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Remote Wealth Management Jobs in Rochester, NY (NOW HIRING)

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FP&A Manager - AI Trainer

Rochester, NY · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

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Remote Wealth Management information

See Rochester, NY salary details

$74K

$96.4K

$115.4K

How much do remote wealth management jobs pay per year?

As of Aug 26, 2026, the average yearly pay for remote wealth management in Rochester, NY is $96,424.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,300.00 and $107,500.00 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 Rochester, NY?

The most popular types of Wealth Management jobs in Rochester, NY are:

What are popular job titles related to Remote Wealth Management jobs in Rochester, NY?

For Remote Wealth Management jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Remote Wealth Management jobs in Rochester, NY look for?

The top searched job categories for Remote Wealth Management jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Remote Wealth Management jobs?

Cities near Rochester, NY with the most Remote Wealth Management job openings:

Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Rochester, NY as of August 2026, with employment types broken down into 66% Full Time, and 34% Part Time. Highlights an 100% Remote job distribution, with an average salary of $96,424 per year, or $46.4 per hour.

Tax Manager - Estate & Trust

Rochester, NY • Remote

Benaiah Consulting Group. LLC
See more jobs at Benaiah Consulting Group. LLCexternal

$135K - $165K/yr

Full-time

Re-posted 27 days ago

Job description

Trust & Estate Tax Manager | 100% Remote

$130-160K Base + Bonus + 100% Employer-Paid Benefits

Are you a seasoned tax professional with a focus in the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant impact, keep reading.


Our client, a well-established CPA consulting, advisory and tax planning firm is looking for a Trust & Estate Tax Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote role with real technical depth and direct client responsibility.

The Work

You will lead tax planning and compliance for HNW and UHNW individuals, families, and entities. That includes:

  • Designing and implementing comprehensive tax planning strategies across personal, fiduciary, estate, and gift tax
  • Structuring trust instruments to support wealth transfer goals and minimize tax exposure
  • Overseeing preparation and review of complex returns - personal, fiduciary (1041), estate (706), and gift (709)
  • Conducting technical tax research and resolving complex issues
  • Serving as a primary relationship holder with clients - not just a reviewer in the background

This is a client-facing leadership role. You will be visible, trusted, and accountable.

What You Bring

  • 4+ years in tax planning, with meaningful time spent on trust, estate, and HNW work
  • Background in a CPA firm, wealth management firm, or law firm - you understand the client profile
  • Strong technical command of tax laws and a desire to continue your personal and professional development and growth.
  • CPA, JD, or EA required
  • The ability to communicate complex concepts clearly to clients who are smart but not tax professionals
  • A track record of mentoring staff and building toward results

The Firm

This is a firm with 30+ years of history in its market and a reputation built on client relationships, not volume. The culture is collaborative and people-focused. They have invested in building a successful remote infrastructure, and flexibility is genuine, not performative.

This role is built for someone who wants to do sophisticated work, work with quality clients, and grow without relocating.

To Be Considered

Submit your resume ASAP. Qualified candidates will be contacted directly.