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Remote Wealth Management Jobs in Raleigh, NC (NOW HIRING)

Envestnet

Pricing Governance Lead

Raleigh, NC · On-site +1

... hybrid work model or remote for other east coast areas.   About Envestnet   Envestnet is an adaptive WealthTech company that is redefining the future of wealth management ...

Envestnet

Pricing Governance Lead

Raleigh, NC · On-site +1

$108K - $135K/yr

... hybrid work model or remote for other east coast areas.   About Envestnet   Envestnet is an adaptive WealthTech company that is redefining the future of wealth management ...

Envestnet

Pricing Governance Lead

Raleigh, NC · On-site +1

$108K - $135K/yr

... hybrid work model or remote for other east coast areas.   About Envestnet   Envestnet is an adaptive WealthTech company that is redefining the future of wealth management ...

Envestnet

Senior Sales Engineer

Raleigh, NC · Remote

... remote work model.   About Envestnet   Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its ...

Dorr Agency

Be Seen First

Life Insurance Agent

Raleigh, NC · Remote

$60K - $110K/yr

Licensed Life Insurance Agent (Remote) - Advanced Markets | High Paying | Forbes Ranked We are ... Maintain accurate CRM records and follow all compliance requirements * Participate in advanced ...

True North Recruiters

Let's Get to Work

Raleigh, NC · Remote

$99K - $129K/yr

Remote (Work From Anywhere) Compensation: 100% Commission -- Uncapped Income Potential Experience ... Manage your own schedule and pipeline -- you're the CEO of your business * Continuously grow your ...

Empire State Careers

Remote Account Executive

Durham, NC · Remote

$69K/yr

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Empire State Careers

Remote Account Executive

Cary, NC · Remote

$69K/yr

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Lone Star Careers

Remote Account Executive

Cary, NC · Remote

$69K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

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Remote Wealth Management information

See Raleigh, NC salary details

$72.9K

$95K

$113.7K

How much do remote wealth management jobs pay per year?

As of Aug 31, 2026, the average yearly pay for remote wealth management in Raleigh, NC is $94,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,100.00 and $106,000.00 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 Raleigh, NC?

The most popular types of Wealth Management jobs in Raleigh, NC are:

What are popular job titles related to Remote Wealth Management jobs in Raleigh, NC?

For Remote Wealth Management jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Remote Wealth Management jobs in Raleigh, NC look for?

The top searched job categories for Remote Wealth Management jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Remote Wealth Management jobs?

Cities near Raleigh, NC with the most Remote Wealth Management job openings:

Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Raleigh, NC as of August 2026, with employment types broken down into 73% Full Time, and 27% Part Time. Highlights an 100% Remote job distribution, with an average salary of $94,998 per year, or $45.7 per hour.

Wealth Management Associate - NC, Raleigh (5128)

Equitable

Raleigh, NC • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 13 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

·       We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

·       Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

·       Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

·       Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

Training and support

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Benefits and compensation

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

 

Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)

What Equitable employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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