safe Remote Control enables operators to manage heavy machinery remotely, reducing the risk of accidents and improving visibility. By ensuring communications integrity across any ...

Norsk Hydro

Account Executive

Coraopolis, PA · Remote

Remote Pay Range: $111,132 - $152,101 Job Summary The position in the upper Midwest US (focus on ... This position reports directly to the East Regional Sales Manager. What you will be doing * Conduct ...

Norsk Hydro

Account Executive (22417)

Pittsburgh, PA · Remote

Remote Pay Range: $111,132 - $152,101 Job Summary The position in the upper Midwest US (focus on ... This position reports directly to the East Regional Sales Manager. What you will be doing * Conduct ...

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Showing results 21-40

All JobsWealth Management JobsRemote Wealth Management JobsRemote Wealth Management Jobs in McKees Rocks, PA

Remote Wealth Management information

See McKees Rocks, PA salary details

$70.5K

$91.9K

$110K

How much do remote wealth management jobs pay per year?

As of Aug 13, 2026, the average yearly pay for remote wealth management in McKees Rocks, PA is $91,875.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,300.00 and $102,500.00 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 cities near McKees Rocks, PA are hiring for Remote Wealth Management jobs? Cities near McKees Rocks, PA with the most Remote Wealth Management job openings:
Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in McKees Rocks, PA as of August 2026, with employment types broken down into 88% Full Time, and 12% Part Time. Highlights an 100% Remote job distribution, with an average salary of $91,875 per year, or $44.2 per hour.

Tax Manager, Business Entities, Client Accounting Advisory Services

Caliber Recruiting Group

Pittsburgh, PA • On-site, Remote

$120K - $160K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 23 days ago

Job description

We have a new role partnering with a growing, top-rated CPA and business advisory services firm here in the Pittsburg, PA area in search for an additional Tax Manager focused on Business Entities, and Client Advisory Services.

This regionally based CPA firm helps hundreds of businesses in various industries including logistics, retail, distribution, manufacturing, healthcare, construction, and professional services. Services include Tax prep and review for C-Corps, S-Corps, estates, trusts, and partnerships.

If you are looking for a great role that provides growth and to work with amazing clients on tax planning and advisory services in a one-on-one environment, reach out and apply to us today.

Responsibilities amp; Duties:

-Strong analytical and technical tax accounting skills with the ability to research and implement tax liability and asset protection strategies and having a strong management perspective as far as tax work for private and public businesses.
-Ability to perform tax prep and review work with multiple entities including partnerships, C Corps, S Corps, High Net Worth -individuals, as well as trusts and estate entities.
-Ability to be a good leader and interact well with other tax employees and act as a mentor and coach for more junior tax employees
-Work with the partners and founders for reviewing any complex issues and or strategies for multiple clients

Qualifications:

-Bachelors Degree in accounting or equivalent (Finance, Business, Data analytics)
-4-6 years of public accounting experience, (CPA, advisory, finance, wealth planning accounting firm)-preferable of 5-7 years for a more senior tax role.
-CPA preferred and or CPA in progress and ability to sit for CPA relatively soon
-Enrolled Agent also acceptable with 4-6 years of public accounting experience, (CPA type firm)
-Experienced in a variety of Tax / accounting software programs including CCH, Pro System, and or other tax planning software (Thompson Reuters)
-Experience with tax review on C-Corp, S-Corp, individual, HNW, and complex entity arrangements
-Detail oriented and great personal skills working with high profile clients, founders, CEOs, and VPs or multi million dollar organizations

What you will receive:

  • $120,000-$160,000 salary per year +bonus
  • STI, LTIP
  • PTO, generous Policy
  • Medical / Health Insurance employee subsidized
  • 401(k)
  • Dental HMO
  • Full time schedule with hybrid schedules
  • Hybrid and remote options can be established
If is this sounds like a great role for you would at least be curious to find out more details, please reach out to hire@caliberrecruit.com today!

If not, still email your resume to us and we can also see what else may be of interest as our roles come in and also can change often and we may have a different role you like at some point in the near future.

We look forward to connecting with you soon. -Andrew

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