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

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Remote Wealth Management information

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$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.
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:
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Remote Wealth Management jobs near you
Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Data Annotation

Butner, NC • Remote

$50 - $60/hr

Other

Posted 16 days ago

Job description

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.


We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.


We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

  • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets
  • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work
  • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.
  • Share clear, structured feedback to help make each new version of the AI smarter and more reliable.


To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.


Benefits:

  • This is a full-time or part-time REMOTE position
  • You’ll be able to choose which projects you want to work on
  • You can work on your own schedule
  • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work


Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance


Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Masters and/or PhD is is preferred but not required


Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

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