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

Wisepath Group

Wealth Advisor

Durham, NC · On-site +1

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... Advanced technology and CRM systems * Marketing and business development support * Collaborative ...

Wisepath Group

Wealth Advisor

Raleigh, NC · On-site +1

Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... Advanced technology and CRM systems * Marketing and business development support * Collaborative ...

Envestnet

Pricing Governance Manager

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 Manager

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 ...

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All JobsRemote Wealth Management JobsRemote Wealth Management Jobs in Raleigh, NC

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 Jun 15, 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 does a typical day look like for a remote wealth management professional?

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.

How can I make 2000 a week working from home?

Remote wealth management professionals can earn $2,000 or more weekly by managing high-net-worth client portfolios, providing financial planning, and utilizing certifications like CFP or CFA. Success depends on experience, client base size, and the ability to work efficiently using financial software and communication tools.

What are the key skills and qualifications needed to thrive in the Remote Wealth Management position, and why are they important?

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 a Remote Wealth Management job?

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 percent of financial advisors make over $500,000?

According to industry reports, approximately 10-15% of financial advisors earn over $500,000 annually, often those with extensive experience, high-net-worth clients, or specialized certifications. Wealth management professionals with strong client relationships and advanced skills are more likely to reach this income level.

Is 200,000 enough to work with a financial advisor?

For a remote wealth management professional, a client with $200,000 in assets can typically access financial advisory services, though the level of service and fee structure vary. Many advisors require a minimum investment, often ranging from $25,000 to $100,000, but some offer services for lower amounts or charge based on assets under management. The suitability depends on the advisor's policies and the client's financial goals.

How to make $100,000 a year working from home?

Remote wealth management professionals can reach a $100,000 annual income by building a strong client base, obtaining relevant certifications such as the CFP, and leveraging digital tools for client communication and portfolio management. Success often depends on experience, networking, and providing high-value financial advice remotely.
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Remote Wealth Management jobs near you
Wealth Management Associate - NC, Raleigh (5128)

Wealth Management Associate - NC, Raleigh (5128)

Equitable

Raleigh, NC • On-site, Remote

Other

Medical, Dental, Vision, Life, Retirement

Posted 26 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 21 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

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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